Alexander Bobin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Brookstone Capital Management LLC since 2019. Prior to this, he spent eleven years at AG Development, where he remains a partner involved in real estate activities, including financial modeling and capital project oversight. 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 sub-advisory services.

Michael Miller is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Brookstone Capital Management LLC since 2021 and previously spent eight years at Wayne Hummer Investments LLC. 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, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Michael Von Drasek is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Empower Financial Services since 2019. Outside of his financial advisory role, he works part-time as an assistant golf professional at Village Links of Glen Ellyn, managing golf leagues and teaching golf lessons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

Chantay Moore is a financial advisor with Transamerica Financial Advisors in Oakbrook Terrace, IL, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. She has held roles at firms including Ameriprise and WealthWave and has served as a board member of the American Indian Center of Chicago and Chicago Women in Trades. Moore is the founder of Native American Financial Literacy Services, where she conducts financial literacy workshops for Native American tribal entities. Transamerica Financial Advisors serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm manages over $2 billion in assets under management and operates as both a registered broker-dealer and registered investment adviser.

William Marshall is a financial advisor at TIAA-CREF with 16 years of industry experience. He has held his current position at TIAA-CREF since 2016. He holds Series 63 and Series 65 credentials. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies, and acts as adviser to a donor-advised fund.

Richard Schlesinger is a CFP® with 25 years of industry experience. He has been with Planmember Securities Corporation since 2005 and has operated as a self-employed financial professional since 2000. In addition to his advisory work, he provides tax preparation services and manages fixed annuity products from a home-based practice. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through risk-based mutual fund portfolios and supports clients with education, personalized planning, and separation counseling.

Michael Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2018. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA. Outside of his advisory role, he owns a rental property in Downers Grove, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including derivatives and futures services.

Paul Schaefer is a Series 66 credentialed financial advisor at Creative Planning with 15 years of industry experience. He has worked at Creative Planning since 2024 and previously was employed at Mutual Securities, Kowal Investment Group, and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Linda Dial is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She previously worked at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. and holds a Series 66 designation. Benjamin F. Edwards & Company is an integrated 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 services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and select M&A advisory services.

Eric Hall is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Securities, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory role, Hall serves as Senior Pastor and trustee of Greentown Faith Apostolic Lighthouse, a nonprofit organization in Greentown, Indiana. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network via its platform and turnkey asset management services.

Chirag Choksey is a financial advisor with TIAA-CREF in Wheaton, IL, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at TIAA-CREF and its affiliate TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolios under a fiduciary standard within a vertically integrated structure.

James Snider is a financial advisor at PlanMember Securities Corporation with nine years of industry experience. He holds the Series 66 designation and has previously worked at Geneva Trading and Allston Trading LLC. Outside of his advisory role, he has been involved with Veritrust Wealth Management, focusing on securities sales and financial services. PlanMember provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Mark Henry is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has held roles at several firms, including Alloy Wealth Management, Inc. and Foundations Investment Advisors LLC. In addition to his advisory work, he serves as an adjunct professor at South Piedmont Community College and is CEO of Living Large Productions LLC, a television and radio production company focused on financial programming. 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 utilizes a range of investment strategies, including strategic and dynamic asset allocation, Unified Managed Accounts, and options-enhanced strategies, while offering services through its turnkey asset management platform and wrap-fee program.

Thomas Young is a financial advisor at Brookstone Capital Management LLC with 44 years of industry experience. He holds a Series 66 designation and has worked in various advisory and consulting roles, including with TRY Enterprises, Inc and the Prepare Institute, where he assists in recruiting advisors. Young is also involved in a tax preparation and planning business, TRY Tax Planning, LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs a range of strategic asset allocation models and investment strategies, integrating proprietary and affiliated funds, and acts as a sub-advisor to other advisory programs.

Patrick Letizia is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Madison Avenue Securities, Inc. and has operated his own insurance and financial services businesses since 1974. Outside of advising, he owns and operates a full-service insurance agency, Letizia Financial. Brookstone Capital Management is an SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs, utilizing discretionary model portfolios, unified managed accounts, and separately managed accounts across various investment strategies.

Carrie Shapiro is a CFP® and holds a Series 63 license with two years of industry experience. She is currently an advisor at Creative Planning, having previously worked at Sageview Advisory Group, Capital Strategies Investment Group, Sanford C. Bernstein & Co., and SD Mayer & Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Curtis Loveday is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Morgan Stanley and Citigroup Global Markets. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers advisory programs, financial planning, investment management consulting, brokerage services, and certain M&A advisory services, utilizing both proprietary strategies and third-party models.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Financial, Wayne Hummer, PNC Wealth Management, Natcity Investments, and Invest Financial Corporation. Outside of his advisory work, he is a singer and songwriter for the Thirsty Boots band. Integrity Alliance is a large advisory enterprise serving individual investors, corporations, and qualified retirement plans. The firm offers a broad range of advisory and brokerage services, employing a variety of portfolio management strategies and providing extensive operational and back-office support.

Darryl Rosen is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Brookstone Capital Management since 2016 and also has a concurrent role at Rose Advisory Group since 2015. Outside of advisory work, he is involved in insurance sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a range of investment strategies, including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies.

David Blaydes is a CFP® with 47 years of industry experience, currently advising at Stratos Wealth Partners, Ltd. He has previously worked with LPL Financial, OSAIC, Securities America Advisors, and National Planning Corp. Outside of his advisory role, he is an author of the book "I Just Got Fired, Now What" and conducts webinars related to its content. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform and both discretionary and non-discretionary portfolio management.