Jason Vanclef is a financial advisor at Chicago Capital Management Advisors, LLC with over 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including American Trust Investment Services, Inc. and Delta Investment Management, LLC. Outside of advising, he is the author of the book *My Wealth Code* and serves as President of Vanclef Financial Group, which publishes his work. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a variety of model portfolios and custom solutions tailored to client risk profiles.

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at American Trust Investment Services, Avellino Financial Advisors, and Forest Securities. Outside of advisory work, he is involved with AB Pfiffner Chain Vacations, a real estate rental business. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets and serving around 616 households. The firm offers customized portfolio management and financial planning services, employing a bottoms-up fundamental screening process and incorporating a variety of investment strategies tailored to diverse risk profiles.

David Levinson is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 designations and bringing 46 years of industry experience. Since 2007, he has been with Grant Bettingen, Inc./Newport Coast Securities, Inc. He is also involved in fixed annuities and life insurance sales and may receive finders fees for introducing clients to commercial real estate brokers or principals. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for about 616 households. The firm offers customized portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, employing a bottoms-up fundamental screening process and maintaining a multi-affiliate operating model to broaden service and product access.

Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at American Trust Investment Services Inc since 2014. Outside of finance, he works part-time as a DJ in Chicago. Chicago Capital Management Advisors is a multi-team registered investment adviser serving individuals, corporations, trusts, and retirement plans with approximately $135 million in discretionary assets under management. The firm offers customized portfolio management and financial planning services, using a bottoms-up fundamental screening process and employing a multi-affiliate operating model to provide a broad range of investment and advisory solutions.

Earl Stevenson is a financial advisor with Chicago Capital Management Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior work includes roles at Avellino Financial Advisors, Forest Securities, Questar Asset Management, Questar Capital Corporation, and Charis Financial Group. In addition to his advisory work, he is an enrolled IRS agent providing tax preparation services. Chicago Capital Management Advisors offers discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and provides multiple model styles and custom portfolios tailored to client risk profiles.

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His previous roles include positions at American Trust Investment Services, Vanclef Financial Group, Delta Investment Management, and WestPark Capital. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm provides portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans, using a bottoms-up fundamental screening approach and offering customized portfolios across various risk profiles.

Scot Barringer is a financial advisor at Chicago Capital Management Advisors, LLC with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital Inc, and Applied Wealth Management. He is the owner of the Federal Employee Retirement Center and serves on the Finance Committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive financial planning services using a bottoms-up fundamental screening process and integrates third-party managers and various investment strategies.

Sheldon Singleton is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at American Trust Investment Services, WestPark Capital, and Delta Investment Management. Outside of his advisory work, Singleton owns several financial and insurance-related businesses focused on life and health insurance as well as strategic tax planning. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services for complex estate, tax, business disposition, and insurance matters.

Robert McIsaac is a financial advisor at Chicago Capital Management Advisors, LLC with 36 years of industry experience. He has previously worked at Crown Capital Securities for 20 years and is the sole shareholder of McIsaac Financial & Insurance Services, Inc., a firm he founded in 1984. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolios tailored to various risk profiles.

Gary Clark is a financial advisor at Chicago Capital Management Advisors, LLC with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Soar Financial LLC, American Trust Investment Services, Inc., and Nationwide Securities, LLC. Clark is also engaged in insurance brokering on a commission basis. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and comprehensive financial planning services, utilizing a bottoms-up fundamental screening process and a multi-affiliate operating model to provide broad service and product access.

Justin Smith is a financial advisor at Chicago Capital Management Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Chicago Capital Management in 2020, he worked at WestPark Capital Inc from 2016 to 2020. Outside of his advisory role, he is involved as an owner of First Exchange Financial LLC and works as a real estate sales agent. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm uses a bottoms-up fundamental screening process to create customized portfolios across various risk profiles and offers comprehensive financial planning services, including complex estate and tax planning.

James Liberman is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. His prior roles include positions at American Trust Investment Services, Revere Securities, and Wells Fargo Advisors. Outside of advisory work, he is an author and serves on advisory boards, including Dynocardia, Inc. and D2 Consulting. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamental, bottoms-up investment approach across multiple strategies and offers customized portfolios tailored to client risk profiles.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 designation and over 20 years of industry experience. She has been with Chicago Capital Management Advisors since 2005 and also works as a sales consultant for Heartland Business Systems, a technology solutions and engineering services firm. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolio styles, serving over 500 client relationships with approximately $122 million in discretionary assets.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Lasalle St. Securities, L.L.C. Outside of his advisory work, he serves as head coach of the Lincoln-Way Hockey team. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and financial planning services across a range of client types, employing a bottoms-up fundamental screening process and integrating varied investment strategies and third-party managers.

Chase Heiden is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He previously worked at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of his advisory role, he works part-time as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management to individuals, corporations, trusts, and retirement plans, offering a range of equity and fixed-income strategies along with comprehensive financial planning for complex estate, tax, business disposition, and insurance matters. The firm serves over 500 client relationships with approximately $122 million in discretionary assets and employs a bottoms-up fundamental screening process with multiple model styles and custom portfolios.

James Clarren is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Chicago Capital Management Advisors since 2014 and is also associated with American Trust Investment Services entities and DCL Assets, LLC. Clarren is involved in fixed insurance activities outside his advisory role. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for around 616 households. The firm serves individuals, corporations, trusts, and retirement plans, providing customized portfolio management and comprehensive financial planning across a range of risk profiles.