Joann May is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. She has been with Forest Asset Management LLC since 2006. In addition to her advisory role, she serves as a general partner in an investment club, Riverside Fund Money Club, since 1995. Forest Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based funds, supported by written investment policy statements and portfolio modeling techniques.

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.

Marc Pershan is a financial advisor at Valley Financial Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank Leumi USA and Valley National Bank. He serves on the advisory committee of Chicago Neighborhood Housing Services, a nonprofit supporting low-income housing. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management through an online platform serving individual and high-net-worth clients. The firm uses model ETF portfolios based on client profiles and manages accounts electronically with automated implementation and rebalancing.

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.

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.

Thomas Haugh is a financial advisor at Wells Street Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Street Advisors since 2019. Prior to this, he was with Najarian Family Office and PTI Securities & Futures L.P. He hosts a radio program called Stocks and Jocks focused on retirement topics and has served on the Board of Directors for the Chicago Board Options Exchange. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative analysis, technical analysis, and third-party research, and offers a Protected Index Program aimed at downside protection.

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.

Ree Grossman is a financial advisor at North South Capital, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Lasalle St. Securities, Morgan Stanley, Citigroup Global Markets, and Merrill. Grossman serves on a local school council board in Chicago on a volunteer basis. North South Capital serves individual and high-net-worth clients as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers portfolio management, retirement plan advisory services, financial planning, and insurance product recommendations, with an investment approach that includes multiple analysis methods and tailored asset-class allocations.

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.

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.

Timothy Schlindwein is a CIC and holds a Series 65 license with 28 years of industry experience. He has been with Schlindwein Associates LLC since 1995. The firm provides discretionary and non-discretionary investment supervisory services to individual, high-net-worth, and institutional clients, as well as offering investment guidance for corporate and not-for-profit groups. Schlindwein Associates uses a proprietary fund-ranking methodology and primarily implements portfolios with mutual funds and ETFs, incorporating alternative asset categories for diversification.

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.

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.

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 Haugh is a financial advisor at Wells Street Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at Wells Street Advisors since 2014 and PTI Securities & Futures L.P. since 1987. Wells Street Advisors, LLC is an independent investment management firm providing discretionary asset management to individuals, family offices, trusts, retirement plans, and pension and profit-sharing plans. The firm employs a combination of quantitative analysis, technical research, and external resources in its investment process and offers a Protected Index Program designed for downside protection.

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.

Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.

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.

Vinnie Maliakkal is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wavvest Wealth. He previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. for over a decade, and was also associated with Vivacious Group. Outside of his advisory role, Maliakkal owns A Bunch of Randos, LLC, a business focused on photography, graphic design, and clothing. Wavvest Wealth provides discretionary portfolio management and financial planning services to individual clients and employer-sponsored retirement plans, using proprietary technology tools to support portfolio construction and ongoing monitoring. The firm manages diversified portfolios that include ETFs, mutual funds, equities, fixed-income securities, and select alternative investments.

Michael Demaray is a CFA® charterholder with five years of industry experience. He is currently with Bard Associates Inc in Chicago, IL, and previously worked at Elevated Capital LLC for 14 years and AEG Partners for one year. He is the owner and general partner of entities that are currently being wound down and does not devote time to these during the work week. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, employing a long-term, buy-and-hold investment approach with a focus on smaller-company stocks and defensive instruments tailored to client risk tolerance. The firm also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle, and uses fundamental analysis alongside limited derivatives and margin strategies in certain accounts.