James Langer is a CFA® charterholder with three years of industry experience. He currently serves at Redmont Wealth Advisors, where he has worked since 2020, and previously spent over two decades at Advisory Research. Redmont Wealth Advisors operates as a sub-adviser to Wavvest Wealth, implementing model portfolios and trade execution for Wavvest’s clients under a sub-advisory agreement. The firm emphasizes disciplined, data-driven security selection and strategic asset allocation across a range of investment vehicles, managing portfolios within Wavvest’s established guidelines with flexibility for tactical adjustments.

Leonard Fensterheim is a Series 65-licensed financial advisor with 11 years of industry experience. He is the principal of HealthQuant Associates LLC, where he has worked since 2014. In addition to his advisory role, he serves as Director of Clinical Outcomes and Analytics at Catamaran Corporation and is a partner at Highbeam Capital LLC, where he dedicates time to research on biotechnology and healthcare investments. HealthQuant Associates LLC is a state-registered investment adviser that provides discretionary portfolio management with an investment approach combining fundamental, technical, and cyclical economic analysis. The firm focuses on tailored portfolios primarily in the healthcare and life-sciences sectors, employing strategies ranging from long-term buy-and-hold to shorter-term trading, including the use of short sales and options.

Tucker Hutchinson is a CFA® charterholder and registered advisor with Series 65 and Series 63 licenses. He has five years of industry experience, including roles at Wells Fargo Clearing and service in the United States Air Force. He is currently the sole advisor at Two Three Five, an independent firm based in Chicago, IL. Two Three Five provides investment advisory services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, combining fundamental, technical, and quantitative analysis with various asset-allocation strategies.

Kurt Winiecki is the sole advisor at Winiecki Wealth Management in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He founded his independent firm in 2011 and has a background in accounting and law. Winiecki Wealth Management serves individuals, families, and business and retirement-plan clients by offering discretionary and non-discretionary investment advisory services, financial planning, and speaking engagements. The firm manages approximately $64 million in assets, emphasizes portfolios mainly composed of ETFs, mutual funds, Treasury bills, CDs, and fixed income, and frequently advises retirement plan sponsors as either an ERISA 3(21) or 3(38) fiduciary.

Roy Brown is a CFP® with 28 years of industry experience and has been with Trueman Brown since 2007. He holds a Series 63 license and is based in Lake Zurich, IL. Outside of his advisory role, he is co-owner and vice president of RVTV Properties. Trueman Brown provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis to create growth-oriented portfolios while focusing on capital preservation.

Daniel Fisher is the sole advisor at Fisher Financial Group, LLC in Kildeer, IL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led Fisher Financial Group since 2008. In addition to his advisory role, he is an independent insurance agent involved in the sale of annuity, life, health, and accident insurance. Fisher Financial Group serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with personalized financial planning and portfolio management. The firm combines fundamental and technical analysis, employs both long- and short-term strategies, and offers modular planning and third-party manager selection tailored to clients’ objectives and risk tolerance.

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.

Kawashima Seiya is a financial advisor with Two Capital, LLC, holding a Series 65 designation and one year of industry experience. He also works as a systems administrator at the University of Chicago, where he has been employed since 2009. Two Capital, LLC is an independent firm providing investment advising and discretionary portfolio management to individuals, high-net-worth investors, trusts, estates, charitable organizations, and business entities. The firm employs a value-investing approach focused on individual U.S. equities and U.S. Treasury securities, with portfolio management tailored to both longer-term and shorter holding periods.

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.

Laura Allen is a financial advisor at Chase Allen Wealth in Chicago, IL, holding a Series 65 designation. She has experience from prior roles at Loadsmart, Inc., Root Inc., and the University of Michigan - Ross School of Business. Laura founded Chase Allen Wealth in 2024 and operates as its sole advisor. Chase Allen Wealth provides fee-only financial planning and coaching services to individuals and high-net-worth clients, focusing on project-based and hourly engagements. The firm emphasizes financial clarity, cash flow management, and complex planning issues, using non-discretionary investment recommendations grounded in Modern Portfolio Theory.

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.

Sergey Zaks is the principal of Zaks Investment Advisory Service, LLC in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. He is also the founder and president of Distributed Software Development, Inc., a software company specializing in municipal systems such as 911 dispatch and voter-registration platforms. Zaks Investment Advisory Service provides discretionary and nondiscretionary separately managed accounts primarily for individual clients. The firm employs a passive investment approach focused on diversified portfolios using exchange-traded funds and mutual funds, adjusting allocations to client circumstances while maintaining low trading volumes and avoiding leverage.

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.

Melanie Husk is a financial advisor at Mel Consulting Co. d/b/a Mel & Co in Chicago, IL, with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at World Equity Group and Raymond James & Associates. Mel Consulting Co. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small- to mid-sized businesses. The firm employs a modern portfolio theory approach focused on passive, asset-class-based portfolios and emphasizes personalized, behavioral financial planning alongside educational programming and public speaking.

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.