| David Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Marcos Murillo We build custom, comprehensive plans, so you can live retirement boldly on your terms. | Vantage Point Financial | Lisle | Not listed | Percentage of assets |
| Paul Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Ryan Repko | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Sarah Pierce | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Tony Escobar Purpose-based financial planning for your business and personal needs. | Exponent Group | Morton | Not listed | One-time planning fee, Percentage of assets |
| Albert Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Brian Tumpane | Cedar Capital Advisors | Glen Ellyn | Not listed | Percentage of assets, Fixed fees |
| Brock Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Kyle Long | Long Planning | Geneva | Not listed | Percentage of assets |
| Luke Sauter | Vidarrow Investment Advisors | Arlington Heights | PFS | Percentage of assets, Hourly |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Heinz Brisske | KRM Financial Services | St. Charles | Not listed | Percentage of assets, Hourly |
| Jessica Stanley | Rezny Wealth Management | Aurora | Not listed | Percentage of assets |
| Keith Nyborg | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Nilu Judge | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Paul Linzer | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Ryan McNeilly | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Trevor Johnson | Dream Weaver Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Paul Ruedi | Ruedi Wealth Management | Champaign | Not listed | Percentage of assets |
| Robert Kristof | Casey Wealth Management | Orland Park | Not listed | Percentage of assets, Hourly |
| Ryan Knebel | ABG Consultants | Collinsville | Not listed | Percentage of assets, Hourly |
| Wayne Casey | Casey Wealth Management | Orland Park | Not listed | Percentage of assets, Hourly |