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.

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.

Norman Chiodras is a CFP® professional with 40 years of experience in the financial industry. He has been associated with Mack Investment Securities, Inc. for 36 years and owns Retirement Planners, Inc. (dba RPI, Inc.), where financial planning and fixed insurance products are offered. Outside of finance, he is a freelance trumpet player with the DuPage Symphony Orchestra Brass Quintet and serves as treasurer for Holy Spirit Ministries, a nonprofit organization, as well as a board member of the Briarwood Lakes HOA in Oak Brook, IL. Mack Investment Securities, Inc. advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, manager-of-managers programs, and financial planning. The firm’s investment approach combines oversight of independent sub-advisers with firm-run model strategies that employ technical, seasonal, and tactical indicators, allowing for tactical asset shifts and use of ETFs, including leveraged and inverse products.

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.

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.

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.

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.

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.

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.

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.

John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.

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.