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Program Faculty

CERTIFIED FINANCIAL PLANNERâ„¢ Certification Education Program

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.


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 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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Currently teaching:
Insurance Planning

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.


Howard Sorkin

Howard Sorkin

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Currently teaching:
Estate Planning

Howard L. Sorkin is an active financial planner with an office in Skokie, Illinois, and provides securities and investment advisory services as a registered principal with Voya Financial Advisors. After starting his financial services career in 1972 as an independent insurance broker, he became a registered representative and an investment adviser representative. In 1974 Sorkin joined the Mid-America Commodity Exchange, and three years later he joined the Chicago Board of Trade as an associate member in the emerging financial futures market, trading long-term treasury bonds and the yield curve. Sorkin has also actively traded in the stock index markets and served as a professional equity trader at the Chicago Stock Exchange. In 2006 he was featured in Kiplinger’s Personal Finance under “Who’s Who in Financial Planning in Illinois.” A highly sought-after speaker on investments and retirement planning, Sorkin has participated in numerous educational programs. Over the past 30 years he has lectured across the country at the college level and beyond to thousands of students, educators, and investors as well as professional traders and investment advisers about financial markets, investments, and retirement planning. He has also taught numerous courses on financial markets for the Chicago Board of Trade and the Commodities Learning Institute. In conjunction with Exchange Analytics he developed and taught an ethics course for commodity traders in 2003 at the Winnipeg Canada Commodity Exchange. Since 1996 Sorkin has taught at various universities for the Certified Financial Planning Program, offering courses on financial planning, life insurance planning, employee benefits, long-term care insurance, annuities, retirement planning, and investments planning. Author of many articles on annuities and financial matters for seniors, Sorkin coauthored the book Cliffs Notes: Planning Your Retirement, published in 2000.


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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Currently teaching:
Income Tax Planning

Jim Zacher has been a CFP since 2004 and has been in the banking industry since 1990. He is a Registered Senior Wealth Management Loan Officer for Bank of America and has also been a Private Banker for at MB Financial Bank, BMO Harris and Pinnacle Bank. Zacher specializes in assisting clients who have complex tax returns or unique lending request. He has been teaching the Income Tax Planning course since 2008 and hold a Series 7 and 63 licenses.


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