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.

Kyle Vasel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he co-leads a team dedicated to creating a trusted financial experience for families. Since joining Merrill in 2011, Kyle has focused on helping individuals and families with personal retirement planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. Kyle holds a Bachelor's Degree from Illinois State University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He grew up in southern Illinois in a family that owned and operated businesses in small farm towns, where he learned the importance of delivering consistent value and making a difference in the community. Outside of work, Kyle is involved with Mission Church and enjoys adventure sports, biking, reading, running, scuba diving, and skiing. He lives in Wheaton, Illinois, with his wife and three children.

John Adcock is a CFP® and ChFC® professional with 23 years of experience in the financial services industry. He is currently with MAI Capital Management, LLC and has previously worked at WCG Wealth Advisors, LLC and Massachusetts Mutual Life Insurance Co. Adcock is also involved with Treloar & Heisel, LLC, where he engages in the sale of fixed and non-variable insurance products. MAI Capital Management, LLC provides comprehensive investment management and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

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.

David Berendt is a financial professional at Lincoln Investment with three years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2023. Outside of his advisory role, he serves as a small groups coach for the Boomerang Project, teaching educators how to facilitate mentoring programs for high school students. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management using strategic model portfolios and third-party managers, and maintains a history of serving educators and participants in 403(b) and 457(b) programs.

Frank Vandy is a financial advisor with Concurrent Investment Advisors, LLC in Aurora, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Investment Partners, and LPL Financial. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

William Parrilli is a financial advisor with Benjamin F. Edwards & Company, Inc. in Wheaton, Illinois, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Wells Fargo Clearing. Parrilli serves as a board member of the Northern Illinois Shooters Association, where he organizes matches and oversees scoring. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary and third-party strategies across equity and fixed income portfolios.

Alec Kozuch is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Carson Wealth and has held roles at Kfa Partners, Cetera Wealth Services, Twenty Two Wealth Management, and LPL Financial. Kozuch is a part owner and financial professional at Twenty Two Wealth Management and Kfa Partners, LLC, both financial services firms. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under advisement. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to design model portfolios and provide tailored investment solutions integrated with major custodians and technology providers.

Gregory Kurinec is a CFP® with 20 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2010. His prior experience includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and OSAIC Services, Inc. He is an attorney providing estate planning services, serves as a volunteer public speaker for the Society for Financial Awareness, and holds a board position with the International Association of Registered Financial Consultants. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, utilizing both active and passive investment strategies.

Bryan Ball is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Agia and Valic Financial Advisors. Outside of his advisory work, Bryan is involved with non-securities insurance products through an agent role at Agia. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Alexander Fernbach is a CFP® professional at Benjamin F. Edwards & Company, Inc. with three years of industry experience. His prior work includes roles at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including managed solutions that utilize proprietary strategies and third-party models across equity and fixed income portfolios.

Michael Lemaich is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Brookstone Capital Management since 2013 and also owns Global Fund Management LLC, where he acts as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program, serving a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and TAMP services.

James Snider is a financial advisor with Planmember Securities Corporation in Naperville, IL, holding a Series 66 designation and 23 years of industry experience. He has been self-employed since 2003 and owns a business consulting firm, Snider & Associates, which provides general management services unrelated to securities. He also operates Tax Prep Partners, a tax preparation service. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through their asset allocation portfolios. The firm uses a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Chad Sturtz is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Principal Securities Inc. since 1997 and Principal Life Insurance Company since 1996. Outside of his advisory work, he owns Sturtz Farm, LLC, which focuses on corn and soybean production. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Youakim is a CFP® with 24 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Woodridge, Illinois. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Brian Vanderlugt is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2010 and previously held positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. During his career, he has been based in Wheaton, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement and investment consulting, and insurance products, utilizing a mix of proprietary strategies and third-party models.

Tristan Abalos is a financial advisor at Brookstone Capital Management LLC holding a Series 66 designation. He has one year of industry experience with prior roles at Osaic Wealth Inc and LPL Financial. Outside of finance, he has operated The Screen Guys LLC since 2014. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a variety of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.