Jonathon Bell is a financial advisor at Royalty Wealth Management, Inc. in Chicago, IL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior positions at Rudis Capital Management, Saxony Capital Management, Rothschild Investment LLC, and LaSalle Financial Services. Royalty Wealth Management is an independent firm serving individual and high-net-worth clients, trusts, estates, and business entities with discretionary asset management and investment consulting. The firm customizes portfolios using quantitative optimization, technical analysis, and a mix of investment instruments, offering model strategies and performance-based account programs uncommon among similarly sized firms.

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 12 years of experience in the financial industry. She is the principal advisor at GGCFO Advisors and also serves as president and accountant of GD Group, Inc., where she provides outsourced CFO and accounting services. GGCFO Advisors offers financial planning, investment supervisory services, and access to institutional sub-advisers primarily for individual and high-net-worth clients. The firm employs a market-based, structured investment approach focused on diversification, cost awareness, and continuous market exposure, typically managing portfolios on a discretionary basis.

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.

Scott Scherrer is a financial advisor at Scherrer Financial Services with 21 years of industry experience. He holds a Series 65 designation and has operated his independent practice since 2004. Scherrer Financial Services provides investment management and financial planning primarily for individual clients. The firm employs a bottom-up, buy-and-hold investment approach tailored to client-specific objectives, incorporating portfolio construction with stocks, bonds, annuities, and CDs, alongside retirement, tax, and estate planning advice.

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.

Paul Tomchaney is the principal advisor at TomChaney Investment Services, Inc., an independent firm based in Orland Park, IL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 21 years with his current firm. TomChaney's background includes counseling psychology. TomChaney Investment Services provides discretionary asset and portfolio management to individual and high-net-worth clients, managing approximately $30.7 million across 39 accounts. The firm combines Modern Portfolio Theory with fundamental and technical analysis to create diversified portfolios that include mutual funds, ETFs, equities, fixed income, and options, while accommodating special client situations and restrictions.

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.

Daniel Henry is a financial advisor at Endeavor Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at IHT Wealth Management LLC for four years and J.P. Morgan Securities for twelve years, with an additional year at Waddell & Reed. Outside of advising, he is involved in training and onboarding new hires for Vedder Price, PC, a role unrelated to investment management. Endeavor Capital Management is an independent firm serving high-net-worth individuals, legal entities, corporations, and other registered investment advisers. The firm employs a combination of fundamental enterprise valuation, technical analysis, and dividend-growth assessments to manage concentrated, long-term equity strategies alongside a passive asset allocation approach.

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.

Robert Mesch is a CFP® with 38 years of industry experience. He is the principal of Intuitive Wealth Management, LLC, an independent advisory firm he has led since 2018, following 17 years at Linsco/Private Ledger Corp operating under the same dba. He is also a licensed insurance agent. Intuitive Wealth Management serves individual clients by providing tailored investment advisory and asset management services, including discretionary and non-discretionary managed accounts. The firm customizes portfolios based on clients’ goals and risk tolerances, employing various strategies and conducting quarterly account reviews directly by the principal.

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.