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.

John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.

Michael Trekas is a financial advisor with The Meridian Business Group, Ltd, where he has worked for 24 years. He holds Series 63 and Series 65 licenses and operates as an independent insurance agent in addition to his advisory role. The Meridian Business Group provides services to individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management and non-discretionary financial planning. The firm emphasizes customized advice based on each client’s financial situation and employs a disciplined investment approach focusing on strategic asset allocation and periodic rebalancing.

William Dippell is a financial advisor at Milestone Money in Chicago, IL, with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and LakeStar Wealth Management, LLC. Milestone Money provides wealth management services to individual and high-net-worth clients, including trusts and estates, combining discretionary investment management with ongoing financial planning. The firm builds portfolios primarily using mutual funds and ETFs, following frameworks based on Modern Portfolio Theory and the Efficient Market Hypothesis, and emphasizes Liability-Driven Investing for clients nearing or in retirement.

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. and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial services industry. She has worked at Abraham & Co., Inc. and has been involved with Everett Wealth Solutions since 2008 as well as Everett & Associates, Inc. since 1998, where she also serves as president of an insurance brokerage agency. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a range of clients including retirees, working professionals, high-net-worth individuals, trusts, and small businesses. The firm employs a documented four-step review process to create individualized financial plans and manages client accounts primarily through securities available on the client's custodian platform, also offering educational seminars, newsletters, and an encrypted client portal.

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 principal of DCO Capital Management LLC, an independent firm based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to establishing DCO Capital Management, he was self-employed since 2009. Outside of his advisory role, he is a managing member of a private fund and works as a consultant for recruiting and business development. DCO Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, foundations, endowments, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a long-term, value-oriented investment approach based on fundamental research and offers tailored portfolios without a separate fee for financial planning.

Jon Wildermuth Jr. is a CFA® charterholder and financial advisor at West Point Advisory Group LLC with six years of industry experience. His career includes roles at Rockefeller Capital Management, Sendero Wealth Management, Harris Associates, Pavilion Advisory Group, and Stratford Advisory Group. Based in Chicago, IL, he currently leads West Point Advisory Group LLC. West Point Advisory Group LLC provides investment advisory and consulting services to individuals, high-net-worth clients, families, trusts, and estates. The firm emphasizes fundamental analysis and long-term portfolio management using low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

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.