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.

Ryan Airola is a financial advisor at William Blair with 18 years of industry experience. He holds the Series 66 designation and has been with William Blair & Company since 2007. 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 active, research-driven management across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Benjamin Bremen is a CFP® professional with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and RMB Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Sam Schwartz is a CFP® professional based in Highland Park, IL, with nine years of industry experience. He currently works at Farther and has previously been with Anchor Pointe Wealth Management, AssetMark Financial, and State Street Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, and fixed income, supported by AI tools and advisor judgment.

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.

Ryan Daliege is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Matthew Reznik is a CFP® and CFA® with 14 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022, and previously spent 13 years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation, and it offers specialized private fund capabilities through affiliated platforms.

Leonardo Gomez is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, J.P. Morgan, Merrill, and The Prudential Insurance Company of America. He is based in Chicago, IL. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary strategies, offering multiple wrap-fee programs primarily through the Envestnet MAS platform.

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.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC, RE/MAX Integrity, and Eagle Publications, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

Alexander Von Ribbeck Schon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merrill Lynch and SS04 Simmsallskap and attended Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use a range of strategic allocation models and investment tools, leveraging the broader Goldman Sachs ecosystem to provide a variety of tailored financial solutions.

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.

Robin Stone is a financial advisor with Hightower Advisors who holds the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including 11 years at Leonetti & Associates and nine years at Hightower Advisors. He is based in Buffalo Grove, Illinois. Hightower Advisors serves a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm emphasizes multi-manager solutions and uses both affiliated and third-party managers, incorporating proprietary research and a variety of investment vehicles in its advisory approach.

Elias Andresen is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he held various roles including positions at Papa John's Pizza, Target, Midwest Insurance Partners, and worked in education at Western Kentucky University and Hampshire Middle & High Schools. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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 King is a CFP® with 15 years of industry experience, currently serving with Corient since 2022. Prior to Corient, he worked at Balasa Dinverno Foltz LLC for 12 years. Corient provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and is also associated with Penn Mutual Life Insurance Company since 2011. In addition to his advisory role, Fenby is involved in life insurance brokerage as a Regional Marketing Director for Penn Mutual and as Senior Vice President at Insurance Wholesale Solutions, as well as owning Fenby Life Insurance Planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its client assets on a non-discretionary basis.

Steven Zendel is a financial advisor at William Blair with 10 years of industry experience. He holds the Series 66 designation and has worked at William Blair since 2018, following seven years at Citadel LC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Eric Burrows is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at J.P. Morgan Securities from 2003 to 2022 before joining Fifth Third Bank and Fifth Third Securities in 2022. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and integrates services through its affiliation with Fifth Third Bank, combining broker-dealer, investment adviser, and municipal advisor registrations.