Joseph Dowling is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Brookstone since 2016. Outside of his advisory role, he serves as an Independent Insurance Producer and teaches community education courses at Joliet Junior College. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and it acts as both a primary advisor and sub-advisor through its turnkey asset management platform.

Cristopher Valladares is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Daniel Ogrodny is a financial advisor at Mariner with two years of industry experience. He holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following prior roles at Arlington Wealth Management and The Planning Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services uncommon among large advisory enterprises.

Jason Williams is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has three years of industry experience and has worked at Park Avenue Securities and Northwestern Mutual in addition to his current role. Guardian Life is the parent company of Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Jordan Beadle is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has been with Mariner since 2018, including the firm's current Oakbrook Terrace, IL office. Prior to joining Mariner, he worked at VS Technology, Inc. Mariner serves a diverse client base, including individuals, trusts, and institutional accounts, offering investment management, financial planning, retirement consulting, and tax services. The firm combines customized discretionary portfolios with in-house research and third-party managers, and it integrates tax and accounting services along with administrative family office and financial wellness capabilities.

Kevin Mc Kay is a financial advisor with Principal Financial Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has three years of industry experience, with prior roles at Northwestern Mutual, New York Life, and LPL Enterprise. Outside of his advisory work, he has engaged in fixed life insurance and long-term care insurance sales. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Allison Kollar is a CFP® with 17 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Bordeaux Wealth Advisors and Brownson, Rehmus & Foxworth, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term investment approach using a blend of active and passive strategies, quantitative and fundamental analysis, and integrates legacy strategies across its portfolio management.

Sean Temperly is a CFP® professional with 15 years of industry experience, currently serving at Fifth Third Securities, Inc. in Chicago, IL. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is president of Seatim LLC, a private investment pool. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features including direct indexing and an optional tax-overlay service.

Mark Perkins is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been a principal at Perkins & Zayed, a law firm specializing in estate planning, since 1999. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Dennis Breier is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. He has worked at firms including Guardian Estate Solutions, Fifth Third Securities, and Citigroup Global Markets. Outside of financial advising, Breier is involved in funeral arrangement services through Modell Funeral Home, where he manages pre-planning and prepaid funeral contracts. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach, and works through a broad network of affiliated offices and representatives.

David Farra is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, Illinois. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His career includes roles at Christopher Financial Group LLC and Mahoney Financial Organization LLC. Outside of his advisory work, he serves as Chairman of the Board of the Ray Graham Association, an organization supporting individuals with disabilities in Du Page County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Geoffrey Brown is a CFP® with eight years of experience in the financial industry. He is currently with Mariner Wealth Advisors and previously worked at Kovitz Securities, Kovitz Investment Group Partners, JMG Financial Group, and Northern Trust Company. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and external managers, and provides integrated tax, accounting, and family office services uncommon in large advisory enterprises.

Darryl Liu is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory role, Liu is engaged in freelance photography, taking on occasional paid assignments. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Brian Swerdlow is a financial advisor with Brookstone Capital Management LLC in Schaumburg, IL, holding Series 63 and Series 65 registrations and eight years of industry experience. He has been associated with Anchor Financial Advisors, LLC since 2013. Outside of his advisory role, he has been involved in insurance and annuity sales since 2009 and works with estate planning documents since 2019. 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, and provides sub-advisory and model portfolio services to outside RIAs.

Gregory Kojak is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been operating Kojak Capital since 2004 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

James Beverley is a CFP® and ChFC® with 29 years of experience in the financial industry. He is currently a financial advisor at Kestra Advisory and BlueLake Wealth Advisors, with prior experience at Partners Wealth Management. Outside of his advisory work, Beverley serves as an assistant wrestling coach at Montini Catholic High School and holds board positions with Reclaim 13 and his residential townhome association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm serves a broad client base, including large institutional investors, and offers access to multiple management platforms and third-party solutions.

Elvira Aldana is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at American Equity since 2022 and has been with Transamerica Financial Advisors and Wfgia since 2016 and 2015, respectively. Aldana is also the president and CEO of Aldana Financial Group LLC, which provides management and sales of life, annuities, long-term care, and health disability insurance products. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365, with regulatory assets under management of about $1.7 billion.

Michael Roberts is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior roles include a one-year position at Northern Trust and four years at the University of Wisconsin-Madison. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led approach with an emphasis on low-cost indexing and offers a range of supplemental strategies alongside affiliated legal, trust, and retirement plan service businesses.

Tanner Testerman is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Millennium Trust Company, Topco, Menards, Shinebright, MCL, and Aurora University. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.