Tara Schutz is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Kestra Advisory, LLC and Kestra Investment Services, LLC since 2020 and was previously with Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2020. Schutz also operates Windsor Private Wealth, LLC, where she provides financial planning, asset allocation, and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing services such as fiduciary consulting, plan design, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Matthew Parenti is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2020. Prior to joining Hightower, he worked at Private Vista, LLC and Kestra Financial Services, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and varied investment vehicles, including mutual funds, ETFs, and alternative investments.

Pierce Ernst is a financial advisor with Valic Financial Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Fidelity Investments and LPL Enterprise LLC. Ernst is based in Chicago, IL. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes Envestnet’s platform for unified managed accounts with tax-aware and ESG overlay options.

Iran Harvell is a financial advisor at Hightower Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill for ten years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Trent Thorbahn is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Lbmz Securities and Zacks Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment approach combines internal teams and external managers to build customized portfolios and managed account programs, with notable scale and involvement in investment company clients.

Andrew Peck is a Series 66-licensed financial advisor with Valic Financial Advisors in Chicago, IL, where he has worked since 2025. He has one year of industry experience and previously worked at Busey Wealth Management. Outside of advisory services, Peck is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts utilizing Envestnet’s platform and third-party model managers, supported by a large network of over 1,200 advisors.

Noah Turner is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to his current role, he worked at Cedar Street Asset Management LLC and has experience in educational settings including Richard Montgomery High School and Julius West Middle School. He has also been involved with the Bretton Woods Recreation Center. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm employs a detailed investment process that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across a broad range of asset classes, utilizing both third-party sub-advisors and proprietary investment products.

Henry Holmes is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes seven years at Dimensional Fund Advisors and shorter tenures at Oppenheimer & Co. and Incapital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm emphasizes multi-asset, multi-manager strategies and operates with large institutional scale alongside unique market roles, including in-house research and security-pricing activities.

Noah Nardone is a financial advisor at William Blair with three years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2017, with additional experience at Granite Telecommunications and PCS Research Group. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Colby Brothers is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Investment Management Inc. and JPM Distribution Services, Inc. He is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering a range of investment and placement services through an integrated advisory platform.

Nelson Dume is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2024, he spent 17 years at Citigroup Global Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with recommendations tailored annually to clients’ goals and risk tolerance.

David Sternberg is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and previously spent 14 years at Vivaldi Capital Management before joining Corient in 2026. Based in Chicago, IL, he currently serves clients through Corient’s enterprise platform. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools alongside alternative investment opportunities.

Kendall Navin is a CFA® charterholder with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, LLC, The Ayco Company, L.P./Mercer Allied, and Managed Account Research, Inc. He holds the Series 66 designation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joyce Yoo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has worked with firms including New York Life Insurance Company, Nylife Securities LLC, and Wisely Financial Strategies. Outside of her advisory work, she is the owner of Soar City Inc., a nonprofit focused on teaching underprivileged youth extracurricular activities such as fishing, painting, cooking, and dancing. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Zahorik is a CFA® charterholder with 41 years of industry experience. He is currently with Sanctuary Advisors, LLC and has previously worked at Keeley-Teton Advisors LLC and Keeley Investment Corp. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and other advisory services through a network of over 400 independent investment adviser representatives.

Merilou Bury is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC since 2017, with prior experience at Credit Suisse Securities (USA) LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, separate account managers, and private funds within an enhanced open architecture framework.

James Valentino is a financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including OSAIC, SagePoint Financial, Iron Bridge Wealth Counsel, SRCO, and Merrill Lynch. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and public entities. The firm utilizes both third-party managers and proprietary private investment products, applying quantitative and qualitative due diligence to a range of asset classes.

Sandeep Soorya is a financial advisor at Corient with Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at nextGEN Healthcare Advisors LLC, Sigma Advisors LLC, Delaware Street Capital LLC, and Northern Trust Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Dragan Timotic is a CFP®, CFA®, and Series 63 professional with 13 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent nine years at T2 Asset Management, LLC. He is based in Chicago, IL. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Sabrina Mason is a financial advisor at Valic Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 designations and has prior experience at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of her advisory role, Mason serves on the board of Carolyn's Kids Foundation, a nonprofit providing scholarships for youth, and works as a treatment advocate with the National Youth Advocacy Program. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.