| Michael Distasio | Valor Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Parker Taylor | Paradigm Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Sharese Abbadessa | Horizon Family Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Adam Cross | AMC Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Alan Charach | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Arielle Hannan | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Beth Smyth | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Brian Zavalkoff | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Charles Sloan | Oak Family Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Jason Koenig | AMC Wealth | Chicago | Not listed | Percentage of assets, Hourly |
| Jeffrey Melgard | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Joan Giardina | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| John Swift | Benchmark Investment Advisors | Chicago | CFA | Percentage of assets |
| Michael Stoffregen | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Pearlyn Manieri | Rebellion Asset Management | Chicago | Not listed | Percentage of assets |
| Ryan Hartung | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Terrence Wilson | Oak Family Advisors | Chicago | CFA | Percentage of assets, Fixed fees |
| Vitaly Novok | Lestna | Chicago | Not listed | Ongoing planning fee, Percentage of assets |
| William Alt | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Daniel Kaster | Mentor Capital Management | Chicago | Not listed | Percentage of assets, Hourly |
| David Sopchik | CJW Capital | Chicago | Not listed | Percentage of assets, Fixed fees |
| Joshua Perlmutter | Atlas Financial | Chicago | Not listed | Percentage of assets, Fixed fees |
| Kurt Winiecki | Winiecki Wealth Management | Chicago | Not listed | Percentage of assets |
| Oscar Varona | CJW Capital | Chicago | Not listed | Percentage of assets, Fixed fees |
| Sarah Bodach | Mentor Capital Management | Chicago | Not listed | Percentage of assets, Hourly |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| Barbara Kelly | AZA Capital Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Benjamin Wilson | Stabile Investment Management | Chicago | Not listed | Percentage of assets, Hourly |
| Bunn Fawcett | AZA Capital Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Christian Wray | Hazelwood Investment Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Christopher Khan | Blue Line Capital | Chicago | Not listed | Percentage of assets |
| Christopher Recker | AZA Capital Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Daniel White | Blue Line Capital | Chicago | Not listed | Percentage of assets |
| Erica Gnilka | Chicago Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Jacob Szewczyk | Chicago Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Jason Cohrs | Blue Line Capital | Chicago | Not listed | Percentage of assets |
| 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 |
| Mary Deshong Kinkelaar | Kinkelaar & Associates | Chicago | Not listed | Hourly, Fixed fees |
| Michael Chrisler | MJC Financial Fitness | Chicago | Not listed | Hourly, One-time planning fee |
| Michael Lafontaine | AZA Capital Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Nicholas Norby | Taursas Investments | Chicago | Not listed | Percentage of assets |
| Nicholas Thompson | Chicago Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Owen Hardy | Blue Line Capital | Chicago | Not listed | Percentage of assets |
| Ross Blauwkamp | AZA Capital Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Thomas Baumgart | Chesley, Taft & Associates | Chicago | Not listed | Percentage of assets, Fixed fees |
| Thomas Walshe | Benchmark Investment Advisors | Chicago | Not listed | Percentage of assets |
| William Baruch | Blue Line Capital | Chicago | Not listed | Percentage of assets |
| Alvin Walker | Lake Jericho | Chicago | CFP, CFA | Percentage of assets, Hourly |
| Benjamin Cohen | Cohen Capital | Chicago | CFP | Percentage of assets, Fixed fees |