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 the sole advisor at Pinnacle Peak Capital Management LLC in Arlington Heights, IL, with 26 years of industry experience. He holds a Series 66 designation and has worked at H.P. Becker & Co. for 19 years. Rosen has been operating Pinnacle Peak Capital Management since 1998 and conducting part-time business and financial consulting since 1999. Pinnacle Peak Capital Management is an independent registered investment adviser providing discretionary asset management to individual and high-net-worth clients. The firm employs a blend of fundamental and technical analysis with a generally long-term investment approach and offers tailored equity portfolios including optional equity-options strategies.

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.

Danielle Schultz is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. She is the sole advisor at Haven Financial Solutions, Inc., an independent advisory firm based in Evanston, IL. In addition to her advisory work, she devotes time to freelance writing outside of securities trading hours. Haven Financial Solutions primarily serves individual clients, offering comprehensive financial planning and investment supervisory services. The firm employs a strategic, passive investment approach focused on diversified asset allocation using indexed mutual funds and ETFs, with an emphasis on long-term buy-and-hold and periodic rebalancing. It also provides educational workshops and written financial contributions, with specialized services in divorce and college planning.

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.

Jonathan Seed is the sole advisor at Seed Wealth Management, Inc. in Evanston, IL, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Seed Wealth Management since its founding in 2014. Outside of advising, Seed is a passive investor in multiple ventures including an online retailer, a social media start-up, and a data center retail business. Seed Wealth Management primarily serves high-net-worth individuals, trusts, estates, and other investment advisers, providing discretionary, fee-based portfolio management and sub-advisory services. The firm employs a tailored investment process that incorporates individual securities, ETFs, fixed income, alternative products, and quantitative analysis, and utilizes AI tools with human oversight for data analysis and compliance.

Thomas Carpenter is a financial advisor at Cantebury Capital, Inc. with 26 years of industry experience. He has been with Cantebury Capital since 2002, apart from a two-year period at Leonetti & Associates Inc. from 2000 to 2002. Carpenter holds the Series 63 and Series 65 designations. Cantebury Capital provides financial planning and ongoing investment advisory services to individuals, families, trusts, and pension plans. The firm follows a long-term, diversified buy-and-hold investment approach based on Investment Policy Statements, threshold rebalancing, and proprietary allocation models, with a client-directed governance stance.

Jinyu Yu is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Neuberger Berman from 2016 to 2026 before joining Lakeshore Private Office LLC in 2026. Lakeshore Private Office is an independent advisory firm that has not yet commenced operations and reports no client assets. The firm plans to serve individuals, high-net-worth families, trusts, estates, and entities with non-discretionary private markets advisory and monitoring, portfolio architecture, and family investment education. Its approach is client-side and non-discretionary, focusing on evaluating private fund documents, monitoring fund reports, and providing tailored engagements without discretionary authority or custody.

Chenguttuvan Surendran is a financial advisor with Quest Wealth Management Incorporated in Westchester, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 12 years as a self-employed advisor at Quest Wealth Management. In addition to his advisory role, Surendran spends a significant portion of his time as an insurance agent involved in sales and services. Quest Wealth Management Incorporated provides discretionary and non-discretionary portfolio management services for a range of clients including individuals, pension plans, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, emphasizing long-term trading strategies, primarily no-load mutual funds, and options writing.

Patricia Blagojevich is a financial advisor with Investment Navigation LLC in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Janian Investment Advisers, The Maytag Group LLC, and she is involved in producing podcasts and documentary films through Blue Suede Shoes Productions, LLC. Investment Navigation LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, 529 accounts, other advisers, and employer-sponsored plans. The firm uses third-party model marketplaces and applies fundamental analysis along with Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances.