| Michael Marietti | Riverbend Planning Group | Chicago | Not listed | Percentage of assets, Hourly |
| Nicholas Martin | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Noah Shidlofsky | Riverpoint Wealth Management | Chicago | Not listed | Percentage of assets, Fixed fees |
| Robert DiLegge | Hemsley Advisors | Chicago | Not listed | Percentage of assets, Hourly |
| Ryan Robertson | Factor Wealth Management | Chicago | Not listed | Percentage of assets, Hourly |
| William Dippell | Milestone Money | Chicago | Not listed | Flat fee or retainer, Ongoing planning fee |
| Yoo Chung Chang | Upstart Wealth Management | Chicago | Not listed | Percentage of assets, Ongoing planning fee |
| Andrew Farinelli | Wavvest | Chicago | Not listed | Percentage of assets |
| Brendan King | Wavvest | Chicago | Not listed | Percentage of assets |
| Jacob Beck | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Johnny Jones | Atlatl Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Sinon Bennett | Wavvest | Chicago | Not listed | Percentage of assets |
| Suzanne Wetzel | Doyenne Wealth Advisors | Chicago | Not listed | Percentage of assets, Fixed fees |
| Michael Distasio | Valor Advisers | Chicago | Not listed | Percentage of assets, Hourly |
| Kurt Winiecki | Winiecki Wealth Management | Chicago | Not listed | Percentage of assets |