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.

Garnet Croteau is a financial advisor at Hightower Advisors with 34 years of industry experience. He holds a Series 65 designation and previously worked at Farr, Miller & Washington, LLC for 17 years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes a multi-manager approach with access to affiliated and third-party managers, offering a range of investment solutions including mutual funds, ETFs, alternative investments, and custom indexing.

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 seven years of industry experience. He holds the ChFC® designation and Series 66 license. Thakkar previously worked at J.P. Morgan in various capacities before joining HSBC in 2020. He also serves as a Bank Officer for HSBC Bank (USA) N.A. alongside his role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and fully discretionary options. The firm’s investment process integrates multiple model risk profiles and combines strategic and tactical asset-allocation advice with ongoing fund due diligence and monitoring.

Harry Yessayan Jr. is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and has worked previously at FourStar Wealth Advisors, Bank of America, Merrill, Morgan Analytics LLC, and as an independent futures trader. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, while also acting as a qualified custodian and offering both commission-based and fee-based programs.

Dylan Hernandez is a financial advisor at Fifth Third Securities, Inc. based in Chicago, IL, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors and Citigroup Global Markets. He has been with Fifth Third Securities and Fifth Third Bank since 2021. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.