Lashawn Johnson is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with CitiBank since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships, combining large institutional scale with unique market roles.

Rajesh Patel is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors, LLC. He serves as an investment advisor to the Indian American Medical Association Charitable Foundation, which operates a free health clinic for individuals unable to afford medical care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Jerard Woods is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Performance Trust Capital Partners, LLC for six years. Outside of his advisory role, he is also a musician. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models, integrates proprietary and affiliated funds, and offers discretionary portfolio management through various investment vehicles and sub-advisory relationships.

Mike Melek is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, BMO Harris Bank, The Huntington Investment Company, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives trading, and provides multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Nathan Parchman is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Cambridge Capital Management, LLC and Regions Bank. Outside of his advisory role, he is an owner of Nitro Family Foods, a local food production business, and serves as an alderman for the City of O'Fallon, where he participates in municipal lawmaking. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with turnkey asset management platform services.

Anthony Wheeler is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at FIS Brokerage & Securities Services LLC, Edward Jones, Old Second National Bank, and The First National Bank in Amboy. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models, a variety of investment vehicles, and serves as both an investment advisor representative platform and a sub-advisor to other advisory programs.

Timothy March is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020 and previously spent 12 years at First Trust Portfolios L.P. He is based in Wheaton, IL and holds a Series 66 license. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including advisory programs, financial planning, retirement and investment consulting, brokerage, insurance products, and select M&A advisory services.

Tarina Rodgers is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Before joining Citigroup in 2022, she worked at Merrill, the University of Phoenix, J.P. Morgan Securities, and JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Robert Pacheco is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. In addition to his advisory role, he is involved with the Heartland Institute of Financial Education, providing financial literacy courses to groups. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based insurance and brokerage products.

Lori Hansen is a financial advisor at William Blair with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with William Blair & Company L.L.C. since 1982. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm employs an active, research-driven approach across various asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Mark Wheeler is a CFA® charterholder with 24 years of industry experience and has been with William Blair since 2009. He is based in Orland Park, IL, and holds the Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Kim Rasmussen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. In addition to his advisory role, he serves on the board of The Danish Home Association and is involved with estate planning services through Net Law Group Inc. and LegacyShield Solutions, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Phillip Pardo is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Transamerica since 2012. Outside of his advisory role, he is involved with Legacy Shield Solutions, focusing on estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies.

Joshua Green is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has previously worked at T. Rowe Price, American Funds, and Invesco. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing both proprietary strategies and third-party model providers.

Austin Mc Donnell is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Corient. His prior roles include positions at Balasa Dinverno Foltz LLC, Northwestern Mutual, and Indiana University. Outside of his advisory work, Mc Donnell volunteers as a financial mentor for 3rd Decade, providing pro bono personal financial planning guidance. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Christopher Lago is a CFP® professional with 12 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He has been associated with Fifth Third Bank since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm provides various discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Kendall Guyton Jr. is a Series 66-licensed financial advisor at Citigroup Global Markets with two years of industry experience. His prior roles include positions at Merrill, Bank of America, and PNC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and incorporates both discretionary and non-discretionary models, serving a broad client base including high-net-worth and ultra-high-net-worth individuals.

Garrett Hall is a financial advisor at Integrated Wealth Concepts LLC in Naperville, IL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at LPL Financial, CCO Staffing, CCO Capital, Cole Capital Corporation, and Equity Fund Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios primarily comprised of mutual funds, ETFs, equities, and fixed income with a long-term approach complemented by shorter-term trading for rebalancing and cash needs.

Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, IL. She holds a Series 66 designation and has 12 years of industry experience, including 10 years with Morgan Stanley. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory programs and consulting services, offering both discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party models.