Elizabeth Buffardi is a CFP® and Series 65 registered advisor with 14 years of experience. She is the President and Investment Adviser Representative of Crescendo Financial Planners, Inc., where she has worked since 2009. Prior to Crescendo, she was with FinancialPlanning4Me, LLC for one year. Crescendo Financial Planners provides fee-only holistic financial planning to individuals and families, focusing on middle-income clients without a formal asset minimum. The firm emphasizes long-term, primarily passive investment strategies using ETFs and index mutual funds, and operates on a non-discretionary basis with a fee structure based on fixed retainers and hourly engagements.

Timothy Bodnar is a financial advisor at Huron Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Huron Investments since 2010. Huron Investment Management is an independent registered investment adviser serving individuals, families, high-net-worth clients, and trusts. The firm employs a value-oriented, multi-method investment process and offers a range of strategy profiles, including conservative fixed income and long-term growth, while incorporating derivatives, hedging, and preauthorized leverage in portfolio management.

Mark Johnson is a financial advisor at Dogwood Investment Advisors in Northbrook, IL, holding a Series 66 designation with 13 years of industry experience. He founded Dogwood Investment Advisors in 2014 and previously worked at TransUnion, Northstar Financial Partners, and Ameriprise. Dogwood Investment Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management and standalone financial planning. The firm uses a tactical allocation approach incorporating fundamental, cyclical, and technical analysis, and offers a single-advisor structure with a small client roster and multi-million-dollar asset base.

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.

Jac Cerney is the principal of JAC Wealth Management Services, LLC, an independent registered investment adviser based in Evanston, IL. He holds CFP® and CFA® designations and has 21 years of industry experience. Cerney has led his firm since 2009, providing financial planning and portfolio management services. JAC Wealth Management Services, LLC offers fee-only financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses fundamental analysis and longer-term purchase strategies, typically employing exchange-traded funds and bank certificates of deposit, with portfolio allocations tailored to clients’ objectives, risk tolerance, and liquidity needs.

Bradford Tyl is a CFP® professional with 22 years of industry experience and the principal of Bradford Capital Management, LLC, an independent advisory firm he founded in 2003. He also serves on the faculty of Keller Graduate School of Business since 2003. Bradford Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes ETF-based portfolios using Modern Portfolio Theory with a passive asset-allocation and regular rebalancing approach, and it is noted for its pension consulting services and work with charitable organizations.

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.

Jon De Vries is a financial advisor at Kiddos Capital with a Series 65 designation and one year of industry experience. His prior roles include positions in healthcare advisory, medical technology, publishing, and technology firms. Kiddos Capital is an independent advisory firm that serves parents saving for college through a membership-based model. The firm offers customized financial planning, portfolio management with tax-aware strategies like direct indexing and tax-loss harvesting, socially responsible screening, and lender auctions to secure favorable student loan terms.

Jeffrey Smith is a CFP® professional with 21 years of experience in financial advising. He has been the sole advisor at North Shore Investment Consulting LLC since 2004. North Shore Investment Consulting LLC provides fee-only investment management, comprehensive financial planning, and consulting primarily to high-net-worth individuals, professionals, retirees, and select profit-sharing plans. The firm emphasizes Modern Portfolio Theory, diversification, indexing, and quantitative optimization, managing portfolios largely on a non-discretionary basis with client consent for trades.

Leela Rao is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. She has been with Goodwin Asset Management Inc. since 2002. Rao serves as a director of the Raagalaya Foundation Inc., a nonprofit organization registered in Florida. Goodwin Asset Management provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, and retirement plans. The firm employs a conservative, value-oriented investment strategy combining top-down macro allocation with bottom-up security selection, and it also offers pension-plan consulting and retirement-plan management services.

Michael Bloom is a CFP® and ChFC® with 26 years of industry experience, currently serving as the sole advisor at Grosse Point Capital Management in Evanston, IL. His prior roles include positions at THE O.N. Equity Sales Company, Ohio National Financial Services, and Eusebius Advisors LLC. In addition to his advisory work, he manages an insurance agency focusing on life, disability income, long-term care insurance, and fixed annuities. Grosse Point Capital Management provides discretionary investment management, IRA services, and both standalone financial planning and ongoing consulting to individuals, families, and closely held businesses. The firm employs a Modern Portfolio Theory-based approach using diversified asset classes primarily implemented through low-cost mutual funds and ETFs, with a focus on long-term asset allocation, periodic rebalancing, and attention to tax and transaction costs.

Douglas Harman is the sole advisor at Harman Investment Advisors, a firm he founded in 1990. He holds the CFA® designation and Series 65 license, with 29 years of industry experience. The firm focuses on discretionary, separately managed accounts serving both individual and institutional clients. Harman Investment Advisors employs a value-oriented, all-capitalization equity approach, offering two published strategies: a concentrated Core Equity I product and a Telecommunications and Utilities equity-income strategy. The firm serves a mix of clients including pension and profit-sharing plans, charitable organizations, and municipal entities, with portfolios actively managed using fundamental analysis combined with quantitative and statistical methods.

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 industry experience. She is the principal advisor and sole professional at Foresight Wealth Advisors and previously worked at Dimeo Schneider & Associates. She is also affiliated as an investment advisory representative with a separate non-US investment adviser, dedicating about 15% of her time to that role. Foresight Wealth Advisors serves individual and high-net-worth clients, offering wealth management services that include portfolio management, third-party sub-adviser selection, and comprehensive financial planning across retirement, estate, multigenerational wealth, and executive compensation matters. The firm constructs customized portfolios utilizing fundamental, quantitative, and technical analysis and frequently accesses institutional strategies through a third-party sub-adviser platform.

Ivan Havrylyan is a financial advisor with Outside The Box Financial Planning, LLC in Wheeling, Illinois, holding a Series 66 designation and 13 years of industry experience. He has worked at Securities America Inc and Personal Financial Strategies, Inc. prior to his current role, where he has been since 2017. Outside The Box Financial Planning, LLC serves individuals, high-net-worth clients, and business entities by providing comprehensive financial planning, portfolio management, and consulting services. The firm employs a passive, index-based investment approach focused on mutual funds and ETFs, with ongoing supervision and integrated planning across various financial areas, including retirement and employee benefits.

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.

Henry Glodny is a financial advisor with Castling Financial Planning, Ltd. in Hoffman Estates, IL. He holds a Series 65 designation and has 17 years of industry experience. He is the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business that develops software tools for his financial planning practice. Castling Financial Planning, Ltd. is a solo independent firm serving primarily middle-class individual clients with fee-only, hourly financial planning and investment advice. The firm employs an evidence-based, data-driven investment approach using a proprietary Asset Allocation Database to analyze portfolio allocations and risk, and it maintains a policy of no percentage-of-AUM fees, no product sales, and no discretionary trading authority.

Daniel Rooker is a CFP® professional and the sole advisor at Rook Financial LLC with 13 years of industry experience. His work history includes roles at WealthTrace Advisors Inc., SLP Wealth, and Hightower Advisors, among others. Outside of financial advising, he coaches swim classes at Tennis Corporation of America. Rook Financial LLC is an independent registered investment adviser serving individuals and small-business plan sponsors, offering financial planning, discretionary investment management, and retirement plan consulting. The firm focuses on long-term, risk-based asset allocation with global diversification and low turnover, typically managing accounts with quarterly reviews.