Hollis Herman is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets Corp, Ameriprise Financial Services Inc, and LPL Financial. Herman has been with Oppenheimer and its related entities since 2019. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple strategies.

Charles Kaufmann is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior experience includes roles at Bella Via Restaurant and Meadows Golf Course. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Baili Roy is a CFP® with nine years of industry experience, currently advising at Corient in Chicago, IL. Prior to joining Corient, Roy worked at Balasa Dinverno Foltz LLC for six years. Roy serves as the Director of Education for the Financial Planning Association of Illinois and volunteers as a financial mentor for young adults at 3rd Decade. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies with risk management tools and may include alternative investments where appropriate.

Clarissa Jugo is a CFP® and holds a Series 66 license, with four years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Goldman Sachs Ayco Personal Financial Management. Earlier in her career, she held roles at the Chicago Children's Theatre and the Albany Park Theater Project. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Donald Yeomans is a financial advisor at William Blair with 14 years of industry experience. He holds the CFA® designation and Series 66 license. Yeomans has been with William Blair since 2017, with a one-year period of extended travel prior to joining the firm. 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, third-party sub-managers, and private investment opportunities.

Nicholas Hunt is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Oppenheimer in Chicago since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, utilizing strategic and tactical asset allocation across various investment vehicles.

Javier Vega is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Huntington Investment Company and has prior experience at The Huntington Private Bank, Byline Bank, and Charles Schwab. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm uses an open-architecture investment model that combines third-party sub-managers and affiliate offerings, providing a range of wrap-fee programs and portfolios managed through various strategies.

Jenny Boyke is a CFP® with 20 years of industry experience, currently serving at NorthCoast Asset Management LLC. She has held roles at Focus Partners Wealth, LLC, Foreside Financial Services, LLC, Kovitz Investment Group Partners, LLC, and Kovitz Securities, LLC. Boyke is a co-trustee of the Todd N. Soltwedel Family Trust, providing investment guidance. NorthCoast Asset Management offers investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with a broad range of portfolio strategies and acts as a fiduciary for ERISA and IRA accounts.

Joshua Falbe is a Series 65-credentialed advisor with Creative Planning in Chicago, bringing nine years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Chloe Copple is a financial advisor with CWM, LLC holding a Series 65 designation and four years of industry experience. Her work history includes multiple roles at Barrington Wealth Management and FreeCap Financial. She also has experience with the Mann Deshi Foundation and Georgetown University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and specialized retirement plan options.

Lavanya Batchu is a Series 66 licensed advisor with 12 years of industry experience, currently with Mesirow Financial Investment Management, Inc. in Chicago, IL. She has been with Mesirow since 2009 and also worked at Precision Fiduciary Partners LLC beginning in 2026. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, pension and profit-sharing plans, government entities, and charitable organizations. The firm employs a process that includes setting investment policy statements and asset allocation targets, using both third-party managers and proprietary private investment products.

Brett Kelly is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has been with Bankers Life Advisory Services and Bankers Life Securities since 2019 and previously worked with Foresters Financial and Foresters Advisory Services LLC from 2013 to 2019. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Eric Schuller II is a financial advisor at Citigroup Global Markets with six years of industry experience. He has been with Citigroup since 2016, initially at Citi Private Bank before joining Citigroup Global Markets in 2022. He holds Series 63 and Series 66 designations and is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and pricing capabilities alongside its roles as a swap dealer and futures commission merchant.

Adam Pusinelli is a financial advisor at William Blair with a Series 66 designation and six years of industry experience. He has worked at William Blair since 2021 and previously held roles at Edward Jones and Trunk Club. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Marcia Arnheim is a CFP® professional with 40 years of industry experience. She is currently affiliated with Sanctuary Advisors, LLC and has worked at Noyes Advisors LLC and David A. Noyes and Company since 2009. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and adviser selection, utilizing multiple investment approaches and acting as a fiduciary under written agreements.

Marla Bernard is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Mesirow Financial since 2000. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management, financial planning, and access to both third-party managers and proprietary private investment products.

Adam Blake is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Blake is also licensed as an insurance agent and is active with National Life and Lakeshore Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and maintains both discretionary and non-discretionary client programs.

Joshua Hayes is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. He holds the Series 66 designation and is based in Chicago, IL. Outside of his advisory role, he acts as trustee for several family trusts established for his minor sons and his family. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation alongside various investment vehicles, offering both discretionary and non-discretionary management tailored to client objectives.

Mark Keith is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His previous roles include positions at Ameriprise and PNC Investments. He is based in Oak Lawn, Illinois. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank models, with advisory arrangements mainly based on percentage-of-assets wrap fees.

Matthew Burel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both affiliated and unaffiliated managers, and integrates offerings across multiple affiliates such as banking and retirement consulting.