At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets. Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I've spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication...both of which are incorporated into our relationships with clients. I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I'm the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at naveen@pvafinancial.com

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 9+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

John Reyes is currently an Investment Consultant at Fidelity Investments, a position he has held since 2025. He previously served as a Relationship Manager and Workplace Planning Associate at Fidelity Investments, gaining experience in client relations and retirement planning. Prior to joining Fidelity, John was an Equity Derivatives Trader and worked as a Bilingual Senior Benefits Consultant at GoHealth. John focuses on collaborating with clients to align financial and retirement goals, providing guidance that integrates the personal and financial aspects of their circumstances. His professional experience spans investment consulting, relationship management, workplace planning, equity derivatives trading, and benefits consulting. Outside of his professional work, John engages in family activities, fitness, golf, playing musical instruments, and outdoor adventures.

Christopher Janyk is a Financial Advisor with Merrill Lynch Wealth Management, focusing on developing tailored wealth management strategies that address each client's unique financial needs. He emphasizes long-term approaches grounded in trust, transparency, and integrity, aiming to grow, preserve, and transfer wealth for individuals, families, and institutions. His expertise encompasses a wide range of client focus areas, including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, portfolio management, and small business strategies. Christopher utilizes Merrill's resources to design, implement, and monitor customized investment strategies that seek to balance performance with risk management and tax efficiency, supporting clients in achieving their financial goals and providing income streams for retirement or generational transfer. Christopher holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Mount Carmel High School and attended DePaul University without obtaining a degree. Outside of his professional role, he enjoys baseball, football, golfing, spending time with his family, and traveling.

Nicholas Alvarado is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he works closely with clients to understand their individual situations and provide specific investment recommendations aimed at improving their financial plans. Nicholas has been with Fidelity Investments since 2018. Prior to this, he served as a Vice President Financial Solutions Advisor at Bank of America, Merrill Lynch from 2015 to 2018, and began his career as a Financial Advisor at Edward Jones Investments from 2014 to 2015.

Julia Mueller is a Planning Consultant at Fidelity Investments, where she collaborates with aligned Financial Consultants to engage with new and existing clients through various aspects of financial planning. She works closely with clients to co-create customized financial plans that focus on their individual priorities. Julia has been with Fidelity Investments since 2021, progressing from Financial Representative to Relationship Manager before assuming her current role. Prior to joining Fidelity, she gained experience as a Financial Planning and Asset Management Intern at Renaissance Wealth Management BN LLC. Outside of her professional work, Julia has personal interests in gardening, music, and caring for pets.

Matt Vahl is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has 30 years of experience in the financial services industry, working closely with clients to identify and understand their financial goals and develop personalized plans aimed at achieving those objectives. Prior to joining Fidelity Investments, Matt worked as a Financial Services Professional at New York Life from 1996 to 2019. He began his career as a Financial Services Wholesaler at Talbot Financial Services from 1994 to 1996. Matt holds a California Insurance License.

Jesse Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2010, he has specialized in helping a select number of families, corporate executives, entrepreneurs, family offices, foundations, and non-profit organizations develop customized wealth management strategies. His approach involves working closely with clients to understand their financial goals and build disciplined investment plans that reflect their individual needs. Jesse's expertise encompasses a wide range of financial planning areas, including college education planning, family wealth management strategies, retirement income, socially responsible and ESG investing, special needs planning, and small business strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jesse earned his high school diploma from Downers Grove South High School and an associate's degree from The College of DuPage. Residing in Chicago with his two rescue dogs, Jesse enjoys learning about different cultures and has visited over 50 countries. Outside of work, his personal interests include basketball, cooking, football, music, reading, running, soccer, spending time with family, traveling, and yoga.