Warren Arnold

Warren Arnold

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Currently teaching:
Investment Planning

Warren Arnold is a vice president at the Northern Trust Company in Chicago. As a financial consultant in the Personal Financial Services business unit, he works with private business owners and corporate executives. Arnold specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management. Prior to joining Northern Trust, Arnold was a financial planner with Sullivan, Bruyette, Speros, & Blayney and with Harris Bank, specializing at both firms in comprehensive financial planning for high-net-worth individuals. A chartered financial analyst, certified financial planner, and chartered financial consultant, Arnold received a BS in electrical engineering from the University of Illinois at Urbana-Champaign and an MBA from DePaul University.


Thomas Canale

Thomas Canale

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Growing the next generation of financial advisors is a passion of Thomas J. Canale, a Certified Financial Planner™ professional (CFP®) and Founder of the Canale Financial Group. It’s what drives him to be an instructor with the CFP® Certificate Program. It’s what motivates him to mentor, coach and lead a team of 40 financial professionals as the Managing Director of Northwestern Mutual-Chicago’s Rosemont District Office.

As a Wealth Management Advisor, Tom has led clients to prioritize what really matters through full-picture financial planning since 1995. With competency and compassion, he has established long-term relationships empowering clients to align their actions with their vision for life. In 2018, he was named by Crain’s Chicago Business as one of “Chicago’s Notable Advisors.” The honor recognizes his industry experience and leadership of an established wealth management practice focused on professionals and entrepreneurs.

Tom’s expertise in special needs planning has allowed him to develop an understanding of the unique circumstances surrounding the financial needs and goals of families with a loved one with special needs. He was among the innovators who developed Northwestern Mutual’s Special Steps program which guides families to maximize financial resources. A thought leader and subject matter expert, he frequently speaks on planning for persons with disabilities and their families.

A graduate of Marquette University, Tom holds the Chartered Special Needs Consultant® (ChSNC®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriting (CLU®) designations. He also holds the FINRA Series 6, 7, 9, 10, 63, 66 and is licensed in Life, Health and Long-Term Care Insurance.

He resides in Elmhurst with his wife and two sons.


Sharon Egan

Sharon Egan

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Currently teaching:
Insurance Planning

Sharon Egan has been a certified financial planner licensee since 1997. A financial adviser at Turner Financial Services, Egan focuses her practice on the needs of professional women. She is also the director of programs for the Financial Planning Association of Illinois. Prior to joining Turner Financial, Egan was a commercial banker in the banking industry for over 20 years, holding positions at Bank of America, First Chicago, and LaSalle Bank. She also served at the Options Institute, the educational arm of the Chicago Board Options Exchange. Egan is a speaker for various community groups, advocating financial literacy for people of all ages. She holds an MBA from Indiana University–Bloomington.


Sev Meneshian

Sev Meneshian

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Sev Meneshian is a Certified Financial Planner™ practitioner, the Director of Financial Planning for NFP Insurance Solutions and operates a comprehensive financial planning and investment management practice. Sev has been in the financial services industry since 1999 and holds the Series 7, 63, 65 and life/accident/health licenses. Prior to starting his financial planning and investment management practice, Sev specialized in group retirement plans with ICMA-RC and Nationwide Retirement Solutions. Meneshian's commentary has been featured in The Wall Street Journal, National Public Radio, Chicago Tribune, Los Angeles Times, and Investopedia. He graduated from Southern Illinois University with a BS in Aviation Management and is an aviation enthusiast.


Aimee O'Connor

Aimee O'Connor

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Aimee O’Connor is a senior vice president for Marquette Associates and has 16 years of investment experience. She joined the firm in 2019 and serves as the primary consultant on high net worth and family office relationships.

Prior to joining Marquette, Aimee was an independent consultant working with RIAs, family offices, and high net worth individuals. Previously, she was the co-director of consulting and senior consultant at DiMeo Schneider & Associates.

Aimee holds a B.A. in management with a minor in mathematics from Loras College. She is a CFP® practitioner and a member of the Northwestern University CFP® Advisory Board. Aimee is on the Young Woman’s Giving Council for Chicago Foundation for Women and is a member of Women Investment Professionals, Chicago.

 


James Stinson

James Stinson

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Jim Stinson is the Managing Director and Wealth Management Advisor with Northwestern Mutual - Chicago. Jim strives to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality. He helps find the right solutions for personal, family or business needs.


Charles Williams is chief executive officer of Finspire, LLC. Previously, Williams worked at Sheridan Road focusing on its retirement plan consulting business and for Leumi Investment Services as a senior investment adviser and retirement plans coordinator, specializing in financial planning, asset management, and corporate plan services for high-net-worth business owners. Williams was also involved in corporate retirement plan design, sales, and implementation for domestic clients. A chartered retirement plans specialist, accredited investment fiduciary, accredited asset management specialist, chartered retirement planning counselor, and certified financial planner, he holds Series 6, 7, 24, and 66 licenses as well as life and health insurance licenses. Williams received an BS in finance from DePaul University and an MBA with a concentration in marketing from DePaul’s Kellstadt Graduate School of Business.


James Zacher

James Zacher

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Jim Zacher has been a CFP since 2004 and has been in the financial industry since 1990. He is a Financial Advisor with Stifel Investment Services and has also been a Private Banker with Morgan Stanley, Merrill Lynch, MB Financial, BMO Harris and Pinnacle Bank. Zacher specializes in assisting high net worth clients who have complex tax returns or unique transactions. He has been teaching the Income Tax Planning course since 2008 and holds a Series 7, 63 and 65 as well as life and health insurance licenses.


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