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 CFP® professional with 17 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to that, he spent 12 years at First Trust Portfolios L.P. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, including firm-developed and third-party models, with oversight from an Investment Strategy Committee.

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.

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 65 and Series 63 credentials and 15 years of industry experience. She serves as a board member for The Danish Home Association and is involved with estate planning services through Net Law Group Inc. and LegacyShield Solutions, Inc. Rasmussen also owns a general business consulting firm, Until Now Consulting. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Justin Muro is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Muro also serves as CEO of Muro Wealth Management, a marketing entity for financial services and tax/accounting purposes affiliated with Lincoln. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing strategic and dynamic investment approaches supported by an Investment Management & Research team.

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.

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, holding Series 63 and Series 65 registrations with 10 years of industry experience. His prior roles include positions at LPL Financial, CCO Staffing, CCO Capital, Cole Capital Corporation, and Equity Fund Advisors. He is involved in multiple business activities related to his firm, including administrative support and managing several DBAs. Integrated Wealth Concepts serves individual, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience, including 12 years at Morgan Stanley. She is based in Wheaton, IL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions.

James Blaydes is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior positions include roles at LPL Financial, OSAIC, Securities America, Inc., Securities America Advisors, and National Planning Corporation. Outside of his advisory work, he serves as president of his condo association, managing administrative duties and maintenance issues. Stratos Wealth Partners is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of investment solutions including advisor-managed and model portfolios, third-party manager programs, and various financial planning services, employing an open-architecture approach that integrates multiple external platforms and resources.

Nicholas Swan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential. He has been with the firm since 2026. Prior to his current role, he was involved with several community churches over an 18-year period. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies including model-based and customized portfolios, combining active and passive management, and provides ongoing due diligence and rebalancing.

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 with Kestra Advisory Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Riverstone Wealth Partners, Commonwealth Financial Network, and UBS Asset Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.