Nadim Zayed is a CFP® professional with 24 years of industry experience. He has been with Brookstone Capital Management LLC since 2006 and is also associated with Prizm Financial Advisors. Outside of his advisory work, he is a shareholder in a law firm specializing in estate planning. Brookstone Capital Management LLC provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse 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 via various model portfolios and managed accounts.

Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active managers, overseen by an internal Investment Committee.

Tonya Coleman is a financial advisor with Voya Financial Advisors, Inc. in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Voya and its predecessor firms since 2014. Outside of advising, she owns a fast food seafood restaurant and works as a stylist for weddings and magazines. She also serves as Chairperson of Economic Empowerment for the National Coalition of 100 Black Women. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a wide network of advisors. The firm combines in-house and external strategists with technology tools to implement largely non-discretionary client-directed investment solutions.

Graham Garcia is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked in various capacities including positions at Waterway Carwash, Shakou, and Old Elm Club. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored portfolios aligned with clients’ goals and risk tolerances.

Lindsay Blaney is a CFP® and Series 66 professional with nine years of experience in the financial services industry. She is currently with Integrated Wealth Concepts LLC and previously worked at Level Four Advisory Services and LPL Financial, where she has been affiliated since 2007. Integrated Wealth Concepts LLC serves a diverse client base including 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, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach and incorporating both internally managed strategies and third-party asset managers.

Christopher Alvarez is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Impact Investors and Jewel Osco. 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

John Welch is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and offering 47 years of industry experience. He worked at Rothschild Investment LLC for 25 years before joining William Blair in 2013. Outside of advising, he serves as a board member and private investor in Infotouch Corp, a point-of-sale software developer, and owns Yorkshire Motorsports LLC, selling personal car parts online. William Blair’s Private Wealth Management division provides investment management and financial planning services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across various asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

James Benages is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at LPL Financial, Numark Credit Union, and Cetera Advisor Networks. Benages is also involved with Resource Ins & Fin Group, where he provides financial planning, investment management, and insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Anthony Dinverno is a CFP® professional with 14 years of industry experience. He is currently with Corient and has previously worked at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation, and it offers affiliated private fund capabilities and related platforms.

Philip Brines is a financial advisor with Principal Financial Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory work, he is a musician and drummer with Orchestra 33 Entertainment, a position he has held since 1998. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through both adviser and promoter arrangements.

Michael Smith is a CFP® with 24 years of industry experience, currently advising at Mariner Wealth Advisors since 2023. His prior roles include positions at United Capital Financial Advisers and D3 Financial Counselors. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs customized, discretionary portfolios supported by internal and third-party management resources and provides specialized retirement plan solutions and employer financial wellness tools.

Bryanna Unzueta is a financial advisor at William Blair with a Series 66 credential and two years of industry experience. Her prior work includes roles at DePaul University, Propharma Group, and Rush University Medical Center. 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, utilizing active, research-driven strategies across various asset classes.

Daniel Rivers Sr. is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 27 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2003 to 2011. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a range of advisory services. The firm combines in-house and external strategies, model portfolios, and technology tools to manage both discretionary and non-discretionary accounts, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Outside of his advisory role, Anderson is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios guided by an in-house Investment Committee.

Brett Van Bortel is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Invesco Distributors, Inc. and the Organic Growth Institute. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies, and serves as both a primary advisor and sub-advisor through its turnkey asset management platform.

Jennifer Dougherty is a financial advisor with Eagle Strategies (NY Life) in Downers Grove, Illinois, holding a Series 66 designation and 18 years of industry experience. She has been with Eagle Strategies since 2011 and affiliated with New York Life entities since 2010. Outside of her advisory work, she owns Simply Gourdgeous, a seasonal business creating fall-themed displays using pumpkins and gourds. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Pohlman Jr. is a financial advisor at Creative Planning with 25 years of industry experience. He previously spent 19 years at Mesirow Financial, Inc. He serves on the advisory board of Empower Retirement, participates in the President’s Leadership Counsel at Benedictine University, and is a board representative for Choose DuPage, focusing on economic growth and development. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Violet Gesing Alicea is a financial advisor with Principal Financial Services in Downers Grove, IL, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Talonda Howard is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at GWFS Equities, Bankers Life Securities, and Valic Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.