Andre Thomas is a financial advisor with Elite-Pro Wealth Advisors LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2018 and previously spent 14 years with Alliance One Food Group. Thomas holds a life insurance license, though he has not actively used it. Elite-Pro Wealth Advisors provides investment management and advisory services to a small client base, including individual investors, trusts, and business entities. The firm offers a range of strategies tailored to client objectives, utilizing equities, fixed income, mutual funds, ETFs, options, and insurance products, with a focus on ongoing monitoring and periodic rebalancing.

Lawrence George is the sole advisor at Dividend Growth Strategies, Inc. in Western Springs, IL, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Dividend Growth Strategies, Inc. since 2009. Dividend Growth Strategies, Inc. serves individuals, trusts, and pension or profit-sharing plans by providing discretionary portfolio management, ongoing monitoring, and pension consulting. The firm employs a dividend-growth income approach focused on high-quality dividend-paying companies and selective fixed income, utilizing a proprietary 10-point scoring system to guide investment decisions.

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.

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.

Christopher Sands is the principal advisor at Sands Wealth Strategies, LLC, with 11 years of industry experience. His prior roles include positions at Manning & Napier Advisors, B. Riley Wealth Advisors, and Lemme Investment Group, where he also served as Chief Compliance Officer and is preparing to succeed the firm's retiring owner. Sands Wealth Strategies, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans and corporate entities, providing wealth management, retirement plan management, and comprehensive financial planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, using both passive and active investment vehicles, and offers retirement-plan consulting and ERISA 3(38) investment management services.

Sophie Kaluziak is a financial advisor at Vista Financial Planning in Oak Park, IL, holding a Series 65 designation with 22 years of industry experience. She has been with Vista Financial Planning since 2003. Vista Financial Planning is a fee-only, independent firm serving individuals, families, and employee benefit plan sponsors. The firm offers comprehensive financial planning services, including tax planning, estate and risk management, retirement planning, and portfolio analysis, with an investment approach tailored to clients’ tax situations and risk tolerance.

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 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.

Vincent Bicicchi is the sole advisor at Galvanize Wealth LLC, an independent registered investment adviser based in La Grange Park, IL. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Galvanize Wealth in 2019, he worked at Levin Funding Group and has been involved with Vindico, Inc. since 2014 and OZO Development, LLC since 2018, serving as president and CFO/co-founder respectively. Outside of advisory services, he is active in insurance sales and business and estate consulting through Vindico, Inc., and participates in software development and financial strategy at OZO Development. Galvanize Wealth serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, asset-allocation-driven approach using passively managed mutual funds and ETFs, supported by written investment policy statements and periodic reviews. It also offers insurance and estate/business consulting through the principal’s additional activities and provides pension consulting and employee-benefit plan services.

Jeremy Johnson is a CFP® professional with 15 years of industry experience. He has worked at Veracity Wealth Management LLC since 2017 and previously spent six years at Capstone Financial Advisors, Inc. Veracity Wealth Management LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, and businesses. The firm provides discretionary portfolio management and comprehensive financial planning, customizing portfolios based on client objectives, time horizons, and risk tolerance.

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.

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.

Sharon Adelmann is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Prairie Investment Advisors, LLC since 2014. She holds a Series 63 license and has a background that includes her role as Vice President of Adelmann Florist Inc. Prairie Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a blend of modern portfolio theory and fundamental analysis, tailoring portfolios to client objectives and risk tolerance, and is notable for managing over $100 million with a single advisor while regularly working with non-traditional investments.

Eric Edwards is a financial advisor with Edwards Premier Financial in Bellwood, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services from 2013 to 2018. Outside of advisory work, he is licensed to sell fixed insurance and annuity products. Edwards Premier Financial provides portfolio management and financial planning primarily for individual investors, with occasional service to small businesses and non-profits. The firm employs a range of investment strategies from passive fixed-income to active trading and combines fundamental and technical analysis tailored to client objectives.

Thomas Carpenter is a financial advisor at Cantebury Capital, Inc. in Western Springs, IL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cantebury Capital since 2002. Cantebury Capital provides financial planning, investment advisory, and portfolio management services for individuals, families, trusts, and pension plans. The firm uses a long-term, diversified buy-and-hold approach guided by an Investment Policy Statement and operates primarily on a non-discretionary basis, including institutional and pension clients in its mix and offering pension consulting services.