| Ian Kos | Tetley Investments | Park Ridge | Not listed | Percentage of assets, Hourly |
| Jonathan Rigoni | North Shore Capital Group Investment Advisors | Lake Forest | Not listed | Percentage of assets, Hourly |
| Philip Tetley | Tetley Investments | Park Ridge | Not listed | Percentage of assets, Hourly |
| Philip Tetley | Tetley Investments | Park Ridge | Not listed | Percentage of assets, Hourly |
| Sophie Kaluziak | Vista Financial Planning | Oak Park | Not listed | Ongoing planning fee |
| Kurt Winiecki | Winiecki Wealth Management | Chicago | Not listed | Percentage of assets |
| Terrence Burke | Trader Wealth Management | Barrington | Not listed | Percentage of assets, Hourly |