Mary Schulte is a CFP® professional with 38 years of experience in the financial industry. She has worked at Benjamin F. Edwards & Company, Inc. since 2016, following prior roles at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. Based in Naperville, IL, she is also an agent for Raymond Schulte in an investment-related capacity. Benjamin F. Edwards & Company is an integrated 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 services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing both proprietary and third-party strategies with in-house equity and fixed income trading capabilities.

Ross Browne is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone since 2016, following a year at Horter Investment Management and ongoing involvement with Irongate Advisory since 2006, where he serves as president and owner managing annuity and life insurance sales. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and managed accounts.

Michael Benstein is a financial advisor at William Blair with 14 years of industry experience. His prior roles include positions at Charles Schwab, Enova International, and Capgemini Consulting. He holds Series 63 and Series 66 designations. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-managers, and access to private funds through its MB Investments Program.

Mark Sommerville is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Prudential Insurance Company of America, and HSBC Securities. Outside of advisory work, he is involved as a licensed representative in the fixed and indexed annuity and life insurance business. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios, managed accounts, and various specialized strategies.

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.

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 65 and Series 63 licenses and works out of Geneva, Illinois. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals—including high-net-worth clients—foundations, pension plans, and corporate entities. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisers, 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 at Integrity Alliance, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lion Street Advisors, Lion Street Financial, Wayne Hummer Investments, PNC Wealth Management, Natcity Investments, Inc., and Invest Financial Corporation. Outside of his advisory role, he owns Refined Strategies, a business involved in the sale of fixed annuities and life insurance products. Integrity Alliance, LLC serves a broad client base including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network managing approximately $5.4 billion in assets and offers portfolio management, financial planning, and access to both discretionary and non-discretionary investment solutions through various 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.

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.

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 63 and Series 65 licenses. He has been with Transamerica and affiliated firms since 2026. Outside of advisory work, he has been involved with KAS Tech Solutions, Inc. since 2005. Transamerica Financial Advisors serves a broad 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 CFP® with 10 years of industry experience, currently advising at Benjamin F. Edwards & Company, Inc. since 2023. Prior to this, he spent seven years at Wells Fargo Clearing. Outside of his advisory work, he serves as chair and board member of the St. Charles and Elgin Chambers of Commerce and occasionally delivers sermons as a guest speaker at Village Bible Church. Benjamin F. Edwards & Company is an integrated broker-dealer and registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, investment management, brokerage services, and insurance products, combining proprietary strategies with third-party models and operating an internal equity and fixed-income trading desk.

Archie Bragg Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and totaling 27 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, in-house and external strategists, and technology-driven tools to deliver financial planning and portfolio management services through a network of investment adviser representatives.

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 with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services. She also has experience in the hospitality sector, having worked at Kona Grill and Uncle Julio's Restaurant. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of investment adviser representatives and a range of affiliated and unaffiliated investment products.