Estate & Trust Advisors

Yunfan Ye is a financial advisor with Estate & Trust Advisors, holding a Series 65 credential and beginning their advisory career in 2025. Prior to joining the firm, Yunfan worked in various roles including at Lepolion Entertainment, Jarrett Digital, American Bear Logistics, Gemdale USA Corporation, and Escape Velocity Creative Agency. Estate & Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, utilizing a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

David Madison is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Estate & Trust Advisors since 2013. He is based in Riverwoods, IL, and is part of a four-advisor team. Estate & Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom-built portfolio management and wealth planning using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.