Casey Ciesla is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, Casey worked at Desrochers Backyard Pools & Spas for three years. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses a variety of investment strategies, including strategic and dynamic asset-allocation models and options-enhanced strategies, while operating a turnkey asset management platform and serving as a sub-advisor to other advisory programs.

Traci Eisner is a financial advisor with Kestra Advisory Services, holding the ChFC® and Series 63 designations and bringing 23 years of industry experience. She has worked extensively with Kestra Investment Services and Bensman & Associates Ltd prior to her current role. Eisner also engages in case design and insurance plan consulting through multiple affiliated financial and insurance entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms, with a client base that includes large institutional investors and sovereign wealth funds.

Daniel Carthew is a financial advisor with Commonwealth Financial Network in Wheaton, IL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Murphy Financial Group, Raymond James Financial Services, Crux Wealth Advisors, Kestra Investment Services, and Favia Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support. The firm offers various program structures including discretionary model portfolios and personalized indexing options.

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Katherine Murphy is a financial advisor at William Blair with 19 years of industry experience. She holds a Series 66 designation and has been with William Blair & Company since 2006. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, including high-net-worth clients, as well as foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

James Jaramillo is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously held roles at LPL Financial and Sheridan Road Advisors. Outside of his advisory work, Jaramillo serves as a board member of the Brighton Ridge Homeowners Association in Mequon, Wisconsin. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Sal Tabuena is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1994. Outside of his advisory role, he is a director and partner at Principal Consulting Group LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dariusz Godlewski is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2013. In addition to his advisory role, he owns Financial Wealth Alliance Inc., an independent life insurance and annuity business. Brookstone Capital Management is an SEC-registered adviser that provides 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, delivering investment management primarily on a discretionary basis using model portfolios and managed accounts.

Christopher Bowling is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked with Fifth Third Securities since 2014 and has been employed by Fifth Third Bank since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a focus on integrating bank and broker-dealer resources.

Andrew Schniers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and ten years of industry experience. He has worked at Citigroup since 2018 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

John Burke is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Securities Inc, and various positions at Associated Bank and Okta. Outside of advising, he works in food service as a cashier and cook for a BBQ food truck and assists the Ohio team with selling disability insurance through a resident program at The Ohio State University. Principal Securities provides 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Calabrese is a CFP® certificant with 19 years of industry experience, currently serving at Citigroup Global Markets since 2022. He previously worked at Woodbury Financial Services, Inc. for nine years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Lashawn Johnson is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has been with CitiBank since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for large relationships, combining large institutional scale with unique market roles.

Rajesh Patel is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors, LLC. He serves as an investment advisor to the Indian American Medical Association Charitable Foundation, which operates a free health clinic for individuals unable to afford medical care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Jerard Woods is a financial advisor at Brookstone Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Performance Trust Capital Partners, LLC for six years. Outside of his advisory role, he is also a musician. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm uses strategic and dynamic asset-allocation models, integrates proprietary and affiliated funds, and offers discretionary portfolio management through various investment vehicles and sub-advisory relationships.

Mike Melek is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, BMO Harris Bank, The Huntington Investment Company, and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives trading, and provides multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Nathan Parchman is a financial advisor at Brookstone Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Cambridge Capital Management, LLC and Regions Bank. Outside of his advisory role, he is an owner of Nitro Family Foods, a local food production business, and serves as an alderman for the City of O'Fallon, where he participates in municipal lawmaking. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with turnkey asset management platform services.