Annalisa Griego is a Financial Consultant with experience in managing and developing client strategies. She served as Managing Director at Northwestern Mutual from 2024 to 2025 and as Growth and Development Director from 2021 to 2024. Annalisa assists clients in building financial strategies that consider the broader context of their lives, including family, goals, values, and long-term impact. Her professional approach emphasizes meaningful guidance to enable clients to make informed and thoughtful financial decisions with clarity and confidence. Annalisa balances immediate results with the consideration of future generations and opportunities. Outside of her professional commitments, Annalisa engages in activities including family activities, golf, parenthood, spending time with pets, puzzles, and traveling.

Timothy Levert III is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Chase and its affiliates for nine years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Brian Soczka is a financial advisor at Raymond James & Associates with 15 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and MSI Financial Services, Inc. for two years. Brian holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and a range of portfolio management styles.

Thomas Wagner is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Alera Investment Advisors, Triad Advisors, GCG Financial, and Securian Financial Services. He is also affiliated with Guide Wealth Partners, where he serves clients on investment, insurance, and planning needs. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ian Hamann is a financial advisor at Ameriprise in Lisle, IL, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior experience in various roles including positions at Voyage Financial Group and GA Drywall. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dennis Gorski is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including roles at Thrivent Financial, American United Life, and Wela Financial, where he is currently owner and president. Gorski is also the founder and executive director of Dynamis Ministries, focused on Christian generosity planning. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools, with options for clients to implement recommendations through separate brokerage or insurance arrangements.

Scott Hoeppel is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1996. In his role, he develops customized financial strategies tailored to his clients' individual goals, focusing on areas such as retirement income planning, wealth management, education funding, and tax minimization. He serves clients with a comprehensive approach that goes beyond portfolio management to address their unique needs. With 30 years of experience, Scott holds a Bachelor's degree in Finance from the University of Illinois. He received the Chartered Retirement Planning Counselor™ certification in 2007 and also holds the Personal Investment Advisor (PIA) designation. He has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2021 through 2026. Scott lives in Chicago's western suburbs with his wife and three sons. Outside of work, he enjoys golfing, traveling, and spending time with his family.

William Lymangood III is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Morgan Stanley in Lisle, Illinois. He has been with Morgan Stanley since 2011 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he acts as a trustee and co-trustee for a trust based in Naples, Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services alongside its planning offerings.

Fabricia Gibler is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on providing disciplined and structured financial planning and investment guidance tailored to individual client priorities and values. Before joining Fidelity Investments, Fabricia worked as a Private Client Banker at JPMorgan Chase from 2019 to 2024. Her experience in financial services spans several years, during which she has helped clients navigate complex financial decisions with clarity and confidence. Fabricia is dedicated to building long-term client relationships based on trust, consistency, and care.

Vijay Raje Mehta is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to their unique needs and circumstances. He provides ongoing advice and adapts investment plans as clients' situations evolve. His expertise encompasses a broad range of financial planning areas, including funding education, preparing for retirement and healthcare costs, managing competing financial demands such as home buying and eldercare, and creating personalized wealth management strategies. Vijay holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Vijay earned a Bachelor's Degree from Mohan Lal Sukhadia University and a Masters of Business Administration (MBA) from Rajasthan University. He is proficient in both English and Hindi.

Creighton Karner is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at Genesis Logistics (DHL) and has experience in retail and education sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Hills is a financial advisor at Stifel with 22 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory role, she serves as a board member and treasurer for Just Giants Rescue Inc., an organization that rescues giant breed dogs, and works as a co-trustee of non-family trusts. She is also involved with Melaleuca as a consumer direct marketer. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Ronald Breier is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, includes ESG considerations, and leverages broader derivatives and commodities capabilities.

Kevin Riordan is a financial advisor with Merrill in Lisle, Illinois, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Albert Lazaro is a financial advisor with Ameriprise in Joliet, IL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Edward Jones, Merrill, and 401k Benna, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Paul Caputo Jr. is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at BMO Bank, N.A., The Prudential Insurance Company of America, and Mutual of Omaha Investor Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Pine is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Patrick Engineering Inc. from 2016 to 2018. Based in Naperville, IL, he provides financial advisory services through Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anna Bloom is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Advisor Services Group since 2010, following roles at Independent Financial Group, LLC and Wells Fargo Clearing. Outside of advisory work, she serves as a notary when needed and works part-time as a bartender at a Marriott hotel. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. Its investment approach uses model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party managers and proprietary models.

Alan Hrizak is a Financial Consultant currently working with Fidelity Investments since 2023. In his role, he collaborates with clients to develop plans aimed at achieving their short-term and long-term financial goals. He has extensive experience in the financial services industry, having served as a Private Client Advisor at JPMorgan Securities, LLC from 2019 to 2023. Prior to that, he was a Private Client Banker at JPMorgan Chase Bank, N.A. from 2013 to 2019, and began his career as an Assistant Branch Manager Sales at JPMorgan Chase Bank, N.A. from 2011 to 2013. Outside of his professional work, Alan has interests in comedy, fitness, movies, pets, reading, and traveling.