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.

Aaron Shafter is the principal advisor at Great Mountain Capital Management LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Great Mountain Capital Management since 2004. Great Mountain Capital Management provides discretionary investment management and financial consulting to individuals, institutional, and corporate clients, including pension plans, charitable organizations, municipalities, and sovereign funds. The firm combines fundamental stock screening with technical analysis and market-timing strategies, often utilizing derivatives and leverage in managed accounts.

Christina Walasik is a CFP®-designated financial advisor with eight years of industry experience. She is the principal of Pickwick Wealth Management in Deerfield, IL, and has previously worked at Goldbloom and Associates. Walasik also owns an affiliated insurance agency through which she provides insurance and annuity services. Pickwick Wealth Management offers discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm implements portfolios using third-party programs and model managers, tailoring strategies to client objectives and risk tolerance, and incorporates co-advisor arrangements and hourly-fee planning options.

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 CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He has worked at JPMorgan Securities LLC and Wells Fargo Clearing before founding Heritage Legacy Wealth LLC in 2026. The firm offers discretionary and non-discretionary asset management and financial planning services tailored to individuals, high-net-worth clients, trusts, and business entities. Heritage Legacy Wealth utilizes a range of analysis methods, including fundamental, technical, quantitative, and Modern Portfolio Theory, with ongoing monitoring and tax-loss harvesting, managing accounts either on a discretionary basis or by client approval.

Benjamin Tisser is a financial advisor at Benari Capital, LLC with one year of industry experience. He holds a Series 65 designation and is also the owner of Benari Insurance Agency LLC and Sacred Strategic Solutions LLC, a consultancy. Prior to his current roles, he was involved with Beth El Synagogue and NSS Beth El for several years. Benari Capital provides investment advisory and financial planning services to individuals, small businesses, and charitable organizations. The firm offers customized portfolio management, family office coordination, and a charitable giving advisory, emphasizing individualized planning and a diverse analytical approach.

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 a financial advisor at Pinnacle Peak Capital Management LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at H.P. Becker & Co. since 2000, while also operating as a consultant since 1999. In addition to his advisory role, he conducts part-time business and financial consulting. Pinnacle Peak Capital Management is a small, independent registered investment adviser serving individual and high-net-worth clients with discretionary asset and portfolio management. The firm focuses on equity-centered portfolios with optional equity options strategies and maintains a deliberately limited client base to allow for personalized service and portfolio adjustments.

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 licenses with 22 years of industry experience. He has led Deep Blue Financial since 2014. Outside of his advisory role, Faust owns a photography business and serves on the board of a nonprofit theater. Deep Blue Financial serves individuals, families, and related entities, including high-net-worth clients, offering portfolio management and retirement income planning with an emphasis on diversified, tax-efficient ETF-based index portfolios. The firm typically operates on a non-discretionary basis, allowing clients to retain final trading 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® and PFS™ with 18 years of experience in financial planning. He is the sole advisor at JK Financial Planning, Inc., where he has worked since 2007. The firm provides fee-only financial planning and investment consultation primarily to individual clients navigating major life transitions. JK Financial Planning emphasizes a long-term, fundamental investment approach with a focus on non-discretionary advice and is notable for its specialization in divorce financial planning, including asset tracing and expert testimony services.

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.

Bekim Redzic is a financial advisor at Keystone Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and also serves as an office manager at Beta Electric, Inc., a family-owned electrical construction business. Keystone Asset Management LLC manages private investment funds for accredited and qualified investors, employing multi-strategy proprietary approaches that include fundamental research, quantitative analysis, and various instruments such as swaps, options, and credit derivatives. The firm utilizes affiliated broker-dealers for trade execution and frequently invests in sub-funds it manages.

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.

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 with Wellspring Capital Group, Ltd. in North Barrington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wellspring Capital Group since 2010, operating as a single-advisor independent practice. Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals, trusts, retirement plans, and business entities, managing approximately $6.9 million on a discretionary basis for a small client base. The firm’s investment approach emphasizes detailed fundamental analysis combined with technical and cyclical assessments, offering strategies that include long-term holdings, active trading, and alternative investments for qualified clients.