Peter Newman Jr. is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Peak Wealth Planning, LLC since 2014 and previously worked at the University of Illinois for 27 years. Peak Wealth Planning is a small, supported advisory firm serving individual, high-net-worth, trust, and select institutional clients. The firm employs an asset-allocation driven investment approach using low-cost mutual funds and ETFs, and provides financial planning, discretionary investment management, and due diligence on alternative investments.

Nathan Gale is a CFP® and holds a Series 65 license with four years of industry experience. He is the founder and investment advisor representative of Fleur-De-Lis Financial and has prior experience with WellAcre Global Wealth Advisors and Peak Wealth Planning, LLC. Outside of financial advising, he is a partner and CFO of WanderWren, an apparel retailer. Fleur-De-Lis Financial serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate plan sponsors. The firm offers fee-only investment management and financial planning, employing both passive and active strategies, and incorporates borrowing and margin use in its portfolio management.