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.

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.

Christopher Parks Jr. is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Northwood Wealth Management, LLC. His prior roles include positions at RWA Wealth Partners, Polaris Greystone Financial Group, and Fidelity. Northwood Wealth Management offers comprehensive financial planning, discretionary portfolio management, and pension consulting primarily for high-net-worth individuals, trusts, retirement plans, and business clients. The firm employs a tailored investment approach utilizing both fundamental and technical analysis across a broad range of instruments, with a focus on tax-efficient strategies and coordination with external accounting services.

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.

David Raub is a financial advisor at Outlook Capital Management, LLC in Arlington Heights, IL, holding a Series 65 designation with 21 years of industry experience. He has been with Outlook Capital Management since 2004. Outlook Capital Management is a small, discretionary advisory firm managing portfolios primarily for individual and high-net-worth clients. The firm employs a fundamental analysis-based, concentrated long-term equity strategy focused on financially strong, large-cap U.S. companies, with portfolios managed on a discretionary basis and tailored to client objectives and risk tolerance.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

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.

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.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

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.

Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.