Mark Sommerville is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Prudential Insurance Company of America, and HSBC Securities. Outside of advisory work, he is involved as a licensed representative in the fixed and indexed annuity and life insurance business. 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 broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios, managed accounts, and various specialized strategies.

Stephen Sumeraj is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2012. Outside his advisory role, he operates ESBE Auctions as a sole proprietor, a non-investment related business. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Stephen Muto is a CFP® professional with eight years of industry experience. He has worked at Mariner Wealth Advisors since 2019, following previous roles at Balasa Dinverno Foltz LLC and Whitnell & Co. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm manages customized portfolios through an internal team and third-party managers, and is notable for its integration of tax and accounting services alongside traditional portfolio management.

Pawel Gacek is a CFP® professional with four years of industry experience, currently with Mariner. He previously worked at Urban Financial Advisory Corp from 2015 to 2021 before joining Mariner in 2021. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Mark Rogers is a CFP® with 34 years of industry experience, currently serving at Planmember Securities Corporation since 2011. He has maintained a long-term role with Augusta National Golf Club since 1996, including seasonal management responsibilities during the Masters Tournament. Outside of his advisory work, Rogers serves as a member of the Board of Education for Lyons Elementary School District 103 and holds a trustee position in municipal government for the Village of Brookfield. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach, managing risk-based mutual fund portfolios and delivering education and support services to plan sponsors and participants.

Gary Shramuk is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 66 designation and has been associated with Gcg Financial Inc since 1999. In addition to his advisory role, he is a 50% owner of SAFE HARBOR FINANCIAL GROUP, where he sells life and health insurance. 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 support services.

Kyle Bakhshi is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously spent seven years at Nuveen. 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 uses an active, research-driven investment approach across equities, fixed income, and alternative strategies, and provides proprietary models as well as access to private funds and co-investment opportunities.

Jeffrey Geel is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ocean Pacific Investments and J4 Investment Advisors. Outside of finance, Geel manages the family farm and serves as a high school football coach. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, utilizing strategic asset-allocation models, a range of investment products, and both internal and external sub-advisors to implement client portfolios.

Mary Mclean is a CFP® with 15 years of experience in the financial industry. She is currently with Integrated Wealth Concepts LLC and previously worked at HighTower Advisors LLC and Private Vista, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office services, and wrap-fee programs, emphasizing customized portfolios and a primarily long-term investment approach.

Molly Powers is a CFP® professional at Creative Planning with five years of industry experience. She has worked previously at Sageview Advisory Group, Capital Strategies Investment Group, and Forum Financial Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Teresa Devereux is a financial advisor at William Blair with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with William Blair since 2015. 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 investment opportunities.

Allen Laya is a ChFC® credentialed financial advisor with 54 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and previously worked at PMG Asset Management Inc from 2001 to 2005. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed model portfolios, supported by a dedicated in-house Investment Management & Research team.

Daniel Larson is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, BMO Harris Bank, LPL Financial, and RTS Financial. Larson is based in Oak Brook, Illinois. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its scale and unique market roles to provide comprehensive solutions to high-net-worth and institutional clients.

Robert Wack is a CFP® and holds a Series 66 designation with eight years of industry experience. He is currently with Fifth Third Securities, Inc., having joined in 2026, and previously worked at Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Merrill (Bank of America), Scottrade, and TD Ameritrade. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, retirement accounts, and other business entities through both advisory and brokerage channels. The firm offers multiple investment programs and portfolio management options on its Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ryan Alvarez is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lion Street Financial, Wayne Hummer Investments, and PNC Wealth Management. He is also the owner of Refined Strategies, a business focused on sales of fixed annuities and life insurance products. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services through a network of over 300 advisors managing approximately $5.4 billion in client assets, utilizing diverse investment approaches and platforms.

Robert Basile is a CFP® with 8 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Fifth Third Private Bank for nine years and The AYCO Company, L.P./Mercer Allied for seventeen years. Mariner Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, corporations, and private funds with investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized portfolio management with integrated tax, accounting, and financial wellness services.

Byron Ramult is a CFP® professional with 24 years of experience in the financial services industry. He is currently an advisor at Stratos Wealth Partners, Ltd., having previously worked at LPL Financial, Wealth Enhancement Group, and National Life Group among other firms. His career includes roles at various financial institutions focusing on investment advisory services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise investment adviser 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 through an open-architecture investment platform and customized portfolio management.

Matthew Neill is a financial advisor with Eagle Strategies (NY Life) based in Naperville, IL, holding Series 63 and Series 65 licenses and totaling 30 years of industry experience. He worked at New York Life Investment Management LLC from 2005 to 2010. Outside of advisory work, he is involved in reselling NFL tickets from his season tickets and personal seat license. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, offering multiple program types including financial plans, fee-based hourly advice, and retirement plan consulting.

Ramesh Poola is a CFA charterholder and financial advisor at Creative Planning with two years of industry experience. He previously worked at IRON Financial, LLC for eleven years before joining Creative Planning in 2021. 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 incorporates low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Wesley Barnes is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. He previously worked at Hightower Advisors and Hightower Securities, LLC from 2008 to 2022 and served in the United States Marine Corps Reserves from 2011 to 2017. Outside of his advisory role, Barnes is involved in managing a group of doughnut franchise locations and serves on the board of United Way Northwest Indiana. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm emphasizes discretionary, customized portfolios overseen by an Investment Committee, integrating in-house research with third-party managers, and offers distinctive tax, accounting, and administrative CFO services.