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.

Daniel Rooker is a CFP®-certified financial advisor with 12 years of industry experience. He is the principal of Rook Financial LLC, an independent advisory firm based in Oak Park, IL. His prior work includes roles at SLP Wealth, Hightower Advisors, and Private Vista, LLC. Outside of his advisory work, Rooker coaches swim classes at Tennis Corporation of America. Rook Financial LLC provides financial planning, discretionary investment management, and retirement plan consulting to individuals and small-business plan sponsors. The firm emphasizes a long-term, risk-based asset allocation with global diversification and low turnover, serving clients with substantial investable assets and employer retirement plans.

Steven Clancy is a Certified Public Accountant and financial advisor with seven years of experience in accounting and one year in advisory services. He is the principal of Clancy Capital Advisors LLC, an independent firm based in Chicago. Prior to founding his advisory firm, he worked at Prestone Products Corporation for five years. Clancy Capital Advisors LLC provides portfolio management and comprehensive wealth management services to individual and high-net-worth clients, integrating financial planning and tax planning. The firm uses fundamental analysis and modern portfolio theory to build diversified portfolios and offers both one-time and ongoing planning options, including a subscription-style service.

Krzysztof Marzec is a financial advisor at Trove, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Geneva Trading LLC for 15 years. Outside of his advisory role, he is the creator of Meegorun, a neighbor-to-neighbor delivery app, and a managing member of Festa, LLC, which invests in several Midwest restaurants. Trove provides continuous, individualized investment management primarily focused on option-based overlay strategies, serving individuals, high-net-worth clients, trusts, estates, and corporations. The firm emphasizes protective hedging and listed-options strategies applied to clients’ existing securities, implementing these strategies on a discretionary basis.

Michael Tilatti is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is the sole advisor at Tilatti Wealth Management LLC in Chicago, having previously worked at Northwestern Mutual Investment Management and XR Securities LLC. Outside of his financial advisory role, he serves as a recess and lunch monitor at Goethe Elementary School. Tilatti Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individual and corporate clients. The firm employs a primarily passive investment approach focused on index mutual funds and ETFs within a strategic allocation framework, while also offering pension consulting and institutional-style fiduciary services uncommon among firms of its size.

Hi! I’m Kelly. I’m a toddler mom and advice-only financial adviser who wants to help you become the wealthy parent you were always meant to be. Here's what you need to know: *I have over 10 years of experience in wealth management. *I am a CERTIFIED FINANCIAL PLANNER® with a passion for personal finance. *I am a Chartered Financial Analyst who can quickly simplify complex investment jargon. For me, being a wealthy parent is about much more than net worth. It means having the time and freedom to spend my life in ways that bring me joy. Sometimes that means spending time with my husband and son and other times it means being alone and taking a long walk along the lake. I can’t wait to meet you and learn what being a wealthy parent means to you. I created The Wealthy Parent to be the type of resource I wish I had when my son was born. Even though I was in the investment industry for over a decade I still spent hours and hours researching the best way to set up our family’s financial and estate plans. The Wealthy Parent Planning Process is a series of intentional meetings designed to educate and provide structure, purpose, and clarity to your financial life. Visit my website to book a complimentary introduction today!

Gabriel Salimi is a financial advisor at Watchtower Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Red Oak Capital Management, Fifth Third Securities, Fifth Third Private Bank, and BMO Private Bank. Watchtower Wealth is an independent investment adviser serving individuals, trusts, corporations, partnerships, and retirement plans. The firm combines fundamental research with quantitative techniques and technical analysis to manage discretionary portfolios and provide fiduciary services, offering a diverse range of investment vehicles and institutional-style retirement plan support.

Ian Burgess is a financial advisor at Clark Lewis with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Clark Lewis provides fiduciary financial planning and investment management to individuals, high-net-worth clients, charitable organizations, and businesses, along with professional consulting on business operations and strategic planning. The firm employs a Modern Portfolio Theory-based investment approach using primarily passive vehicles and offers customized plans with a capped fee structure and access to multiple institutional sub-advisors.

Ryan Carter is a CFP® and ChFC® professional with three years of industry experience. He is the principal advisor at Funded Life Financial, LLC, having worked previously at Invisors, Intecrowd, SAP, and Hireology. Funded Life Financial, LLC is an independent, fee-only registered investment adviser that provides financial planning and discretionary investment management to individuals and high-net-worth clients. The firm employs a primarily passive, asset-allocation strategy using index mutual funds and ETFs, with programs that include seminars and speaking engagements on financial topics and the use of third-party professionals and model portfolios.

