Joseph O'Keefe is a CFP® with 39 years of industry experience, currently advising clients at Ameriprise since 2020, after 15 years with Ameriprise Financial Services, Inc. He serves on the boards of NPH USA and the Epsilon Beta Alumni Corporation, and participates in the finance council of St. Mary's Church and school. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gary Fabian is the sole advisor at Gary Fabian and Associates Incorporated, an independent firm based in Riverdale, IL. He holds Series 63 and Series 65 designations and has 28 years of industry experience. He has worked at Stephen A. Kohn & Associates, Ltd. since 2003 and has been involved with Asian Elements, a young Asian professional networking organization, since 2002. Gary Fabian and Associates Incorporated serves clients with a personalized approach characteristic of a single-advisor independent firm.