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.

Daniel Rooker is a CFP® with 12 years of industry experience and is the principal of Rook Financial LLC in Oak Park, IL. He has held advisory roles at several firms, including WealthTrace Advisors Inc. and SLP Wealth. Outside of his financial advisory work, he coaches swim classes at a health and fitness gym. Rook Financial LLC is an independent, single-advisor firm offering financial planning, discretionary investment management, and retirement plan consulting for individuals and small-business plan sponsors. The firm emphasizes long-term, risk-based asset allocation with broad global diversification and typically serves clients with substantial investable assets as well as 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.

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.

Roger Manske is a CFP® professional with 25 years of experience in the financial planning industry. He has operated as a sole proprietor since 2000. His firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families, and small business owners. The firm serves approximately 25 clients, focusing on personalized advisory services without discretionary trading authority, and emphasizes a fiduciary approach with active monitoring of client holdings.

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 industry experience. He is the founder and sole advisor at Bourbon Financial Management in Chicago, IL, where he has worked since 2009. Before founding his firm, he spent seven years at ProManage. Bourbon Financial Management is an independent, fee-only advisory firm serving individuals, families, and occasionally business clients. The firm offers comprehensive financial planning and investment advice based on a research-driven, long-term asset allocation strategy emphasizing low-cost mutual funds and ETFs, with services provided on a non-discretionary basis.

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.