Patrick Crowley is a financial advisor at Crowley Capital Management LLC with 19 years of industry experience. Prior to founding his independent firm in 2024, he worked for 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds a Series 66 designation. Outside of his advisory role, he is listed as treasurer and vice president of a family-owned real estate company. Crowley Capital Management provides discretionary asset management and financial planning services to individuals, trusts, small businesses, and estates. The firm customizes portfolio management based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and may employ third-party sub-advisors.

Leela Rao is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. She has been with Goodwin Asset Management Inc. since 2002. Rao serves as a director of the Raagalaya Foundation Inc., a nonprofit organization registered in Florida. Goodwin Asset Management provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, and retirement plans. The firm employs a conservative, value-oriented investment strategy combining top-down macro allocation with bottom-up security selection, and it also offers pension-plan consulting and retirement-plan management services.

Douglas Harman is the sole advisor at Harman Investment Advisors, a firm he founded in 1990. He holds the CFA® designation and Series 65 license, with 29 years of industry experience. The firm focuses on discretionary, separately managed accounts serving both individual and institutional clients. Harman Investment Advisors employs a value-oriented, all-capitalization equity approach, offering two published strategies: a concentrated Core Equity I product and a Telecommunications and Utilities equity-income strategy. The firm serves a mix of clients including pension and profit-sharing plans, charitable organizations, and municipal entities, with portfolios actively managed using fundamental analysis combined with quantitative and statistical methods.

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.

Gary Rychtanek is a CFP® and Series 66 registered financial advisor with 29 years of industry experience. He is the sole advisor at GCR Financial Services, LLC, an independent firm based in Naperville, IL. Rychtanek has worked at Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns. GCR Financial Services offers fee-based financial planning, investment supervisory services, and tax preparation/advice to individual clients, trusts, small businesses, and retirement plans. The firm manages approximately $47.4 million across about 39 clients, operating primarily on a non-discretionary basis with diversified portfolios and quarterly supervisory reviews. Its integration of accounting and tax services into the advisory process is a distinctive feature.

Ivan Havrylyan is a financial advisor with Outside The Box Financial Planning, LLC in Wheeling, Illinois, holding a Series 66 designation and 13 years of industry experience. He has worked at Securities America Inc and Personal Financial Strategies, Inc. prior to his current role, where he has been since 2017. Outside The Box Financial Planning, LLC serves individuals, high-net-worth clients, and business entities by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a passive, index-based investment approach focused on mutual funds and ETFs, with ongoing supervision and integrated planning across various financial areas, including retirement and employee benefits.

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 financial advisor with Castling Financial Planning, Ltd. in Hoffman Estates, IL. He holds a Series 65 designation and has 17 years of industry experience. He is the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business that develops software tools for his financial planning practice. Castling Financial Planning, Ltd. is a solo independent firm serving primarily middle-class individual clients with fee-only, hourly financial planning and investment advice. The firm employs an evidence-based, data-driven investment approach using a proprietary Asset Allocation Database to analyze portfolio allocations and risk, and it maintains a policy of no percentage-of-AUM fees, no product sales, and no discretionary trading authority.

Daniel Rooker is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Rook Financial LLC. His prior roles include positions at WealthTrace Advisors Inc., SLP Wealth, and Hightower Advisors, LLC. Outside of financial advising, he coaches swim classes at a health and fitness gym in Chicago. Rook Financial LLC is an independent, single-advisor registered investment adviser that offers financial planning, discretionary investment management, and retirement plan consulting to individuals and small-business plan sponsors. The firm focuses on long-term, risk-based asset allocation with broad global diversification and provides both ongoing and project-based financial planning engagements.

Dale Wong is a financial advisor at Missio Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Missio since 2018. Prior to that, he was employed at Northeastern University and Convergence Investments. Missio Investment Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, endowments, and corporate clients. The firm uses a predominantly passive investment approach combined with active management for up to 30% of assets, tailoring portfolios to client-specific investment policy statements.

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.

William Geiger is the sole advisor at Geiger Wealth Management in Oak Brook, IL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Geiger Wealth Management since 1995 and has operated under the firm SSB 5, Inc. d/b/a Geiger Wealth Management since 2011. Outside of advisory work, he is also an insurance agent at De Blanco Inc., dedicating a significant portion of his time to insurance activities. Geiger Wealth Management is a state-registered investment adviser offering fee-based portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating technical and cyclical analysis and provides customized investment recommendations across various instruments while also overseeing third-party money managers.

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.

Ian Burgess is a financial advisor at Clark Lewis with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Clark Lewis provides fiduciary financial planning and investment management to individuals, high-net-worth clients, charitable organizations, and businesses, along with professional consulting on business operations and strategic planning. The firm employs a Modern Portfolio Theory-based investment approach using primarily passive vehicles and offers customized plans with a capped fee structure and access to multiple institutional sub-advisors.

Anthony Razza is a financial advisor with Prospect Trading LLC, holding a Series 65 designation and 10 years of industry experience. He has been self-employed since 2014. Outside of financial advising, he is also a licensed real estate agent in Florida, operating through Premiere Plus Realty Co. Prospect Trading LLC provides investment management and planning services to individuals and corporate clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies, including derivatives and short-selling, and offers performance-based fee arrangements for qualified clients.

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.

Roger Manske is a CFP® professional with 25 years of experience in the financial planning industry. He has operated as a sole proprietor since 2000. His firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families, and small business owners. The firm serves approximately 25 clients, focusing on personalized advisory services without discretionary trading authority, and emphasizes a fiduciary approach with active monitoring of client holdings.

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.

Tyler Murphy is a financial advisor at Strongside Asset Management LLC in Elmhurst, IL, holding a Series 65 designation with four years of industry experience. Prior to founding Strongside Asset Management in 2021, he worked at Crowe LLP from 2018 to 2020. Strongside Asset Management provides ongoing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading horizon and manages approximately $26.7 million across about 56 client relationships.