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.

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.

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.

Dina Weiss is a financial advisor at Redwing Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and The Lighthouse Institute, Inc. In addition to her advisory work, she is a certified holistic nutritional consultant and engages in pro bono speaking on nutritional topics. She is also a co-author and provides public speaking on financial matters. Redwing Financial is an independent firm serving primarily individual clients with investment advisory and portfolio management services. The firm manages approximately $29.5 million across about 95 client relationships and offers a combination of advisory and brokerage services, including educational seminars and pension consulting.

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.

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.

Andre Thomas is a financial advisor with Elite-Pro Wealth Advisors LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2018 and previously spent 14 years with Alliance One Food Group. Thomas holds a life insurance license, though he has not actively used it. Elite-Pro Wealth Advisors provides investment management and advisory services to a small client base, including individual investors, trusts, and business entities. The firm offers a range of strategies tailored to client objectives, utilizing equities, fixed income, mutual funds, ETFs, options, and insurance products, with a focus on ongoing monitoring and periodic rebalancing.

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.

Christina Walasik is a CFP®-designated financial advisor with eight years of industry experience. She is the principal of Pickwick Wealth Management in Deerfield, IL, and has previously worked at Goldbloom and Associates. Walasik also owns an affiliated insurance agency through which she provides insurance and annuity services. Pickwick Wealth Management offers discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm implements portfolios using third-party programs and model managers, tailoring strategies to client objectives and risk tolerance, and incorporates co-advisor arrangements and hourly-fee planning options.

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!

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.

Eric Edwards is a financial advisor with Edwards Premier Financial in Bellwood, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services from 2013 to 2018. Outside of advisory work, he is licensed to sell fixed insurance and annuity products. Edwards Premier Financial provides portfolio management and financial planning primarily for individual investors, with occasional service to small businesses and non-profits. The firm employs a range of investment strategies from passive fixed-income to active trading and combines fundamental and technical analysis tailored to client objectives.

Sean Rhodes is the owner and sole advisor at Rhodes Capital Management, Inc., an independent firm based in Batavia, Illinois. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. Rhodes has worked at Rhodes Capital Management since 2012 and previously at Elite Investment Team LLC and Onyx Bridge Wealth Group LLC. Rhodes Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset-allocation approach that combines passive index-tracking core positions with active satellite holdings, employing a range of investment techniques including options, futures, and margin strategies tailored to client objectives and risk tolerances.