Douglas Harman is the sole advisor at Harman Investment Advisors, a firm he founded in 1990. He holds the CFA® designation and Series 65 license, with 29 years of industry experience. The firm focuses on discretionary, separately managed accounts serving both individual and institutional clients. Harman Investment Advisors employs a value-oriented, all-capitalization equity approach, offering two published strategies: a concentrated Core Equity I product and a Telecommunications and Utilities equity-income strategy. The firm serves a mix of clients including pension and profit-sharing plans, charitable organizations, and municipal entities, with portfolios actively managed using fundamental analysis combined with quantitative and statistical methods.

Galia Felemovicius is a CFP® professional with nine years of industry experience. She is the principal advisor and sole professional at Foresight Wealth Advisors and previously worked at Dimeo Schneider & Associates. She is also affiliated as an investment advisory representative with a separate non-US investment adviser, dedicating about 15% of her time to that role. Foresight Wealth Advisors serves individual and high-net-worth clients, offering wealth management services that include portfolio management, third-party sub-adviser selection, and comprehensive financial planning across retirement, estate, multigenerational wealth, and executive compensation matters. The firm constructs customized portfolios utilizing fundamental, quantitative, and technical analysis and frequently accesses institutional strategies through a third-party sub-adviser platform.

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.

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!

Krzysztof Marzec is a financial advisor at Trove, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Geneva Trading LLC for 15 years. Outside of his advisory role, he is the creator of Meegorun, a neighbor-to-neighbor delivery app, and a managing member of Festa, LLC, which invests in several Midwest restaurants. Trove provides continuous, individualized investment management primarily focused on option-based overlay strategies, serving individuals, high-net-worth clients, trusts, estates, and corporations. The firm emphasizes protective hedging and listed-options strategies applied to clients’ existing securities, implementing these strategies on a discretionary basis.

Gabriel Salimi is a financial advisor at Watchtower Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Red Oak Capital Management, Fifth Third Securities, Fifth Third Private Bank, and BMO Private Bank. Watchtower Wealth is an independent investment adviser serving individuals, trusts, corporations, partnerships, and retirement plans. The firm combines fundamental research with quantitative techniques and technical analysis to manage discretionary portfolios and provide fiduciary services, offering a diverse range of investment vehicles and institutional-style retirement plan support.

Anthony Razza is a financial advisor with Prospect Trading LLC, holding a Series 65 designation and 10 years of industry experience. He has been self-employed since 2014. Outside of financial advising, he is also a licensed real estate agent in Florida, operating through Premiere Plus Realty Co. Prospect Trading LLC provides investment management and planning services to individuals and corporate clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies, including derivatives and short-selling, and offers performance-based fee arrangements for qualified clients.

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.

Tyler Murphy is a financial advisor at Strongside Asset Management LLC in Elmhurst, IL, holding a Series 65 designation with four years of industry experience. Prior to founding Strongside Asset Management in 2021, he worked at Crowe LLP from 2018 to 2020. Strongside Asset Management provides ongoing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading horizon and manages approximately $26.7 million across about 56 client relationships.

Nathaniel Gandy is a CFP® with eight years of industry experience, currently serving as the principal at Obar Wealth Management LLC. His background includes roles at Wealthfront Brokerage LLC and USAA Financial Planning Services. He also owns Gandy Fintech Solutions LLC, a consulting business focused on advising firms on fintech applications. Obar Wealth Management is an independent, fee-only advisory firm offering investment management, financial planning, and tax preparation for individuals, high-net-worth clients, and businesses. The firm applies Modern Portfolio Theory and provides portfolio management services to both individual and institutional clients.

Leonard Fensterheim is a Series 65-licensed financial advisor with 11 years of industry experience. He is the principal of HealthQuant Associates LLC, where he has worked since 2014. In addition to his advisory role, he serves as Director of Clinical Outcomes and Analytics at Catamaran Corporation and is a partner at Highbeam Capital LLC, where he dedicates time to research on biotechnology and healthcare investments. HealthQuant Associates LLC is a state-registered investment adviser that provides discretionary portfolio management with an investment approach combining fundamental, technical, and cyclical economic analysis. The firm focuses on tailored portfolios primarily in the healthcare and life-sciences sectors, employing strategies ranging from long-term buy-and-hold to shorter-term trading, including the use of short sales and options.

Daniel Fisher is the sole advisor at Fisher Financial Group, LLC in Kildeer, IL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led Fisher Financial Group since 2008. In addition to his advisory role, he is an independent insurance agent involved in the sale of annuity, life, health, and accident insurance. Fisher Financial Group serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with personalized financial planning and portfolio management. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and offers modular planning and third-party manager selection tailored to clients’ objectives and risk tolerance.

Edward Leszynski is a financial advisor at KGL Financial Advisors, LLC with seven years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Praetorian Wealth Management Inc for ten years. Outside of advising, he is a CPA involved in individual tax preparation and holds a significant ownership interest in a sports and events center. KGL Financial Advisors is an independent wealth management firm serving individual and high-net-worth clients with combined financial planning and discretionary portfolio management. The firm manages approximately $30 million in assets and employs a long-term investment approach using diversified portfolios of mutual funds, ETFs, stocks, bonds, and options.

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.

Aaron Shafter is the principal advisor at Great Mountain Capital Management LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Great Mountain Capital Management since 2004. Great Mountain Capital Management provides discretionary investment management and financial consulting to individuals, institutional, and corporate clients, including pension plans, charitable organizations, municipalities, and sovereign funds. The firm combines fundamental stock screening with technical analysis and market-timing strategies, often utilizing derivatives and leverage in managed accounts.

Christina Walasik is a CFP® professional with nine years of industry experience. She is the owner and sole advisor at Pickwick Wealth Management, an independent firm based in Deerfield, Illinois. Prior to establishing Pickwick Wealth Management, she worked at Gradient Advisors, LLC for eight years. In addition to her advisory role, she operates an affiliated insurance business. Pickwick Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a client-tailored investment approach based on fundamental analysis and maintains ongoing portfolio management with quarterly reviews.

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.

Benjamin Tisser is the sole advisor at Benari Capital, LLC, an independent firm based in Northbrook, IL. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, Tisser owns and operates Benari Insurance Agency LLC as a licensed insurance agent and runs Sacred Strategic Solutions, LLC, a consultancy. Benari Capital provides investment advisory and financial planning services to individuals, small businesses, and charitable organizations. The firm emphasizes individualized planning and portfolio construction using a mix of analytical methods and primarily recommends ETFs and mutual funds, while also offering family office coordination, separately managed accounts, direct indexing strategies, and a charitable giving advisory.

Matthew Kline is the founder and managing member of Kline Capital Management LLC, an independent firm based in Northfield, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including roles at Neurotech LLC and US Markets, Inc. Outside of financial advising, he is involved in several business ventures, including managing an aerial and construction equipment company and owning a consulting firm and an insurance agency. Kline Capital Management provides fee-only financial planning, wealth management, and investment portfolio management primarily to individual clients, with some corporate and pension clients. The firm emphasizes goal-based planning and strategic asset allocation, using index funds and ETFs alongside active funds when necessary, and maintains written investment policy statements with a focus on tax efficiency and ongoing reporting.

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.