Noah Swift is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked at Wealth Financial Services and Tax Advisory and has experience in design and self-employment. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through both internal and external sub-advisors.

James Trabadela is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, LLC, The Huntington National Bank, and TCF Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party sub-managers and proprietary private bank offerings, delivering portfolio management through various wrap-fee programs on the Envestnet platform.

Sharif Husseini is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2025. His prior experience includes roles at Morningstar Investment Management LLC and Nuveen Investments. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models, utilizes a range of investment vehicles, and serves as a sub-advisor to other advisory programs.

Larsa Heil is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and also has a background with Fifth Third Bank dating back to 2011. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Thomas Cleland is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 20 years of industry experience. Cleland has been with Benjamin F. Edwards & Co since 2016. 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, and nonprofit organizations, offering a range of advisory programs and investment management services that combine firm-developed and third-party strategies with ongoing oversight from an Investment Strategy Committee.

Christopher Hendricks is a financial advisor at TIAA-CREF with 13 years of industry experience. He has held roles at J.P. Morgan Securities and Fidelity before joining TIAA-CREF in 2026. Hendricks holds Series 63 and Series 66 licenses and is based in Wheaton, Illinois. TIAA-CREF Individual & Institutional Services 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 offers a fiduciary advisory model that separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Nick Summa is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Fifth Third Securities since 2009 and affiliated with Fifth Third since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs, operating as a subsidiary of Fifth Third Bank.

Colin Milet is a financial advisor at William Blair with a Series 66 designation and two years of industry experience. He has worked at William Blair since 2022 and has prior experience with Team Enterprises, Juscollege/All Roads Travel, and the University of Illinois Urbana-Champaign. 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 access to private funds and co-investment opportunities through its MB Investments Program.

Jacob Paoletti is a financial advisor with Kestra Advisory, holding a Series 65 credential and four years of industry experience. Prior to joining Kestra, he worked at Fourth Piece, LLC and held positions at several country clubs and a high school. Outside of his advisory role, he also works as a food delivery courier. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Nadim Zayed is a CFP® professional with 24 years of industry experience. He has been with Brookstone Capital Management LLC since 2006 and is also associated with Prizm Financial Advisors. Outside of his advisory work, he is a shareholder in a law firm specializing in estate planning. Brookstone Capital Management LLC 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, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Tonya Coleman is a financial advisor with Voya Financial Advisors, Inc. in Lisle, IL, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. Her prior work includes positions at Valic Financial Advisors, Inc. and Voya Financial Advisors. Outside of finance, she owns a fast food seafood restaurant and works as a stylist for magazines and weddings. She also serves as Chairperson of Economic Empowerment for The National Coalition of 100 Black Women. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures with a focus on non-discretionary recommendations.

Lindsay Blaney is a CFP® and Series 66 professional with nine years of experience in the financial services industry. She is currently with Integrated Wealth Concepts LLC and previously worked at Level Four Advisory Services and LPL Financial, where she has been affiliated since 2007. Integrated Wealth Concepts LLC serves a diverse client base including 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, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach and incorporating both internally managed strategies and third-party asset managers.

Christopher Alvarez is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Impact Investors and Jewel Osco. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Daniel Rivers Sr. is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a variety of program structures and primarily non-discretionary advisory relationships.

Brett Van Bortel is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Invesco Distributors, Inc. and the Organic Growth Institute. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Paul Oblon is a financial advisor with \u0026Partners in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His background includes nearly a decade at Wells Fargo Clearing and Wells Fargo Advisors. He serves as treasurer for the Purdue University Phi Kappa Psi alumni network. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a blend of proprietary and third-party investment models and employing fundamental, technical, and quantitative analysis.

Anthony Torreon is a financial advisor with Fifth Third Securities, Inc. in Naperville, Illinois, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines multiple managed-account programs with features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and a distinctive municipal-advisor registration.

Antonio Lugo III is a CFP® with nine years of industry experience, currently serving at Brookstone Capital Management LLC since 2016. He also has a role at Smart Wealth Strategies Inc, where he has been involved since 2013. His outside business activities include insurance and annuity products. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Dylan Fisher is a financial advisor at Focus Partners Wealth, LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Focus Partners Wealth, he worked at Evernest Financial Advisors and Mitchell, Vaught and Taylor, Inc. Outside of his advisory role, Dylan is involved in online reselling through antique and thrift shopping. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both discretionary and nondiscretionary advice across multiple asset types and platforms.

Kenneth Dryfhout is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for BCU for 10 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, and corporate clients. The firm offers a range of model-based and customized investment strategies with ongoing due diligence and monitoring.