| 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 |
| Keith Schicker | Zuckerman Investment Group | Chicago | CFA | Percentage of assets |
| Parker Taylor | Paradigm Wealth Management | Chicago | 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 |
| Todd Potter | Greatdane Investment | Moline | Not listed | Percentage of assets, Hourly |
| Beth Smyth | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Bradley Price | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Brian Zavalkoff | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Debra Meyer | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Joan Giardina | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Karen Natkin | Moonstone Asset Management | Northbrook | Not listed | Percentage of assets |
| Matthew Shapiro | MWS Capital Consultants | Glenview | Not listed | Percentage of assets |
| Michael Stoffregen | Chesley, Taft & Associates | Chicago | CFA | Percentage of assets, Fixed fees |
| Nicole Kustok | Evansbrook Capital Management | Bolingbrook | Not listed | Percentage of assets |
| Ryan Hartung | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| William Alt | MWS Capital Consultants | Chicago | Not listed | Percentage of assets |
| Joshua Perlmutter | Atlas Financial | Chicago | Not listed | Percentage of assets, Fixed fees |
| Ryan Mahoney | Cypress Asset Management | Peoria Heights | Not listed | Percentage of assets, Fixed fees |
| William Enoch | Zuckerman Investment Group | Chicago | Not listed | Percentage of assets |
| Thomas Baumgart | Chesley, Taft & Associates | Chicago | Not listed | Percentage of assets, Fixed fees |