| Jeffrey Melgard | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Patrick Scholz | Maxg2 | Deerfield | Not listed | Ongoing planning fee |
| Pearlyn Manieri | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Ryan Bradley | Holder Wealth Management | Champaign | Not listed | Percentage of assets, Hourly |
| Steven Peshek | Altruity Wealth | Palatine | Not listed | Percentage of assets |
| Terrence Wilson | Oak Family Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Kurt Winiecki | Winiecki Wealth Management | Chicago | Not listed | Percentage of assets |
| Ryan Mahoney | Cypress Asset Management | Peoria Heights | Not listed | Percentage of assets, Fixed fees |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Charles McKenna | McKenna Capital | Wheaton | Not listed | Percentage of assets, Hourly |
| Elliot Lauzen | Grey Fox Wealth Advisors | Hinsdale | Not listed | Percentage of assets, Fixed fees |
| John Fitzpatrick | Oak Family Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Kathleen Helminski | Oak Family Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Steven Bartz | Graybill Wealth Management | Elmhurst | Not listed | Percentage of assets |
| Benjamin Cohen | Cohen Capital | Chicago | CFP | Percentage of assets, Fixed fees |
| Brian Fritzsche | Moller Wealth Partners | Northfield | CFP, CFA | Percentage of assets, Fixed fees |
| Brian Niksa | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Brian Peterson | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Christian Francaviglia | Arena Private Wealth | Chicago | CFP | Percentage of assets, Hourly |
| Christopher Ciupke | Roberts, Glore & | Deerfield | CFP | Percentage of assets, Fixed fees |
| Daly Andersson | Sterling Wealth Management | Champaign | CFP, CFA | Percentage of assets, Hourly |
| Daniel Fitzgerald | Pinnacle Financial Group | Western Springs | CFP | Percentage of assets, Hourly |
| David Valenti | Virtue Asset Management | Barrington | CFP | Percentage of assets |
| James Marquez | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| James Veers | Studio Investment Management | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Jason Telford | Capstone Financial Advisors | Downers Grove | CFP, CFA | Percentage of assets, Hourly |
| Jason Tosh | Arena Private Wealth | Chicago | CFP | Percentage of assets, Hourly |
| Jeffrey Hansen | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Jenna Woods | Sterling Wealth Management | Champaign | CFP | Percentage of assets, Hourly |
| Jennifer Wyton | Shankervalleau Wealth Advisors | Skokie | CFP | Percentage of assets |
| Jeremy Lorenz | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| John Daly | Daly Investment Management | Mount Prospect | CFP | Percentage of assets, Hourly |
| John Koenig | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| John Kosik | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| John Valleau | Shankervalleau Wealth Advisors | Skokie | CFP | Percentage of assets |
| Kari McKinley | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Kathleen Valleau | Shankervalleau Wealth Advisors | Skokie | CFP | Percentage of assets |
| Lindsay Guido | Conifer Bay Capital | Kildeer | CFP | Percentage of assets, Fixed fees |
| Lorie Shah | Virtue Asset Management | Barrington | CFP | Percentage of assets |
| Ma Navarro | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Marisa Marshall | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Michal Gicala | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Neha Howery | Studio Investment Management | Chicago | CFP, CFA | Percentage of assets, Fixed fees |
| Raymon Brown | Sterling Wealth Management | Champaign | CFP | Percentage of assets, Hourly |
| Robert Wootton | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Roy Brown | Trueman Brown | Lake Zurich | CFP | Percentage of assets, Hourly |
| Sandra Higgins | Capstone Financial Advisors | Downers Grove | CFP | Percentage of assets, Hourly |
| Sean Moran | Pinnacle Financial Group | Western Springs | CFP | Percentage of assets, Hourly |
| Seth Elam | Sterling Wealth Management | Champaign | CFP | Percentage of assets, Hourly |
| Sharon Allen | Sterling Wealth Management | Champaign | CFP | Percentage of assets, Hourly |