Our Team

Steven has over 25 years of experience assisting retirees and Investors save thousands of dollars with simple, clear and concise financial/tax plans. His passion is to inform, educate and assist people manage their financial affairs so they can enjoy a happier and less stressful retirement. After graduating from USC in 1982 with a BS in Finance he has worked in the financial management field, as a CFO, controller, and business owner.

Capitalizing on his experiences, in 1998 he opened his own private financial firm focusing on financial planning, investment management, tax planning, and estate planning. He is Enrolled Agent(EA) IRS designation. He holds his series 6 and 63 licenses and is currently an Investment Advisor Representative along with Insurance license. Steven has also written 3 books, mainly on tax planning topics and currently resides in Playa Del Rey California with his wife Adrienne of 16 years.

The Retirement Income Group relies on a team of seasoned investment professionals for the research and intelligence behind our portfolio construction. Mark DiOrio leads that team.

Mark joined Brookstone Capital Management 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.

Dean is the founder and CEO of Brookstone Capital Management, LLC. (BCM). BCM is an advisory firm with over $8 billion in assets under management and clients in all 50 states. As an independent firm, BCM is able to utilize a vast array 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* 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

*The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any

Jennifer N. Eseed is licensed to practice in California and several other jurisdictions, and has extensive training in advanced and highly personalized estate planning techniques that include living trusts, dynasty trusts for asset protection and legacy planning, irrevocable life insurance trusts, minor’s trusts, family limited partnerships, qualified retirement asset planning, business planning services, and planning for beneficiaries with special needs.

Adrienne's primary background was spent as a facilities manager at UCLA, where she learned the importance of organization and process management. After 30 years at UCLA, she retired in 2022 and currently assists in educational class support, administration of client onboarding, and client services. As a recent retiree, she knows how important it is to make retirement decisions with the assistance of professional advice.