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.

Phillip Bucaro is a financial advisor with TLG Advisors, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Resource Insurance and Financial Group, The Leaders Group Inc, Pinnacle IFS Inc, and Insource Inc. Outside of his advisory work, he is involved in providing insurance and investment products to small businesses through KAPPLE & APPLE Insurance Benefits & Financial Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory in its investment approach.

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.

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.

Adam Hillebold is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2017 and at Tovar Snow Professionals Inc from 2014 to 2017. He is also licensed as an insurance broker, working part-time in that capacity. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bradley Gempeler is a financial advisor at &Partners with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering a range of investment management and advisory services through both discretionary and non-discretionary strategies. The firm employs fundamental, technical, and quantitative analysis, leveraging proprietary and third-party models alongside ongoing portfolio monitoring.

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.

Kyle Crowley is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing and LPL Financial. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association in Mount Prospect, IL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

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.

Philip Sandrok is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Fifth Third Securities since 2014 and concurrently associated with FIFTH THIRD BANK since 2011. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Cristian Hirit is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2022 before joining PNC Investments LLC in 2022. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered in an employee-only pilot. The firm uses algorithmic questionnaires to guide model selection and implements portfolios with mutual funds and ETFs, delegating execution and proxy voting to third-party providers.

Jared Lester is a CFP® with 10 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He previously worked at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corporation. Outside of his advisory work, he serves as an assistant soccer coach for a youth team in Naperville, IL. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with roughly $18.6 billion in assets under management. The firm offers a range of advisor-managed and model-based investment strategies through an open-architecture platform that integrates various third-party managers and tools.

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.

John Selzer is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His work history includes roles at Capital Point Financial Group, LTD. since 2014 and LPL Financial since 2004. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers asset management and financial planning services utilizing a mix of model strategies and third-party sub-advisers, with a notable operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

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.