Satya Rangaraju is a financial advisor with Eagle Strategies (NY Life) based in Barrington, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Ample Wealth Strategies LLC and Northwestern Mutual. Outside of advisory work, he is involved in insurance brokering through International Insurance Agency Inc. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Martin Gaughan is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Farther since 2025. He previously worked for Commonwealth Financial Network and operated Gaughan Wealth Management, both from 1998 to 2025. Outside of advising, he is the owner and manager of Robert Daniel Properties, LLC, a private entity involved in property management in Chicago. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on ETFs, mutual funds, equities, and fixed income.

Shequeta Rice is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, she worked at The Mather Group, LLC and Forum Financial Management, LP, and spent ten years employed by General Motors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

Yulun Wu is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, holding Series 63 and Series 66 licenses with nine years of industry experience. His career includes roles at Fifth Third Bank, Citigroup, and JP Morgan Securities LLC. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Stephen Muto is a CFP® professional with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following previous roles at Balasa Dinverno Foltz LLC and Whitnell & Co. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm manages customized portfolios through an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside traditional portfolio management.

Pawel Gacek is a CFP® professional with four years of industry experience, currently with Mariner. He previously worked at Urban Financial Advisory Corp from 2015 to 2021 before joining Mariner in 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Mark Rogers is a CFP® with 34 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has maintained a long-term role with Augusta National Golf Club since 1996, including seasonal management responsibilities during the Masters Tournament. Outside of his advisory work, Rogers serves as a member of the Board of Education for Lyons Elementary School District 103 and holds a trustee position in municipal government for the Village of Brookfield. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support services to plan sponsors and participants.

Gary Shramuk is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has been associated with Gcg Financial Inc since 1999. In addition to his advisory role, he is a 50% owner of SAFE HARBOR FINANCIAL GROUP, where he sells life and health insurance. Brookstone Capital Management is an SEC-registered adviser providing 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, offering a range of discretionary investment strategies and support services.

Kyle Bakhshi is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously spent seven years at Nuveen. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven investment approach across equities, fixed income, and alternative strategies, and provides proprietary models as well as access to private funds and co-investment opportunities.

Christopher Snyder is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, William Cartwright II, Michael McNally, Ronald Barton, and Waddell & Reed Inc. Snyder also provides fixed insurance services through the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines strategic asset allocation, passive and active management, and integration of third-party models and sub-advisors.

Jeffrey Geel is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ocean Pacific Investments and J4 Investment Advisors. Outside of finance, Geel manages the family farm and serves as a high school football coach. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, utilizing strategic asset-allocation models, a range of investment products, and both internal and external sub-advisors to implement client portfolios.

Mary Mclean is a CFP® with 15 years of experience in the financial industry. She is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts LLC 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, consulting, family office services, and wrap-fee programs, emphasizing customized portfolios and a primarily long-term investment approach.

Molly Powers is a CFP® professional at Creative Planning with five years of industry experience. She has worked previously at Sageview Advisory Group, Capital Strategies Investment Group, and Forum Financial Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Scott Svoboda is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Fund Management, LLC DBA Tru Financial Strategies. Svoboda is also president of Svoboda Financial Group, Inc., where he operates an independent insurance agency focused on fixed annuities, Medicare supplements, life insurance, and long-term care. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios or bespoke allocations, algorithmic rebalancing, and a selection of exchange-traded funds, mutual funds, individual equities, and fixed income.

Marzena Hanek is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at T. Rowe Price Advisory Services, Inc. and Invest Financial Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other strategies.

Daniel Larson is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, BMO Harris Bank, LPL Financial, and RTS Financial. Larson is based in Oak Brook, Illinois. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its scale and unique market roles to provide comprehensive solutions to high-net-worth and institutional clients.

Eric Otto is a financial advisor with Commonwealth Financial Network in Northfield, IL, holding a Series 66 designation and over 25 years of industry experience. He has worked with Commonwealth since 2006 and previously was affiliated with UBS Financial Services. Outside of his advisory role, he serves on the executive committee of the South Bay Beach Club in the Cayman Islands. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $213 billion in assets. The firm provides a wide range of managed account programs, access to third-party asset managers, and comprehensive adviser support, including trading, reporting, and custody services.

Robert Wack is a CFP® with seven years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2026. His prior experience includes roles at Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Merrill (Bank of America), Scottrade, and TD Ameritrade. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Robert Basile is a CFP® with 8 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Fifth Third Private Bank for nine years and The AYCO Company, L.P./Mercer Allied for seventeen years. Mariner Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized portfolio management with integrated tax, accounting, and financial wellness services.

Byron Ramult is a CFP® professional with 24 years of experience in the financial services industry. He is currently an advisor at Stratos Wealth Partners, Ltd., having previously worked at LPL Financial, Wealth Enhancement Group, and National Life Group among other firms. His career includes roles at various financial institutions focusing on investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise investment adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment platform and customized portfolio management.