| Chelsea Rude | Rude Wealth Advisory LLC | Olney | CFP, APMA, EA, MSFP | Ongoing planning fee |
| Christopher Jones | Azalea Wealth Management | Glen Ellyn | CFP | Percentage of assets, Ongoing planning fee |
| Dustin Javier | Defined Capital | Oak Brook | CFP | Percentage of assets, Ongoing planning fee |
| Matthew Furlong | Furlong Investment Solutions | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Nancy Doyle Hourly, advice-only planning that helps women and families in transition simplify their finances and understand their money. | Manage Your Financial Life | Winnetka | CFA, CFT | Hourly |
| Alexander Hemsley | Hemsley Advisors | Chicago | CFP | Percentage of assets, Hourly |
| Bradley Mendel | Mendel Money Management | Northbrook | CFP | Percentage of assets, Hourly |
| George Hemsley | Hemsley Advisors | Barrington | CFP | Percentage of assets, Hourly |
| Jack Hallier | Patrick M Sweeney & Associates | Libertyville | CFP | Percentage of assets |
| John Burns | Factor Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| John Ferguson | Patrick M Sweeney & Associates | Barrington | CFP | Percentage of assets |
| Patrick Sweeney | Patrick M Sweeney & Associates | Libertyville | CFP | Percentage of assets |
| Randolph Hardy | Factor Wealth Management | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Alex Offerman | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Brett Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| David Maley | 1102 Partners | Chicago | CFP | Percentage of assets |
| Donovan Sanchez | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Julia Zakarias | GenFi Family and Fiduciary Services | Chicago | CFP | Percentage of assets, Hourly |
| Kraig Mickelsen | KRM Financial Services | St. Charles | CFP | Percentage of assets, Hourly |
| Lester Detterbeck | Detterbeck Wealth Management | Palatine | CFP, CFA | Ongoing planning fee |
| Nathan Paulson | Paulson Wealth Management | Wheaton | CFP | Percentage of assets, Hourly |
| Randall Bruns | Model Wealth | Wheaton | CFP | Hourly, Flat fee or retainer |
| Tamra Wener | Mosaic Fi | Lincolnshire | CFP | Percentage of assets, One-time planning fee |
| William Fan | Paulson Wealth Management | Wheaton | CFP | Percentage of assets, Hourly |
| Barry Mendel | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Brandon Clouse | Prism Planning Partners | Libertyville | Not listed | One-time planning fee |
| Bronwyn Mirretti | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Christopher Plahm | Stonebridge Wealth Management | Oak Brook | CFP | Percentage of assets, Hourly |
| Jacob Kuebler | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Jeremy Johnson | Veracity Wealth Management | Oakbrook Terrace | CFP | Percentage of assets, Ongoing planning fee |
| Johnathan Frerichs | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Joseph Miebach | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Joshua Cutler | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Justin Mason | KEB – Kerber, Eck & Braeckel | Springfield | CFP | Percentage of assets, Hourly |
| Margaret Quinn | Paradigm Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Mark Burka | Mendel Money Management | Northbrook | CFA | Percentage of assets, Hourly |
| Nicholas Vogel | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Rochelle Moore | Sound Financial Solutions | Clinton | CFP | Hourly |
| Ross Hager | KEB – Kerber, Eck & Braeckel | Springfield | CFP | Percentage of assets, Hourly |
| Samuel Wesley | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Timothy Lee | Bluestem Financial Advisors | Savoy | CFP | Ongoing planning fee |
| Timothy Perryman | Mirretti Perryman Wealth Strategies | Skokie | CFP | Percentage of assets, Hourly |
| Daniel Holder | Holder Wealth Management | Champaign | CFP, PFS | Percentage of assets, Hourly |
| Daniel Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| David Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Frederick Kort | Cura Wealth Partners | Chicago | CFP | Percentage of assets, Hourly |
| Gregory Hodges | Greg Hodges Financial Advisory | Normal | CFP | Percentage of assets, Hourly |
| James Richter | Monotelo Wealth Partners | Elgin | CFP | Ongoing planning fee |
| Jenifer Aronson | Mosaic Fi | Lincolnshire | CFA | Percentage of assets, One-time planning fee |
| Jose Cuevas | Wisdom Investments | Hoffman Estates | CFP | Percentage of assets, Hourly |