Stephen Arnold : is the Founder and CEO of Wealth Protection Advisory, an independent financial planning firm and CEO/Founder of Retirement Actuarial Services, a third party administration firm specializing in small business owners custom designed combination Pension Plans. As a CPA Team Based Consultant, He Provides ongoing education to CPA's on a wide range of advanced tax reduction & retirement planning strategies. He holds a professional designation from the College of Financial Planning as a Chartered Retirement Plans Specialist, and holds a Series 65 Uniform Investment Advisor Law License. Stephen is a Registered Investment Advisory Representative With Brookstone Capital Management. Stephen has been in the financial services industry for 18 years and is a U.S. Marine. His favorite charity is ASPCA for Animals and Wounded Warriors.
Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.
ZAK KENNE: Began his career in 2006. He began to design plans by 2008, and now specializes in not only designing new plans, but altering current plan designs to be more effective and efficient. Zak is an Enrolled Actuary through the Joint Board for the Enrollment of Actuaries, a Member of the American Academy of Actuaries, a Member of the Society of Pension Actuaries as well as a Qualified Pension Administrator and Qualified 401(k) Administrator through the American Society of Pension Professionals and Actuaries.
: is our Business Relations and Customer Services Director. Kathleen has been in the financial services industry for 16 years and brings a wide range of knowledge. She holds a professional designation as a Chartered Retirement Plans Specialist from the College of Financial Planning, has served on the board of directors for (NAIFA) National Association of Insurance and Financial Advisors, International Association of Working Mothers, Womens Money National Council, Women of the Sterling Club, Women in Construction, Henderson Chamber of Commerce, and Association of General Contractors. Her favorite charities are ASPCA for Animals, Safe Nest and Wounded Warriors.
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionally-managed portfolios. As an independent firm, BCM is able to utilize a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth, and preservation of its clients’ wealth.
Dean received his Bachelor of Arts Degree in Economics from Northwestern University. He completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law. He received his Masters degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.