Peter Trinidad Jr. is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Brookstone since 2013 and at Smart Retirement Strategies, Inc. since 2009. In addition to his advisory roles, he is involved in insurance sales. 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 program. The firm serves a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds, delivering investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 16 years of industry experience. She has been with Benjamin F. Edwards since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.

Versie Walker II is a financial advisor at PNC Wealth Management in Naperville, IL, with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Fidelity Investments, Merrill, and Bank of America. He also has experience in a business unrelated to finance, having worked at Hot-N-Poppin Inc. for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only discretionary digital account pilot for employees, which uses algorithm-driven portfolio selection and implements investments via approved strategies with mutual funds and ETFs.

Benjamin Rogina is a financial advisor at Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lincoln Investment, he has worked at Amazon in warehouse logistics and assists seasonally with Rogina Engineers & Surveyors LLC. 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 a range of financial planning and investment programs, utilizing both strategic and tactical management approaches overseen by its Investment Management & Research team.

Carla Merlak is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Brookstone since 2016 and also operates Merlak Tax Advisory Group Inc, where she provides tax preparation, planning, and insurance services. Additionally, she is involved with natural wellness product sales and financial and retirement planning through Next Phase Financial LLC. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds. The firm offers fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee programs, utilizing a range of investment strategies including tax-aware and ESG models.

Cynthia Walters is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held roles at LPL Financial and First Midwest Bank. Outside of her advisory work, she is an owner of a residential rental business. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and access to unique features such as direct indexing and tax-overlay services.

Michael Kruchten is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner of Pursuit Wealth Group, LLC, as well as Compass Tax Advisors, LLC, which provides tax preparation services. His prior experience includes roles at LPL Financial and First Midwest Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Shaila Maloney is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Nuveen Asset Management, CUNA Mutual Group, and Bank of America. Her current role at TIAA-CREF involves serving clients in Wheaton, Illinois. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering model and customized managed accounts with a fiduciary standard applied to its RIA services.

Katherine Morris is a CFP® professional with 22 years of industry experience, currently serving at Planmember Securities Corporation. She has held positions at Veritrust Wealth Management since 2013 and was a member of the Oswego Police Pension Board from 2010 to 2018. In addition to her financial advisory work, she is involved in a non-investment administrative business. 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 and manages risk-based mutual fund portfolios while offering participant education and support services.

Nicholas Curcio is a CFA® charterholder with 10 years of industry experience. He has worked at TIAA since 2017 and joined TIAA-CREF in 2025. His prior experience includes roles at HarrisDirect LLC and E*TRADE Capital Management LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm offers customized portfolio management and operates as adviser to a donor-advised fund, applying a fiduciary standard within its vertically integrated advisory model.

Steve Shyman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at Brookstone since 2015. Additionally, he operates Wilsave Financial and is involved as a distributor of water ionizer machines. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Andrea Jevne is a financial advisor at Brookstone Capital Management LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Ameriprise. 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.

Craig Horvath is a financial advisor with Integrated Wealth Concepts LLC in Joliet, IL, holding CFP® and ChFC® designations and over 29 years of industry experience. He has previously worked with LPL Financial and Level Four Advisory Services. Horvath is involved in insurance agency activities and serves as a non-variable insurance agent. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios with a long-term approach and employing internal management alongside third-party managers.

Todd Schossow is a financial advisor at Brookstone Capital Management LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northern Trust Bank and Northern Trust Securities Inc for 12 years. He has been with Brookstone Capital Management since 2021. 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 or thrift institutions.

Sara Zappani is a financial advisor with Kestra Advisory, holding a Series 66 credential and nine years of industry experience. She has been with Kestra Advisory since 2016 and also serves as office manager for Partners Wealth Management, where she manages day-to-day operations. Additionally, she is involved as a member of SORELLE Development, LLC, contributing to property research and development management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts.

Theresa Colson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Diversified Investment Advisors since 2011 and at Diversified Investors Securities Corp. since 2008. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios and investment education, utilizing proprietary software and model asset allocations developed in partnership with Morningstar Investment Management. The firm operates at scale with a large client base and focuses on non-discretionary advisory services rather than high-net-worth or standalone financial planning.

Daniel De Masi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 designations and has 19 years of industry experience. He has been with Citi Personal Wealth Management since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles including in-house research and serving as a swap dealer and futures commission merchant.

Kimberly Mika is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. She previously worked at Commonwealth Financial Network, LPL Financial, and INVEST Financial Corp. Mika is the managing member and owner of Riverstone Wealth Partners Mika, LLC, a private entity involved in securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving clients such as large institutional investors and sovereign wealth funds.

Nicholas Pagliai is a financial advisor at Lincoln Investment with eight years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Northwestern Mutual Investment Services LLC, Wealth Management Company, Fifth Third Bank, and Merrill Lynch Pierce Fenner and Smith. 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 investment programs utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Douglas Lincoln is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Voya since 2014 and has also operated as a self-employed advisor since 1986. In addition to his advisory role, Lincoln is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and various advisory programs through both discretionary and predominantly non-discretionary arrangements.