Chicago Capital Management Advisors, LLC

Jason Vanclef is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 66 credential and over 20 years of industry experience. He has held positions at several firms, including American Trust Investment Services, Inc., Delta Investment Management, LLC, and VFG Advisors, Inc. Outside of advisory work, he is the author of the book *My Wealth Code* and is involved in a software development venture related to gaming applications. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services for individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with a range of model strategies tailored to client risk profiles and incorporates derivatives and outside managers as part of its solutions.

Benjamin Pfiffner is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at American Trust Investment Services, Avellino Financial Advisors, and Forest Securities. Outside of advisory services, he is involved with AB Pfiffner Chain Vacations, a business he has operated since 2017. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with tailored strategies that incorporate derivatives for hedging and income, and also manages held-away assets for clients.

David Levinson is a financial advisor at Chicago Capital Management Advisors, LLC with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grant Bettingen, Inc./Newport Coast Securities, Inc., B. Riley Wealth Advisors, Inc., Wedbush Securities Inc., and Brookstreet Securities Corporation. Levinson is also involved with Newport Global Real Estate Advisors, LLC, where he may receive finders fees for introducing clients to commercial real estate opportunities. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers diversified model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with American Trust Investment Services Inc since 2014. Outside of his advisory work, he is also a part-time DJ in Chicago. Chicago Capital Management Advisors offers discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a fundamentals-driven investment process and provides tailored strategies including growth, income, and asset allocation approaches, incorporating derivatives and access to external model managers.

Earl Stevenson Jr. is a financial advisor at Chicago Capital Management Advisors, LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Forest Securities, Inc., Avellino Financial Advisors, Inc., Questar Asset Management, and Charis Financial Group. Stevenson is also an enrolled agent with the IRS and performs tax preparation services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Michael Diprimio is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at American Trust Investment Services, Vanclef Financial Group, and Delta Investment Management, among others. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with diverse model strategies tailored to clients’ risk profiles and uses derivatives and other techniques for hedging and income generation.

Scot Barringer is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has held positions at American Trust Investment Services, Forethought Financial, WestPark Capital Inc, and Applied Wealth Management, among others. Barringer is also owner of TSP Watchdog and the Federal Employee Retirement Center, and serves on the finance committee of Sandhill Presbyterian Church. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven, bottoms-up investment process with tailored strategies spanning multiple asset classes and uses derivatives for hedging and income strategies.

Sheldon Singleton is a financial advisor at Chicago Capital Management Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including American Trust Investment Services and WestPark Capital. In addition to his advisory role, he owns and operates financial and health insurance agencies and is involved in strategic tax planning and marketing referrals. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process with tailored strategies to match clients’ risk profiles and offers access to various model strategies and outside managers.

Robert McIsaac is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has worked with Crown Capital Securities for 20 years and operates McIsaac Financial & Insurance Services, Inc., a financial services business he started in 1984. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach with tailored strategies across various asset classes and uses derivatives for hedging and income.

Gary Clark is a financial advisor at Chicago Capital Management Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with several firms, including Soar Financial LLC and New York Life Insurance Company. Clark is also involved in insurance brokering as a side business. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach, offering tailored strategies that include growth, income, and asset allocation, and incorporates derivatives and external model managers in its solutions.

Justin Smith is a financial advisor at Chicago Capital Management Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Trust Investment Services, WestPark Capital Inc., and Newport Coast Securities, Inc. Outside of advising, he is also a licensed real estate sales agent and owner of First Exchange Financial LLC. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, utilizing derivatives for hedging and income strategies as part of its approach.

James Liberman is a financial advisor at Chicago Capital Management Advisors, LLC with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Trust Investment Services, Revere Securities, Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. He is an author of the book "Have You Dragged a Dragon" and serves on advisory boards for D2 Consulting and Dynocardio, Inc. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers customized strategies tailored to client risk profiles.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 credential and over 21 years of industry experience. She has worked at firms including American Trust Investment Services Advisory Inc. and Client First, LLC. Outside of advising, she is a sales consultant in technology solutions and engineering services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm follows a fundamentals-driven investment process, offering tailored model strategies and using derivatives for hedging and income.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., Lasalle St. Securities, L.L.C., and LPL Financial. Outside of his advisory work, he serves as head coach of the Lincoln-Way hockey team. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers tailored strategies across multiple asset classes, utilizing hedging techniques and access to third-party managers.

Chase Heiden is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Wedbush Securities Inc. Outside of advisory work, he is involved in a part-time role as a bartender at Dana Point Ale House. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment approach and offers a variety of model strategies tailored to client risk profiles.