Stephen Arnold : is the Founder and CEO of Wealth Protection Advisory a CPA Team Based Consultant, an independent insurance brokerage and investment advisory firm. He Provides ongoing education to CPA's on a wide range of topics and provides them with advanced planning strategies. He holds a professional designation from the College of Financial Planning as a Chartered Retirement Plans Specialist, is a Certified Wealth Preservation Planner from the Wealth Preservation Institute, and holds a Series 65 Uniform Investment Advisor Law License and is a Registered Investment Advisory Representative. Stephen is also the CEO and owner of American Insurance Brokers LLC. Stephen has been in the financial services industry for 15 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.