Charles Lief

Basil Alsikafi is the sole advisor at White Brook Capital, an independent firm based in Winnetka, IL. He holds a Series 65 designation and has nine years of industry experience, including ten years with White Brook Capital. White Brook Capital provides discretionary portfolio management through separately managed accounts and model portfolios for high-net-worth individuals, trusts, estates, and other entities such as pensions and foundations. The firm employs a primarily bottom-up, value-oriented investment approach combined with top-down industry assessment and applies socially responsible exclusions across all strategies.

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

James Pattie is the sole advisor at Horizon Capital Management, LLC in Lake Forest, Illinois. He holds a Series 65 designation and has 21 years of industry experience, including 22 years with Horizon Capital Management. Horizon Capital Management provides discretionary investment management to individuals, high-net-worth clients, and pension or profit-sharing plans, and also offers sub-advisory asset management to other registered investment advisers. The firm’s approach is based on Modern Portfolio Theory, emphasizing diversified allocations, a buy-and-hold strategy, and regular portfolio reviews.

Kevin Hebson is the principal of Kevin Hebson & Company, an independent advisory firm, with 46 years of industry experience. He has operated his own consulting and advisory business since 1993 and previously worked at Investors Capital Corporation from 2010 to 2016. Outside of advisory services, he also manages a tax planning and bookkeeping business under New Cumnock Consulting, Inc. Kevin Hebson & Company provides investment advisory and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis, technical charting, and Modern Portfolio Theory to manage discretionary portfolios and offers business-oriented planning services alongside traditional financial advice.

Mark Kollar is the principal of Kollar Wealth Advisors, LLC in Northbrook, IL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kollar Wealth Advisors since 2009. Kollar also has extensive experience in estate planning and insurance services dating back to 1995. Outside of his advisory work, he is the chairman and founder of the Myositis Association Cup Golf Challenge Trust, a nonprofit fundraising initiative. Kollar Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goal- and risk-based investment process and manages approximately $12.4 million across about 40 client relationships.