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.

Michael Vodicka is the principal of Vodicka Group, Inc., an independent advisory firm based in Highland Park, Illinois. He holds a Series 65 designation and has 17 years of experience in the financial industry, including 15 years with his current firm. Vodicka Group, Inc. provides investment advisory and financial planning services to individuals and small corporations. The firm manages discretionary accounts tailored to clients’ objectives and risk tolerances, employing strategies such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading.

Nirmal Kartari is a financial advisor at Financial Solutions, Inc. in Skokie, IL, with eight years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Avantax Advisory Services and HD Vest Investment Services. Kartari is also the owner and sole proprietor of a tax preparation and accounting business. Financial Solutions, Inc. is a state-registered investment adviser providing investment management and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and charting analyses to build portfolios and emphasizes accounting and tax expertise in its advisory work.

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.

Louis Orloff is a financial advisor with Reserve Fund Advisers, holding a Series 65 credential and four years of industry experience. He has been involved with several business ventures since 1988, including founding Orloff Advisers LLC and operating multiple companies over the past decades. His various companies require minimal time commitment. Reserve Fund Advisers specializes in financial planning, investment monitoring, and consulting for condominium and homeowner association reserve funds, offering educational seminars at no charge. The firm serves individuals, associations, trusts, estates, and business entities using an academic-based investment approach that incorporates fundamental and technical analysis across diverse strategies.

Michael Von Lunen is the founder and sole advisor at Wheel Advisors LLC, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Harrer Law, P.C., T3 Trading Group, LLC, and Purchasing Platform. Outside of financial advising, he owns and operates Ripple360 LLC, a professional coaching business assisting entrepreneurs in building and managing their businesses. Wheel Advisors LLC provides discretionary asset management and advisory services to individuals, high-net-worth clients, and small businesses, with an investment approach focused on asset allocation and low-cost index investing. The firm offers financial planning and small-business consultation tailored to employers with 1–20 employees and combines percentage-based asset management with hourly-billed planning services.

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.

Mark Johnson is a financial advisor with Dogwood Investment Advisors in Northbrook, IL. He holds a Series 66 designation and has 12 years of industry experience, including a prior role at TransUnion, LLC. He has operated Dogwood Investment Advisors since 2014. Dogwood Investment Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management and standalone financial planning. The firm employs a tactical allocation approach using fundamental, cyclical, and technical analysis, with portfolio decisions made on a discretionary basis and tailored to client goals. Its single-advisor structure and provision of written communications such as periodicals and newsletters distinguish it from similar independent firms.

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 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.

Douglas Harman is the principal of Harman Investment Advisors, an independent firm based in Northbrook, IL. He holds the CFA® designation and a Series 65 license, with 28 years of industry experience. Harman has led his firm since its founding in 1990. Harman Investment Advisors is a state-registered, single-advisor firm offering discretionary, separately managed account services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and municipal entities. The firm employs a value-oriented, all-capitalization equity approach with actively managed, concentrated portfolios guided by fundamental and quantitative analysis.

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.

Galia Felemovicius is a CFP® professional with nine years of experience in the financial advisory industry, currently serving as the sole advisor at Foresight Wealth Advisors. Her prior experience includes roles at Maimon Wealth Management LTD. and Dimeo Schneider & Associates. She is also affiliated with a non-US investment adviser as an investment advisory representative, dedicating about 15% of her time to this separate activity. Foresight Wealth Advisors provides wealth management services to individual and high-net-worth clients, offering portfolio management, third-party sub-adviser selection, and comprehensive financial planning across various areas including retirement and estate planning. The firm constructs customized portfolios through a combination of fundamental, quantitative, and technical analysis, frequently utilizing institutional strategies via a third-party sub-adviser platform.

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.

Chetan Notaria is a financial advisor with Investment Resources Center in Palatine, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Planning Resources Center since 2001, where he also serves as president of an insurance agency and is involved in technology and business development consulting. Investment Resources Center provides personalized financial planning and investment advisory services to individuals and business entities, including corporations, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and offers proprietary model portfolios alongside customized management, with services that include retirement planning, tax-efficiency analysis, and estate-related investment guidance.