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Dominic M

Series 63, Series 66

Skokie, IL

Mirretti Perryman Wealth Strategies, LLC

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.

Factor investing / smart beta Options & derivatives strategies Passive / index investing
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John O

Series 65

Winnetka, IL

Eastgate Capital Advisors LLC

John Omalley is a financial advisor with Eastgate Capital Advisors LLC in Winnetka, IL, holding a Series 65 designation and bringing 10 years of industry experience. He also serves as an attorney at Steven Spector LLC, where he provides legal counsel on tax, accounting, and estate planning matters. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other legal entities with multi-family office and comprehensive wealth management services, including investment management, financial planning, and trust and estate coordination. The firm offers customized portfolios using modern portfolio theory and a range of investment vehicles, with both discretionary and non-discretionary options tailored to client preferences.

Wealth management Charitable giving & philanthropy Business succession planning Retirement income strategy Founder/Business Owner Executive
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Kevin Y

CFP®, Series 63, Series 66

Northfield, IL

Treetop Wealth Management, LLC

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.

General retirement planning Wealth management
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Andrea O

CFP®

Chicago, IL

One Wild Life Advisors LLC

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.

Business ownership considerations Founder/Business Owner Technology Professional
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Christopher H

CFA®, Series 66

Chicago, IL

Oak Mountain Advisors

Christopher Hurst is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Oak Mountain Advisors LLC since 2012, working as one of two advisors at the firm based in Chicago, IL. Oak Mountain Advisors serves high-net-worth and individual clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs a value-conscious, research-driven investment approach focused on economic fundamentals and company analysis, managing portfolios on a discretionary basis with attention to tax implications and detailed governance practices.

Active portfolio management Options & derivatives strategies
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Joseph B

Series 65

Chicago, IL

Stride Investments, LLC

Joseph Bianchi is a financial advisor at Stride Investments, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at DePaul University, Triton College, and the Village of Rosemont. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans, emphasizing purpose-based investing and retirement-income planning through proprietary tools and regular portfolio reviews. The firm manages assets directly and may appoint sub-advisers, coordinating non-investment services through its affiliated insurance and planning business.

Retirement income strategy Social Security optimization Roth conversion strategy Founder/Business Owner Executive Approaching retirement Established Professionals
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Katherine K

Series 66

Arlington Heights, IL

Baldwin Financial Advisors, LLC

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previous experience working at Equitable Advisors. Baldwin Financial Advisors serves individual and small-business clients by providing modular financial planning, advisory consulting, and educational seminars. The firm focuses on consultative financial planning without offering portfolio management services, emphasizing diversification and coordination with tax and legal professionals.

General retirement planning
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Jon L

Series 63, Series 65

Evanston, IL

Lind Capital Partners

Jon Lind Jr. is a financial advisor at Lind Capital Partners in Evanston, IL, with 18 years at the firm and four years of industry experience. He holds Series 63 and Series 65 licenses. Lind Capital Partners primarily serves high-net-worth individuals, business entities, and other registered investment advisers through discretionary separately managed accounts, sub-advisory services, and customized consulting. The firm emphasizes current income by focusing on high-yield, tax-exempt municipal securities and manages both SMA advisory work and a registered investment company.

Passive / index investing Founder/Business Owner
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Darrel R

Series 65

Lake Forest, IL

North Shore Capital Group Investment Advisors, Inc

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.

Tax-loss harvesting Private / alternative investments Real estate investing
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Deborah I

Series 66

Des Plaines, IL

Ahlbeck Financial

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.

Wealth management
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Barry M

CFA®

Northbrook, IL

Mendel Money Management Inc.

Barry Mendel is a CFA® charterholder and principal at Mendel Money Management Inc., where he has worked since 1989, totaling 37 years at the firm and 29 years of industry experience overall. He serves as assistant treasurer for Northbrook Baseball and sits on the board of directors for 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 client assets and employs a combination of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a notable emphasis on the use of options and derivatives in separately managed accounts.

General retirement planning College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies
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David M

Series 63, Series 65

Northfield, IL

Lind Capital Partners

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.

Passive / index investing Founder/Business Owner
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Nicklaus S

CFP®, Series 63

Buffalo Grove, IL

Highview Capital Management, LLC

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.

Private / alternative investments Options & derivatives strategies
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Aidan H

Series 65

Chicago, IL

Stride Investments, LLC

Aidan Herrick is a financial advisor at Stride Investments, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Stride Investments, he worked in education, including roles at Loras College, College of Lake County, Richmond-Burton Community High School, and Nippersink Middle School. He also has experience with Canlan Sports. Stride Investments, LLC manages approximately $200.9 million for about 524 clients, serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a purpose-based investment approach that integrates fundamental, technical, and cyclical analysis to align portfolios with clients’ cash flow, risk capacity, and goals, offering ongoing asset management and coordinated financial planning services.

Retirement income strategy Social Security optimization Roth conversion strategy Founder/Business Owner Executive Approaching retirement Established Professionals
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Connor H

CFA®, Series 63

Park Ridge, IL

The Invictus Collective, LLC

Connor Hickey is a CFA® charterholder with seven years of industry experience. He currently works at The Invictus Collective, LLC and previously was employed at Cantor Fitzgerald & Co. and US Bank. Hickey also spent four years at The University of Chicago and nine years at the Chicago Golf Club. The Invictus Collective provides financial planning, consulting, and investment management services to a concentrated client base including high-net-worth individuals, trusts, corporations, and institutional investors both domestically and internationally. The firm employs diversified portfolios constructed with independent managers, ETFs, mutual funds, individual securities, and structured products, using a process informed by Modern Portfolio Theory and an internal Investment Committee.

Private / alternative investments Options & derivatives strategies Business ownership considerations Wealth management Founder/Business Owner
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Ian K

Series 65

Park Ridge, IL

Tetley Investments, LLC

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.

General tax planning
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Akiva G

Series 65

Lincolnwood, IL

The Nestegg Group, Inc.

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.

Private / alternative investments
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Robert P

Series 65

Elmhurst, IL

RightWise Wealth

Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.

Factor investing / smart beta Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.) Consultant Technology Professional Young Professionals Mid-Career Professionals
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Krzysztof G

CFP®, Series 66

Des Plaines, IL

Prosperifi LLC

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.

Private / alternative investments Options & derivatives strategies Real estate investing Annuities
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Daria M

Series 66

Winnetka, IL

Rail-Splitter Capital Management LLC

Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial, Wintrust Investments LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Rail-Splitter Capital Management provides advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management using individual stocks, ETFs, bonds, and independent managers. The firm offers both discretionary and non-discretionary services, emphasizes personal client contact, and sponsors a wrap fee program that incorporates transaction and custodial costs into advisory fees.

Wealth management Passive / index investing Active portfolio management
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