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 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.

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.

Roy Brown is a CFP® with 28 years of industry experience. He has been with Trueman Brown since 2007 and previously worked at Ameriprise for nine years. Outside of his advisory work, he is co-owner and vice president of RVTV Properties. Trueman Brown, LLC is an independent advisory firm managing approximately $196 million for about 128 clients, offering financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, business entities, and institutional clients. The firm employs a long-term growth investment approach combining fundamental and technical analysis, and it is notable for serving pension and profit-sharing plans and recommending private placements and hedge-style collective vehicles.

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.

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® professional with nine years of industry experience, currently serving as the sole advisor at Pickwick Wealth Management. She previously worked at Gradient Advisors, LLC and Goldbloom and Associates. Walasik also operates an affiliated insurance business as an independent insurance agent. Pickwick Wealth Management is a small independent advisory firm offering 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 provides ongoing portfolio management with quarterly reviews.

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 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.

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.

Adam Faust is the sole advisor at Deep Blue Financial LLC in Northbrook, IL, holding Series 63 and Series 66 credentials with 22 years of industry experience. He has led Deep Blue Financial since its founding in 2014. Outside of financial advising, Mr. Faust is the owner of a photography business specializing in author and wedding photography and serves on the board of directors for the Metropolis Performing Arts Centre, a nonprofit theater in Arlington Heights. Deep Blue Financial LLC provides investment advisory services to individuals, families, and related entities, focusing on portfolio management, retirement income planning, and investment consulting. The firm constructs low-cost, tax-aware portfolios primarily using diversified ETFs, incorporates loss harvesting and periodic rebalancing, and offers non-discretionary management to clients who retain trade decision authority.

James Martinelli is a financial advisor with JDN Financial LLC in Glenview, IL, holding a Series 66 designation and 17 years of industry experience. He has worked with WSP Commodity Trading, LLC since 2011 and has been an independent insurance agent since 2003, including activities involving equity indexed annuities. JDN Financial LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, and corporations. The firm employs a variety of analytical approaches for portfolio implementation and offers commissionable insurance products through its principal’s insurance licensure.

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 credentialed advisor with 19 years of industry experience. He has been the principal of JK Financial Planning, Inc. since 2007, providing financial planning and investment consultation from Vernon Hills, Illinois. JK Financial Planning, Inc. offers fee-only financial planning and investment services 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 planning approach emphasizing asset allocation, passive/index strategies, written investment policy statements, and uses scenario analysis in retirement and settlement planning.

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.