Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

Brian Vanderlugt is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2010 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. During his career, he has been based in Wheaton, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement and investment consulting, and insurance products, utilizing a mix of proprietary strategies and third-party models.

Tristan Abalos is a financial advisor at Brookstone Capital Management LLC holding a Series 66 designation. He has one year of industry experience with prior roles at Osaic Wealth Inc and LPL Financial. Outside of finance, he has operated The Screen Guys LLC since 2014. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a variety of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Jigar Doshi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He previously worked at First Midwest Securities, Inc. from 2010 to 2015 before joining Independent Financial Group in 2015. Doshi serves as a board member for the non-profit Vernon Hills Indian Association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures.

Steven Jesanis is a financial advisor with William Blair in Glen Ellyn, Illinois. He holds a Series 66 designation and has 22 years of industry experience, having worked at William Blair & Company, L.L.C. since 2003. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven management approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Suzanne Fickle is a financial advisor with Transamerica Retirement Advisors, LLC in Wheaton, IL. She holds Series 63 and Series 66 credentials and has 10 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Bank of America, and Merrill. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs focused on asset allocation, contribution guidance, and retirement planning, utilizing proprietary software and portfolio oversight from Morningstar Investment Management.

Steven Zareck is a Series 65 registered advisor at Brookstone Capital Management LLC with experience beginning in 2013. His prior roles include positions at Amerilife and Affiliated Consulting Group. He is based in Wheaton, IL. 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 its BCM Platform and wrap-fee program.

Chastity Peterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining Benjamin F. Edwards in 2025, she worked at Morgan Stanley Smith Barney LLC for 16 years, with additional experience at Morgan Stanley & Co. LLC and Citigroup Global Markets. Outside of her advisory role, she is the owner of a wellness and weight loss products business under Plexus Worldwide. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary and third-party strategies across equity and fixed income portfolios.

Michael Hankes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at LPL Financial since 2006 and previously spent seven years with UBS Financial Services. Outside of his advisory role, he is a 20% partner in an LLC related to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Garvin is a financial advisor with Thrivent Investment Management in Geneva, IL, holding a Series 66 designation and three years of industry experience. Her prior work includes five years at ADTRAV Travel Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services distinct.

Theodore Govedarica is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Mark Lefevre is a financial advisor with LPL Financial in Palatine, IL, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His career includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Lindberg is a financial advisor with Ameriprise in Glen Ellyn, IL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, Lindberg serves as president of Peace for Pits, Inc., a charitable animal welfare organization. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Christopher Tutt is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Thrivent Financial, Thrivent Investment Management Inc, Bank of America, and PNC Bank NA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, with a focus on systematic methodologies and oversight controls.

Helen Ku is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and is noted for its advisory role to registered investment companies and use of systematic methodologies.

Steven Potter is a financial advisor with LPL Financial in Naperville, IL, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include seven years at Level Four Advisory Services, two years at Wells Fargo Clearing, and four years at A. G. Edwards & Sons, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolios, leveraging a broad platform that integrates advisory and non-advisory financial activities.

H Anderson is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Anderson coaches a junior ski racing team at Wilmot Mountain. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jeffrey Pringle is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he is president of a video production small business, Pringle Video Creations, Inc., which serves wedding and corporate clients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Ryan Le Blanc is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and one year of industry experience. Prior to joining Baird, he worked at The Barn & Vineyard and Children's Plus Inc. He also spent six years at Beecher High School. Ryan is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage services, employing a mix of manager-traded and model-traded investment strategies along with tax-management and direct-indexing capabilities.

Kevin Marpaung is a financial advisor with Merrill in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and was previously with Equitable Advisors for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.