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.

Patrick Smiley is a financial advisor at Brookstone Capital Management LLC with Series 65 credentials and approximately one year of industry experience. His prior work includes roles at Group 10 Total Wealth Management, W&S Brokerage Services, Western & Southern Life, and Hankook Tire North American Corp. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of investment vehicles, and serves as a sub-advisor to other advisory programs.

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.

Zachary Cravez is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Cerity Partners LLC and previously worked at Edge Financial Advisors and Bank of America Merrill Lynch. Cerity Partners provides customized wealth management and related services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

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 Financial Advisors since 2014 and has also worked as a self-employed advisor since 1986. Additionally, he acts as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily providing non-discretionary investment recommendations.

Alexander Marks is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including in-house research and operations as a security-based swap dealer and futures commission merchant.

Melissa Wajda is a financial advisor at Creative Planning with five years of industry experience. She holds the Series 66 designation and previously worked at Benjamin F. Edwards & Company for six years and Awana International for three years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Casey Ciesla is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, Casey worked at Desrochers Backyard Pools & Spas for three years. 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 uses a variety of investment strategies, including strategic and dynamic asset-allocation models and options-enhanced strategies, while operating a turnkey asset management platform and serving as a sub-advisor to other advisory programs.

Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes large institutional investors and sovereign wealth funds.

Daniel Carthew is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Murphy Financial Group, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various program structures including discretionary model portfolios and personalized indexing options.

George Dogandjiev is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Brian Gilmore is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. He has worked at William Blair since 2022 and previously spent seven years at PNC Wealth Management. 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 employs an active, research-driven management approach across a range of asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Dariusz Godlewski is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2013. In addition to his advisory role, he owns Financial Wealth Alliance Inc., an independent life insurance and annuity business. 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 broad 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 using model portfolios and managed accounts.

Patricia Prado Gutierrez is a financial advisor with Fifth Third Securities, Inc. in Aurora, Illinois, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Fifth Third Securities since 2014 and has a longer tenure with Fifth Third Bank dating back to 2006. 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, corporations, and institutional investors. The firm combines bank affiliation with broker-dealer and municipal advisor registrations, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jerard Woods is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Performance Trust Capital Partners, LLC for six years. Outside of his advisory role, he is also a musician. 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 uses strategic and dynamic asset-allocation models, integrates proprietary and affiliated funds, and offers discretionary portfolio management through various investment vehicles and sub-advisory relationships.

Nathan Parchman is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Cambridge Capital Management, LLC and Regions Bank. Outside of his advisory role, he is an owner of Nitro Family Foods, a local food production business, and serves as an alderman for the City of O'Fallon, where he participates in municipal lawmaking. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, 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 turnkey asset management platform services.

Anthony Wheeler is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at FIS Brokerage & Securities Services LLC, Edward Jones, Old Second National Bank, and The First National Bank in Amboy. 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 variety of investment vehicles, and serves as both an investment advisor representative platform and a sub-advisor to other advisory programs.

Timothy March is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020 and previously spent 12 years at First Trust Portfolios L.P. Benjamin F. Edwards & Company is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management services through a range of actively and passively managed strategies with oversight from an Investment Strategy Committee.

William Hammond is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. He has been with Private Advisor Group since 2020 and is also affiliated with T2 Asset Management, LLC. In addition to his advisory role, Mr. Hammond provides tax advice and tax preparation services through Hammond Capital Management Ltd, separate from his investment advisory activities. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program, employing various analytical approaches and trading horizons to align with client objectives.