Roy Brown is a CFP® with 28 years of industry experience and has been with Trueman Brown since 2007. He holds a Series 63 license and is based in Lake Zurich, IL. Outside of his advisory role, he is co-owner and vice president of RVTV Properties. Trueman Brown provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis to create growth-oriented portfolios while focusing on capital preservation.

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.

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 CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He has worked at JPMorgan Securities LLC and Wells Fargo Clearing before founding Heritage Legacy Wealth LLC in 2026. The firm offers discretionary and non-discretionary asset management and financial planning services tailored to individuals, high-net-worth clients, trusts, and business entities. Heritage Legacy Wealth utilizes a range of analysis methods, including fundamental, technical, quantitative, and Modern Portfolio Theory, with ongoing monitoring and tax-loss harvesting, managing accounts either on a discretionary basis or by client approval.

Benjamin Tisser is a financial advisor at Benari Capital, LLC with one year of industry experience. He holds a Series 65 designation and is also the owner of Benari Insurance Agency LLC and Sacred Strategic Solutions LLC, a consultancy. Prior to his current roles, he was involved with Beth El Synagogue and NSS Beth El for several years. Benari Capital provides investment advisory and financial planning services to individuals, small businesses, and charitable organizations. The firm offers customized portfolio management, family office coordination, and a charitable giving advisory, emphasizing individualized planning and a diverse analytical approach.

Harold Rosen is a financial advisor at Pinnacle Peak Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at H.P. Becker & Co. since 2000, while also operating as a consultant since 1999. In addition to his advisory role, he conducts part-time business and financial consulting. Pinnacle Peak Capital Management is a small, independent registered investment adviser serving individual and high-net-worth clients with discretionary asset and portfolio management. The firm focuses on equity-centered portfolios with optional equity options strategies and maintains a deliberately limited client base to allow for personalized service and portfolio adjustments.

I launched my firm in July of 2024 to continue working with my clients on my own terms. I work with a wide range of types of clients. However, most of my clients tend to fit into a few archetypes; wealth accumulators, wealth distributors, and business owners. The clients I work with benefit when we take a comprehensive approach to their financial picture. Each client receives assistance with retirement planning, investment management, tax planning, insurance/estate planning, and behavioral finance. Does your situation feel familiar? - Accumulator - These clients come to me after some early career success or receiving a windfall (i.e inheritance or large cash distribution). I help clients navigate their financial life from now until retirement and beyond. In many cases this can be 25+ years in the future. I help ensure that you are doing the correct actions each year to build your wealth and enjoy your time and money now... - Distributor - Clients in this stage of their life have regularly saved in their employers retirement plan or independently over their working career. Now that retirement is looming or in motion, you need a plan to distribute your assets and pay your bills. We work together to prepare a distribution plan that coordinates social security, pensions, and distributions from retirement accounts to be the most tax efficient as possible. You've saved all this time, now it is time to enjoy! - Business Owners - My business owner clients fit into a combination of accumulation and distribution. Wherever your business is, we will navigate growing, preserving, and distributing the assets through the lifetime of your business. I am proud to be a fee-only, fiduciary, Certified Financial Planner™️ practitioner in my day-to-day working life. Outside of work you can find me spending time with my wife and kids, playing golf/basketball, and enjoying the Fox River Valley where we have set our roots. I can be reached directly at [email protected] or at www.rhodowealth.com for more information. Thanks!

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-certified financial advisor with 19 years of experience. He has been the principal of JK Financial Planning, Inc. since 2007, operating as an independent, fee-only advisor in Vernon Hills, Illinois. JK Financial Planning, Inc. provides financial planning and investment consultation 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 approach centered on asset allocation, passive/index-based strategies, and scenario analysis, with an emphasis on non-discretionary client engagement and specialized divorce-financial-planning services.

Evan Kakis is the principal of Kakis Financial Services Inc. in Des Plaines, IL, holding a Series 65 designation with 17 years of experience in financial advising. He has operated Evan S. Kakis Ltd since 1999, a CPA and accounting firm where he serves as president. Additionally, he is president of Payroll Solutions and Services Inc., a payroll processing company. Kakis Financial Services is an independent registered investment adviser managing discretionary portfolios primarily for individuals, families, not-for-profit organizations, and closely held businesses. The firm emphasizes risk management through customized asset allocation and ongoing portfolio adjustments, utilizing a variety of mutual funds, ETFs, and government securities.

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.

Therese Martin is a CFP® with 24 years of experience in financial advising. She is the sole advisor at Martin Financial Management, an independent firm she founded in 2002. Martin Financial Management offers personalized financial planning and investment management to individuals, trusts, and estates. The firm employs a strategic asset allocation with a core-and-satellite approach, focusing primarily on non-discretionary portfolio management and providing services through various fee arrangements.

John Daly is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He is the principal of Daly Investment Management, LLC, an independent advisory firm he founded in 2009, and previously operated as a sole proprietor since 2000. Daly also worked at Steele Capital Management, Inc. in 2017. Daly Investment Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and financial planning. The firm applies Modern Portfolio Theory to tailor investment strategies to clients' objectives, providing services that include pension consulting for corporate clients as well as a range of investment options such as mutual funds, ETFs, fixed income, and alternative instruments.

William Parsch is a financial advisor with Wellspring Capital Group, Ltd. in North Barrington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wellspring Capital Group since 2010, operating as a single-advisor independent practice. Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals, trusts, retirement plans, and business entities, managing approximately $6.9 million on a discretionary basis for a small client base. The firm’s investment approach emphasizes detailed fundamental analysis combined with technical and cyclical assessments, offering strategies that include long-term holdings, active trading, and alternative investments for qualified clients.

Jonathan Grubb is a financial advisor with Accountants Wealth Management Group LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Archer Investment Corporation and operates an affiliated CPA practice, The Hechtman Group, providing accounting and tax services. Accountants Wealth Management Group LLC offers discretionary and non-discretionary asset management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, combining investment advisory with licensed accounting services.

Michael Alexenko is a CFA® charterholder with 23 years of industry experience, serving as the sole advisor at Royal Asset Managers in St. Charles, IL since 2003. He holds the Series 63 designation and has authored numerous articles and periodic commentary. Alexenko also runs targeted programs for smaller and military clients and coordinates plan recordkeeping through selected custody arrangements. Royal Asset Managers provides discretionary asset management, financial planning, investment consulting, and business advisory services to moderate- to high-net-worth individuals, small businesses, and employer-sponsored retirement plans. The firm emphasizes diversification and client-specific investment policy statements, using index funds and ETFs to manage portfolios with equity allocations ranging from 0% to about 85%, and is notable for its pension consulting and retirement-plan management services.

David Theis is a CFP® professional with 28 years of experience in financial advising. He has operated Fee-Only Financial Advisors, Ltd., an independent firm based in Palatine, IL, since 1995. The firm provides financial planning, investment advisory, and consulting services to individuals and select organizational clients, including pension plans, trusts, estates, and charitable entities. Fee-Only Financial Advisors, Ltd. manages client assets on a non-discretionary basis and employs a fee structure based on fixed fees and hourly arrangements rather than asset-based or performance fees. The firm focuses on tailored financial plans and investment allocations using mutual funds and exchange-traded funds, with clients maintaining final authority over transactions.

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.