Randolph Herzfeld is a financial advisor at Winslow Financial LLC with 17 years of industry experience. He holds a Series 65 designation and is the principal and founder of ActualWise Consulting LLC, an actuarial consulting firm. His prior experience includes roles at PRM Consulting Group, Centene, and Optum. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.

Edward Gjertsen II is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Engage Wealth Group, LLC since 2020. Prior to this, he has worked at Mack Investment Securities since 1999. Outside of his advisory role, he owns and operates GJERTSEN IMAGES, selling prints of sports and wildlife photography online. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm employs a combination of fundamental and technical analysis for portfolio construction and offers discretionary management, financial planning, and retirement-plan consulting.

Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.

Dominic Mirretti is a financial advisor at Mirretti Perryman Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mirretti Perryman Wealth Strategies since 2016. Outside of his advisory role, he coaches youth hockey for the Evanston Youth Hockey Association. Mirretti Perryman Wealth Strategies provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm utilizes risk-based and tax-aware model portfolios and incorporates third-party sub-advisers and platforms to manage client accounts through wrap fee arrangements.

Kevin Yeoman is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, Illinois. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes a risk-management, client-specific approach and uses tailored asset allocation with actively managed mutual funds, ETFs, bonds, and alternative investments.

Before One Wild Life Advisors was formed in 2025, I started North Park Financial Planning in 2018 to improve my own life and work in a way that allows me to spend more time with my loved ones, moving my body and traveling. I’m excited to help others engage in fulfilling work/life experiences and feel good about their financial lives. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. Working with me over time will provide the accountability you need to live your one wild life presently and decades from now. Your future self will thank you for the work we start together today.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has worked at both Baldwin Financial Advisors and Equitable Advisors, LLC. Prior to her financial advisory roles, she held positions in the restaurant industry and worked at Ohio University. Baldwin Financial Advisors serves individual clients, families, and small businesses by providing personalized financial planning, modular “a la carte” planning, and advisory consulting. The firm follows a consultative, modular planning process and does not provide discretionary portfolio management or maintain custody of client assets.

Jon Lind is a financial advisor at Lind Capital Partners with three years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lind Capital Partners since 2008. Outside of his advisory role, Jon is connected to Kenyon Partners, Inc., which provides investment management services to Lind Capital Partners and is co-owned by his family members. Lind Capital Partners manages approximately $167 million in discretionary assets for high-net-worth individuals, business entities, and other registered investment advisers. The firm focuses on municipal fixed-income investments, employing a combination of separately managed accounts, an affiliated interval fund, and sub-advisory relationships, with an emphasis on current income through tax-exempt municipal securities.

Darrel Rolls is a financial advisor at North Shore Capital Group Investment Advisors, Inc with four years of industry experience. He holds a Series 65 designation and has been with North Shore Capital Group since 2017. Outside of advisory work, he is the managing member of TabulaRasa Integrative Health Inc., a mental therapy practice. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, tailoring strategies to each client’s goals and risk tolerance.

Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Barry Mendel is a CFA® charterholder and founder of Mendel Money Management Inc., where he has worked since 1989, accumulating 28 years of industry experience. He serves as assistant treasurer for Northbrook Baseball and is a director on the board of The Lodge of Northbrook. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in assets, using a customized investment approach that incorporates fundamental, technical, and cyclical analysis, with a distinctive use of options strategies and third-party research support.

David Murdoch is a partner at Lind Capital Partners with 18 years at the firm and nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with LCP GP2, LLC since 2013. Lind Capital Partners manages approximately $167 million in discretionary assets for high-net-worth individuals, business entities, and other registered investment advisers. The firm focuses on municipal fixed-income separately managed accounts and the Lind Capital Municipal Credit Income Fund, emphasizing current income through high-yield, tax-exempt municipal securities and employing fundamental and technical analysis alongside discretionary portfolio management.

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

Connor Hickey is a CFA® charterholder with seven years of industry experience. He has worked at Cantor Fitzgerald & Co. for seven years and is currently with The Invictus Collective, LLC. Outside of finance, he has experience with the Chicago Golf Club spanning nine years. The Invictus Collective, LLC serves high-net-worth individuals, trusts, estates, corporations, and institutional clients by providing financial planning, consulting, portfolio management, and sub-advisory services. The firm combines traditional wealth management with advisory work for pooled vehicles and independent managers, tailoring portfolios using a range of investment vehicles and strategies on both discretionary and non-discretionary bases.

Ian Kos is a financial advisor at Tetley Investments, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Tetley Investments since 2012 and has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined investment process combining quantitative and fundamental research with a global asset-allocation perspective, managing portfolios with a long-term horizon and a range of asset types.

Daniel Peters is a CFP® and holds a Series 66 license with 19 years of experience in the financial services industry. He has worked at firms including Securian Financial Services, Inc., Gcg Financial, Inc., and Alera Investment Advisors before joining Prism Planning Partners in 2018. Daniel is based in Libertyville, IL and is part of a four-advisor team at Prism. Prism Planning Partners provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a passive investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds, ETFs, and DFA funds, with a structured planning process and ongoing portfolio monitoring.

Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management that incorporates individual stocks, ETFs, bonds, and independent managers as appropriate. The firm offers both discretionary and non-discretionary services and maintains an institutional relationship with Goldman Sachs to support its investment process.

Dana Lyons is a Series 65-credentialed financial advisor with 25 years of industry experience. He has been with J. Lyons Fund Management, Inc. since 1999. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm utilizes a proprietary risk management and market-timing model combined with technical analysis and a relative-strength fund selection process, managing accounts on a discretionary basis with an emphasis on limiting downside risk through active timing strategies.