Jonathon Bell is a financial advisor at Royalty Wealth Management, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 19 years of industry experience. He serves individual and high-net-worth clients, as well as trusts, estates, and business entities. Royalty Wealth Management provides discretionary asset management, 401(k) managed accounts, third-party manager selection, and investment consulting. The firm customizes portfolios using quantitative optimization, technical analysis, and a variety of investment instruments, and is notable for its use of performance-based and contingency fee arrangements tied to net account gains.

Mauricio Ramirez Calvo is a financial advisor at Stratfinx Wealth in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include work at Kard Financial and Allstate Investments, and he has been involved with Plume Design since 2021. Stratfinx Wealth is an independent firm providing investment management and financial planning to individuals, high-net-worth clients, and corporate entities, including international clients. The firm employs an investment approach based on Modern Portfolio Theory, combining passive and active strategies and offering discretionary portfolio management alongside tailored financial planning.

Ginger Gorden is a CFP® professional with 11 years of experience, currently serving as president and accountant at GD Group, Inc. in Chicago, IL. She provides outsourced chief financial officer and accounting services alongside her advisory role. GGCFO Advisors operates as a solo independent advisory practice offering financial planning, investment supervisory services, and access to third-party investment managers for individuals and high-net-worth clients. The firm employs a market-based, diversified investment approach that integrates both active and passive strategies and combines accounting and CFO services with investment advisory relationships.

Robert Rowe Jr. is the founder of Rowe Consulting Group, LLC in Elmhurst, Illinois, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Enhanced Investment Partners, LLC and Rowe Decision Analytics LLC since the mid-1980s. Rowe is also the founder and sole owner of Rowpyn Investment Partners LLC, which owns the intellectual property for the proprietary Enhanced Dynamic® domestic equity rotation methodology. Rowe Consulting Group provides investment consulting and advisory services to mid-market retirement plans, endowments, foundations, and individual clients. The firm uses a fee-only, fiduciary approach with a focus on investment policy development, manager selection, and quantitative rotation strategies licensed through affiliated entities.

David Maley is a CFP®-certified financial advisor at 1102 Partners, LLC in Chicago, with five years of industry experience. He previously worked at Ariel Investments, LLC for twelve years. Outside of his advisory role, Maley serves as a board member of the Joseph Maley Foundation and ClearSign Technologies Corporation, and he participates on the Investment and Finance Committee for Thresholds. 1102 Partners provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, offering family-office–style coordination in estate and tax planning, philanthropy, and multi-generational financial education. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, using diversified mutual funds, ETFs, equities, fixed income, options, and alternative investments.

William Griffioen is a CFP® and holds a Series 66 license with 17 years of industry experience. He is the sole advisor at Elite Focus Private Wealth, LLC, where he has worked since 2014. Griffioen is also a licensed insurance professional, maintaining a side activity as an independent insurance broker. Elite Focus Private Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, institutions, and charitable organizations. The firm emphasizes fundamental analysis and a primarily long-term investment approach, offering customized portfolios that may include equities, bonds, ETFs, mutual funds, and third-party managed accounts.

Christopher Long is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has been with Long & Associates LLC since 2002 and currently operates as the sole advisor at Long Financial Planning in Chicago, IL. Long Financial Planning provides personalized, fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and passive investment strategies within globally diversified portfolios and offers specialized retirement plan advisory services alongside individual financial planning.

Todt Marks is the sole advisor at Todt Investment Management LLC in Chicago, IL, holding CFP® and Series 65 credentials with 16 years of industry experience. He has also practiced law in Illinois for over 15 years through his independent legal practice. Todt integrates his legal background with financial advising, spending under 15% of his professional time practicing law alongside his advisory work. Todt Investment Management LLC serves individual investors by providing both investment supervisory services and consulting without active portfolio control. The firm combines economic and industry analysis to create customized portfolios with a focus on low trading frequency, offering ongoing monitoring, regular reviews, and personalized client engagement.

Hi, I’m Emi! I’m so glad you came across my profile. Here is a little about me and why I started my firm: I am a first-generation wealth builder, first-generation immigrant, first in my family to graduate college, start a business, and earn more than my parents. With every “first” came excitement but also uncertainty. Managing money, making financial decisions, and building long-term wealth felt overwhelming—because no one had taught me how. I know firsthand the challenges that come with navigating finances without guidance especially as a woman. I founded MyGen Planning to serve first-generation wealth builders and independent-minded professionals in their 20s, 30s, and 40s—who are building financial security — often for the first time — on their own terms. As we like to say, “The first in your family, but not alone.” There are four ways to work with us: Ongoing Financial Planning |Project-Based |Hourly Financial Planning |Investment Management Head over to mygenplanning.com to see how we serve our clients.

