Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs and JPMorgan Chase Bank. Nahal is based in Chicago, IL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed strategies and locally managed portfolios across various investment vehicles.

Cole Swearingen is a CFP® professional at Brookstone Capital Management LLC with four years of industry experience. He has worked at Franklin Wealth Advisors, RMB Capital, and Prizm Financial Advisors. Outside of finance, he owns and operates a small business raising beef cows, selling meat cuts directly to consumers. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Benjamin Parker is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2018. Outside of finance, he has been involved in music instruction through his business, Ben Parker Music Instruction, since 2009. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large network of advisors with back-office and turnkey asset management platform services.

Michael Peregrym is a financial advisor with Brookstone Capital Management LLC in Wheaton, IL, holding a Series 66 designation and 10 years of industry experience. His career includes 11 years at Edward Jones before joining Brookstone Capital Management and Dowling Financial Services in 2025. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, offering discretionary investment management primarily via model portfolios, unified managed accounts, and separately managed accounts.

Lewis Martin is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior experience includes roles at Bank of America, Merrill, Legion Insurance Group, and Axa Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, managing approximately $79.8 billion in assets.

David Hanson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, Hanson is a minority partner in a partnership involved in land ownership, farming, and wetland creation, and he owns a farm property management business in Wheaton, IL. Benjamin F. Edwards & Company is an SEC-registered adviser and broker-dealer serving individuals, institutions, and retirement plans through various fee-based wrap programs and investment management services. The firm utilizes a range of model strategies and portfolios, combined with both discretionary and non-discretionary management, supported by an internal trading desk and a centralized Investment Strategy Committee.

Ronadev Mitra is a financial advisor at William Blair with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with William Blair since 2014. Outside of his advisory role, he is a member of Cornerstone Angels, an angel investing network based in Chicago, where he contributes time monthly. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients through discretionary and non-discretionary investment management and financial planning. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary models and private fund access to its clients.

Joseph Chmiel is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Investors Securities Corporation and Diversified Investors Securities Corp. prior to joining Creative Planning. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Casey Madden is a CFP® professional with 17 years of industry experience, currently serving at Brookstone Capital Management LLC since 2009. He also operates CM Financial Planning, where he provides annuities, long-term care, and life insurance services. 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.

Joseph Tabet is a financial advisor at William Blair with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at William Blair since 2004 and has held positions at Mony Securities Corporation and Mutual of New York since 1991. 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 funds.

Kristian Malcontento is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities, U.S. Bancorp Investments, Fifth Third Securities, and Cetera. Outside of finance, he was involved with The Whiskey Hound for three years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including swaps and futures services.

Neil Davies is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 66 and Series 65 credentials. Prior to joining Creative Planning, Davies worked for Capital Strategies Investment Group for multiple periods spanning 2011 to 2024. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure while offering a range of institutional and fiduciary services.

Stacy O'Brien is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley for 11 years before joining Benjamin F. Edwards in 2022. Outside of her advisory role, she is involved in wholesale and distribution sales through Zyia Active. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by advisors and third parties, supported by comprehensive custody, trading, and operational services.

Thomas Peterson is a financial advisor with Eagle Strategies (NY Life) based in Oak Park, Illinois, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life entities since 2008. Peterson also operates Peterson Financial Group, LLC, under which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm primarily manages assets on a non-discretionary basis and offers tailored advisory solutions through multiple program types within an integrated New York Life affiliate structure.

Jason Anderson is a financial advisor with PNC Wealth Management, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked at PNC Investments since 2017 and previously held roles at Fifth Third Securities and Fifth Third from 2010 to 2017. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and third-party managed strategies executed with mutual funds and ETFs.

John Kozuch is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has held roles at firms including LPL Financial and Cetera Wealth Services. Kozuch is also engaged as an insurance agent, selling life, annuity, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement plan services.

Thomas Love is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. He previously worked at Invesco and has held various positions including roles at YoungLife, Samaritan's Purse, and Wheaton College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and retirement plans through a variety of fee-based wrap programs, financial planning, and investment management services. The firm offers multiple investment strategies monitored by an Investment Strategy Committee and combines custody, execution, and advisory services under one platform.

Eric Grauer is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Raymond James Financial Services and Invesco. 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 emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical options such as direct indexing and tax-loss harvesting.

Lewis Affetto is a Series 66-credentialed financial advisor with 16 years of industry experience, currently serving at Kestra Advisory since 2021. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc, spanning over a decade. Outside of his advisory work, he is a partner in an accounting firm, Bernard A. Affetto & Co., and serves on the board of FRA NOI, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers comprehensive services such as fiduciary consulting, plan design, and investment advice, supporting a wide range of client needs with multiple management platforms and third-party solutions.