Rosalyn Kemp is a CFP® professional with 23 years of industry experience, currently serving as principal of Chestnut Beach Wealth in Wilmette, IL. She previously worked at JP Morgan in Chicago for nine years and at Citigroup for seven years before founding her independent firm. Chestnut Beach Wealth provides financial planning and investment management primarily for individuals and high-net-worth clients, combining continuous portfolio management with comprehensive planning. The firm’s investment approach integrates asset allocation and modern portfolio theory, blending passive and active fund selections alongside fundamental, technical, and cyclical analysis to maintain diversified portfolios.

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.

Boon Lee is the principal advisor at Purelight Investment Advisors LLC in Chicago, IL. He holds a Series 66 designation and has 13 years of industry experience. Since founding Purelight in 2016, he has been solely responsible for the firm's advisory and compliance functions. Purelight Investment Advisors is an independent, fee-only portfolio management firm serving individuals, trusts, estates, and charitable organizations. The firm focuses on defining client objectives and risk tolerances to construct portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly reviews.

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 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.

Stuart Mcdermott is a CFA® charterholder and the sole advisor at Defender Asset Management LLC in Evanston, IL, with six years of industry experience. He previously worked as a self-employed advisor and spent sixteen years at Holland Capital Management. Defender Asset Management provides investment advisory and financial planning services to individuals, trusts, closely held businesses, and pension or profit-sharing plans. The firm coordinates with third-party investment managers who execute client strategies, focusing on diversified manager allocations and ongoing performance monitoring rather than discretionary trading.

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.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

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.

Michael Trekas is a financial advisor with The Meridian Business Group, Ltd, where he has worked for 24 years. He holds Series 63 and Series 65 licenses and operates as an independent insurance agent in addition to his advisory role. The Meridian Business Group provides services to individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management and non-discretionary financial planning. The firm emphasizes customized advice based on each client’s financial situation and employs a disciplined investment approach focusing on strategic asset allocation and periodic rebalancing.

Aron Routman is a financial advisor at Foresight Strategic Partners, LLC in Evanston, IL, holding a Series 65 designation with seven years of industry experience. He has been with Foresight Strategic Partners since 2017 and has also operated Routman Asset Management since 2001. Foresight Strategic Partners primarily serves individual and high-net-worth clients with discretionary portfolio management, managing approximately $10.5 million across 32 client relationships. The firm employs proprietary research focused on large-cap equities and utilizes option strategies, including longer-dated options and multi-leg spreads, alongside cash equity positions. Its performance-based fee arrangements and concentrated client base distinguish its investment approach.

Lorrie Minor is a CFA® charterholder with 26 years of industry experience, currently serving as the sole advisor at Cardinal Mark LLC since 2007. She holds Series 65 and Series 66 licenses. Outside of financial advising, she is the Chief Accounting Officer and Controller at NYRC Management, LLC, a fast casual dining company. Cardinal Mark LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $11.3 million across 21 accounts. The firm employs a mix of quantitative optimization, computer modeling, and technical analysis to construct portfolios tailored to clients’ financial situations and risk tolerances.

Joshua Lelah is a CFP® professional with 20 years of experience in the financial services industry. He founded Lelah Financial, LLC in 2018 after working three years at Ameriprise Financial Services, Inc. He is also licensed as an insurance agent and provides insurance products and services through unaffiliated issuers. Lelah Financial, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm uses a Core + Satellite investment approach combining passive indexed core holdings with select active positions and provides retirement-plan advice, modular planning, and business consultation.

Preston Appleby is the sole advisor at Appleby Advisory LLC in Evanston, IL. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, in addition to 21 years as a self-employed professional. Appleby Advisory LLC serves individual investors, trusts, estates, charitable organizations, and various business entities by referring clients to Geneva Advisors LLC for portfolio management. The firm functions as a referral intermediary and does not directly manage client accounts or hold custody of funds.

Herbert Lichtman is a financial advisor at Arena Consulting, LLC with 15 years of industry experience. He holds a Series 65 designation and has led Arena Consulting since 2009. Outside of advisory work, he serves in a general oversight role for Continuity, LLC, a special-purpose entity involved in investment and consulting activities. Arena Consulting advises family offices and high-net-worth individuals on private investments connected to high-stakes civil litigation, particularly in intellectual property disputes within the software, semiconductor, and biotech sectors. The firm presents non-discretionary, transaction-by-transaction opportunities and emphasizes the risks and timeframes associated with litigation-related investments.