Mark Diorio is a CFA® charterholder with 16 years of industry experience. He has been with Brookstone Capital Management LLC since 2015. The firm provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. Brookstone Capital Management employs a range of investment strategies, including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, while also serving as a sub-advisor to other advisory programs.

Renee Rosenberger is a financial advisor with TLG Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior work includes positions at The Leaders Group Inc. and Morgan Stanley Private Bank. Outside of advisory work, she is the founder of Bonaventure Solutions, an insurance-related business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services.

Matthew Anderson is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66, Series 63, and Series 65 licenses and 16 years of industry experience. He previously worked at U.S. Bancorp Investments and US Bank from 2016 to 2024. Anderson has been with PNC since 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and discretionary model strategies managed by PNC or third parties.

Jennifer Cavalier is a financial advisor with Planmember Securities Corporation, holding a Series 66 license and 19 years of industry experience. She has worked with Veritrust Wealth Management since 2013 and provides income tax preparation services as a proprietor. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and providing participant-level investment options through risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation approach combined with education and support services for plan sponsors and participants.

Jeff Pierson is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory work, Pierson serves on the boards of the Rialto Square Theater and the Will County 100 Club, and is a member of the Joliet Rotary Club. He also has a long-standing involvement with the Lisle-Woodridge Fire Department. Lincoln Investment serves individual 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, retirement plan advice, advisor-managed and firm-managed model portfolios, and operates as both a registered investment adviser and broker-dealer.

Pu Walpole is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. Citigroup Global Markets leverages a multi-asset, multi-manager approach with extensive internal research and risk oversight, operating at large institutional scale with capabilities including futures and swap dealing.

Chad Stein is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management using both model and customized portfolios, and also acts as adviser to a donor-advised fund.

Brian Rapacki is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients connected through TIAA-administered retirement plans. The firm operates a fiduciary advisory model with a mix of model and customized portfolios and acts as adviser to a donor-advised fund.

Joy Kaminski is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Lincoln Investment since 2015 and also serves as Marketing Manager at The Voyager Group, a financial services and insurance firm. Kaminski previously operated Finding Joy Photography from 2005 to 2022. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Jorge Palacios Murphy is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Securities LLC. &PARTNERS serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies delivered through platforms like Envestnet.

Derek Ghiotto is a financial advisor with PNC Wealth Management in Naperville, IL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with PNC Investments since 2014, including a period at PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and allocates investments via mutual funds and ETFs.

Jordan Flowers is a Series 65-registered advisor with Brookstone Capital Management LLC in Wheaton, IL, where he has worked for 10 years. He has a decade of industry experience and maintains a licensed insurance agent role, offering life insurance and annuities through Wealth Financial Services & Tax Advisory. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary funds and external sub-advisors.

Joseph Fazekas is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Creative Planning since 2012. He holds Series 63 and Series 65 licenses and is based in Plainfield, Illinois. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a broad range of affiliated non-investment businesses.

Anthony Williams is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining Voya, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various capacities. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements across multiple program structures and operates as both an SEC-registered investment adviser and broker-dealer.

Andrea Roesel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior experience includes roles at LPL Financial and JP Morgan Securities LLC, as well as JP Morgan Chase Bank. She also engages in fixed insurance sales as an additional business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Elise Rand is a financial advisor with Commonwealth Financial Network in Batavia, IL, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Crabtree Financial Group, LLC and Melton & Associates. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and various program structures, supporting advisors who deliver customized investment solutions under Commonwealth’s supervision.

Peter Conway is a financial advisor with Brookstone Capital Management LLC in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Brookstone since 2017 and has been president and owner of Conway Tax Advisors since 2005, where he is involved in insurance and annuity sales as well as tax preparation through a co-owned tax advisory firm. Brookstone Capital Management is an SEC-registered adviser that provides 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, offering primarily discretionary investment management across various strategies and model portfolios.

Courtney Bonstrom is a Series 65-licensed advisor with Brookstone Capital Management LLC, based in Wheaton, IL, and has 15 years of industry experience. She has been with Brookstone Capital Management since 2011. Outside of her advisory role, she serves as an adjunct professor at Aurora University in a part-time, non-investment-related capacity. Brookstone Capital Management provides fee-based asset management and financial planning for a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through various programs and sub-advisory relationships.

Steven Doyle is a financial advisor at &Partners with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services LLC and Calamos Financial Services LLC. He is based in Naperville, IL. &Partners serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using the Envestnet platform and employs fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Joseph Daly is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Red Hawk Advisors, Inc. and Brookstone Capital Management. Daly is also president of OMH Partner Group, where he provides financial aid and retirement planning services outside of securities trading hours. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.