Denzil Locke is the principal of Locke Financial Services, Inc. in Palatine, IL, with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at his firm since 1999, including a brief period at Ameriprise from 2015 to 2016. In addition to his advisory role, he provides tax-preparation services. Locke Financial Services offers portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm utilizes model asset-allocation portfolios and discretionary account management, focusing on fundamental analysis and long-term investment strategies, with regular reviews and client outreach.

Michael Calzolano is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Encompass Wealth Management LLC since 2010 and also holds positions with Humana, Blue Cross Blue Shield, and The Life Insurance Pro. Encompass Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and their related trusts and estates. The firm employs asset-allocation models based on modern portfolio theory and offers access to mutual funds, ETFs, individual securities, third-party managers, and alternative investments, with a focus on personalized oversight and tailored investment strategies.

Todd Gambit is a CFP®-certified financial advisor with nine years of industry experience. He is the founder of Gambit Asset Management in Northbrook, IL, where he has worked since 2018. Prior to establishing his firm, he held roles at Quantum Private Wealth, CrossCountry Mortgage, Guaranteed Rate, and Chicago Partners Wealth Advisors. In addition to his advisory work, Gambit is a licensed loan officer at CrossCountry Mortgage. Gambit Asset Management serves individual and high-net-worth clients with portfolio management and financial planning, including family office and pension/profit-sharing plan services. The firm employs customized strategies using a range of model portfolios and incorporates fundamental, technical, and modern portfolio theory analysis, offering both discretionary and non-discretionary advisory arrangements.

Peleg Halpern is a financial advisor at North Star Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Revere Financial LLC and CoMiMa LLC. North Star Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm utilizes a combination of fundamental and quantitative analysis, primarily recommending ETFs and fixed income instruments, and employs derivatives and options strategies within separately managed accounts.

Corissa Landphair is a CFP®-certified financial advisor with 11 years of industry experience. She founded and has led Landphair Wealth Management LLC since 2016, serving clients from Winnetka, IL. Landphair Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, combining long-term passive equity strategies with active fixed-income management, and serves both individual and pension or profit-sharing plan clients.

Michael Knight is a CFP®-credentialed financial advisor with 22 years of experience, currently serving as the principal of Knight Investment Planning, LLC. He has led his independent firm since 2004 in Libertyville, IL. Michael also serves as a FINRA arbitrator in Chicago, a role he has held since 2011. Knight Investment Planning, LLC provides fee-only financial planning and investment consultation services to individuals, trusts, estates, and businesses. The firm emphasizes strategic asset allocation using low-cost, passive investment vehicles and operates on an hourly billing basis without accepting commissions or performance-based fees.

Lorrie Minor is a CFA® charterholder with 26 years of industry experience, currently serving as the sole advisor at Cardinal Mark LLC since 2007. She holds Series 65 and Series 66 licenses. Outside of financial advising, she is the Chief Accounting Officer and Controller at NYRC Management, LLC, a fast casual dining company. Cardinal Mark LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $11.3 million across 21 accounts. The firm employs a mix of quantitative optimization, computer modeling, and technical analysis to construct portfolios tailored to clients’ financial situations and risk tolerances.

Joshua Lelah is a CFP® professional with 20 years of experience in the financial services industry. He founded Lelah Financial, LLC in 2018 after working three years at Ameriprise Financial Services, Inc. He is also licensed as an insurance agent and provides insurance products and services through unaffiliated issuers. Lelah Financial, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm uses a Core + Satellite investment approach combining passive indexed core holdings with select active positions and provides retirement-plan advice, modular planning, and business consultation.

Herbert Lichtman is a financial advisor at Arena Consulting, LLC with 15 years of industry experience. He holds a Series 65 designation and has led Arena Consulting since 2009. Outside of advisory work, he serves in a general oversight role for Continuity, LLC, a special-purpose entity involved in investment and consulting activities. Arena Consulting advises family offices and high-net-worth individuals on private investments connected to high-stakes civil litigation, particularly in intellectual property disputes within the software, semiconductor, and biotech sectors. The firm presents non-discretionary, transaction-by-transaction opportunities and emphasizes the risks and timeframes associated with litigation-related investments.

Joshua Mangoubi is a CFA® charterholder and the sole advisor at Considerate Capital, LLC, with six years of industry experience. He previously operated Mangoubi Advisory for five years before founding his current firm in 2020. Considerate Capital provides retirement-focused wealth management and financial planning to pre-retirees, retirees, business owners nearing a sale, surviving spouses, and multi-generational families, including related trusts, estates, and business entities. The firm employs an intrinsic value–oriented investment philosophy, using a range of techniques and investment vehicles tailored to client objectives, and also offers research and consulting services such as fund due diligence and portfolio construction for institutional-type clients.

