Joseph Florina is a CFP® professional with six years of industry experience. He is currently with Brookstone Capital Management LLC and Wealth Financial Services & Tax Advisory, having previously worked at Interactive Brokers and First American Bank. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and a 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.

Jeffrey Wrobel is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm is notable for its combination of large institutional scale, market roles such as swap dealer and futures commission merchant, and its use of multi-asset, multi-manager investment strategies.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously spent nine years at Stifel Nicolaus & Co Inc. Outside of his advisory work, he serves as the treasurer for the Wheaton Academy Foundation, a role involving quarterly evening meetings. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, using strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

James Wilkins is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and 34 years of industry experience. His prior roles include positions at LPL Financial LLC, OSAIC, Securities America Advisors, and National Planning Corporation. He also works as a wealth advisor utilizing variable annuities for financial planning solutions. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm uses an open-architecture investment approach, offering individualized asset allocations, model portfolios, and third-party manager programs.

Trenton Grens is a financial advisor at Brookstone Capital Management LLC with 20 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at AssetMark Brokerage, Northern Lights Distributors, and Astor Investment Management. 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 utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both an investment advisor and sub-advisor through its turnkey asset management platform.

Daniel Sommers is a Certified Financial Planner® with 26 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has a long tenure at Kestra Investment Services, LLC, as well as Freiburger Financial Group. Outside of his advisory work, he serves as director of an education loan trust established by his family to assist grandchildren with secondary education funding and acts as a trustee for a 401(k) plan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and specialized clients such as sovereign wealth funds.

Amit Kumar is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has taught graduate-level courses at Benedictine University and Saint Xavier University for over a decade. Outside of his advisory role, he is also a musician who plays musical instruments for compensation. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a wide range of services, including financial planning and portfolio management, with a focus on recommendation-based, non-discretionary advice through various program structures.

Patrick Oconnor is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

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.

Michael Greenen is a CFP® and PFS™ with 25 years of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at Edge Financial Advisors, Lantern Wealth Guardians, and operated his own CPA practice. He is the owner of Michael J. Greenen CPA PC, dedicating part of his time to this business during trading hours. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, incorporating proprietary quantitative screens and a range of investment options, including private-market offerings and affiliated pension, insurance, and venture services.

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 at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 20 years of industry experience. Cleland has worked at Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies and an internal trading desk.

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. She holds the Series 63 and Series 65 designations and has 14 years of industry experience. In addition to her advisory work, Coleman owns a fast food seafood restaurant and works as a stylist for weddings and magazines. She also serves as the Chairperson of Economic Empowerment for the National Coalition of 100 Black Women. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures that emphasize recommendation-based, non-discretionary advice.