Matthew Chodosh is the managing member of MC Wealth Advisors LLC in Chicago, IL, holding a Series 65 license with no prior industry experience as a financial advisor. He is also the sole operator of MC Tax Advisors PLLC, a separate tax and legal services firm. His career history includes roles at MC Tax Advisors PLLC, Ruggable LLC, Veho Tech Inc., Gallagher, and Gensburg Calandriello & Kanter, P.C. MC Wealth Advisors provides investment management and financial planning to individuals, high net worth individuals, families, and businesses. The firm emphasizes long-term, diversified asset allocation tailored to client goals and manages a majority of assets on a non-discretionary basis, often working alongside unaffiliated external managers.

Anthony Razza is a financial advisor with Prospect Trading LLC, holding a Series 65 designation and 10 years of industry experience. He has been self-employed since 2014. Outside of financial advising, he is also a licensed real estate agent in Florida, operating through Premiere Plus Realty Co. Prospect Trading LLC provides investment management and planning services to individuals and corporate clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies, including derivatives and short-selling, and offers performance-based fee arrangements for qualified clients.

James Brewer is a CFP® with 20 years of industry experience based in Chicago, IL. He is the principal advisor at Envision Wealth Planning Inc., an independent registered investment adviser, and previously worked at LPL Financial. Brewer contributes as an author to Forbes.com. Envision Wealth Planning provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both limited-scope and full-discretion advisory services for workplace retirement plans.

Zhidi Luo is a financial advisor based in Chicago, IL, holding a Series 65 credential with one year of industry experience. Luo’s background includes roles at Northwestern University Feinberg School of Medicine, Chapin Hall, and Artanis Capital. The firm provides discretionary portfolio management to individuals and various institutional clients, combining technical and fundamental analysis in its investment approach. It typically manages accounts on a discretionary basis and uses Interactive Brokers as custodian.

Patrick Bourbon is a CFP® and CFA® with 16 years of experience in financial advisory services. He founded Bourbon Financial Management in 2009 and previously worked at ProManage from 2010 to 2017. Bourbon Financial Management provides financial planning and investment advisory services primarily to individual clients and some business entities, focusing on retirement planning and pension consulting. The firm uses a research-driven, multi-disciplinary approach with an emphasis on strategic asset allocation, broad diversification, and manager selection, delivering non-discretionary, fee-only advice without custody of client assets.

Michael Terrien is the sole advisor at West Loop Financial LLC in Chicago, IL, holding a Series 65 credential and 12 years of industry experience. He has been working with West Loop Financial since 2014. West Loop Financial LLC serves individuals, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management, employee benefit plan advisory, and standalone financial planning. The firm uses an evidence-based investment approach aligned with modern portfolio theory, emphasizing diversified, low-turnover mutual funds and ETFs, and incorporates tools such as Monte Carlo analysis to guide asset allocation and risk tolerance.

Tyler Murphy is a financial advisor at Strongside Asset Management LLC in Elmhurst, IL, holding a Series 65 designation with four years of industry experience. Prior to founding Strongside Asset Management in 2021, he worked at Crowe LLP from 2018 to 2020. Strongside Asset Management provides ongoing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading horizon and manages approximately $26.7 million across about 56 client relationships.

Edmund Sweeney is a financial advisor with Loop Investment Advisors LLC in Chicago, holding Series 63 and Series 66 credentials and nine years of industry experience. He is also an attorney and serves as a director and legal advisor for various affiliated entities. Outside of advising, he is a partner in a family-related limited partnership and serves as an advisor to the board of Radio FX Inc., a company focused on internet and airwaves radio stations. Loop Investment Advisors LLC provides portfolio management and financial planning services primarily for pooled investment vehicles, corporations, and high-net-worth clients. The firm employs a multi-method investment process including charting, fundamental and quantitative analysis, and modern portfolio theory, with tailored allocations and regular portfolio reviews.

James Langer is a CFA® charterholder with three years of industry experience. He currently serves at Redmont Wealth Advisors, where he has worked since 2020, and previously spent over two decades at Advisory Research. Redmont Wealth Advisors operates as a sub-adviser to Wavvest Wealth, implementing model portfolios and trade execution for Wavvest’s clients under a sub-advisory agreement. The firm emphasizes disciplined, data-driven security selection and strategic asset allocation across a range of investment vehicles, managing portfolios within Wavvest’s established guidelines with flexibility for tactical adjustments.

Leonard Fensterheim is a Series 65-licensed financial advisor with 11 years of industry experience. He is the principal of HealthQuant Associates LLC, where he has worked since 2014. In addition to his advisory role, he serves as Director of Clinical Outcomes and Analytics at Catamaran Corporation and is a partner at Highbeam Capital LLC, where he dedicates time to research on biotechnology and healthcare investments. HealthQuant Associates LLC is a state-registered investment adviser that provides discretionary portfolio management with an investment approach combining fundamental, technical, and cyclical economic analysis. The firm focuses on tailored portfolios primarily in the healthcare and life-sciences sectors, employing strategies ranging from long-term buy-and-hold to shorter-term trading, including the use of short sales and options.