| Ryan Bellis | Vertex Planning Partners | Downers Grove | Not listed | Percentage of assets, Fixed fees |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| Steven Urban | Urban Financial Advisory | Evanston | CFP | One-time planning fee |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing 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 |
| Aaron Izenstark | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Alison Brandt | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Colleen Nesslar | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Gerald Howell | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Heinz Brisske | KRM Financial Services | St. Charles | Not listed | Percentage of assets, Hourly |
| Ian Dillow | Dillow Wealth Management | Oak Brook | Not listed | Percentage of assets, Fixed fees |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Jessica Stanley | Rezny Wealth Management | Aurora | Not listed | Percentage of assets |
| John Henek | Quantum Capital Investments | River Forest | Not listed | Percentage of assets, Fixed fees |
| John Hollahan | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Joseph Lopresti | Arlington Wealth Management | Arlington Heights | Not listed | Percentage of assets, Fixed fees |
| Joshua Betancourt | Quantum Capital Investments | Elmwood Park | Not listed | Percentage of assets, Fixed fees |
| Keith Nyborg | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Nilu Judge | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Paul Linzer | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Richard Lakin | IRON Financial | Northbrook | Not listed | Percentage of assets, Performance-based fees |
| Ryan McNeilly | Kenora Financial | Des Plaines | Not listed | Percentage of assets |
| Shawn Kennedy | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Sinon Bennett | Wavvest | Chicago | Not listed | Percentage of assets |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Thomas Parker | Pendulum Partners | Itasca | Not listed | Percentage of assets, Fixed fees |
| Trevor Johnson | Dream Weaver Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Ari Nadler | Nadler Financial Group | Deerfield | Not listed | Percentage of assets |
| Brook Soebbing | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Bryan Petry | Stonebridge Wealth Management | Oak Brook | Not listed | Percentage of assets, Hourly |
| Caden Heyen | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Christopher Brauner | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Gerard Downey | Linden Wealth Management | Oak Park | Not listed | Percentage of assets |
| Haley Herr | Rosemeyer Management Group | Sterling | Not listed | Percentage of assets, Fixed fees |
| Jared Van Slyke | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Joel Regier | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| Michael Distasio | Valor Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Nathan Townsend | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Riley Beal | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Scott Bondurant | Bondurant Investment Advisory | Evanston | Not listed | Percentage of assets, Fixed fees |
| Susan Shackelford | KEB – Kerber, Eck & Braeckel | Springfield | Not listed | Percentage of assets, Hourly |
| Todd Potter | Greatdane Investment | Moline | Not listed | Percentage of assets, Hourly |
| Daniel Fisher | Fisher Financial Group | Northbrook | Not listed | Percentage of assets |
| Darrel Rolls | North Shore Capital Group Investment Advisors | Lake Forest | Not listed | Percentage of assets, Hourly |
| Deanna Brown | StackStone Wealth | Rockford | Not listed | Percentage of assets, Fixed fees |
| Dustin Decker | North Shore Capital Group Investment Advisors | Lake Forest | Not listed | Percentage of assets, Hourly |