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.

John O'Callaghan is a financial advisor with SPC in Mount Prospect, IL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of his advisory role, he is an independently licensed insurance agent operating under Touch Financial Group in Northfield, IL. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a large network of advisers.

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 16 years of industry experience. She has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and operates Wisely Financial Strategies and Insurance Solutions. Outside of her advisory role, she is involved with Soar City Inc., a nonprofit focused on teaching extracurricular activities to underprivileged youth. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored solutions utilizing multiple program types, with the majority of its assets managed on a non-discretionary basis.

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 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Kovitz Investment Group Partners and Kovitz Securities since 2017. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies 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.