Jacob Stoiber is a financial advisor at William Blair with a Series 66 designation and one year of industry experience. He previously worked at Evercore Wealth Management for six years and The Connable Office for three years. 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 active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Anthony Paul is a financial advisor at Brookstone Capital Management LLC with 26 years of industry experience. He has held roles at Brookstone Capital Management since 2017 and previously worked at Morgan Stanley Smith Barney LLC from 2014 to 2017. He holds Series 63 and Series 65 credentials. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and a variety of investment strategies, including proprietary funds and sub-advisory relationships.

Stephen Temmer is a financial advisor with Fifth Third Securities, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Fifth Third Securities since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Kelly Kovasic is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 credentials. Kelly has experience at firms including Leelyn Smith, LLC and LPL Financial, both from 2021 to 2026. Outside of advisory roles, Kelly provides administrative support to Leelyn Smith, LLC, an independent investment advisory firm. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Ronald Harczak is a financial advisor with Independent Advisor Alliance, LLC, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including over 30 years with Securities America Advisors and LPL Financial. Outside of advising, he is a notary and operates a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model with access to various portfolio management strategies and technology platforms to support client needs.

David Polhill is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and Fidelity Brokerage Services LLC. He also operates as an insurance agent through his sole proprietorship. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, and corporations. The firm offers a variety of fee-based wrap programs and investment strategies managed by both internal and third-party managers, supported by several hundred advisors and tens of billions in assets under management.

Jerry Means Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with Brookstone since 2008 and also operates an insurance business through Gateway Senior Solutions, Inc. 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.

Christopher Crisanti is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has experience working at Kestra Investment Services, Ameriprise Financial Services, and in legislative offices, including roles with State Senator Steven Landek and State Representative Michael J. Zalewski. Prior to his advisory career, he was involved with various organizations such as Bill Brennan State Farm Agency and FinTech Ranger LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, investment due diligence, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Jessica Park is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at JWFS Equities, JPMorgan Chase Bank, J.P. Morgan Securities, and PNC Bank. She has been with Empower Advisory Group since 2025. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and managed account solutions.

Matthew Lovett is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and operates an independent compliance consulting business serving advisors, broker-dealers, and law firms. 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, delivering investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts.

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.

Jonathan Lamar is a financial advisor at William Blair with 15 years of industry experience. He holds a Series 66 designation and has been with William Blair since 2016. 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, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Mary Schulte is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. She is also registered as an agent for Raymond Schulte, working a limited number of hours per month in this investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies, supported by a large team of advisors and substantial assets under management.

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 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.

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.

Marzena Hanek is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Mercer since 2017, with a brief hiatus from 2016 to 2017. Mercer Global Advisors serves individuals and families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach that emphasizes globally diversified, risk-appropriate portfolios implemented through a mix of low-cost ETFs, index funds, separate account managers, and other strategies.