Gary Shramuk is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has been associated with Gcg Financial Inc since 1999. In addition to his advisory role, he is a 50% owner of SAFE HARBOR FINANCIAL GROUP, where he sells life and health insurance. 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, offering a range of discretionary investment strategies and support services.

Jeffrey Geel is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ocean Pacific Investments and J4 Investment Advisors. Outside of finance, Geel manages the family farm and serves as a high school football coach. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, utilizing strategic asset-allocation models, a range of investment products, and both internal and external sub-advisors to implement client portfolios.

Scott Svoboda is a financial advisor at Farther with nine years of industry experience. He holds a Series 65 designation and has worked previously at Royal Fund Management, LLC DBA Tru Financial Strategies. Svoboda is also president of Svoboda Financial Group, Inc., where he operates an independent insurance agency focused on fixed annuities, Medicare supplements, life insurance, and long-term care. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios or bespoke allocations, algorithmic rebalancing, and a selection of exchange-traded funds, mutual funds, individual equities, and fixed income.

Jeremy Frazer is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at William Blair since 2014. He holds Series 63 and Series 65 licenses and is based in Geneva, Illinois. 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 various asset classes and offers proprietary models and access to private funds and co-investment opportunities.

Robert Wack is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Merrill (Bank of America), Scottrade, and TD Ameritrade. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, retirement accounts, and other business entities through both advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options on its Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Alvarez is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Financial, Wayne Hummer Investments, and PNC Wealth Management. He is also the owner of Refined Strategies, a business focused on sales of fixed annuities and life insurance products. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 advisors managing approximately $5.4 billion in client assets, utilizing diverse investment approaches and platforms.

Matthew Neill is a financial advisor with Eagle Strategies (NY Life) based in Naperville, IL, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He worked at New York Life Investment Management LLC from 2005 to 2010. Outside of advisory work, he is involved in reselling NFL tickets from his season tickets and personal seat license. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, offering multiple program types including financial plans, fee-based hourly advice, and retirement plan consulting.

Aaron Kim is a CFP® with 20 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2015. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Valic Financial Advisors, and Ameriprise. He also operates as an independent insurance agent for fixed insurance products. VOYA Financial Advisors, Inc. is a large advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, and corporate clients. The firm integrates in-house and third-party strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Joseph Holakovsky is a financial advisor with PNC Wealth Management in Elgin, IL, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and manages investments via approved model strategies with mutual funds and ETFs.

Tessa Fornek is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds a Series 66 designation and has previously worked at Regions Bank, Cetera Investment Services, and First Command Financial Planning. Outside of finance, she was involved in managing a coffee shop business for two years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment platform currently available as an employee-only pilot. The firm uses algorithm-driven model selection and relies on third-party strategists and delegates for portfolio implementation.

Eric Jones is a CFA® charterholder with one year of experience in the financial industry. He is currently with Cerity Partners LLC and previously worked at Edge Financial Advisors, Capstone Financial Advisors, Mizuho Securities LLC, and Legal & General Investment Management America. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services grounded in client-specific investment profiles and asset allocation, incorporating both third-party strategies and direct security selection, with access to alternative and private market solutions for qualified clients.

Kyle Martin is a financial advisor with Commonwealth Financial Network based in Wheaton, IL. He holds the CFP® designation and has 11 years of industry experience. Prior to joining Commonwealth and founding Murphy Financial Group, he worked at firms including MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, Inc., and Invesco Advisers, Inc. Outside of his advisory work, Martin is involved in Medicare product referrals through a separate business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer diverse investment solutions including discretionary model portfolios and personalized indexing options.

Victor Champney is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and is also involved with The UTC Tax Busters and Inheritguard, LLC. Outside of finance, he operates a music studio, provides music lessons, and performs as a member of a musical band. Transamerica Financial Advisors serves a wide range of clients including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by a large advisor network and multiple program platforms.

Aurelio Reyes is a financial advisor with Fifth Third Securities, Inc. based in Woodridge, IL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes positions at J.P. Morgan Securities and Merrill. Outside of his advisory role, he works as a local DoorDash driver. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a municipal-advisor registration.

Marzena Lukasiewicz is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Financial Wealth Alliance, MasterCall, and World Discount Telecommunications. Outside of her advisory role, she 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, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Srikanth Kamasamudram is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. He has worked at Transamerica Financial Advisors and World Financial Group Insurance Agency since 2026 and is also involved with Essential Planning Tax & Financial Planning. Outside of financial advising, he has operated KAS Tech Solutions, Inc. since 2005. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Daniel Hedge is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the CFP® designation and has 10 years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2023. Outside of his advisory role, Hedge is involved in community leadership as chair of networking committees for the St. Charles and Elgin Chambers of Commerce and serves as a guest speaker at Village Bible Church. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of advisory programs and investment management solutions that combine proprietary strategies with third-party models, supported by in-house equity and fixed-income research and trading capabilities.

Sharon Way is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with VOYA and its affiliates since 2000, including 12 years at VOYA Financial Advisors. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed life insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies predominantly on a non-discretionary basis.

Russell Game is a financial advisor with Brookstone Capital Management LLC, holding a ChFC® designation and Series 63 and 66 licenses, with 36 years of industry experience. He has worked at Brookstone since 2017 and previously spent time with Center Street Advisors and Center Street, as well as owning and operating Game & Associates Financial Services, Inc. Outside of his advisory work, he is the owner and president of Game & Associates Financial Services, which sells insurance products including fixed annuities. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models alongside a diversified mix of investment vehicles and serves both as a primary advisor and sub-advisor through its turnkey platform.

Maureen Zygler is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Vipco Advisors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing model portfolios and technology-enabled tools to support mostly non-discretionary client relationships.