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.

Matthew Kline is the founder and managing member of Kline Capital Management LLC, an independent firm based in Northfield, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including roles at Neurotech LLC and US Markets, Inc. Outside of financial advising, he is involved in several business ventures, including managing an aerial and construction equipment company and owning a consulting firm and an insurance agency. Kline Capital Management provides fee-only financial planning, wealth management, and investment portfolio management primarily to individual clients, with some corporate and pension clients. The firm emphasizes goal-based planning and strategic asset allocation, using index funds and ETFs alongside active funds when necessary, and maintains written investment policy statements with a focus on tax efficiency and ongoing reporting.

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.

Benjamin Gutstein is a financial advisor at White Crest Capital in Glencoe, IL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with White Crest Capital since 2015. White Crest Capital provides discretionary asset management and portfolio supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages a broad range of securities using a combination of cyclical, fundamental, and technical analysis, tailoring advice through personalized interviews and questionnaires.

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.

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.

Daniel Borstein is a financial advisor with Boon Capital Advisors LLC in Northbrook, IL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Boon Capital Advisors since 2015. Boon Capital Advisors LLC provides discretionary portfolio management and investment advice to individuals, small businesses, and pooled investment vehicles, managing approximately $158.7 million in discretionary assets. The firm employs a range of investment strategies, including fundamental and technical analysis, options and margin trading, and uses model portfolios tailored to client suitability.

Andrew Feldman is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has operated A J Feldman Financial, LLC, an independent advisory firm based in Deerfield, IL, since 2010. Feldman holds a minority ownership interest in GemShares, LLC, an ETF development company. A J Feldman Financial, LLC provides discretionary investment management and financial planning services to individuals and various entities, including charitable organizations. The firm employs a long-term, buy-and-hold asset allocation strategy using exchange-traded funds, no-load mutual funds, stocks, and bonds, and manages approximately $112.6 million in regulatory assets across about 144 client accounts.

Robert Stanley is a CFP® and ChFC® with 17 years of experience in financial advisory services at R. W. Stanley Investment Planning. He has operated the Stanley Agency since 1991, providing fire, casualty, and life insurance services. R.W. Stanley Investment Planning offers fee-only, project-based financial planning and investment advisory services primarily to individuals and families, emphasizing broad strategic asset allocation and the use of low-cost passive index funds. The firm does not take custody of client assets and provides advice on a per-project, hourly basis.

David Andalman is the principal advisor at DA Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Millennial Advisers, PTI Securities & Futures, and has been involved with D.A.C.S. since 1979. Outside of his advisory role, he is founder and president of DACS Research, which focuses on algorithm development and research in commodity futures. DA Wealth Advisors is an independent firm providing discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a variety of analytical methods to construct diversified, long-term oriented portfolios that emphasize income production and risk management.

David Theis is a CFP® professional with 28 years of industry experience. He has been the sole advisor at Fee Only Financial Advisors, Ltd., an independent firm based in Palatine, IL, since 1995. Fee Only Financial Advisors, Ltd. serves individuals and select organizational clients with financial planning, investment advisory, and consulting services on a non-discretionary basis. The firm employs fixed-fee and hourly compensation models, avoiding commissions and performance-based fees, and primarily implements investment strategies using mutual funds and ETFs.

Denzil Locke is the principal of Locke Financial Services, Inc. in Palatine, IL, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Locke Financial Services in various capacities since 1999, with a brief tenure at Ameriprise from 2015 to 2016. Locke Financial Services provides portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing (401k) plans. The firm uses model asset-allocation portfolios and discretionary account management, employing fundamental analysis and a long-term purchase approach with regular account reviews and client outreach.

Michael Vlahandreas is the sole advisor at Pilot Asset Management LLC in Winnetka, IL, holding a Series 65 designation with 18 years of industry experience. He has been with Pilot Asset Management since 2008. Pilot Asset Management is a state-registered investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, emphasizing asset allocation and diversification, and uses option strategies such as covered calls and cash-secured puts to generate income or acquire positions.

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.

Todd Gambit is a CFP®-certified financial advisor with nine years of industry experience. He is the founder of Gambit Asset Management in Northbrook, IL, where he has worked since 2018. Prior to establishing his firm, he held roles at Quantum Private Wealth, CrossCountry Mortgage, Guaranteed Rate, and Chicago Partners Wealth Advisors. In addition to his advisory work, Gambit is a licensed loan officer at CrossCountry Mortgage. Gambit Asset Management serves individual and high-net-worth clients with portfolio management and financial planning, including family office and pension/profit-sharing plan services. The firm employs customized strategies using a range of model portfolios and incorporates fundamental, technical, and modern portfolio theory analysis, offering both discretionary and non-discretionary advisory arrangements.

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.

Peleg Halpern is a financial advisor at North Star Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Revere Financial LLC and CoMiMa LLC. North Star Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm utilizes a combination of fundamental and quantitative analysis, primarily recommending ETFs and fixed income instruments, and employs derivatives and options strategies within separately managed accounts.

Corissa Landphair is a CFP®-certified financial advisor with 11 years of industry experience. She founded and has led Landphair Wealth Management LLC since 2016, serving clients from Winnetka, IL. Landphair Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, combining long-term passive equity strategies with active fixed-income management, and serves both individual and pension or profit-sharing plan clients.