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.

William Hammond is a ChFC®-designated financial advisor with 33 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including T2 Asset Management and Woodbury Financial Services. Outside of his advisory work, he provides tax advice and tax preparation services under Hammond Capital Management Ltd, separate from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

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.

Kim Rasmussen is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Rasmussen also serves as a board member 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 a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers, with both discretionary and non-discretionary program options.

Ella Branham is a financial advisor with Mariner, holding a Series 65 designation and beginning her career in 2026. She has been affiliated with Mariner and Mariner Wealth Advisors since 2025. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.

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.

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.

James Blaydes is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His career includes roles at LPL Financial, OSAIC, Securities America, and National Planning Corporation. Outside his advisory work, he serves as president of his condo association, managing administrative duties unrelated to investments. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture, IAR-driven model that integrates multiple third-party platforms and offers customized portfolio management and specialized planning services.

Nicholas Swan is an advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards & Company, he was involved with several churches in various roles from 2007 to 2025. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage services, insurance products, and M&A advisory services.

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 with PNC Wealth Management in Clarendon Hills, IL. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining PNC, he worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank N.A. from 2019 to 2026, as well as at Medline Industries and Spire Hospitality. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees with PNC Bank online credentials. The firm utilizes algorithm-driven risk assessment and implements investment strategies via approved models managed internally or by third parties.

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.

Rajeswaran Venkatraman is a financial advisor at VOYA Financial Advisors, Inc. with 41 years of industry experience. He has held positions at Voya Financial Partners, LLC and VOYA Financial Advisors since 2000. Outside of advisory work, he serves as treasurer for his local homeowners association. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, retirement advisory services, and access to third-party money managers through a wide network of representatives, utilizing both in-house and external investment strategies with a combination of discretionary and non-discretionary account management.