Broker Check



Keith T. Bencal

Financial Consultant

(847) 773-0204

(847) 773-0204

As a dedicated Financial Professional, I pride myself on providing personalized one on one service and building relationships. I truly believe in the "Client First" philosophy. My goal is to provide quality needs-based services to each...

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Don Sakamoto, CFP®

Wealth Advisor

(773) 710-3856

(708) 575-9327

I began my practice in 1989. A graduate of the University of Illinois Chicago, I’m also a member of organizations such as FPA and NAIFA.As a responsible and active member of the community, I am involved with the National Association of...
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Gregg Overstake

Director of Supervision

Gregg Overstake serves as the Senior Compliance & Operations Manager for Level Four Advisory Services, LLC and a Registered Principal of LPL Financial. He brings over 25 years of financial services experience to our team of advisors.

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Charles R. “Ray” Shimer III, CFA

Portfolio Manager

Ray is Portfolio Manager with Level Four® Advisory Services, LLC. With over 13 years of investment management experience in the securities industry, Ray’s primary responsibility as Portfolio Manager is to overs the firms’ Asset...
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