Andrea Smith is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC, JP Morgan Chase Bank NA, and BMO Harris Bank. Andrea is also involved in insurance and annuity activities and sales. 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 and offers discretionary portfolio management through a turnkey asset management platform and a wrap-fee program.

Salvador Briseno is a financial advisor at Fifth Third Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2009. 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 broker-dealer registration and municipal-advisor status with a bank affiliation, providing a range of discretionary managed-account options and access to specialized portfolio management and tax-overlay services.

David Tucker is a financial advisor with AE Wealth Management, LLC in Chicago, IL, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2018 and previously at SGL Financial LLC. Outside of his advisory role, he is the author of the book "Escape Illinois" and conducts informational classes through FMT Rejuvenate Your Retirement. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing various investment strategies and supporting third-party RIAs through sub-advisory and model-licensing arrangements.

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.

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.

Stephen Sumeraj is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2012. Outside his advisory role, he operates ESBE Auctions as a sole proprietor, a non-investment related business. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Mark Rogers is a CFP® with 34 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has maintained a long-term role with Augusta National Golf Club since 1996, including seasonal management responsibilities during the Masters Tournament. Outside of his advisory work, Rogers serves as a member of the Board of Education for Lyons Elementary School District 103 and holds a trustee position in municipal government for the Village of Brookfield. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support services to plan sponsors and participants.

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.

Kyle Bakhshi is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously spent seven years at Nuveen. 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 uses an active, research-driven investment approach across equities, fixed income, and alternative strategies, and provides proprietary models as well as access to private funds and co-investment opportunities.

Jeffrey Geel is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His work history includes roles at Ocean Pacific Investments, J4 Investment Advisors, Amazon, and Eag Led. Outside of finance, he manages the Geel Family Farm and coaches high school football at Saint Anne High School. 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 programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Molly Powers is a CFP® professional with four years of industry experience. She currently works at Creative Planning and has previously held roles at Sageview Advisory Group, Capital Strategies Investment Group, and Forum Financial Management. Creative Planning provides comprehensive investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a large advisory team and centralized investment infrastructure.

Teresa Devereux is a financial advisor at William Blair with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair since 2015. 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 approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Aaron Kim is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2015. He also operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary investment programs, supported by an advisory platform integrated with an active broker-dealer distribution model.

James Hamman is a financial advisor at William Blair with 28 years of industry experience. He has been with William Blair & Company L.L.C. since 1997 and holds Series 63 and Series 65 designations. 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 proprietary models and access to private funds through its MB Investments Program.

Benjamin Teichman is a financial advisor with Guardian Life and Park Avenue Securities, holding the Series 63 and Series 65 credentials and with 22 years of industry experience. His work history includes multiple roles at both firms since 2016. He also sells fixed insurance and annuities outside of Guardian on a limited basis. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and various advisory programs, including discretionary and non-discretionary management using both proprietary and third-party model portfolios.

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.

Archie Bragg Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer model supported by an extensive affiliate network.

Brian Ellerman is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2015. Ellerman serves on the board of the Kenilworth Community Fund, a nonprofit that raises donations for local community organizations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Jeffery Berenson is a CFP® with 39 years of experience in the financial services industry. He is currently with NewEdge Advisors and NewEdge Securities, where he has worked since 2022. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, he serves as treasurer for the Kiwanis Club of Orland Park, where he manages financial records and supports local charitable activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.