Alexander Arellano is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and serves as Director of Tax and Financial Planning at Lakeshore Tax Consulting Group, Inc., where he manages tax preparation tasks. His work history includes roles at Commonwealth Financial Network and Clean Slate Bookkeeping and Tax. Lakeshore Capital Group, Inc. is an SEC-registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including tax analysis, retirement and estate planning, insurance analysis, and education savings planning, utilizing both fundamental and technical analysis to tailor asset allocations to client objectives and risk tolerance.

Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.

Stephanie Laude is a financial advisor at K2 Wealth Management LLC in Chicago, IL, holding CFP® and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Corient, Balasa Dinverno Foltz LLC, and CIPW Service Company, LLC. Outside of financial advisory, she has worked as an Instacart driver on a limited basis. K2 Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and comprehensive financial counseling that includes retirement, tax, and estate planning. The firm employs a goals- and risk-based investment approach using quantitative methods and third-party sub-advisers, while coordinating with attorneys and accountants as part of its service model.

Lingke Cheng is a financial advisor at Zephyr Capital LLC in Chicago, IL, holding the CFA® designation and Series 63 license with three years of industry experience. Prior to joining Zephyr Capital, Cheng worked at Aicapital LLC, Citigroup Global Markets, and Dynamic Holding LLC. Outside of his advisory role, he holds interests in non-investment businesses including a financial data research company, a Pilates club management company, and a Hong Kong-based operational business. Zephyr Capital LLC provides discretionary investment advisory and portfolio management services exclusively to qualified clients under performance-based fee arrangements. The firm uses a tactical, long-short investment approach that incorporates derivatives and active trading techniques, focusing on daily monitoring and weekly rebalancing within client-specific investment policies.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

William Laipple is a CFP® with 25 years of industry experience, currently a partner at Stonebridge Wealth Management LLC in Oak Brook, IL. He has worked at Stonebridge since 2011 and has held roles at APW Capital, Inc. and Comprehensive Asset Management Serving Inc. since 2016. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for around 288 clients. The firm provides customized portfolio construction and offers discretionary investment management, financial planning, and family-office/business consulting services.

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.

Peter Claeys is a financial advisor with Arbor Financial Services, LLC in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Arbor Financial Services since 2012 and is also involved with Profitability Concepts & Consulting, LLC, a holding company for Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis, and offers both bundled wrap-fee and unbundled advisory services.

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.

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.

Andrew Kaminski is a financial advisor with HK Private Client, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has previously worked at Fifth Third Bank and The Northern Trust Company. Based in Naperville, IL, Kaminski focuses on portfolio management and financial planning. HK Private Client is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm uses quantitative tools and model-driven analysis to tailor portfolios that align with clients’ objectives and risk tolerance.

Marc Pershan is a financial advisor at Valley Financial Management, Inc. in Chicago, IL, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank Leumi USA and Leumi Investment Services, Inc. for 14 years. Pershan serves on the advisory committee for Chicago Neighborhood Housing Services, a nonprofit supporting low-income housing. Valley Financial Management operates the Valley Digital Investor platform, providing individual and high-net-worth clients with discretionary portfolio management and automated ETF model portfolios through an online interface. The firm requires clients to maintain accounts at Valley National Bank and uses a rules-based system to implement and rebalance portfolios ranging from conservative income to aggressive growth.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.

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.

Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.

Ree Grossman is a financial advisor at North South Capital, LLC with 26 years of industry experience. She holds the Series 66 designation and has worked at LaSalle St. Investment Advisors, L.L.C. and LaSalle St. Securities, L.L.C. for the past 14 years. Outside of her advisory role, she serves on a local school council board in Chicago without compensation. North South Capital serves individual and high-net-worth clients, corporations, pension plans, charitable organizations, estates, and trusts. The firm offers portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations, integrating brokerage, advisory, and insurance activities within its business model.