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.

Lauren Rosberg is a CFP® with 19 years of industry experience, currently with Mercer Global Advisors Inc. since 2023. Her prior roles include positions at Nadler Financial Group, Ausdal Financial Partners, and Capital Asset Advisory Services, among others. She receives residual income from the sale of Medicare supplement insurance. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and tax support 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.

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.

Michael Von Drasek is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Empower Financial Services since 2019. Outside of his financial advisory role, he works part-time as an assistant golf professional at Village Links of Glen Ellyn, managing golf leagues and teaching golf lessons. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

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.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently serving at Lincoln Investment since 2014. His prior experience includes roles at Cambridge Investment Research Advisors, Guggenheim Investments, and Rydex Advisory Services. Outside of his advisory work, he serves as financial secretary for the McWhinney Benevolent Association, a community-focused social club. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Chantay Moore is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 credentials and 17 years of industry experience. She has been with Transamerica Financial Advisors for 10 years and previously worked at Ameriprise. Outside of her advisory role, she is involved in community and educational activities, including serving as a board member for the American Indian Center of Chicago and Chicago Women in Trades, and founding Native American Financial Literacy Services, which conducts financial literacy workshops. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, providing proprietary and third-party managed investment programs through both discretionary and non-discretionary platforms.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Buckingham Strategic Wealth, LLC and in real estate sales with RE/MAX Integrity. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized portfolio tools.

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.

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.

Elias Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and has a diverse work background that includes roles at Papa John's Pizza, Target, Midwest Insurance Partners, and Western Kentucky University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

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 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.