Mark Nelson is a financial advisor at NFO Financial Advisory LLC with five years of industry experience. He holds a Series 65 designation and previously worked for six years at Crestline Denali Capital. NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. The firm emphasizes long-term investing with strategic and tactical asset allocation, primarily recommending ETFs and mutual funds, and offers financial planning, portfolio monitoring, tax filing services, and consulting without managing client assets or taking custody.

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.

Robert Bell is a CFP® certificant with 19 years of industry experience. He has operated Mark Bell Advisory Services, Inc., an independent advisory firm based in Chicago, since 2002. The firm is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, and certain pension and profit-sharing plans. Mark Bell Advisory Services focuses on discretionary money management and financial planning for a limited client base, typically close family or friends. The firm constructs tax-aware, diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and manages accounts primarily on a discretionary basis through institutional custody platforms.

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.

Brian Peterson is the principal of Pluto Wealth Management, an independent firm based in Woodridge, Illinois. He holds Series 63 and Series 65 designations and has six years of industry experience. In addition to his advisory role, he operates a corporate consulting business focused on reviewing and establishing Treasury functions and department structures on a project basis. Pluto Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary investment management, and project consulting. The firm employs a mixed analytical approach to portfolio management and offers services such as subscription-style planning, client newsletters, and educational seminars.

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.

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.

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.

Dale Wong is a financial advisor at Missio Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Missio since 2018. Prior to that, he was employed at Northeastern University and Convergence Investments. Missio Investment Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, endowments, and corporate clients. The firm uses a predominantly passive investment approach combined with active management for up to 30% of assets, tailoring portfolios to client-specific investment policy statements.

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.

William Geiger is the sole advisor at Geiger Wealth Management in Oak Brook, IL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Geiger Wealth Management since 1995 and has operated under the firm SSB 5, Inc. d/b/a Geiger Wealth Management since 2011. Outside of advisory work, he is also an insurance agent at De Blanco Inc., dedicating a significant portion of his time to insurance activities. Geiger Wealth Management is a state-registered investment adviser offering fee-based portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating technical and cyclical analysis and provides customized investment recommendations across various instruments while also overseeing third-party money managers.

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!

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.