| Kristen Lanning | Pacesetter Financial Group | Lincoln | 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 |
| Melanie Husk | MEL Consulting | Chicago | Not listed | Percentage of assets, Hourly |
| Monique Holloway | AMC Wealth | Chicago | CFP | Percentage of assets, Hourly |
| Paul Ruedi | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Ryan Repko | Ruedi Wealth Management | Champaign | CFP | Percentage of assets |
| Timothy Bacus | Pacesetter Financial Group | Lincoln | CFP | Percentage of assets |
| Todd Gambit | Gambit Asset Management | Northbrook | CFP | Percentage of assets |
| William Haynes | AMC Wealth | Chicago | CFP | Percentage of assets, Hourly |
| Alexander Koynoff | ATK Financial Prosperity | Oswego | Not listed | Flat fee or retainer, Ongoing planning fee |
| Alexander Wasiunec | Mendel Money Management | Northbrook | Not listed | Percentage of assets, Hourly |
| Andrew Kitay | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| Brett Grossman | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Caleb Graybeal | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Charles Meeder | Sound Asset Management | Yorkville | CFP | Percentage of assets, Hourly |
| Daniel Carey | Mentor Capital Management | Chicago | 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 |
| Jeffrey Augspurger | Strong Retirement Solutions | Bloomington | Not listed | Percentage of assets, Hourly |
| Jeremy Ander | Urban Financial Advisory | Chicago | CFP | One-time planning fee |
| John Davis | Mentor Capital Management | Chicago | CFP | Percentage of assets, Hourly |
| Jonathan Carter | KEB – Kerber, Eck & Braeckel | Springfield | PFS | Percentage of assets, Hourly |
| Kyle Long | Long Planning | Geneva | Not listed | Percentage of assets |
| Luke Sauter | Vidarrow Investment Advisors | Arlington Heights | PFS | Percentage of assets, Hourly |
| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Nicholas Martin | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Robert DiLegge | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Steven Urban | Urban Financial Advisory | Evanston | CFP | One-time planning fee |
| William Herr | Trader Wealth Management | Barrington | CFP | Percentage of assets, Hourly |
| Yoo Chung Chang | Upstart Wealth Management | Chicago | Not listed | Percentage of assets, Ongoing planning fee |
| Amy Barrett | Barrett Wealth Connection | Spring Grove | CFP, CFA | Hourly |
| Andrew Feldman | AJ Feldman Financial LLC | Deerfield | CFP | Percentage of assets, Hourly |
| Anna Thornburg | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Bahdan Yakavenka | Lestna | Chicago | CFA | Ongoing planning fee, Percentage of assets |
| Brad Bobb | Bobb Financial Incorporated | Chatham | CFP | Percentage of assets, Hourly |
| Brenda Knox | Financial Elements, Inc. | Rolling Meadows | AIF, BS, CFP, CRPC | Percentage of assets, Hourly |
| Brett Wysopal | Wysopal Wealth Planning, LLC | Brookfield | CFP | Percentage of assets, Hourly |
| Chad Nolte | Model Wealth | Wheaton | Not listed | Hourly, Flat fee or retainer |
| Corissa Landphair | Landphair Wealth Management | Winnetka | CFP | Percentage of assets |
| Dale Branda | Steward Advisors, LLC | Chicago | CFP, MBA | Percentage of assets, Hourly |
| Danielle Schultz | Haven Financial Solutions, Inc. | Evanston | CDFA, CFP | Percentage of assets, Hourly |
| Edward Gjertsen II | Engage Wealth Group, LLC. | Northfield | CFP | Percentage of assets, Hourly |
| Heinz Brisske | KRM Financial Services | St. Charles | Not listed | Percentage of assets, Hourly |
| Jeffrey Cribbs | Chicago Wealth Management | Chicago | CFP | Percentage of assets, Hourly |
| Jennifer Sanchez | Integral Financial Planning LLC | Naperville | BS, CFP, CPA | Hourly, Fixed fees |
| Jessica Stanley | Rezny Wealth Management | Aurora | Not listed | Percentage of assets |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Joseph McDonnell | McDonnell Capital Management | Frankfort | CFP, PFS | Percentage of assets, Hourly |
| Katie Blechschmidt | FMI Financial | Oak Brook | CFP | Percentage of assets, Hourly |