Chloe Prior is a financial advisor at Citigroup Global Markets with Series 66 credentials and four years of industry experience. Her prior work includes positions at Guaranteed Rate and Aldi, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with comprehensive internal oversight and provides specialized solutions for high-net-worth clients.

Joe Hall is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Integrated Wealth Concepts, where he has been since 2021. He also engages in entrepreneurial activities related to investment advisory through entities such as Totemic Enterprises, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with both long-term and tactical approaches.

J Sidio is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Benjamin F. Edwards since 2016 and previously spent three years with Morgan Stanley. 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, investment management, brokerage, insurance products, and certain M&A advisory services.

Melvin Hobson is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Transamerica Financial Advisor, World Financial Group, and Midwest Insurance Broker Service. He has also been involved with 1015 Towner, LLC, an outside business activity. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms. The firm serves a diverse client base, including high-net-worth individuals and retirement plan sponsors, and offers a range of financial planning and consulting services.

Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. 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 integrated investment platform.

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 Certified Financial Planner™ with 26 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed insurance producer and tax preparer since 2000, focusing on fixed annuities and tax preparation services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Linda Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She previously worked at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. and holds a Series 66 designation. 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, investment management, brokerage services, insurance products, and select M&A advisory services.

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 at Brookstone Capital Management LLC with 44 years of industry experience. He holds a Series 66 designation and has worked in various advisory and consulting roles, including with TRY Enterprises, Inc and the Prepare Institute, where he assists in recruiting advisors. Young is also involved in a tax preparation and planning business, TRY Tax Planning, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment strategies, integrating proprietary and affiliated funds, and acts as a sub-advisor to other advisory programs.

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. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Morgan Stanley and Citigroup Global Markets. 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. The firm offers advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services, utilizing both proprietary strategies and third-party models.

Scott Weinstein is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Ameritas Wealth Advisors, Lake Michigan Benefit Associates, Ohio National Financial Services, and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent for fixed insurance products and is a partner in a private business venture. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies, including model portfolios and customized solutions, supported by multiple program platforms and third-party technology.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Financial, Wayne Hummer, PNC Wealth Management, Natcity Investments, and Invest Financial Corporation. Outside of his advisory work, he is a singer and songwriter for the Thirsty Boots band. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a broad range of advisory and brokerage services, employing a variety of portfolio management strategies and providing extensive operational and back-office support.

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® with 47 years of industry experience, currently advising at Stratos Wealth Partners, Ltd. He has previously worked with LPL Financial, OSAIC, Securities America Advisors, and National Planning Corp. Outside of his advisory role, he is an author of the book "I Just Got Fired, Now What" and conducts webinars related to its content. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor 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, offering a range of advisory services through an open-architecture platform and both discretionary and non-discretionary portfolio management.