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 financial advisor at Oppenheimer in Chicago, IL, holding the CFP® designation and Series 66 license with 17 years of industry experience. He has been with Oppenheimer since 2009. Hayes serves as trustee for several family trusts established for his minor son and his family. Oppenheimer is a registered investment adviser and broker-dealer that serves a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

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.

Trevor Lipsett is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer since 2016. Prior to that, he worked at William Blair & Company for three years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Bhavesh Thakkar is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he worked at J.P. Morgan Securities and JP Morgan Chase Bank. Thakkar is also a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm uses a range of risk profiles and a combination of strategic and tactical asset allocation, supported by affiliated global asset management and fund selection teams.

Harry Yessayan Jr. is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has worked at firms including FourStar Wealth Advisors, Bank of America, Merrill, and Morgan Analytics LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including both discretionary and non-discretionary portfolio management, with a notable portion of its assets managed on a non-discretionary basis.

Ryan Walsh is a Series 66-credentialed financial advisor with Rockefeller Financial LLC in Chicago, IL. He joined Rockefeller Financial in 2026 and has previous experience spanning work at Loyola University Chicago, Chaminade College Preparatory School, and St. Alban Roe. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and investment banking services through an integrated platform that includes discretionary and non-discretionary solutions.

Robert Magnesen is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2014, having worked at Fifth Third Bank since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Jonathan Sears is a CFP®-certified financial advisor with 18 years of industry experience. He currently works at Schwab Wealth Advisory and has held roles within Charles Schwab and J.P. Morgan Securities. He is based in Chicago, IL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations primarily using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, serving retail clients without directly charging fees and generally does not act as a discretionary portfolio manager.

Caryn Fields is a CFP®-designated financial advisor with 12 years of industry experience currently with Hightower Advisors. Her prior roles include positions at J.P. Morgan Securities and Fidelity Investments. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that combines proprietary research and access to both affiliated and third-party managers across various investment vehicles.

Frank Becker is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Citigroup since 2023 and previously was employed at Northern Trust Bank and Northern Trust Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Steven Merdinger is a CFP® and ChFC® with 40 years of experience in financial advisory services. He is currently with Hightower Advisors and has previously worked at Comprehensive Asset Management & Servicing, Inc., and Private Vista, LLC (formerly Financial Strategy Network LLC). Based in Chicago, IL, he has been with Hightower Advisors since 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction including mutual funds, ETFs, alternative investments, and custom indexing.

Pablo Fitting is a financial advisor at Mercer Global Advisors Inc. with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and separate accounts.

Andrew Pataky is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 23 years of industry experience. He has worked at Mesirow Financial since 2003 and currently serves on the advisory boards of the IAFF Charitable Foundation and the National Conference on Public Employee Retirement Systems, focusing on support for firefighters, paramedics, and public pension plans. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, government entities, and institutional clients. The firm employs a thorough due diligence process across a range of investment types and offers access to proprietary private investment products and affiliated feeder funds.

Ivory Stewart is a financial advisor with Valic Financial Advisors in Chicago, IL, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Valic Financial Advisors, Ivory worked at Agia, Pruco Securities, LLC, The Prudential Insurance Company of America, and Axa Advisors, LLC. Outside of advising, Ivory is a co-owner of Greystone Reserves LLC, a real estate development venture. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.