Shawn Roberts is a CFP® and holds a Series 66 license with three years of experience in the financial industry. He is the principal of SMR Strategic Investments, LLC and has prior experience managing trading-related businesses, including SMR Crescent LLC and Shawn M. Roberts Trading Company. Outside of financial advisory, he serves as Assistant Treasurer for the Glen Ellyn Library Foundation, where he assists with investment decisions and financial reporting. SMR Strategic Investments, LLC provides investment advisory and portfolio management services to individual clients, focusing on ongoing portfolio management and financial planning. The firm manages approximately $8.6 million in assets across 16 client relationships.

Scott Sierens is a CFP® professional with 10 years of industry experience. He is the principal at Sierens Financial Group, Inc. in Elgin, IL, and has prior experience with AE Wealth Management, Gradient Advisors, and AptarGroup. He also works as a paid contractor creating content for YouTube. Sierens Financial Group, Inc. provides discretionary asset management and financial planning to individuals, trusts, estates, and high-net-worth clients, combining mutual funds, ETFs, and both fundamental and technical analysis. The firm offers educational seminars and workshops and accommodates client-specific investment restrictions and goals.

Daniel Short is the sole advisor at Directional Asset Management, LLC in Arlington Heights, IL, holding Series 65 and Series 63 licenses with 29 years of industry experience. He has been with Directional Asset Management since 2010 and previously worked at JVM Securities LLC and JVM Realty Corp. Outside of advising, he owns the commercial property leased to his firm. Directional Asset Management, LLC is an independent, single-advisor registered investment adviser serving individual, high-net-worth, and charitable clients. The firm combines fundamental, technical, and cyclical analysis to construct customized investment portfolios and employs strategies including discretionary management, options, margin, and third-party managers where authorized.

Eeshan Ahuja is a financial advisor at Baker Street Investment Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked as an independent private equity investor and at Woodlawn Partners. Baker Street Investment Partners provides discretionary investment management primarily to pooled vehicles and institutional-type clients, serving a broad mix of entities including banks, sovereign wealth funds, pension plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and concentrated, long-term equity ownership, with flexibility to invest across various asset classes and employ derivatives, margin, and short-selling as appropriate.

Dustin Javier is a financial advisor at Defined Capital LLC with 14 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Defined Capital, he worked at Ausdal Financial Partners, Inc. and operates a sole proprietorship focused on fixed insurance sales. Defined Capital provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm emphasizes customized portfolio construction with regular reviews and offers a specialized limited-scope ERISA 3(21) fiduciary service for retirement plans.

David Grant is a CFP® at Retirement Matters, Inc. in Barrington, IL, where he has worked since 2013. He has 15 years of industry experience and operates as the sole advisor at his independent firm. Retirement Matters, Inc. manages approximately $25 million for about 21 clients, offering discretionary portfolio management, comprehensive financial planning, and ongoing wealth management services. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, and incorporates fundamental analysis and individualized investment policies in its approach.

Steven Johnson is a financial advisor at SRJ Financial Consulting LLC in Lombard, IL, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Willamette Management Associates and Charles River Associates. SRJ Financial Consulting LLC provides investment advisory services, financial planning, tax-planning analyses, and tax-return preparation for a diverse client base that includes individuals, small businesses, trusts, estates, and charitable organizations. The firm offers investment advice on a non-discretionary basis and features a formal no-fee program of educational seminars and workshops along with compensated tax-return preparation.

Patrick Keedy is the principal advisor at Patrick Capital Management in Geneva, Illinois, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Patrick Capital Management since 2004. The firm provides personalized financial planning and discretionary and non-discretionary investment management for individuals, institutions, and business clients, including pension and profit-sharing plans, trusts, and charitable organizations. Its investment approach combines strategic and tactical asset allocation with macroeconomic and bottom-up security analysis, utilizing global diversification across multiple asset classes.

John Beck is a financial advisor at Midwest Retirement Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at ADP LLC, ADP Broker-Dealer Inc., and Inland Securities Corporation. Midwest Retirement Partners is an independent, single-advisor firm that primarily serves pension and profit-sharing plans. The firm emphasizes quantitative analysis and a long-term investment approach, focusing on plan consulting and referring clients to third-party advisers rather than managing individual client portfolios directly.

Theodore Barnhart is the sole advisor at Barnhart Investment Advisory in Elmhurst, Illinois, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has led Barnhart Investment Advisory since 2009. Barnhart Investment Advisory serves individuals, families, trusts, and estates with discretionary portfolio management and investment consulting, focusing on active, tactical asset allocation and inflation-sensitive strategies. The firm manages a concentrated client base with customized solutions and requires clients to use a designated custodian platform for managed-account services.

Matthew Nordman is a financial advisor with Crown Financial Group, Inc., holding a Series 65 designation and 28 years of industry experience. He operates as the sole advisor at an independent firm. Crown Financial Group provides investment supervisory and financial planning services to a diverse client base, including individual and institutional investors such as corporate pension plans, charitable institutions, and municipalities. The firm employs a multi-method investment process incorporating technical, cyclical, and fundamental analysis and offers a range of strategies from long-term buy-and-hold to short-term trading.

Clayton Lawrie is a Series 65 licensed financial advisor at Trac Asset Management LLC with 17 years of industry experience. He has worked at Trac Asset Management since 2015. Trac Asset Management provides investment advisory and portfolio management services to high-net-worth individuals as well as institutional clients including trusts, estates, and corporations. The firm employs both discretionary and non-discretionary strategies, using fundamental, technical, and cyclical analysis across a range of investment vehicles, and offers educational seminars and workshops for clients and the public.

