Brian Huckstep, CFA, CFP®, is Chief Investment Officer and co-founder of Advyzon Investment Management (AIM) where he manages a team of investment professionals and traders. Before AIM, Brian spent 17 years as a Portfolio Manager and Head of US Asset Allocation at Morningstar, managing a team of Portfolio Managers and Analysts. Prior to that, he spent 9 years at Northern Trust bank working with 401k’s, pensions, foundations and endowments. He received his MBA from the University of Chicago in 2003, Chartered Financial Analyst designation in 2005, and Certified Financial Planner designation in 2021.