Douglas Harman is the principal of Harman Investment Advisors, an independent firm based in Northbrook, IL. He holds the CFA® designation and a Series 65 license, with 28 years of industry experience. Harman has led his firm since its founding in 1990. Harman Investment Advisors is a state-registered, single-advisor firm offering discretionary, separately managed account services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and municipal entities. The firm employs a value-oriented, all-capitalization equity approach with actively managed, concentrated portfolios guided by fundamental and quantitative analysis.

Philip Statz is a financial advisor with Insight Financial Group, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2005 and has been with Insight Financial Group since 2003. In addition to his advisory role, Statz operates as an independent insurance agent. Insight Financial Group serves individual clients, including high-net-worth families, and small-business owners by providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an investment approach centered on asset allocation and behavior coaching, using model portfolios primarily composed of ETFs, and offers unique services such as the Virtual CFO Solution™ and a fixed-price fee model.

Steven Peshek is a financial advisor at Altruity Wealth with eight years of industry experience. He holds a Series 65 designation and has been with Altruity Investment Advisors, LLC since 2018. In addition to his advisory role, Peshek is president and CEO of Texture Graphics, LLC, a print and marketing firm he founded in 2002. Altruity Wealth is an independent registered investment advisor providing discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension plans, pooled investment vehicles, and institutional clients. The firm offers actively managed strategies across a range of risk profiles and uses a combination of technical, fundamental, and sentiment indicators to guide asset allocation and security selection.

Galia Felemovicius is a CFP® professional with nine years of experience in the financial advisory industry, currently serving as the sole advisor at Foresight Wealth Advisors. Her prior experience includes roles at Maimon Wealth Management LTD. and Dimeo Schneider & Associates. She is also affiliated with a non-US investment adviser as an investment advisory representative, dedicating about 15% of her time to this separate activity. Foresight Wealth Advisors provides wealth management services to individual and high-net-worth clients, offering portfolio management, third-party sub-adviser selection, and comprehensive financial planning across various areas including retirement and estate planning. The firm constructs customized portfolios through a combination of fundamental, quantitative, and technical analysis, frequently utilizing institutional strategies via a third-party sub-adviser platform.

Ivan Havrylyan is a financial advisor with Outside The Box Financial Planning, LLC in Wheeling, IL. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2017, he worked at Securities America Advisors and Personal Financial Strategies, Inc. Outside The Box Financial Planning primarily serves individual clients, including high-net-worth individuals and business entities, providing comprehensive financial planning and investment management. The firm employs a primarily passive investment approach using index funds and ETFs, integrating ongoing financial planning with portfolio oversight.

Chetan Notaria is a financial advisor with Investment Resources Center in Palatine, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Planning Resources Center since 2001, where he also serves as president of an insurance agency and is involved in technology and business development consulting. Investment Resources Center provides personalized financial planning and investment advisory services to individuals and business entities, including corporations, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and offers proprietary model portfolios alongside customized management, with services that include retirement planning, tax-efficiency analysis, and estate-related investment guidance.

Henry Glodny is a Series 65-licensed financial advisor with 16 years of industry experience, operating as the sole advisor at Castling Financial Planning, Ltd. in Hoffman Estates, IL, where he has worked since 2007. He is also the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business focused on developing software tools for his financial planning firm. Castling Financial Planning, Ltd. is an independent advisory firm serving primarily middle-class individual clients with hourly, fee-only financial planning and investment advice. The firm utilizes an evidence-based, data-driven investment process supported by a proprietary Asset Allocation Database to deliver non-discretionary advice and emphasizes written client-specific research and virtual education.

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.

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.

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.

Peter Wright is the principal of Wright Benefit Advisors Inc. in Lake Bluff, IL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kingsbury Capital Investment Advisors, Edwin C Blitz Investments, and Wright Benefit Strategies. 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 provides investment advisory and pension consulting services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, pension consulting, and education seminars, employing a combination of fundamental, quantitative, technical analysis, and modern portfolio theory with a long-term trading orientation.

Nathaniel Gandy is a CFP® with eight years of industry experience. He is the principal of Obar Wealth Management LLC, an independent firm he joined in 2024. Prior to this, he worked at Wealthfront Brokerage LLC and USAA, among other firms. He also owns Gandy Fintech Solutions LLC, where he consults business owners on fintech and technology integration. Obar Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm offers investment management, financial planning, and tax preparation, using a portfolio approach based on asset allocation and Modern Portfolio Theory. It serves both individual and institutional clients, providing a range of planning services including business and employee benefits planning.

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.

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.

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.

Michael Mc Clain is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at PAC Capital, LLC in Lake Forest, IL. Prior to founding PAC Capital, he worked at Hedeker Wealth LLC and Hedeker Capital, LLC from 2016 to 2019. PAC Capital provides discretionary and occasional non-discretionary investment management through separately managed accounts, sub-advisory services, and institutional consulting. The firm serves individual, high-net-worth, and institutional clients, employing a multi-strategy approach that includes hedge-style strategies such as convertible arbitrage and active shorting, combining fundamental and systematic analysis tailored to client mandates.