| Patrick McGough | Geometric Advisors | Arlington Heights | CFA | Percentage of assets |
| Sarah Pierce | Watershed Private Wealth | Oak Brook | Not listed | Percentage of assets |
| Albert Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Brock Von Holt | Von Holt Financial Advisors | Palatine | CFP | Percentage of assets |
| Charles Meeder | Sound Asset Management | Yorkville | CFP | Percentage of assets, Hourly |
| Elena Sargent | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Greg Rutherford | Sound Asset Management | Yorkville | CFP | Percentage of assets, Hourly |
| Jonathan Carter | KEB – Kerber, Eck & Braeckel | Springfield | PFS | Percentage of assets, Hourly |
| Michael Mahoney | Cypress Asset Management | Peoria Heights | CFP | Percentage of assets, Fixed fees |
| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Nicholas Martin | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Noah Shidlofsky | Riverpoint Wealth Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Robert DiLegge | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Donald McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Ian Dillow | Dillow Wealth Management | Oak Brook | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Smith | North Shore Investment Consulting, LLC | Wilmette | CFA, CFP, MBA | Percentage of assets |
| Michael Walther | Oak Wealth Advisors LLC | Northbrook | CFA, CFP, CPA, MBA | Percentage of assets, Fixed fees |
| Nic Reed | Capstone Financial Advisors Inc. | Downers Grove | CFP | Percentage of assets, Hourly |
| Richard Lakin | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Robert Gerstemeier | Gerstemeier Financial Group, LLC | Oak Brook | CFP, EA, MBA | Percentage of assets, Hourly |
| Ryan McLaughlin | McLaughlin Asset Management | Danville | Not listed | Percentage of assets, Fixed fees |
| Scott Wentsel | Wentsel Wealth Management, LLC | Western Springs | BA, CFA, CFP, MBA | Percentage of assets, Hourly |
| William Driscoll | Oak Family Advisors | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Ari Nadler | Nadler Financial Group | Deerfield | Not listed | Percentage of assets |
| Brook Soebbing | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Caden Heyen | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Christopher Brauner | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Jared Van Slyke | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Joel Regier | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| Joseph Shea | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Lisa Dieter | Ember House Wealth Management | Chicago | Not listed | Percentage of assets |
| Nathan Townsend | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Riley Beal | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Scott Bondurant | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| Sharese Abbadessa | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Susan Shackelford | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Alan Charach | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Anthony House | i2i Analytics | Evanston | Not listed | Percentage of assets |
| Arielle Hannan | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Charles Holder | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Charles Sloan | Oak Family Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Dane Rutstein | i2i Analytics | Evanston | Not listed | Percentage of assets |
| Geovanny Vega-Zamora | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |