Kurt Ellis Helmich

Noah York is the sole advisor at York Wealth Management, LLC, an independent registered investment adviser based in West Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at West Chicago Bible Church for five years. Outside of financial advising, Noah coaches youth sports through Official Finders, LLC, a role he has held since 2014. York Wealth Management provides discretionary portfolio management and tiered financial planning services to individual and high-net-worth clients. The firm utilizes model portfolios from the Altruist Model Marketplace and applies tactical and strategic asset allocation with ongoing monitoring and tax-management tools.

John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Thomas Wiscomb is the sole managing member of Northpoint Advisory LLC, an independent firm based in Wilmette, IL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has worked with XMS Capital Partners since 2010 in addition to his role at Northpoint Advisory, which he has been with since 2008. Northpoint Advisory serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and institutional clients with investment management and select financial planning services. The firm employs a core/satellite investment approach emphasizing principal protection, diversification, liquidity, and tax efficiency, incorporating alternative strategies when appropriate.

John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.