Patrick Crowley is a financial advisor at Crowley Capital Management LLC with 19 years of industry experience. Prior to founding his independent firm in 2024, he worked for 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds a Series 66 designation. Outside of his advisory role, he is listed as treasurer and vice president of a family-owned real estate company. Crowley Capital Management provides discretionary asset management and financial planning services to individuals, trusts, small businesses, and estates. The firm customizes portfolio management based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and may employ third-party sub-advisors.

Philip Statz is a financial advisor with Insight Financial Group, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2005 and has been with Insight Financial Group since 2003. In addition to his advisory role, Statz operates as an independent insurance agent. Insight Financial Group serves individual clients, including high-net-worth families, and small-business owners by providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an investment approach centered on asset allocation and behavior coaching, using model portfolios primarily composed of ETFs, and offers unique services such as the Virtual CFO Solution™ and a fixed-price fee model.

Steven Peshek is a financial advisor at Altruity Wealth with eight years of industry experience. He holds a Series 65 designation and has been with Altruity Investment Advisors, LLC since 2018. In addition to his advisory role, Peshek is president and CEO of Texture Graphics, LLC, a print and marketing firm he founded in 2002. Altruity Wealth is an independent registered investment advisor providing discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension plans, pooled investment vehicles, and institutional clients. The firm offers actively managed strategies across a range of risk profiles and uses a combination of technical, fundamental, and sentiment indicators to guide asset allocation and security selection.

Ivan Havrylyan is a financial advisor with Outside The Box Financial Planning, LLC in Wheeling, Illinois, holding a Series 66 designation and 13 years of industry experience. He has worked at Securities America Inc and Personal Financial Strategies, Inc. prior to his current role, where he has been since 2017. Outside The Box Financial Planning, LLC serves individuals, high-net-worth clients, and business entities by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a passive, index-based investment approach focused on mutual funds and ETFs, with ongoing supervision and integrated planning across various financial areas, including retirement and employee benefits.

Chetan Notaria is a financial advisor with Investment Resources Center in Palatine, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Planning Resources Center since 2001, where he also serves as president of an insurance agency and is involved in technology and business development consulting. Investment Resources Center provides personalized financial planning and investment advisory services to individuals and business entities, including corporations, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and offers proprietary model portfolios alongside customized management, with services that include retirement planning, tax-efficiency analysis, and estate-related investment guidance.

Henry Glodny is a financial advisor with Castling Financial Planning, Ltd. in Hoffman Estates, IL. He holds a Series 65 designation and has 17 years of industry experience. He is the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business that develops software tools for his financial planning practice. Castling Financial Planning, Ltd. is a solo independent firm serving primarily middle-class individual clients with fee-only, hourly financial planning and investment advice. The firm employs an evidence-based, data-driven investment approach using a proprietary Asset Allocation Database to analyze portfolio allocations and risk, and it maintains a policy of no percentage-of-AUM fees, no product sales, and no discretionary trading authority.

Hi, I'm Larry Pershing, CFP® RMA®, a flat fee financial advisor. I focus on helping people age 55+ with their retirement planning and investment management needs for a FLAT fee. Having worked in various wealth management firms in my career, I was surprised to discover many firms try to service everyone, which leads them to being average for all. Some are more concerned with amassing client assets than providing customized recommendations. I started Optimum Retirement Planning because I saw a need for specialists to help clients navigate the complex and challenging financial aspects of retirement. Our offering is different. We don’t work with everyone. We specialize in helping those who are close to and in retirement. We apply the latest financial research for retirement to help answer your complex financial questions. Optimum Retirement Planning is a flat fee financial advisor. This means we charge differently than most financial advisors. We offer retirement planning and investment management for a flat fee. For too long retirees have been overpaying for financial advice due to large commissions and/or being charged a percentage of their assets. When I’m not in the office, I’m on a tennis court, reading a book (finance or science fiction), or spending time with family and friends. I also volunteer for AARP sponsored events that help seniors receive complimentary financial advice. While I live in Chicago, I was born and raised in Los Angeles. I return often, especially during winter. You can take the guy out of California, but you can’t take the California out of the guy!

Timothy McDonald is the sole advisor at Timothy J McDonald CPA CFP, an independent firm based in Lake Barrington, IL. He holds CFP® and Series 63 designations and has 27 years of industry experience. He is also a partner in the CPA firm McDonald Doherty & Co., where he has been active since 1988. The firm provides personalized financial planning and investment management to individuals and families, integrating tax planning with investment strategies. It employs a combination of fundamental and technical analysis and asset allocation tailored to clients’ risk tolerance and goals, managing approximately $65 million across about 60 client relationships.

Daniel Fudala is a CFP® with 18 years of industry experience and the sole advisor at Hazel Ridge Advisors, LLC, an independent firm based in Palatine, IL. He has been with Hazel Ridge Advisors since its founding in 2015. Hazel Ridge Advisors is a fee-only registered investment adviser serving primarily individual clients with discretionary portfolio management and financial planning. The firm manages client assets entirely in-house, applying a combination of fundamental, cyclical, technical, and modern portfolio theory methods to asset allocation and security selection.

George Panopoulos is the principal advisor at The Panopoulos Group with 34 years of industry experience. He previously worked at Linsco/Private Ledger Corp. for 19 years before founding his current firm in 2017. The Panopoulos Group is an independent registered investment adviser serving high-net-worth individuals with personalized portfolio management and financial planning. The firm utilizes a combination of fundamental, technical, cyclical, and charting analyses, employing both active and passive investment strategies tailored to each client’s objectives and risk tolerance.

