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.

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.

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.

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.

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 at Wellspring Capital Group, Ltd., holding Series 63 and Series 65 credentials with 24 years of industry experience. He has worked at Wellspring Capital Group since 2010, following prior roles at J. W. Cole Advisors, Inc. and Waterstone Financial Group, Inc. Wellspring Capital Group, Ltd. is a single-advisor independent firm providing fee-based portfolio management to individuals, trusts, retirement plans, and business entities. The firm focuses on fundamental analysis combined with technical and cyclical methods to determine intrinsic value, managing discretionary assets for a small client base.

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 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 experience in financial advising. He has been with Fee-Only Financial Advisors, LTD., an independent firm based in Palatine, IL, since 1995. Theis holds Series 63 and Series 65 licenses and operates as the sole advisor at his firm. Fee-Only Financial Advisors, LTD. serves individuals and select organizational clients, providing financial planning and investment advisory services on a non-discretionary basis. The firm uses a fixed-fee and hourly compensation model, employs fundamental and cyclical analysis, and implements investment strategies primarily through mutual funds and ETFs, with clients maintaining final authority over transactions.

Denzil Locke is the principal of Locke Financial Services, Inc. in Palatine, IL, with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at his firm since 1999, including a brief period at Ameriprise from 2015 to 2016. In addition to his advisory role, 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 plans. The firm utilizes model asset-allocation portfolios and discretionary account management, focusing on fundamental analysis and long-term investment strategies, with regular reviews and client outreach.

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 Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.

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.

Mark Miller is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has been with BlueView Investment LLC since 2017 and previously worked at Crystal Rock Capital Management. BlueView Investment LLC provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, charitable organizations, and business entities. The firm focuses on equities using fundamental analysis and employs long-term and short-term trading as well as short sales, with an emphasis on long/short equity strategies and discretionary portfolio management.