Investment Committee

DEAN ZAYED, JD, LLM, CFP^® | CEO, Brookstone Capital Management

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 professionallymanaged portfolios. As an independent firm, BCM is able to utilize the entire universe 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.

Achievements and Recognition:

• Brookstone is ranked in the Top 50 Fastest-Growing RIAs in Financial Advisor magazine’s 2013 Top RIA list
• Member of the Million Dollar Round Table (MDRT), as well as the prestigious Top of the Table
• Top 5 Finalists “Advisor of the Year Award” by Senior Market Advisor magazine 2006 and 2007
• Featured on General Alexander Haig’s Chosen Topics, CNBC 2006 “Top 10 Wealth Managers of the Central US Region,” Goldline Research
• He has appeared on CNBC, Fox Business Channel, Bloomberg TV, the Street.com and WGN as a financial expert and has been published and featured in numerous financial publications.

MARK DIORIO, CFA | Chief Investment Officer, Brookstone Capital Management

Mark DiOrio joined Brookstone as Chief Investment Officer in 2015. 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 and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.

PETER JOHNSON | Portfolio Strategist, Brookstone Capital Management

Peter Johnson’s tenure in the financial services industry spans 30 years. He has served as President of the Investment Management Division of Star Financial Bank, Director of Investment Services for Home Federal Bank, and Vice President/Investments for Shearson Lehman Brothers and Smith Barney. Peter’s experience also includes consulting to the Banking industry, assisting banks in the development of new and/or improving existing retail brokerage operations. Peter holds the follow licenses: series 7, series 24, series 65, and Life and Health.

SUE RICHARDSON | Case Design Specialist

Partners with the Investment Advisor Representative (IAR) to input all data into the case design development. Sue works with Molly Henseler to input data to generate Morningstar reports for each case design.

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