Nathan Muersch is a financial advisor at Principal Financial Services in Downers Grove, IL, holding a Series 66 designation. He has been in the industry since 2024, including experience with Muersch Financial LLC and Principal Life Insurance Company. Prior to his advisory roles, he was a student for three years and briefly worked at Walmart. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eric Rasch is a financial advisor at William Blair with a Series 66 designation and five years of industry experience. He has worked at William Blair since 2020 and previously spent four years at Indiana University. 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.

Matthew Winscher is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at LPL Financial, LLC, Mutual Advisors, LLC, and TD Ameritrade. He is also involved with Fox Financial Group, operating as a DBA for his LPL business. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform with strategic and dynamic asset-allocation models, a range of investment vehicles, and serves as both a primary advisor and sub-advisor to other programs.

Chandra Halverson is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes positions at Strategic Wealth Investment Group, Cetera Advisor Networks, Sageview Advisory Group, and BOK Financial Securities, Inc. 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 via various model portfolios and managed accounts.

Steve Parker is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 license and 23 years of industry experience. He has been with Brookstone since 2013 and additionally owns and manages Steve Parker & Associates, LLC, which provides financial and retirement income planning as well as fixed insurance products. He also engages in consulting projects for businesses and business owners. Brookstone Capital Management offers 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 strategies including ETFs, mutual funds, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Keith Hubbard is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Fidelity Investments, and Ameriprise Financial Services. 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 and offers discretionary portfolio management through various investment vehicles, including proprietary funds and affiliated sub-advisors.

Thomas Sandt is a financial advisor at Mercer Global Advisors Inc. with 32 years of industry experience. His prior roles include positions at TIAA-CREF, Academy Securities, First Trust Portfolios, and Citigroup Global Markets. He holds the Series 63 and Series 65 credentials. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented with a mix of ETFs, index funds, separate accounts, and private funds.

Mirko Reithofer is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at U.S. Bank, U.S. Bancorp Investments, Inc., and PNC Bank and its affiliated entities. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Lawrence Delegge is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 credential and bringing 22 years of industry experience. He has worked with the Power of Zero Marketing Program since 2015 and previously operated Delegge Financial Services, LLC for ten years. Delegge serves on the board of directors for Metro Federal Credit Union in an unpaid capacity. 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 employs a range of investment strategies and operates a turnkey asset management platform, serving clients directly and as a sub-advisor to other advisory programs.

Elise Murray is a financial advisor at William Blair with 25 years of industry experience. She has been with William Blair & Company LLC since 2009. She 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 using an active, research-driven approach across equities, fixed income, and alternative strategies.

Anupama Gupta Ortiz is a financial advisor with Fifth Third Securities, Inc. in Hoffman Estates, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2005. Outside of her advisory role, she is involved in cosmetic sales as an administrative assistant and participates occasionally as a mystery diner for a Chicago-based restaurant. Fifth Third Securities, Inc. 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 programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at AGIA and VALIC Financial Advisors. Outside of her advisory role, she is a member of Arden Enterprises, LLC, which provides capital for vending operations and identifies real estate opportunities. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house portfolio management and third-party managers, maintaining a fiduciary role in ERISA and retirement advice.

Tedd Muersch Jr. is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Principal Financial Services since 2016 and has a background with Principal Life Insurance Company dating to 2009. Outside of his advisory role, he is involved in the sale and service of fixed life and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

David Bowles is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at notable firms including TIAA-CREF, Bank of America, Merrill, TD Ameritrade, and Scottrade. Bowles is based in Downers Grove, Illinois. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

John Bromfield is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 65 credential and three years of industry experience. Prior to joining Brookstone Capital Management in 2023, he worked at JP Morgan Chase for three years and ServiceLink for four years. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a turnkey asset management platform and offers discretionary portfolio management through strategic and dynamic asset-allocation models, incorporating ETFs, mutual funds, individual securities, options-enhanced strategies, and proprietary funds.

Thomas Wolek is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2023. His prior experience includes roles at Wealth Financial Services & Tax Advisory, Pennsylvania State University, Essendant, and The Home Depot. 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 offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Maria Fessler is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, MetLife Securities, Wells Fargo Clearing, and Old Mutual Capital. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individualized strategies across multiple program platforms.

Roger Fuhrman is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016. Fuhrman is also a professor at North Central College and is involved with Simplicity Financial Marketing. 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Christopher Larrabee is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. His prior experience includes roles at Stifel, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also dedicates time as an agent for his step-mother in an investment-related capacity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and M&A advisory, utilizing both proprietary and third-party strategies with dedicated equity and fixed-income trading desks.

Vanessa Retter is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone since 2021. In addition to her advisory role, she is involved in 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 registered investment advisers, sovereign wealth funds, and banking institutions.