Paul Shuman is a CFP® with 21 years of industry experience, currently serving as an advisor at The Planning Group. He has previously worked at Cambridge Investment Research Advisors and has operated Shuman Financial Consulting, LLC since 2009. Shuman is a CPA and serves as a board member and Financial Committee Chairman for Shore Community Services, Inc. in Skokie, IL. The Planning Group is a registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model-based investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management and financial planning tailored to client objectives.

Donald Monsen is a CFP® professional with 18 years of industry experience. He is affiliated with Woodfield Financial Advisors, Inc. in Deer Park, IL, and has prior experience with Independent Financial Group LLC and Woodfield Planning Corp. Woodfield Financial Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides financial planning, investment advisory, and portfolio management services, developing tailored asset-allocation models implemented through mutual funds and ETFs, with ongoing portfolio monitoring and periodic rebalancing.

Daniel Levy is a financial advisor at Kuhn Wealth Management Inc. in Schaumburg, IL, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at DAI Securities LLC, Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a wrap-fee investment approach that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and both long- and short-term trading strategies.

Nathan Gale is a CFP® and holds a Series 65 license with four years of industry experience. He is the founder and investment advisor representative of Fleur-De-Lis Financial and has prior experience with WellAcre Global Wealth Advisors and Peak Wealth Planning, LLC. Outside of financial advising, he is a partner and CFO of WanderWren, an apparel retailer. Fleur-De-Lis Financial serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate plan sponsors. The firm offers fee-only investment management and financial planning, employing both passive and active strategies, and incorporates borrowing and margin use in its portfolio management.

Lisa Boyd is a CFP® professional with 18 years of experience in the financial industry. She has been with Marcus Capital, LLC since 2007. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and tailored financial planning. The firm focuses on individualized, equity-focused portfolios that combine U.S. value and growth stocks with fixed income, using fundamental analysis and third-party research to guide investment decisions.

Jeffrey Chapracki is a financial advisor at Brentview Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Capital Market Consultants, Citigroup Global Markets, and BNY Mellon Advisors. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on a fundamentally driven Dividend Growth investment approach. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its integration across various wrap-fee and managed account platforms.

Elizabeth Schneider is a CFP® professional with 31 years of industry experience. She currently serves as an advisor at Whealthy Empowerment Network and is also involved with Infinity Wealth Company, LLC, where she provides investment advisory services. Her prior roles include positions at CliftonLarsonAllen Wealth Advisors, LLC, and Adviceperiod, LLC. WHealthy Empowerment Network offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy across a broad investment universe and serves clients through a two-advisor team without imposing account minimums.

Carol Digman is a financial advisor with Tree City Investments, Inc. and holds Series 63 and Series 65 licenses. She has 40 years of industry experience and has worked with firms including Triad Advisors, Inc. and Top Flight Advisory Services. Outside of her advisory work, she owns several small businesses, including a restaurant and a food product company. Tree City Investments provides continuous asset management through an institutional platform, serving individual clients and qualified retirement plans. The firm customizes portfolios based on client interviews and financial data, using a range of analytical techniques and typically managing accounts on a nondiscretionary basis.

David Sopchik is a financial advisor at CJW Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with CJW Capital since 2018 and previously worked at Barnes & Noble Booksellers, Inc. from 2012 to 2019. CJW Capital serves individuals, institutional investors, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, retirement plan advisory, and donor-advised fund management. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing low-cost mutual funds, ETFs, and other securities tailored to client needs.

Charles Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Shinneman Wealth Group since 2018 and previously at firms including Purshe Kaplan Sterling Investments and AGT The Safe Money People. Outside of advisory work, he is also active as an insurance agent. Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support primarily to individual clients and small businesses. The firm employs a combination of passive and active investment strategies, utilizes third-party sub-advisors, and offers estate-plan drafting services through a fixed-fee platform.

Justin Koress is a CFP® with five years of industry experience currently at Bondurant Investment Advisory, LLC in Evanston, IL. He previously worked at Strategic Wealth Partners and Bondurant Investment Management, LLC, and has a background that includes time at the University of Iowa and Lake Shore Country Club. Bondurant Investment Advisory provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing quantitative methods and using derivatives for hedging and income generation.

Daniel Marcus is a financial advisor at Marcus Capital, LLC with 25 years of industry experience. He has been with Marcus Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors of Crown Electrokinetics Corp., where he chairs both the audit and finance committees. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and written financial planning tailored to client objectives. The firm manages approximately $113 million in client assets with an investment approach that emphasizes individualized, equity-focused portfolios blending value and growth stocks with fixed income for capital preservation.

Dani Barron is a financial advisor at The Planning Group with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Cambridge Investment Research Advisors and Barron Wealth Management. Barron founded a South African networking group in Illinois that organizes regular events to connect professionals. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a team-based approach, providing discretionary portfolio management and financial planning tailored to client goals. The firm uses a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily utilizing mutual funds and ETFs.

I am honored to accompany my clients on their financial wellness journey, letting go of financial stress and anxiety, making space for joy and peace in their lives. Prior to co-founding One Wild Life Advisors, LLC I owned Tree Fort Financial, Inc. for over 10 years, started by my father in 2003. My family has an extensive history of entrepreneurship, and I have seen first-hand the opportunities and challenges of business ownership. 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. I am down to earth and practical, and bring a common sense approach to personal finance. In working with me, I hope you will experience a better understanding of your financial situation; have a clear framework for financial decision making; and gain a trusted partner to help on your journey. Together, we'll discover your goals and values and plan for YOUR one wild and precious life.

Scott Wiesner is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is the owner of Blersh Wiesner & Company LLP, a CPA firm, and has held positions at Global Eye Investments Corporation and Wrp Investments, Inc. He operates as the sole advisor at Blue Bison Investments in Highwood, IL. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm’s investment approach focuses on individual-stock selection complemented by funds, employs documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. Prior to that, he worked at Commonwealth Financial Network for several years. Kuhn also serves on the Board of Trustees for St. Viator High School and is a principal and CPA at Kuhn & Company CPAs, PC, where he provides accounting and tax services. Kuhn & Company Investment Counsel is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, tailoring portfolios to client objectives through fundamental and cyclical analysis and modern portfolio theory, and often utilizes third-party managers and tax-management strategies.

Michael Vieceli is a financial advisor at Harbour Financial Resources, Ltd in Skokie, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Financial Resources since 2003. He is also a registered representative at Oak Ridge Investments, Inc., devoting a portion of his time to this role. Harbour Financial Resources, Ltd provides investment supervisory services and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers hourly and modular financial planning alongside percentage-of-assets advisory services and manages accounts on a non-discretionary basis.

Scott Bondurant is a financial advisor with Bondurant Investment Advisory, LLC in Evanston, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Bondurant Investment Management since 2018 and serves as an adjunct professor at Northwestern University. Outside of his advisory role, he is an investor and officer at Unearthed Land Technologies and a trustee at Kenilworth Union Church. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and may employ derivatives and option strategies for hedging, income generation, or monetizing concentrated positions.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.

Stephen Smith is a financial advisor at Stephen Smith Financial Inc. with nine years of industry experience. He holds a Series 65 credential and previously worked at Significant Wealth Partners LLC, Capital Management Consultants, Inc., Atkins & Associates, and Essence Capital Group. In addition to his advisory work, he is an author. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers portfolio management across various asset classes and combines technology-driven tools with personalized financial planning and oversight.