Nicholas Swan is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has been with the firm since 2026. Prior to his advisory role, he was involved in various community church organizations from 2007 to 2025. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs and financial planning services, supported by several hundred advisors and tens of billions in assets under management.

Arthur Reich is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His background includes roles at several firms such as Medico Insurance Company, Travel Guard International, and World Financial Group. He has also been involved in insurance sales and ownership of Wellington Group of Illinois LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Matthew Wetzel is a financial advisor at PNC Wealth Management with seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank N.A. for seven years and has experience in other sectors including Medline Industries and Spire Hospitality. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to manage discretionary portfolios with mutual funds and ETFs.

David Floyd is a financial advisor at Kestra Advisory with a Series 66 designation and four years of industry experience. He previously worked at Riverstone Wealth Partners and Commonwealth Financial Network from 2021 to 2026, and held positions at UBS Asset Management from 2016 to 2020. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Datta Prasad Janamanchi is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. Outside of his advisory role, he is involved in life and health insurance sales through multiple business activities. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm manages approximately $5.4 billion in client assets through a large network of advisors, offering a variety of portfolio management and financial planning services alongside third-party manager referrals.

Rajeswaran Venkatraman is a financial advisor with VOYA Financial Advisors, Inc. in Lisle, Illinois, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Venkatraman serves as treasurer for the Highland Field Home Owners Association, where he oversees financial statements and budget approvals. VOYA Financial Advisors serves a broad mix of individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based advisory services.

Jason Moscickis is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC Investments since 2010. Moscickis holds Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm employs algorithmic risk assessment and executes investments via approved model strategies using mutual funds and ETFs, with portfolio management delegated to third parties.

Mira Dragisic is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Wells Fargo Bank, NA, Thrivent Financial, JPMorgan Chase Bank, N.A., and Northwestern Mutual. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Derek Mc Daniel is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. He holds a Series 66 credential and previously worked at Bank of America, Merrill, Kinetic Life Growth Partners, Focal Point Partners, and Wacoal Sport Science Corp. Outside of his advisory role, he serves as a Planning & Zoning Commissioner and a city councilman for the City of Naperville. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment consulting services, utilizing multi-manager strategies across mutual funds, ETFs, separately managed accounts, and custom portfolios.

John Matenko is a Series 66 licensed advisor with Principal Financial Services in Saint Charles, IL. He has one year of industry experience and has held positions at Principal Securities, Principal Life Insurance Company, and various other roles including at St. Charles Country Club and Goldfish Swim School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, and access to third-party money manager solutions.

Lucero Ramirez is an advisor at Fifth Third Securities, Inc. with one year of experience in the financial industry. She holds Series 63 and Series 65 licenses and has been affiliated with Fifth Third Bank since 2015. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts. The firm offers investment advisory and brokerage services through various programs and third-party portfolio managers on its Passageway Managed Account platform.

Jared Lester is a CFP® professional with 10 years of experience in financial advising, currently with Stratos Wealth Partners, Ltd. and LPL Financial LLC since 2026. His prior experience includes roles at OSAIC, Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he serves as an assistant soccer coach for kindergarten-aged children in Naperville, IL. Stratos Wealth Partners serves individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines personalized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians and platforms.

Jarret Van Acker is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior roles include positions at Savant Wealth Management and Mariner Wealth Advisors. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Nathan Muersch is a financial advisor at Principal Financial Services in Downers Grove, IL, holding a Series 66 designation. He has been in the industry since 2024, including experience with Muersch Financial LLC and Principal Life Insurance Company. Prior to his advisory roles, he was a student for three years and briefly worked at Walmart. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maurice Mathy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Benjamin F. Edwards since 2016. Outside of his advisory role, he serves as executor for an estate, managing financial assets and related obligations. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing a range of strategies managed internally and by third parties.

Eric Rasch is a financial advisor at William Blair with a Series 66 designation and five years of industry experience. He has worked at William Blair since 2020 and previously spent four years at Indiana University. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and access to private funds through its MB Investments Program.

Scott Wei is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience with Lion Street Advisors and Lion Street Financial. Outside of his advisory role, he owns Dentdelioun LLC, an insurance agency. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing a variety of investment approaches and custodial platforms.

Jack Privateer is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His prior roles include positions at M1 Finance, New York Life, and Edward Jones. Outside of finance, he has experience working in hospitality and events, including roles at Global Brew Tap House, Topgolf, International Tap House, and Complete Wedding + Events. Citigroup Global Markets serves individual and institutional clients through a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides solutions for workplace, high-net-worth, and ultra-high-net-worth segments, combining large institutional scale with distinctive market roles and proprietary research capabilities.

Christopher De Simone is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and VALIC Financial Advisors Inc. Outside of financial advising, he has been involved in real estate property management and sales since 2002. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Chandra Halverson is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes positions at Strategic Wealth Investment Group, Cetera Advisor Networks, Sageview Advisory Group, and BOK Financial Securities, Inc. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.