Nicole Mayer is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Arbor Point Advisors and Securities America. Outside of her advisory role, Mayer is an author and consultant for Senior Services of Illinois, focusing on life and health insurance. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs third-party sub-advisers when appropriate.

John Kraunelis is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Nuveen Securities, LLC and Charles Schwab. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies incorporating model allocations, third-party sub-advisers, and technology-driven solutions, and is notable for its ownership structure and specialized divisions including an Airline division and privately offered funds.

Scott Loochtan is a financial advisor at Allworth Financial, L.P. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AW Securities, Arbor Point Advisors, and Securities America. Outside of advisory work, he serves as president of multiple insurance agencies and is involved in managing a horse barn operation with his daughter. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies combining model allocations and specialized approaches, utilizing third-party sub-advisers and technology to manage held-away retirement accounts.

Thomas Gonzales is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, Fifth Third Bank, Mass Mutual, and Healy Scanlon Law Firm. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagements.

Kyle Kadish is a financial advisor with Allworth Financial, L.P., holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Allworth, he worked at Fidelity Investments and Goldman Sachs Ayco Personal Financial Management. Kadish is also a co-founder of Clinch Sports, Inc. and Fancity, Inc., where he provides strategic consulting and marketing guidance for sports and gaming communities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies, including defined-outcome ETFs and options-based overlays, and employs third-party sub-advisers when appropriate.