Clarissa Jugo is a CFP® professional with five years of industry experience, currently with Focus Partners Wealth, LLC since 2026. Her prior experience includes roles at Kovitz Investment Group Partners, LLC and Goldman Sachs Ayco Personal Financial Management. She also has background involvement with nonprofit theater organizations in Chicago. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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 Series 66 credentialed advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014. Based in Chicago, IL, he serves clients through an enterprise firm with a broad service offering. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jenny Boyke is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Her prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Boyke also serves as co-trustee of a family trust. 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 integrates active and passive strategies, third-party managers, private funds, and legacy strategies through an enhanced open architecture framework.

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 at Carson Wealth with a Series 65 credential and four years of industry experience. She has held positions at Barrington Wealth Management and FreeCap Financial, and has also worked with the Mann Deshi Foundation. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services, utilizing a committee-driven investment approach and a variety of tailored solutions.

Lavanya Batchu is a financial advisor with Mesirow Financial Investment Management, Inc., holding a Series 66 designation and 12 years of industry experience. She has been with Mesirow Financial and its affiliated entities since 2009, including roles at Mesirow Fiduciary Solutions LLC and Precision Fiduciary Partners LLC. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a structured investment process involving asset allocation targets, due diligence across various asset classes, and access to proprietary private investment products and third-party managers.

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 six years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021. Prior to that, he was employed 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, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides proprietary models and access to private funds through various programs.

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.

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 the Series 66 designation and previously worked at William Blair before joining Hightower in 2016. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

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.

Jonathan Sears is a CFP® professional with 18 years of experience in financial advisory roles. He currently works at Schwab Wealth Advisory and has previously been employed by Charles Schwab and J.P. Morgan Securities, LLC. Sears is based in Chicago, IL, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools to deliver personalized recommendations, with trades executed only upon client authorization.

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.