Ryan Cowley
Ryan Cowley believes in treating everyone with dignity and respect. He continues his father’s legacy of serving the community by helping individuals build solid foundations for their future. Growing up in Texas, Ryan’s family is deeply rooted in faith. While earning his Bachelor’s in Business Administration degree from Abilene Christian University, he served as an interim youth minister for three summers. Ryan went on to pursue his MBA in finance and marketing at Texas Christian University, where he honed his passion for guiding people toward a confident and stable financial future.
With over eighteen years in the industry, Ryan finds purpose in educating his community in financial literacy. He goes against the grain of the industry by putting clients at the core of his practice and helping them build solid futures. Ryan lives in Aledo with his wife of 25 years, Christina. Together they have four children. In his spare time, Ryan enjoys all things outdoors. He especially enjoys hunting and cooking for his family.
Fred Cowley
Fred Cowley has been a well known financial educator, Professional Financial Planner and Advisor since 1971. Fred has been a guest lecturer in forty-nine states, Canada, Puerto Rico and Great Britain. Tens of thousands have watched his program “FINANCIAL FOCUS” on television station KTVT and listened to his radio program “PRESERVING YOUR RETIREMENT” on WBAP.
Mr. Cowley graduated in 1960, with a Bachelors Degree, followed by a Masters Degree, from Abilene Christian University where he also taught and served as an administrator. For eighteen years, Mr. Cowley was an adjunct faculty member of the Society of Certified Insurance Counselors also earning the coveted recognition of (CIC) “Certified Insurance Counselor.”
Dean Zayed, JD, LLM, CFP®
Dean is the founder and CEO of Brookstone Capital Management, LLC. Brookstone is a nationally recognized fiduciary advisory firm with over $8 billion in assets under management and clients in all 50 states. As an independent firm, Brookstone is able to utilize virtually the entire universe of investment options and vehicles to create robust portfolios that span varying levels of risk. As a result, Brookstone was recently ranked the number one fastest-growing RIA firm for the last decade, according to Financial Advisor Magazine (fa-mag.com).
Dean is also the founder and CEO of Prizm Financial Advisors, Inc., a private wealth management practice dedicated to helping its clients achieve every one of their lifetime financial goals. Dean commits to offering a one-source solution for managing, growing, and preserving his client’s wealth.
Dean graduated from Northwestern University with a Bachelor of Arts degree in Economics. As an Omicron Delta Epsilon Economics Honor Society member, he completed the Business Institute and Undergraduate Leadership programs. In addition, Dean received a Juris Doctor degree from Northwestern University School of Law. He received his Masters’s 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.
A lifelong resident of the Chicago area, Dean, was born and raised in the northwest side of Chicago and currently resides in Hinsdale with his wife, Michele, daughter, Marissa, and son, Anthony.
ACHIEVEMENTS AND RECOGNITIONS
• 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
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.
EXPERIENCE
20+ Years Investment Experience
18 Years Strategic Asset Allocation & Portfolio Construction
18 Years Individual & HNW Portfolio Management
16 Years Investment Policy Committee Member
16 Years Model Portfolio Design
16 Years ETF Research, Trading, and Portfolio Management 16 Years Tactical Portfolio Management
13 Years Global Multi-Asset Class Portfolio Management
13 Years Institutional Portfolio Management
13 Years GIPS® Performance Reporting
8 Years Chief Investment Officer