Robert Mitchell is a CFA® charterholder with six years of industry experience. He has worked at BNY Mellon from 2013 to 2018 and has been with Dukes Lane Investments LLC since 2019. Mitchell holds a Series 63 license and operates out of Lincolnshire, IL. Dukes Lane Investments provides investment management and financial consulting services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a tailored approach using quantitative optimization, technical analysis, and third-party research, with a primary focus on non-discretionary portfolio management and strategies such as hedging, covered calls, and managing concentrated stock positions.

John Eiduk is a CFP®-designated financial advisor with over 13 years of industry experience. He is the principal of Elite Asset Management, LLC, an independent advisory firm based in Palatine, IL, and has previously worked at Equitable Advisors and Stride Investments, LLC. In addition to advisory services, he also engages in insurance sales, focusing on life, health, and long-term care insurance. Elite Asset Management serves individual clients by providing portfolio management and financial planning without a minimum account size. The firm employs both strategic and tactical investment approaches using fundamental and technical analysis alongside Modern Portfolio Theory, and it operates an affiliated tax and accounting practice under common ownership.

James Malinowski is a CFP® professional with 30 years of industry experience. He is the principal of The JM Financial Planning Group, Ltd. in Mundelein, IL, where he has worked since 1991. His background includes roles at United Planners' Financial Services and ownership of his own advisory and insurance businesses. The JM Financial Planning Group, Ltd. provides portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, written financial plans, and advice on employer-sponsored retirement accounts, using documented goals and risk-tolerance assessments to guide client strategies.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with two years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Osaic Wealth, Inc. and Matrix Design LLC. Outside of advising, she is also licensed as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, financial planning, and portfolio analysis. The firm employs a combination of model portfolios, direct securities, and derivative strategies, and utilizes multiple planning platforms to support its small advisory team.

Ryan Zentz is a financial advisor with PMG Wealth Management who holds the Series 66 designation and has three years of industry experience. Prior to joining PMG Wealth Management, he held roles at LPL Financial and has experience outside finance including work with DoorDash. PMG Wealth Management serves individuals, trusts, estates, and business owners, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using fundamental, technical, and charting analysis, combining in-house management with outside managers to meet varied client needs.

Michael Walther is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Oak Wealth Advisors LLC since 2008. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm emphasizes broadly diversified, low-cost, tax-efficient portfolios constructed mainly with no-load mutual funds and ETFs, guided by client-specific Investment Policies and a passive management approach.

Ann Davis is a Series 65-licensed financial advisor at Capital Management Consultants with 14 years of industry experience. She has been with the firm since 2011. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and other entities, managing approximately $76 million across about 61 client relationships. The firm employs a blended investment approach that includes fundamental and technical analysis, utilizing strategic, tactical, and dynamic allocation strategies across various asset classes, with an emphasis on client risk profiles and market conditions.

David Dickman is the sole advisor at Mindful Wealth LLC in Northbrook, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc. and Lehman Brothers Inc. before founding Mindful Wealth LLC in 2018. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, certain ERISA plans, and private foundations. The firm delivers personalized, tax-aware investment strategies with discretionary portfolio management and coordinates planning alongside clients’ other professional advisers.

As Director of Physician Services at Prism Planning Partners, a fee-only RIA led by CFP® professionals, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement. I oversee a team that includes interns, paraplanners, and operations professionals, and collaborate closely with Prism’s Director of Financial Planning and Director of Operations to deliver high-impact, client-centered planning. Focus Areas: • Comprehensive financial planning tailored to physicians and healthcare professionals • Student loan strategies, including PSLF, refinancing, and REPAYE/SAVE optimization • Contract review and benefit analysis • Investment, tax, and estate planning strategies • Risk management (disability, life, long-term care) with no product sales • Burnout prevention and work/life balance strategies • Retirement and career transition planning • Speaking engagements and financial education for medical professionals Select Speaking Engagements: Regular speaker for medical residency and fellowship programs at: Northwestern, Loyola, University of Chicago, Rush, UIC, Cook County, Barnes-Jewish/Wash U, Medical College of Wisconsin, Advocate Aurora, University of Colorado, and more. Also presented for the Illinois Society of Pediatric Dentists, Illinois Pharmacists Association, and multiple private practices and hospital systems.

Jaana Virta Gupta is a financial advisor at Winslow Financial LLC with a Series 65 credential and no prior industry experience. Her work history includes roles at Redfin Corporation, Dwell Works, and Productions Plus. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans on investment management and financial planning. The firm uses Modern Portfolio Theory and asset allocation, generally favoring diversified mutual funds and ETFs, and manages client accounts on a non-discretionary basis.