Andrew Andersen is a financial advisor at Brookstone Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Center Street Securities since 2015. Outside of his advisory role, he is involved with Fixed Insurance, doing business as Prizm Financial Advisors, Inc. 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 strategic and dynamic asset-allocation models, utilizes a variety of investment vehicles, and serves as a sub-advisor to other advisory programs through its turnkey asset management platform.

Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and is notable for its large institutional scale and specialized market roles.

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

James Corrigan is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of financial services, he has ownership interests in a fitness center and a wellness business offering on-site self-care services. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisers. The firm offers a range of portfolio management options and financial planning services, operating with a fiduciary standard under written advisory agreements.

Jorge Salazar is a CFP® and Series 65 credentialed advisor with seven years of industry experience. He has been with Cerity Partners LLC since 2018 and previously worked at Northern Trust Company. He also spent four years at Loyola University Chicago. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Avery Bross is a Series 65-licensed advisor at Cerity Partners LLC in Chicago, IL, with one year of industry experience. Prior to joining Cerity Partners, Avery held academic roles at Colgate University and Kansai Gaidai University, and worked at The Latin School of Chicago. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Krishna Phanindra Vege is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Credit Suisse Securities (USA) LLC, Bank of America, N.A., Merrill, and Rockefeller Capital Management. Outside of his advisory role, he serves as a consultant for Preserve Life, conducting research in the health and wellness industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

Michael Bibbiano is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Northern Trust Securities, Northern Trust Bank, and Cetera Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad investment platform with both discretionary and non-discretionary solutions.

Nolan Goslee is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brookstone since 2020. Prior to that, he worked at Kalos Management and Kalos Capital from 2016 to 2019 and served in the US Army Reserves from 2010 to 2018. Outside of his advisory role, he serves as treasurer on the board of the Highland Hill Community. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele that includes individuals, retirement plans, corporations, trusts, and business entities. The firm offers discretionary portfolio management through a turnkey asset management platform utilizing strategic and dynamic asset allocation models and various investment strategies.

Jerry Parker Jr. is an advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank NA since 2014. He is currently based in Mokena, Illinois. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers and multiple investment strategies.

Michalis Kritikos is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade, Charles Schwab & Co., and Allstate. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing asset allocation models and research tools tailored to individual goals and risk tolerance. The firm emphasizes client authorization for trades and offers separately managed accounts overseen by third-party or affiliated money managers.

Auddie Cousins is a Series 66-registered advisor at Schwab Wealth Advisory with one year of industry experience. Prior to joining Schwab, Cousins worked at Fidelity Investments and held roles in various other industries including health science and hospitality. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Usha Lettman is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Bank of America, Merrill, Fifth Third Securities, and U.S. Bancorp Investments. She is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Melvin Hobson is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Transamerica Financial Advisor, World Financial Group, and Midwest Insurance Broker Service. He has also been involved with 1015 Towner, LLC, an outside business activity. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms. The firm serves a diverse client base, including high-net-worth individuals and retirement plan sponsors, and offers a range of financial planning and consulting services.

George Pantazis is a CFP® professional with 26 years of industry experience. He currently works at Lincoln Investment and previously held roles at Charles Schwab & Co., ICMA Retirement Corporation, and several other firms. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and delivered through a combination of advisor-led and firm-managed solutions.

Tracy McMahon is a CFP® professional with eight years of industry experience. She has been with Mariner Wealth Advisors since 2018 and previously worked at JMG Financial Group, LTD from 2016 to 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a firm of its size.

John Kaldis is an advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Kaldis has been with Fifth Third Securities since 2021 and has a longer tenure with Fifth Third Bank starting in 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients across both advisory and brokerage channels. The firm offers multiple investment programs through the Passageway Managed Account platform, combining third-party portfolio managers and various strategies such as mutual funds, SMAs, and direct indexing.

Esteban Trevino is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked for The Ayco Company, L.P./Goldman Sachs & Co. LLC for 13 years before joining Cerity Partners in 2025. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market investments for qualified clients.

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.

Alan Kurt is a CFP®, CFA®, and Series 66 registered advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory, Inc., having joined in 2026. His prior experience includes roles at J.P. Morgan Securities LLC, Chase Investment Services Corp., and UBS Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm emphasizes personalized recommendations and client authorization for trades, with a focus on mutual funds, ETFs, SMAs, and alternative investments.