Monica Kaminski is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. She has worked at William Blair since 2022 and previously spent ten years at BMO Harris Bank. Outside of her financial advisory role, she is a skincare consultant for Rodan and Fields. William Blair’s Private Wealth Management division provides 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 offers proprietary models and access to private funds through its integrated investment platform.

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.

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 the Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Empower Financial Services. Outside of his advisory role, he works part-time as an assistant golf professional managing leagues and teaching lessons at Village Links of Glen Ellyn. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Chantay Moore is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. She holds the Series 63, 65, and 66 credentials. Moore is involved in multiple outside activities, including serving as a board member of the American Indian Center of Chicago and Chicago Women in Trades, founding Native American Financial Literacy Services, and operating professional notary and tax preparation businesses. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios and access to insurance and brokerage products.

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 21 years of industry experience. She holds the Series 66 designation and previously worked for Raymond James & Associates for nine years before joining her current firm in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and managed investment strategies with oversight from an Investment Strategy Committee, combining custody, execution, and trading services internally.

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.

Thomas Young is a financial advisor with Brookstone Capital Management LLC, holding a Series 66 designation and over 43 years of industry experience. He has worked at Brookstone since 2021 and is also the owner of TRY Tax Planning, LLC, where he provides tax preparation and planning services. Additionally, he consults with the PREPARE Institute on retirement instruction and assists in recruiting advisers, and he consults with Shield Global Partners on non-investment matters. 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 programs. 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.

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., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical approaches through internal and third-party managed portfolios.

Scott Weinstein is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ohio National Financial Services and Lake Michigan Benefit Associates, Inc. He is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Kenneth Cady is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lion Street Advisors, Lion Street Financial, and Wayne Hummer. Outside of his advisory role, he is a singer and songwriter with the Thirsty Boots Band. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers asset management, financial planning, and retirement plan consulting, utilizing various portfolio management approaches and multiple custodial platforms.