Brent Newcomb is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Northern Trust Securities in 2025, he worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2025. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that serves high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven, periodically rebalanced portfolios combining proprietary and third-party investment products.

Vincent Tunstall is a financial advisor with Northern Trust Securities, Inc. in Chicago, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Northern Trust Securities since 2011 and previously worked at Northern Trust Bank from 2009 to 2018. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by governance reviews and technology platforms to implement and rebalance portfolios.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Ashley Setter is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. She holds a Series 66 credential and has worked previously at firms including JPMorgan Securities LLC and Midland Trust Company. Outside of her advisory role, she operates an independent pet sitting business. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment programs using a combination of proprietary and third-party products through the Fidelity Managed Account Xchange platform.

Thomas Docherty is a financial advisor at Northern Trust Securities, Inc. in Miami, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust in various capacities since 2006. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven investment approach using a combination of proprietary and third-party products, with integrated advisory, brokerage, and custody services.

Darren Anderson is a CFP® with 27 years of industry experience, currently with Northern Trust Securities, Inc. in Chicago, where he has worked since 2002. He holds a Series 63 license. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach to portfolio management, utilizing a range of proprietary and third-party investment products and offering brokerage and custody services through an affiliated clearing firm.

Sheryl Nessel Cruz is a financial advisor with Northern Trust Securities, Inc. in Sarasota, FL. She holds a Series 66 designation and has 22 years of industry experience, including 15 years at Northern Trust Securities. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients such as trusts, endowments, and pension plans. The firm employs a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance processes.

Alayne Dungarvan is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for The Vanguard Group, Inc. for 11 years prior to joining Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm combines advisory, brokerage, and custody services, utilizing both proprietary and third-party investment products.

Matthew Pereira is a financial advisor at Northern Trust Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Northern Trust Securities, he attended the University of Michigan, Stephen M. Ross School of Business. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios, combining advisory, brokerage, and custody services.

Alexandra Furlong is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Northern Trust Securities since 2017, following prior roles at PNC Investments, PNC Bank, Ausdal Financial Partners, Inc., and McAdam LLC. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management programs. The firm employs a model-driven approach utilizing Separately Managed Accounts and strategist portfolios, combining advisory, brokerage, and custody services under one organization.

David Johnson is a CFP® professional with 30 years of industry experience. He has been with Northern Trust Securities, Inc. since 2011 and has also worked at Charles Schwab Bank since 2005. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Alfonso Pizzo is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Perillo Service Center. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management using model-driven, periodically rebalanced strategies that incorporate proprietary and third-party products via the Fidelity Managed Account Xchange platform.

Edward Vesely is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Northern Trust Securities in 2024. He holds the Series 63 and Series 66 designations. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, utilizing a combination of proprietary and third-party investment products.

Daniel Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in San Francisco, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Anderson Ariza is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Northern Trust Securities, Inc. since 2004. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, integrating proprietary and third-party investment products with regular account reviews.

Edward Yee is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2004. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management and model-driven investment programs that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs.

Elizabeth Emswiler is a financial advisor at Northern Trust Securities, Inc. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CitiGroup for 13 years before joining Northern Trust Securities and The Northern Trust Company. Northern Trust Securities, Inc. provides discretionary portfolio management services to high-net-worth individuals, retail investors, and institutional clients through model-driven investment programs. The firm offers a range of solutions including Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, utilizing proprietary and third-party products with integrated brokerage and custody services.

Chris Baker is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to his current role, he worked at Bank of America, N.A. for 10 years and Merrill for 3 years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with a range of investment options including Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Louise Harrison is a financial advisor with Northern Trust Securities, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to joining Northern Trust Securities, Ms. Harrison held positions at Bank of America, Merrill, Aon, and worked in various roles including at Starbucks and Hillel International. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through a model-driven approach that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

John Smith is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Northern Trust Securities since 2017, following a one-year tenure at Price Technology. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm delivers model-driven investment solutions, including Separately Managed Accounts and Strategist Portfolios, through the Fidelity Managed Account Xchange platform.