James Richter is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Monotelo Wealth Partners in Elgin, IL. He previously worked at Hd Vest Advisory Services and Hd Vest Investment Services before founding Monotelo Wealth Partners in 2017. In addition to his advisory role, he owns and operates Monotelo Advisors, an accounting and tax preparation practice. Monotelo Wealth Partners is an independent firm that provides discretionary portfolio management and investment advisory services to a select client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages balanced, diversified portfolios with a focus on exchange-traded funds and employs multiple methods of analysis to implement tax-efficient investment strategies.

Monarch Bhatt is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Ascent Fintech LLC. His work background includes roles at Ascent Infotech LLC and Roadrunner Transportation Services, where he is a Senior Financial Analyst in the shipping and logistics sector. He holds an executive position in an IT services business through Ascent Infotech LLC. Ascent Fintech LLC is an independent advisory firm that serves individuals, families, pension and retirement plans, and institutions, managing approximately $4.85 million in discretionary assets. The firm employs both passive and active investment strategies tailored to client goals and offers a range of services including asset management, financial planning, and ERISA-related retirement plan services.

I’m Matthew, the founder of Maplewood Wealth. I’m a financial planning nerd, hard stop. Standard financial advice is heavily geared toward retirees, leaving mid-career professionals with complex compensation without a clear place to turn. You don't need a generic roadmap, and you certainly don't need a cheerleader. You need a dedicated expert to take the heavy lifting of tax strategy, equity compensation, and investment management completely off your plate so you can protect your time and energy. I built Maplewood Wealth specifically for high-earning professionals, law firm partners, and dual-career parents. Whether you are dealing with a complex K-1 buy-in, navigating vesting RSUs, experiencing a sudden liquidity event, or managing the intense financial realities of chronic illness, I step in to handle the mechanics so you don't have to. Why work with me? The "Professor" Flex: I actually love the complex math of this stuff so much that I teach it to the next generation of advisors as an Adjunct Professor at the University of Illinois (UIUC), and I help write official exam questions for the CFP® Board. Taxes, Minus the Stress: As an Enrolled Agent (EA) admitted to practice before the IRS, I don't just give high-level advice. I do in-house tax preparation and tax-smart investment management to ensure nothing slips through the cracks. Transparent, Flat-Fee Pricing: I don't require a $1M portfolio to work together. I offer two clear paths: a one-time $495 Clarity Session to solve an immediate, painful financial headache, or a $500/month Principal Partnership (capped at roughly 30 clients) where I take wealth and tax management entirely off your hands. I live in the Chicagoland area with my wife, our two kids, and our dog, but I operate a completely virtual practice serving professionals across the country. If you are ready to offload the mental load of your finances, let's talk.

Patrick Mcrae is the principal of Kintail Advisors, an independent advisory firm. He holds a Series 65 credential and has professional experience with Kapco Futures, Inc. since 2019 and CGB Diversified Services, Inc. from 2016 to 2019. Mcrae also operates as a registered associated person and principal of Kapco Futures. Kintail Advisors provides discretionary portfolio management primarily to high-net-worth individuals and qualified companies and institutions. The firm uses four long-term model portfolios with allocations ranging from bond and REIT-focused ETFs to growth ETFs and occasional spot cryptocurrency ETFs, employing technical, fundamental, and quantitative analysis on a discretionary basis.

Patrick Crowley is a financial advisor at Crowley Capital Management LLC with 19 years of industry experience. Prior to founding his independent firm in 2024, he worked for 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds a Series 66 designation. Outside of his advisory role, he is listed as treasurer and vice president of a family-owned real estate company. Crowley Capital Management provides discretionary asset management and financial planning services to individuals, trusts, small businesses, and estates. The firm customizes portfolio management based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and may employ third-party sub-advisors.

Philip Statz is a financial advisor with Insight Financial Group, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2005 and has been with Insight Financial Group since 2003. In addition to his advisory role, Statz operates as an independent insurance agent. Insight Financial Group serves individual clients, including high-net-worth families, and small-business owners by providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an investment approach centered on asset allocation and behavior coaching, using model portfolios primarily composed of ETFs, and offers unique services such as the Virtual CFO Solution™ and a fixed-price fee model.

Steven Peshek is a financial advisor at Altruity Wealth with eight years of industry experience. He holds a Series 65 designation and has been with Altruity Investment Advisors, LLC since 2018. In addition to his advisory role, Peshek is president and CEO of Texture Graphics, LLC, a print and marketing firm he founded in 2002. Altruity Wealth is an independent registered investment advisor providing discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension plans, pooled investment vehicles, and institutional clients. The firm offers actively managed strategies across a range of risk profiles and uses a combination of technical, fundamental, and sentiment indicators to guide asset allocation and security selection.

Ivan Havrylyan is a financial advisor with Outside The Box Financial Planning, LLC in Wheeling, IL. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2017, he worked at Securities America Advisors and Personal Financial Strategies, Inc. Outside The Box Financial Planning primarily serves individual clients, including high-net-worth individuals and business entities, providing comprehensive financial planning and investment management. The firm employs a primarily passive investment approach using index funds and ETFs, integrating ongoing financial planning with portfolio oversight.