Peter Wright is the principal of Wright Benefit Advisors Inc. in Lake Forest, IL, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kingsbury Capital, LLC, and Edwin C Blitz Investments, Inc. He is also president of Wright Benefit Strategies, an insurance brokerage and consulting firm licensed for life, health, and property casualty insurance. Wright Benefit Advisors Inc. provides portfolio management, financial planning, pension consulting, and participant education to individuals, high-net-worth clients, businesses, and pension or profit-sharing plans. The firm combines fundamental, quantitative, and technical analysis with modern portfolio theory to implement long-term investment approaches, with a focus on pension consulting and corporate plan services.

Roy Brown is a CFP® with 28 years of industry experience. He has been with Trueman Brown since 2007 and previously worked at Ameriprise for nine years. Outside of his advisory work, he is co-owner and vice president of RVTV Properties. Trueman Brown, LLC is an independent advisory firm managing approximately $196 million for about 128 clients, offering financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, business entities, and institutional clients. The firm employs a long-term growth investment approach combining fundamental and technical analysis, and it is notable for serving pension and profit-sharing plans and recommending private placements and hedge-style collective vehicles.

Gary Hart is a financial advisor with Wealth Management Associates, Inc. in Lincolnshire, Illinois, holding a Series 63 designation and 38 years of industry experience. He previously worked at GSH Advisory Services, Inc. for over three decades and has been with Mowery & Schoenfeld, LLC since 2016, where he provides tax and financial consulting services. Wealth Management Associates offers discretionary portfolio management and asset-allocation services to a select group of clients, including high-net-worth individuals and institutional entities. The firm emphasizes tailored investment strategies and continuous portfolio supervision, serving a concentrated client base with approximately $78.8 million in assets under management.

Gregory Smith is a CFP® with 14 years of industry experience and has served as an independent consultant since 2009. He is the sole advisor at Long Run Investment Management, LLC, an independent firm based in Long Grove, IL. Long Run Investment Management provides discretionary portfolio management, financial planning, and consulting services to individual investors, pension and profit-sharing plans, trusts, estates, corporations, and unaffiliated advisers. The firm emphasizes pension consulting and retirement-plan fiduciary services, implementing portfolios using a combination of fundamental, charting, and cyclical analysis within a Modern Portfolio Theory framework.

David Do is a Certified Financial Planner (CFP®) and holds a Series 66 license, with 13 years of experience in the financial services industry. He founded Heritage Legacy Wealth LLC in 2026 and previously worked at Wells Fargo Clearing, JPMorgan Securities LLC, and Morgan Stanley. Heritage Legacy Wealth LLC provides discretionary and non-discretionary asset management as well as financial planning and consulting services to individuals, high-net-worth clients, trusts, and business entities. The firm offers customized investment programs based on client goals, risk tolerance, and time horizons, employing various analysis methods with ongoing monitoring and rebalancing.

Harold Rosen is the sole advisor at Pinnacle Peak Capital Management LLC in Arlington Heights, IL, with 26 years of industry experience. He holds a Series 66 designation and has worked at H.P. Becker & Co. for 19 years. Rosen has been operating Pinnacle Peak Capital Management since 1998 and conducting part-time business and financial consulting since 1999. Pinnacle Peak Capital Management is an independent registered investment adviser providing discretionary asset management to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis with a generally long-term investment approach and offers tailored equity portfolios including optional equity-options strategies.

Anton specializes in retirement planning, business tax strategy, and personalized financial advice designed to reduce taxes and support long-term financial goals. Whether you’re a solo entrepreneur, a growing practice, or planning for life after work, he delivers clear, actionable guidance tailored to your situation. Most advisors specialize in either taxes or investments. Anton holds the credentials and the responsibility for both — which is what lets Sansone coordinate the two sides of your financial life under a single strategy.

John Choi is the sole advisor at Epiphany Capital in Vernon Hills, IL, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Epiphany Capital since 2006. Choi is also licensed as an independent insurance agent specializing in fixed, indexed annuities, and health insurance. Epiphany Capital offers financial planning, coaching, and investment management by coordinating with third-party portfolio managers to implement portfolio models. The firm serves individual investors, families, and small business owners, providing services across retirement, estate, tax, college, and insurance planning.

Jeffrey Kostis is a CFP®, PFS™, and Series 65 credentialed advisor with 19 years of industry experience. He has been the principal of JK Financial Planning, Inc. since 2007, providing financial planning and investment consultation from Vernon Hills, Illinois. JK Financial Planning, Inc. offers fee-only financial planning and investment services to individuals, trusts, estates, and small businesses, focusing on major life transitions such as marriage, divorce, career changes, college funding, and retirement. The firm employs a fundamental, long-term planning approach emphasizing asset allocation, passive/index strategies, written investment policy statements, and uses scenario analysis in retirement and settlement planning.

Hemang Patel is the principal advisor at SPIRE Investment Management LLC, holding Series 65 and Series 66 registrations with seven years of industry experience. Prior to founding SPIRE in 2019, he worked at Motorola Solutions Inc. for 22 years. Outside of his advisory role, he owns and manages a real estate investment business focused on property maintenance. SPIRE Investment Management serves individuals, high-net-worth clients, trusts, estates, corporations, small businesses, charitable organizations, and institutional clients, offering asset management, financial planning, consulting, and sub-advisory services. The firm combines active asset management with multiple analytical methods and provides ERISA-related fiduciary consulting and investment management services for retirement plans and institutional clients.