William Dippell is a financial advisor at Milestone Money in Chicago, IL, with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and LakeStar Wealth Management, LLC. Milestone Money provides wealth management services to individual and high-net-worth clients, including trusts and estates, combining discretionary investment management with ongoing financial planning. The firm builds portfolios primarily using mutual funds and ETFs, following frameworks based on Modern Portfolio Theory and the Efficient Market Hypothesis, and emphasizes Liability-Driven Investing for clients nearing or in retirement.

Todt Marks is the sole advisor at Todt Investment Management LLC in Chicago, IL, holding CFP® and Series 65 credentials with 16 years of industry experience. He has also practiced law in Illinois for over 15 years through his independent legal practice. Todt integrates his legal background with financial advising, spending under 15% of his professional time practicing law alongside his advisory work. Todt Investment Management LLC serves individual investors by providing both investment supervisory services and consulting without active portfolio control. The firm combines economic and industry analysis to create customized portfolios with a focus on low trading frequency, offering ongoing monitoring, regular reviews, and personalized client engagement.

Hi, I’m Emi! I’m so glad you came across my profile. Here is a little about me and why I started my firm: I am a first-generation wealth builder, first-generation immigrant, first in my family to graduate college, start a business, and earn more than my parents. With every “first” came excitement but also uncertainty. Managing money, making financial decisions, and building long-term wealth felt overwhelming—because no one had taught me how. I know firsthand the challenges that come with navigating finances without guidance especially as a woman. I founded MyGen Planning to serve first-generation wealth builders and independent-minded professionals in their 20s, 30s, and 40s—who are building financial security — often for the first time — on their own terms. As we like to say, “The first in your family, but not alone.” There are four ways to work with us: Ongoing Financial Planning |Project-Based |Hourly Financial Planning |Investment Management Head over to mygenplanning.com to see how we serve our clients.

Lorrie Minor is a CFA® charterholder with 26 years of industry experience, currently serving as the sole advisor at Cardinal Mark LLC since 2007. She holds Series 65 and Series 66 licenses. Outside of financial advising, she is the Chief Accounting Officer and Controller at NYRC Management, LLC, a fast casual dining company. Cardinal Mark LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $11.3 million across 21 accounts. The firm employs a mix of quantitative optimization, computer modeling, and technical analysis to construct portfolios tailored to clients’ financial situations and risk tolerances.

Matthew Baldwin is a financial advisor at Wallace with a Series 65 designation and one year of experience in the industry. His prior roles include positions at Muddy Waters Capital and several law firms, as well as a service period in the United States Navy. He also spent three years affiliated with Chicago-Kent College of Law. Wallace is an SEC-registered firm operating a mobile platform that enables individual retail investors to construct and purchase fractional-share modified direct-indexing strategies. The platform is self-directed, using proprietary algorithms and AI tools to generate investment structuring and rebalancing recommendations without providing personalized advice or discretionary trading.

Joshua Lelah is a CFP® professional with 20 years of experience in the financial services industry. He founded Lelah Financial, LLC in 2018 after working three years at Ameriprise Financial Services, Inc. He is also licensed as an insurance agent and provides insurance products and services through unaffiliated issuers. Lelah Financial, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm uses a Core + Satellite investment approach combining passive indexed core holdings with select active positions and provides retirement-plan advice, modular planning, and business consultation.

Jerry Sjostrom is the principal of Sjostrom Financial Planning Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Sjostrom Financial Planning since 2002 and also has a long tenure at THE O.N. Equity Sales Company beginning in 1995. Sjostrom Financial Planning Inc. offers comprehensive financial planning and investment advisory services to individual clients, pension and profit-sharing plans, corporations, charities, estates, and trusts. The firm follows a client-specific planning process emphasizing diversified asset allocation and incorporates pension consulting alongside individual wealth management.

Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc. and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial services industry. She has worked at Abraham & Co., Inc. and has been involved with Everett Wealth Solutions since 2008 as well as Everett & Associates, Inc. since 1998, where she also serves as president of an insurance brokerage agency. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a range of clients including retirees, working professionals, high-net-worth individuals, trusts, and small businesses. The firm employs a documented four-step review process to create individualized financial plans and manages client accounts primarily through securities available on the client's custodian platform, also offering educational seminars, newsletters, and an encrypted client portal.

David Rosenblatt is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Amplio Wealth LLC, having previously worked at Columbia Threadneedle Investments and BMO Global Asset Management. Amplio Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities such as endowments and foundations. The firm employs a range of investment analysis techniques and offers access to complex and alternative investments, including cryptocurrencies and private equity, while maintaining fiduciary standards and governance oversight.

