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 bringing 36 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2016. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies combined with in-house trading and brokerage services.

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.

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®-designated financial advisor with 47 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial LLC, having joined these firms in 2026. His prior experience includes roles at Securities America Advisors, National Planning Corp, and Retirement Planners International. Blaydes is also the author of the book "I Just Got Fired, Now What" and frequently conducts educational webinars related to its content. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and about 366 advisors serving over 24,000 clients. The firm employs an open-architecture investment approach, offering both advisor-managed and model-based portfolios, utilizing a network of independent investment adviser representatives and access to multiple external platforms and third-party manager programs.

Sean Brooks is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held roles at several firms, including Assetmark Brokerage, LLC and Centurion Capital Group, Inc., before joining Focus Advisor Solutions in 2018. Brooks also serves as a divisional manager maintaining financial advisor relationships in the Great Lakes region. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified, systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, managing approximately $41 billion in assets for over 33,000 clients.

Fred Rutler III is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021. Prior to that, he spent six years with Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Adam Helwich is a financial advisor at Brookstone Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Brookstone since 2015. Outside of his advisory work, he owns an independent insurance agency focused on fixed insurance products. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and a turnkey asset management platform.

John Freiburger is a financial advisor at Kestra Advisory with over 35 years of industry experience. He holds the CFP® and ChFC® designations and has been with Kestra since 2016, following a long tenure at Kestra Investment Services, LLC. Freiburger serves as Chairperson of the Board for the nonprofit organization Zero Matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.

Denise Delaney is a Series 66 licensed financial advisor with seven years of experience. She is currently with PNC Wealth Management and has previous experience at Edward Jones, Bank of America, and Merrill Lynch. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and employs mutual funds and ETFs with annual rebalancing.

William Melka is a financial advisor at William Blair with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with William Blair since 2014. William Blair’s Private Wealth Management division offers 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 proprietary models as well as access to private funds and co-investment opportunities.

Kari Beyer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and 66 licenses and bringing 30 years of industry experience. Prior to joining Benjamin F. Edwards in 2017, she worked at Stifel Nicolaus & Co. from 2009 to 2017. Beyer serves as a board member of the Waterford Oaks Home Association in Aurora, IL, where she is involved in budgeting and project voting. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a variety of advisory programs and investment strategies managed through a combination of firm-developed and third-party models.

Clayton Eaton is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price since 2013. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with features such as tax-aware rebalancing and Monte Carlo-based retirement income projections.

Kimberly Riewerts is a financial advisor at Creative Planning with 20 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by additional approaches such as direct indexing and tax-loss harvesting.

Matthew Kling is a financial advisor with Principal Financial Services in Saint Charles, IL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Knights of Columbus Assets Advisors LLC and Knights of Columbus Insurance for a combined total of 14 years. He serves as a board member and trustee for the Edward J. Baker Foundation & Henry Rockwell Baker Memorial Community Center, a nonprofit community organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Meehan is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has been with Wealth Enhancement Advisory Services, LLC since 2013 and has prior experience at LPL Financial. Outside of his advisory role, he is involved in real estate through ownership of DHC Realty LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Lisa Hanley is a financial advisor at Lincoln Investment with the Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment in 2025, she worked at James Noe and held roles outside the financial industry, including at Jun Group and Bazaarvoice. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory and brokerage services supported by an Investment Management & Research team using strategic and tactical investment approaches.

Michael Sirvinskas is a financial advisor at William Blair with 39 years of industry experience. He has been with William Blair & Company L.L.C. since 1993 and holds Series 63 and Series 65 credentials. William Blair’s Private Wealth Management division offers 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 proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Lindsay Foster is a financial advisor at Kestra Advisory with 15 years of industry experience. She holds the Series 63 designation and previously worked at Calamos Financial Services LLC for 17 years before joining Kestra in 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions within its supervisory framework.