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.

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® 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.

Frank Becker is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and four years of industry experience. He has worked at Citigroup since 2023 and previously held roles at Northern Trust Securities, Inc., Northern Trust Bank, Lendlease, and Total Quality Logistics. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and operations as a swap dealer and futures commission merchant.

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 24 years of industry experience. He has worked with Mesirow Financial since 2003 and currently serves on advisory boards for the IAFF Charitable Foundation, supporting firefighters and paramedics, and the National Conference on Public Employee Retirement Systems, focusing on sustainable public pension plans. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, government entities, and institutional clients. The firm utilizes a comprehensive investment approach, including setting asset allocation targets and applying due diligence across various asset classes, while offering access to proprietary private investment products and third-party managers.

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.

Gwendolyn Hueneman is a financial advisor at Oppenheimer with 22 years of industry experience. She holds a Series 66 designation and has worked at Oppenheimer since 2010, following prior roles at Stifel and Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory strategies that encompass equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.