Preston Appleby is the sole advisor at Appleby Advisory LLC in Evanston, IL. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, in addition to 21 years as a self-employed professional. Appleby Advisory LLC serves individual investors, trusts, estates, charitable organizations, and various business entities by referring clients to Geneva Advisors LLC for portfolio management. The firm functions as a referral intermediary and does not directly manage client accounts or hold custody of funds.

Herbert Lichtman is a financial advisor at Arena Consulting, LLC with 15 years of industry experience. He holds a Series 65 designation and has led Arena Consulting since 2009. Outside of advisory work, he serves in a general oversight role for Continuity, LLC, a special-purpose entity involved in investment and consulting activities. Arena Consulting advises family offices and high-net-worth individuals on private investments connected to high-stakes civil litigation, particularly in intellectual property disputes within the software, semiconductor, and biotech sectors. The firm presents non-discretionary, transaction-by-transaction opportunities and emphasizes the risks and timeframes associated with litigation-related investments.

Joshua Mangoubi is a CFA® charterholder and the sole advisor at Considerate Capital, LLC, with six years of industry experience. He previously operated Mangoubi Advisory for five years before founding his current firm in 2020. Considerate Capital provides retirement-focused wealth management and financial planning to pre-retirees, retirees, business owners nearing a sale, surviving spouses, and multi-generational families, including related trusts, estates, and business entities. The firm employs an intrinsic value–oriented investment philosophy, using a range of techniques and investment vehicles tailored to client objectives, and also offers research and consulting services such as fund due diligence and portfolio construction for institutional-type clients.

Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

James Kirchner is the principal of Kirchner Financial Group, an independent registered investment adviser based in Chicago, IL. Holding Series 63 and Series 65 licenses, he has 24 years of industry experience with prior roles at firms including Allied Elite Financial and David A. Noyes. Outside of his advisory work, he also drives for Uber in Chicago on a part-time basis. Kirchner Financial Group manages approximately $15.9 million across about 29 client accounts, primarily serving high-net-worth individual investors. The firm provides ongoing portfolio management with discretionary authority, utilizing a combination of charting, fundamental, quantitative, and technical analysis, mostly recommending equities and conducting monthly account reviews through Schwab Institutional.

David Oosterbaan is the principal of DCO Capital Management LLC, an independent firm based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to establishing DCO Capital Management, he was self-employed since 2009. Outside of his advisory role, he is a managing member of a private fund and works as a consultant for recruiting and business development. DCO Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, foundations, endowments, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a long-term, value-oriented investment approach based on fundamental research and offers tailored portfolios without a separate fee for financial planning.

Jon Wildermuth Jr. is the principal of West Point Advisory Group LLC in Chicago, IL, with 25 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His career includes 16 years at Harris Associates and roles at Rockefeller Capital Management and Sendero Wealth Management. West Point Advisory Group LLC provides investment advisory and consulting services to individuals, high-net-worth clients, families, trusts, and estates. The firm constructs portfolios typically using low-cost mutual funds and ETFs, emphasizing fundamental analysis and a long-term investment approach with ongoing client communication, formalized compliance, and institutional relationships.

Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.

Daniel Kaibel is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Purpose Financial Planning LLC in Arlington Heights, IL. His prior experience includes roles at Elite Investment Team, LLC and Vantage Financial Partners Limited. Purpose Financial Planning serves individual and institutional clients, including high-net-worth individuals and businesses, offering portfolio management and comprehensive financial planning. The firm uses a mix of passive and active management strategies, employing ETFs, mutual funds, and individual equities, and utilizes fundamental, technical, and cyclical analysis to guide investment decisions.

John Couleur is the sole advisor at Couleur Investments in Wilmette, Illinois, holding a Series 65 designation with five years of industry experience. He has managed Couleur Investments since 2020 and previously operated under his own name from 2000 to 2022. Couleur Investments provides investment management and standalone financial planning services to individuals, families, trusts, estates, foundations, charitable organizations, and business entities. The firm employs a top-down investment approach focusing on high-quality growth and undervalued securities, incorporating fundamental, technical, cyclical, and event-driven analysis with a long-term holding strategy.

Veronica Cardenas is the principal of Cardenas Asset Management, LLC, an independent firm based in Chicago. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since founding her firm in 2000, she has focused on providing investment management and financial planning services. Cardenas Asset Management serves individuals, high-net-worth clients, trusts, estates, charitable institutions, and corporate entities. The firm emphasizes publicly traded equities, ETFs, mutual funds, and fixed-income instruments, using a long-term, quality-focused investment approach with tax-aware strategies and supports in-kind donations of appreciated securities as part of its planning services.