David Andalman is the principal advisor at DA Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Millennial Advisers, PTI Securities & Futures, and has been involved with D.A.C.S. since 1979. Outside of his advisory role, he is founder and president of DACS Research, which focuses on algorithm development and research in commodity futures. DA Wealth Advisors is an independent firm providing discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a variety of analytical methods to construct diversified, long-term oriented portfolios that emphasize income production and risk management.

Denzil Locke is the principal of Locke Financial Services, Inc., an independent firm based in Palatine, Illinois. He holds Series 65 and Series 63 licenses and has 33 years of experience in the financial industry. Locke has led his firm since 2016. In addition to his advisory work, 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 (401k) plans. The firm employs model asset-allocation portfolios and discretionary account management, using fundamental analysis and a long-term purchase approach to meet client objectives.

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 with five years of industry experience. He is the sole advisor at Considerate Capital, LLC, an independent firm he founded after five years running Mangoubi Advisory. Considerate Capital serves individuals, high-net-worth clients, and various institutional entities by providing outsourced chief investment officer services, customized portfolio management, investment research, and consulting. The firm employs an intrinsic value–oriented, opportunistic value-investing approach with a long-term horizon and emphasizes institutional-grade due diligence, complex investments, and educational seminars.

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.

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.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with one year of industry experience. She holds a Series 66 designation and has work history including roles at Osaic Wealth, Inc. and Matrix Design LLC. Outside of advisory work, she is also active as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management through its Vision2020 Wealth Management Platform, financial planning, and portfolio analysis services. The firm employs an active management approach guided by asset allocation tools and an in-house investment committee, combining model portfolios with direct-security and derivative strategies.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

Ryan Zentz is a financial advisor at PMG Wealth Management with two years of industry experience. He holds a Series 66 credential and has worked at both PMG Wealth Management and LPL Financial, LLC. Prior to his advisory career, he was employed at DoorDash and Lake Point, and he has a background that includes time at the University of Kentucky and involvement with the Mundelein Baseball and Softball Association. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios in-house using a combination of fundamental, technical, and charting analysis, offering strategies such as the “Advance & Protect” approach and integrating both internal and external managers to address various 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 a financial advisor at Mindful Wealth LLC in Northbrook, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities Inc. since 2007. Since 2018, he has been with Mindful Wealth LLC, which operates as a supported firm. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, ERISA plans, and private foundations. The firm employs a personalized, discretionary investment approach focused on traditional, tax-aware strategies and serves a concentrated clientele of HNW and institutional clients.