Jonathan Neuman is a CFP® professional with 25 years of industry experience. He has worked at notable firms including Wells Fargo Clearing and Morgan Stanley prior to joining &PARTNERS in 2025. He serves as a FINRA arbitrator, facilitating arbitration cases. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, employing a range of strategies and third-party managers.

Kexin Yang is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, Yang has worked with nonprofit organizations such as the Asian Pacific American Legal Resource Center and The Bail Project. Yang’s background also includes roles at The George Washington University and Washington University in St. Louis. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and access to a wide range of affiliated Goldman Sachs products and resources.

Jin Liu is a financial advisor with Hightower Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Hightower Advisors in 2019, Liu worked for Navistar Inc. from 2014 to 2019. Outside of advisory work, Liu is a partner in Ecommerce Express LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach that incorporates both affiliated and third-party managers, leveraging proprietary research and offering a range of portfolio construction strategies.

Fadel Krisht is a financial advisor at Kestra Advisory with five years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs, Strategic Wealth Advisors Group, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, comprehensive plan design, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Lucas Weis is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with &PARTNERS and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a mix of fundamental, technical, and quantitative analysis through discretionary and non-discretionary account management.

Daniel Dolgin is a financial consultant with Kestra Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at Kestra Investment Services and Kestra Advisory Services since 2020 and previously at First Allied Advisory Services and Safecor Health. In addition to his advisory roles, Dolgin serves as Vice President of Life at Associated Agencies, managing life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that include large institutional investors such as sovereign wealth funds.

Vishaal Tummala is a CFP® with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Robert Martin is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Martin has been with Mesirow Financial since 2008. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs a disciplined investment process, including the preparation of Investment Policy Statements and due diligence across various asset classes, and offers access to proprietary private investment products and third-party managers.

Nafissa Bounia Yahaya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs & Co. LLC since 2023. Prior to her advisory role, she spent four years affiliated with Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, specialized executive wealth programs, and access to alternative investments, utilizing a range of strategies and integrated resources across the Goldman Sachs platform.

Darren Fabric is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior work includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios with a long-term approach and oversight of third-party managers.

Mark Pietsch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Securian Financial Services and PRUCO Securities. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Sharon Zumstein is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Fidelity Investments, Bank of America, Merrill, and TD Ameritrade. Zumstein also holds an Illinois real estate license and works as an independent contractor with Century 21. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Maury Fertig is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth since 2026. His prior experience includes roles at Kovitz Investment Group Partners and Relative Value Partners, where he held positions for nearly 20 years combined. Fertig also serves as a director on the board of Benefit Security Insurance Company. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Thomas Buhrmann is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

George Yost is a financial advisor at &PARTNERS with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, BANK of AMERICA, N.A., Old National Bank, and LPL Financial. Yost served in the United States Marine Corps for two years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative strategies, with both discretionary and non-discretionary account management.

James Hammack is a ChFC® credentialed financial advisor at William Blair with nine years of industry experience. Prior to joining William Blair in 2024, he worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC, as well as Kestra Advisory and NFP Corporate Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisory options, and access to private fund investments.

Cole Pedro is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Goldman Sachs Wealth Services, where he has worked since 2019, previously holding roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual, corporate, executive, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, and integrates resources across the broader Goldman Sachs network to deliver specialized wealth and advisory services.

Maxwell Thompson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Performance Wealth Partners and Brad Scott - State Farm Agency. Outside of advising, he has been involved in entrepreneurial ventures including a moving company and a yogurt business. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management. The firm offers tailored plans using strategic allocation models and proprietary research, with integrated access to the wider Goldman Sachs ecosystem and a variety of specialized programs.

Jay Pollack is a financial advisor with Guardian Life and holds the ChFC® and Series 63 credentials. He has 43 years of industry experience and has worked primarily with Guardian Life and Park Avenue Securities throughout his career. Pollack is also involved with Laurus Strategies for Wealth, a business he operates outside of Guardian. Park Avenue Securities LLC, where Pollack practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs.