Sobhi Baghdadi is a CFP® professional with eight years of industry experience. He is the principal advisor at Haland Wealth Management in Chicago, IL. Prior to founding his current firm, Baghdadi worked at Savant Wealth Management and other financial firms. He also owns Seventwotwentythree LLC - Haland Financial LLC, through which he provides financial coaching and conducts general financial seminars and videos. Haland Wealth Management is a fee-only registered investment adviser serving both plan sponsors and individual clients. The firm offers investment management, financial planning, and retirement-plan consulting, employing a portfolio-construction approach based on Modern Portfolio Theory that incorporates both passive and active strategies.

Keesha Tyler is a CFP® professional with 12 years of industry experience, operating under her own firm, Keesha Tyler LLC, since 2018. She also co-manages Tyler Financial Group LLC, where she provides business accounting, tax preparation, and consulting services. Keesha Tyler LLC offers financial planning services to individuals and high-net-worth clients, focusing on retirement, tax and estate planning, cash-flow and debt management, business planning, and investment analysis. The firm employs a primarily passive investment approach using index mutual funds and ETFs and provides various engagement options without taking custody of client assets.

John Mayer is a financial advisor at Invest Capital LLC in Chicago, holding Series 63 and Series 66 licenses with 35 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his sole proprietorship and joining Invest Capital in 2018. Outside of finance, he provides transportation services through an affiliation with Uber Technologies, Inc. Invest Capital provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as ERISA-qualified plans. The firm employs a variety of analytical methods and offers tailored strategies, including both discretionary and non-discretionary authority, alongside public educational seminars and workshops.

Amy Rosenow is the founder of Bold Vision Financial (formerly Fearless Financial Planning), an advice-only financial planning and education firm focused on women, families, and entrepreneurs. Prior to Bold Vision, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns. She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation. Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their two Labrador retrievers. She is involved in a variety of community and non-profit initiatives, serving as Treasurer on the board of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, and as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.

Andrew Baxley is a Certified Financial Planner® with 10 years of industry experience. He is the sole advisor at Two Trails Financial Planning, an independent firm he joined in 2024. His prior experience includes roles at The Planning Center, Inc., TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Two Trails Financial Planning serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm uses proprietary asset-allocation models tailored to client objectives and offers flexible fee arrangements rather than percentage-based advisory fees.

Mary Deshong Kinkelaar is the sole advisor at Kinkelaar & Associates in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. She has led Kinkelaar & Associates since 2004. Kinkelaar & Associates is an independent, fee-only firm providing tailored financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation using low-cost mutual funds and ETFs, offers educational workshops, and serves small-business and corporate plan clients without accepting commissions or managing client assets directly.

Michael Tilatti is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is the sole advisor at Tilatti Wealth Management LLC in Chicago, having previously worked at Northwestern Mutual Investment Services and XR Securities. Outside of his advisory work, Tilatti serves as a recess and lunch monitor at Goethe Elementary School. Tilatti Wealth Management provides asset management, financial planning, and retirement plan services to individuals and corporate clients. The firm employs a largely passive investment approach focused on index funds, strategic asset allocation, and periodic rebalancing, while also offering fiduciary consulting and individualized participant advice for retirement plans.

Hi! I’m Kelly. I’m a toddler mom and advice-only financial adviser who wants to help you become the wealthy parent you were always meant to be. Here's what you need to know: *I have over 10 years of experience in wealth management. *I am a CERTIFIED FINANCIAL PLANNER® with a passion for personal finance. *I am a Chartered Financial Analyst who can quickly simplify complex investment jargon. For me, being a wealthy parent is about much more than net worth. It means having the time and freedom to spend my life in ways that bring me joy. Sometimes that means spending time with my husband and son and other times it means being alone and taking a long walk along the lake. I can’t wait to meet you and learn what being a wealthy parent means to you. I created The Wealthy Parent to be the type of resource I wish I had when my son was born. Even though I was in the investment industry for over a decade I still spent hours and hours researching the best way to set up our family’s financial and estate plans. The Wealthy Parent Planning Process is a series of intentional meetings designed to educate and provide structure, purpose, and clarity to your financial life. Visit my website to book a complimentary introduction today!

Roger Manske is a CFP® professional with 25 years of experience in the financial planning industry. He has operated as a sole proprietor since 2000. His firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families, and small business owners. The firm serves approximately 25 clients, focusing on personalized advisory services without discretionary trading authority, and emphasizes a fiduciary approach with active monitoring of client holdings.

