Lucia Fiumara

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Holistic financial planning for creatives, freelancers, small business owners, and independent thinkers. Indie Financial Planning is a woman-run, fee only financial planning firm with a background in arts and entertainment. We are licensed in Illinois and California. Before becoming a CFP® Professional, I spent over 20 years working in the independent music industry. I have a unique awareness of the challenges facing artists, creatives, or anyone looking to build a career or business not tied to a traditional 9-5 position. IFP caters to self-employed entrepreneurs or anyone looking to plan for a future on their own terms. I founded IFP as an alternative to a financial industry widely viewed as only serving the very wealthy. There are no investment minimums to work with IFP. We are an independent resource ready to partner with you when you are ready to take control of your financial life. Whatever your planning needs – from investments to budgeting – IFP will consider the many moving parts of your situation and work with you to build a plan based on trust. We focus on holistic planning and helping to educate you, so you are better positioned to achieve your goals. We treat planning as a partnership. We provide you with the tools and knowledge to take control of your finances. We offer advice and expertise to answer your questions and pursue your goals. Investment management and ongoing planning allows us to create a roadmap with clients and travel that path with them adjusting to changes along the way. After graduating from Pomona College with degrees in Economics and French, I moved from California to Boston for a change of scenery. There, I began working in a record store and eventually moved into sales and distribution for a small independent record label. I continued working in independent music when I moved to Chicago including 16 years as Head of Sales and Distribution for Touch and Go Records. When I left the music industry in 2009, I saw an opportunity to offer financial planning and investment advice to the many talented and creative folks in my circle of friends and others like them. Outside of work, I have a soft spot for animals including my 2 cats and 2 dogs all rescued from Chicago area rescues. The dogs arrived at the house as 2-week-old puppies along with their mama dog and 7 siblings during the 2020 Covid pandemic. If the pets give me the I still enjoy seeing live music and enjoy the many venues around Chicago.

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets. Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I've spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication...both of which are incorporated into our relationships with clients. I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I'm the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at naveen@pvafinancial.com

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Hi, I’m Emi! I’m so glad you came across my profile. Here is a little about me and why I started my firm: I am a first-generation wealth builder, first-generation immigrant, first in my family to graduate college, start a business, and earn more than my parents. With every “first” came excitement but also uncertainty. Managing money, making financial decisions, and building long-term wealth felt overwhelming—because no one had taught me how. I know firsthand the challenges that come with navigating finances without guidance especially as a woman. I founded MyGen Planning to serve first-generation wealth builders and independent-minded professionals in their 20s, 30s, and 40s—who are building financial security — often for the first time — on their own terms. As we like to say, “The first in your family, but not alone.” There are four ways to work with us: Ongoing Financial Planning |Project-Based |Hourly Financial Planning |Investment Management Head over to mygenplanning.com to see how we serve our clients.

We guide First Gen Wealth Builders to align money with purpose. When you’re a First Gen, the financial safety net didn’t exist. You built your own. We partner with individuals, families, and entrepreneurs who’ve built success from the ground up. Does this sound like you? You’re ready for guidance that feels aligned, not intimidating. Advice that honors where you came from and helps you build what’s next. Hiring a financial planner? That’s new territory. No one in your family has done this before. Success has evolved. The questions are bigger now — more strategic, more intentional. -How do I balance saving and investing for my family with still having the freedom to travel, be present and enjoy life? -How do we protect what we’ve built, legally, financially, and emotionally, in a system that wasn’t built for us? -How do I make smarter decisions around taxes, equity comp, and investments, without second-guessing every move? Enter FirstGen Wealth: A Financial Life Planning Practice - Independent - Fee-Only (one flat fee for financial planning and Investment Management) -Fiduciary 100% of the time - Virtual - Based in Chicago and work with clients nationwide (most clients are in CA, NY, NJ, WA, VA, GA, and TX) Meet Valerie Rivera, CFP®, Founder & Financial Planner: -CERTIFIED FINANCIAL PLANNER™ professional with nearly 20 years of experience advising clients with $10–$20 million portfolios. Now using that same expertise to empower First Gen Wealth Builders. -Wife, mother, homeowner, and business owner bringing real-world perspective to every financial plan. - A proud First Gen who built her own financial safety net and reached Coast FI by 40. Passionate about tax planning, travel, and helping others design lives of freedom and purpose. Her six-year-old has already visited more than 15 countries, and I’m always planning the next four. -Culturally competent, inclusive, and a proud LGBTQ+ ally committed to financial equity and social justice.