Matthew Baldwin is a financial advisor at Wallace with a Series 65 designation and one year of experience in the industry. His prior roles include positions at Muddy Waters Capital and several law firms, as well as a service period in the United States Navy. He also spent three years affiliated with Chicago-Kent College of Law. Wallace is an SEC-registered firm operating a mobile platform that enables individual retail investors to construct and purchase fractional-share modified direct-indexing strategies. The platform is self-directed, using proprietary algorithms and AI tools to generate investment structuring and rebalancing recommendations without providing personalized advice or discretionary trading.

Jerry Sjostrom is the principal of Sjostrom Financial Planning Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Sjostrom Financial Planning since 2002 and also has a long tenure at THE O.N. Equity Sales Company beginning in 1995. Sjostrom Financial Planning Inc. offers comprehensive financial planning and investment advisory services to individual clients, pension and profit-sharing plans, corporations, charities, estates, and trusts. The firm follows a client-specific planning process emphasizing diversified asset allocation and incorporates pension consulting alongside individual wealth management.

Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc., an independent advisory firm. She holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Prior to her current role, she has been affiliated with Abraham & Co., Inc. since 2020 and has managed Everett & Associates, Inc., an insurance brokerage, since 1998. She serves as president and independent insurance agent of Everett & Associates, offering life, disability, long-term care insurance, and fixed annuities. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a diverse client base including retirees, professionals, families, and small businesses. The firm follows a documented four-step review process to develop individualized financial plans and model portfolios, managing client accounts primarily through securities available on the client’s custodian platform.

David Rosenblatt is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Amplio Wealth LLC, having previously worked at Columbia Threadneedle Investments and BMO Global Asset Management. Amplio Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities such as endowments and foundations. The firm employs a range of investment analysis techniques and offers access to complex and alternative investments, including cryptocurrencies and private equity, while maintaining fiduciary standards and governance oversight.

James Kirchner is the principal of Kirchner Financial Group, an independent registered investment adviser based in Chicago, IL. Holding Series 63 and Series 65 licenses, he has 24 years of industry experience with prior roles at firms including Allied Elite Financial and David A. Noyes. Outside of his advisory work, he also drives for Uber in Chicago on a part-time basis. Kirchner Financial Group manages approximately $15.9 million across about 29 client accounts, primarily serving high-net-worth individual investors. The firm provides ongoing portfolio management with discretionary authority, utilizing a combination of charting, fundamental, quantitative, and technical analysis, mostly recommending equities and conducting monthly account reviews through Schwab Institutional.

David Oosterbaan is the founder of DCO Capital Management LLC in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed since 2009. Outside of his advisory work, he is a managing member of Jackson Partnership LLC, a private fund, and is involved in private real estate investing and consulting on recruiting and business development. DCO Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, foundations, endowments, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a Buffett-style investment approach focused on fundamental research and long-term growth, constructing individualized portfolios based on client-specific factors.

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 10+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA®) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Veronica Cardenas is the principal of Cardenas Asset Management, LLC, an independent firm based in Chicago. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since founding her firm in 2000, she has focused on providing investment management and financial planning services. Cardenas Asset Management serves individuals, high-net-worth clients, trusts, estates, charitable institutions, and corporate entities. The firm emphasizes publicly traded equities, ETFs, mutual funds, and fixed-income instruments, using a long-term, quality-focused investment approach with tax-aware strategies and supports in-kind donations of appreciated securities as part of its planning services.

Nathan Kirckof is a CFA® charterholder and principal at Honeyguide Capital Partners in Chicago, IL. He has experience at Fitch Ratings, where he serves as a director and analyst, as well as prior roles at Bixby Research and Analytics LLC and U.S. Bank. Kirckof’s work at Fitch Ratings involves credit ratings and data analytics. Honeyguide Capital Partners provides fee-based discretionary investment management to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical asset allocation strategy using a concentrated set of exchange-listed securities, ETFs, and options, managing client assets according to a proprietary model portfolio rather than tailored individual plans.

Melanie Hummer is a CFP® and CFA® with 27 years of experience in financial advisory services. She is the founder of Hummer Financial Advisory Services Inc, where she has worked since 1999. In addition to her advisory role, she is a self-employed CPA specializing in income tax return preparation and is the creator and president of costbasis.com, a website providing resources and calculators for investors to account for corporate reorganizations. Hummer Financial Advisory Services, Inc. provides discretionary investment supervisory services and a range of financial planning engagements for individuals, trusts, retirement accounts, corporations, and charitable organizations. The firm emphasizes tax-aware, buy-and-hold investment strategies with a focus on controlling taxable events and maintaining detailed tax records, supported by the firm’s integration of accounting and tax expertise.

Peigen Tao is the principal of Taos Investment Advisors, LLC in Chicago, IL, holding the CFA® designation along with Series 63 and Series 65 licenses, and has 28 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and operates several affiliated businesses, including an accounting firm and an insurance agency, where he holds management roles. Tao’s other business activities include serving as president of an insurance agency and partner in an accounting firm. Taos Investment Advisors provides financial planning, consulting, and discretionary asset management primarily to individual and high-net-worth clients, as well as small business owners. The firm employs both fundamental and technical analysis and manages approximately $78.9 million in assets across about 116 client relationships.