Patrick Bourbon is a CFP® and CFA® with 16 years of experience in financial advisory services. He founded Bourbon Financial Management in 2009 and previously worked at ProManage from 2010 to 2017. Bourbon Financial Management provides financial planning and investment advisory services primarily to individual clients and some business entities, focusing on retirement planning and pension consulting. The firm uses a research-driven, multi-disciplinary approach with an emphasis on strategic asset allocation, broad diversification, and manager selection, delivering non-discretionary, fee-only advice without custody of client assets.

Tucker Hutchinson is a CFA® charterholder and registered financial advisor with Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Wells Fargo Clearing Services 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 management and financial planning services to individual clients, employer plan sponsors, and institutional clients. The firm employs a multi-method investment approach combining fundamental, quantitative, and technical analysis, and offers portfolio management alongside retirement plan consulting that includes ERISA fiduciary responsibilities.

Rutvik Joglekar is the principal of DIYFi Advisors LLC, holding a Series 65 credential with experience in economic consulting and investment advisory. He previously worked at Econ One Research as a consultant specializing in litigation support for healthcare-related cases. Joglekar has a diverse professional background including roles at Capital One and Bates White Economic Consulting. DIYFi Advisors LLC serves individual clients, particularly recent graduates and young professionals, by providing financial planning and portfolio transition guidance through fixed-fee and hourly consulting. The firm focuses on passive, low-cost, globally diversified portfolios and emphasizes client education and self-directed investing rather than ongoing discretionary management.

Michael Stanton is a CFP® professional with 10 years of experience in financial planning. He is the sole advisor at Stanton Financial Planning, LLC, an independent firm he has led since 2015. Stanton Financial Planning, LLC offers fee-only holistic financial and tax planning services to individuals and families, focusing on comprehensive planning engagements, project retainers, and hourly consultations rather than ongoing portfolio management. The firm emphasizes disciplined asset allocation, global diversification, and tailored recommendations, operating without discretionary trading authority or custody of client assets.

Eoin Kirwan is a financial advisor at Blue Iguana Capital LLC in Chicago, IL, holding a Series 65 designation with several years of experience spanning roles at Korn Ferry ISP LLC, Salo LLC, and other firms. He founded Blue Iguana Capital LLC in 2025 and also maintains a separate, largely full-time accounting role outside of his advisory business. Blue Iguana Capital provides financial consulting to individual clients through topic-specific consultations focused on areas such as retirement strategy, tax reduction, cash-flow analysis, risk management, and estate preservation. The firm delivers tailored plans based on client objectives using public data sources and charges fixed consulting fees without managing assets or providing ongoing monitoring.

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Michael Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.

William Keffer is a CFP® and ChFC® with 20 years of experience in financial planning, operating Keffer Financial Planning since 2007. His background includes extensive work in life, annuity, and insurance businesses. Keffer Financial Planning serves individuals, trusts, estates, charitable organizations, small businesses, and professionals, offering financial planning and investment consultation. The firm emphasizes a long-term, buy-and-hold investment approach using asset-allocation models and provides services on an hourly or project basis without custodial management of client assets.

Stuart Mcdermott is a CFA® charterholder and the sole advisor at Defender Asset Management LLC in Evanston, IL, with six years of industry experience. He previously worked as a self-employed advisor and spent sixteen years at Holland Capital Management. Defender Asset Management provides investment advisory and financial planning services to individuals, trusts, closely held businesses, and pension or profit-sharing plans. The firm coordinates with third-party investment managers who execute client strategies, focusing on diversified manager allocations and ongoing performance monitoring rather than discretionary trading.

Christopher Long is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has been with Long & Associates LLC since 2002 and currently operates as the sole advisor at Long Financial Planning in Chicago, IL. Long Financial Planning provides personalized, fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and passive investment strategies within globally diversified portfolios and offers specialized retirement plan advisory services alongside individual financial planning.

Peigen Tao is the president of Taos Investment Advisors, LLC and holds the CFA® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at Purshe Kaplan Sterling Investments since 2012. Tao also manages affiliated businesses including an accounting firm, TZG Accounting LLC, and an insurance agency, Taos Global Group Inc. Taos Investment Advisors, LLC provides financial planning, consulting, and discretionary asset management primarily to individual and high-net-worth clients, as well as small business owners. The firm employs a combination of fundamental and technical analysis to manage approximately $78.9 million in discretionary assets across about 116 client relationships.