Kenneth Eaton is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Stepp & Rothwell Inc. since 1995. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm uses a variety of investment strategies including mutual funds, ETFs, fixed income securities, and options, and provides ongoing account reviews and customizable client arrangements.

Kathleen Stepp is a CFP® and Series 65 licensed financial advisor with 30 years of industry experience. She has been with Stepp & Rothwell Inc. since 1992. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations, providing financial planning, consulting, and investment advisory services. The firm employs a range of investment strategies including mutual funds, ETFs, fixed income, and uses both long- and short-term approaches, with options and margin transactions utilized where appropriate.

Meridith Nelson is a CFP® and Series 65 credentialed advisor at Stepp & Rothwell Inc with five years of industry experience. Prior to joining Stepp & Rothwell, she worked in healthcare roles at OSF Healthcare and OSF St. Joseph Medical Center. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations with financial planning, consulting, and investment advisory services. The firm’s portfolios primarily include mutual funds, ETFs, and fixed income securities, employing various strategies and offering both discretionary and non-discretionary client arrangements.

Howard Rothwell is a financial advisor at Stepp & Rothwell Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stepp & Rothwell since 1998. The firm serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. Stepp & Rothwell’s portfolios primarily include mutual funds, exchange-traded funds, and fixed income securities, utilizing both long- and short-term strategies and offering customizable client arrangements.

Amy Guerich is a financial advisor at Stepp & Rothwell Inc with eight years of industry experience. She holds a Series 65 designation and has been with Stepp & Rothwell since 2016. Stepp & Rothwell is a team of seven advisors managing approximately $1.06 billion for about 339 clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers customized financial planning, discretionary portfolio management, and standalone investment supervision, employing a variety of strategies tailored to client objectives.

Ross Lehman is a financial advisor at Stepp & Rothwell Inc. with seven years of industry experience. He holds a Series 65 designation and has been with Stepp & Rothwell since 2018. Prior to joining the firm, he worked at Notre Dame from 2015 to 2017. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. The firm uses a range of investment strategies including mutual funds, ETFs, fixed income securities, options, and margin transactions, and offers both discretionary and non-discretionary client arrangements.