Alexander Bobin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Brookstone Capital Management LLC since 2019. Prior to this, he spent eleven years at AG Development, where he remains a partner involved in real estate activities, including financial modeling and capital project oversight. 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 sub-advisory services.

Michael Miller is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Brookstone Capital Management LLC since 2021 and previously spent eight years at Wayne Hummer Investments LLC. Brookstone Capital Management is an SEC-registered adviser offering 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 registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

William Marshall is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held his current position at TIAA-CREF since 2016. He holds Series 63 and Series 65 credentials. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies, and acts as adviser to a donor-advised fund.

Richard Schlesinger is a CFP® with 25 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed financial professional since 2000. In addition to his advisory work, he provides tax preparation services and manages fixed annuity products from a home-based practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through risk-based mutual fund portfolios and supports clients with education, personalized planning, and separation counseling.

Linda Dial is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes nine years at Raymond James & Associates before joining Benjamin F. Edwards & Company in 2017. 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 organizations, offering a range of advisory and investment management services that include firm-developed and third-party model strategies with ongoing oversight.

Eric Hall is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory role, Hall serves as Senior Pastor and trustee of Greentown Faith Apostolic Lighthouse, a nonprofit organization in Greentown, Indiana. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network via its platform and turnkey asset management services.

Chirag Choksey is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard within a vertically integrated structure.

James Snider is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds the Series 66 designation and has previously worked at Geneva Trading and Allston Trading LLC. Outside of his advisory role, he has been involved with Veritrust Wealth Management, focusing on securities sales and financial services. PlanMember provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Thomas Young is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and over 43 years of industry experience. He has worked at Brookstone since 2021 and is also the owner of TRY Tax Planning, LLC, where he provides tax preparation and planning services. Additionally, he consults with the PREPARE Institute on retirement instruction and assists in recruiting advisers, and he consults with Shield Global Partners on non-investment matters. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Patrick Letizia is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Madison Avenue Securities, Inc. and has operated his own insurance and financial services businesses since 1974. Outside of advising, he owns and operates a full-service insurance agency, Letizia Financial. Brookstone Capital Management is an SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs, utilizing discretionary model portfolios, unified managed accounts, and separately managed accounts across various investment strategies.

Curtis Loveday is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies combined with in-house trading and brokerage services.

Scott Weinstein is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ohio National Financial Services and Lake Michigan Benefit Associates, Inc. He is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lion Street Advisors, Lion Street Financial, and Wayne Hummer. Outside of his advisory role, he is a singer and songwriter with the Thirsty Boots Band. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and multiple custodial platforms.

Darryl Rosen is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Brookstone Capital Management since 2016 and also has a concurrent role at Rose Advisory Group since 2015. Outside of advisory work, he is involved in insurance sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies.

David Blaydes is a CFP®-designated financial advisor with 47 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial LLC, having joined these firms in 2026. His prior experience includes roles at Securities America Advisors, National Planning Corp, and Retirement Planners International. Blaydes is also the author of the book "I Just Got Fired, Now What" and frequently conducts educational webinars related to its content. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and about 366 advisors serving over 24,000 clients. The firm employs an open-architecture investment approach, offering both advisor-managed and model-based portfolios, utilizing a network of independent investment adviser representatives and access to multiple external platforms and third-party manager programs.

Brian Tarro is a Series 66-credentialed financial advisor with 16 years of industry experience. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. Prior to this, Tarro held roles at Level Four Advisory Services and LPL Financial, among others. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Adam Helwich is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookstone since 2015. Outside of his advisory work, he owns an independent insurance agency focused on fixed insurance products. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

John Freiburger is a financial advisor at Kestra Advisory with over 35 years of industry experience. He holds the CFP® and ChFC® designations and has been with Kestra since 2016, following a long tenure at Kestra Investment Services, LLC. Freiburger serves as Chairperson of the Board for the nonprofit organization Zero Matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.

William Melka is a financial advisor at William Blair with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with William Blair since 2014. 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 multiple asset classes and provides proprietary models as well as access to private funds and co-investment opportunities.

Richard Bentel Jr. is a financial advisor with PlanMember Securities Corporation in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Veritrust Wealth Management since 2013 and has experience in tax preparation at HR Block. Outside of financial services, he has worked as a delivery person for Domino's Pizza. 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 across risk-based mutual fund portfolios and offers education and support services including retirement planning and separation counseling.