Nicholas Latko is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. He previously worked at Ausdal Financial Partners, Inc. and Clear Perspective LLC for ten years each. Outside of his advisory role, Latko is a co-owner of Perspire Sauna Studio and serves as a board member of the F3 Naperville Foundation, where he assists with event planning and organizational direction. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.

James Judd is a CFP® with seven years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago since 2019. Prior to joining CIBC, he was self-employed from 2017 to 2019 and worked in other roles from 2015 to 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to deliver customized portfolio management, including access to options strategies and family office services, managing approximately $67.8 billion in assets with 175 advisors.

Michael Sharpe is a CFP® and Series 66 credentialed financial advisor at Schwab Wealth Advisory with five years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following earlier roles at Shepherd Financial, LLC and LeadJen LLC. He also spent four years at the University of Kentucky prior to his financial advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to offer investment recommendations while leaving final trading decisions to clients.

Christopher Prince is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds a Series 66 license and is based in Chicago, IL. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm employs strategic and tactical asset allocation alongside manager selection and various investment strategies, with a notable role as a qualified custodian and a mix of commission-based and non-discretionary advisory programs.

Stephen Wathen is a financial advisor at Cresset Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cresset in 2020, he was with PagnatoKarp Partners, LLC from 2016 to 2020. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Howard Suss is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at Guardian Life since 2004 and at Park Avenue Securities since 2005. Outside of his advisory roles, he sells life and disability insurance through Suss Financial Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Nicholas Dunckle is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at ESS Fenton Group, LLC, Sunamerica Capital Services, Inc., and AIG Retirement Advisors. Outside of advisory work, he is a limited partner in a private storage unit business and owns land planned for partial residential use and resale. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models and operating at a large scale with over 1,200 advisors.

Nicolette Kulach is a Series 66-licensed financial advisor at Mesirow Financial Investment Management, Inc. with three years of industry experience. Her career includes roles at Mesirow Wealth Management and The Mather Group. 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 other institutional clients. The firm applies quantitative and qualitative due diligence across multiple asset classes and offers proprietary private investment products alongside access to third-party managers.

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 Series 66 and Series 63 licenses and previously worked at Dimensional Fund Advisors, Oppenheimer & Co., and Incapital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with specialized market roles.

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. His prior roles include positions at J.P. Morgan Investment Management Inc., J.P. Morgan Institutional Investments Inc., and JPM Distribution Services, Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of investment management and financial planning services and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Nelson Dume is a financial advisor with Schwab Wealth Advisory in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2024. Outside of his advisory role, he is involved as a landlord in a rental property business in Fort Lauderdale, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

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.