Anna Bertha Stepanovic is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services and LPL Financial. She is also president of Plenitud, Inc., an S corporation from which she receives residual insurance payments. OSAIC Wealth serves a broad mix of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that includes asset allocation, portfolio optimization, and access to discretionary and advisor-managed strategies.

Steven Hixon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes long-term roles at various Cetera entities dating back to 2004, as well as prior experience at Premier Tax & Accounting. Outside of advisory work, he is involved in tax preparation and accounting services through Premier Tax & Accounting Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, operating a multi-manager platform with access to affiliated and third-party managers and various program structures.

Carlos Gonzalez is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Gonzalez is based in Lisle, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

Sean Graft is a financial advisor at Morgan Stanley in Oak Brook, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and scenario modeling.

Vivian Morgan is a Series 66-licensed financial advisor with 26 years of industry experience. She is currently with Morgan Stanley, having joined in 2022 after roles at Citi and a long tenure at Fifth Third Securities and Fifth Third Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Wiess is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan entities since 2008, including his current role at J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research, including an ESG eligibility framework.

Nicholas Pacenti is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research, including an ESG eligibility framework, and offers broader derivatives and commodities capabilities compared to many institutional programs.

Bob Colville is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A. and Valic Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Cesar Venzor is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. He is based in Chicago, IL. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Francis Evans is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Park Avenue Securities and Guardian Life Insurance. He also operates Chicago Benefit Associates, a financial services marketing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented strategies.

Scott Webb is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch Pierce, Fenner & Smith, Inc. since 2011. Outside of his advisory work, he serves on the board of the Elmhurst Baseball and Softball League and acts as a commissioner for one of its leagues. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Nicolas Hoeppel is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works closely with clients to understand their unique perspectives and priorities in order to develop personalized financial strategies. His client focus areas include family wealth management strategies, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Nicolas holds a Bachelor's Degree from Indiana University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a member of the Chicago District Golf Association and the Indiana University Alumni Association. Outside of his professional work, Nicolas enjoys cooking, golfing, music, pickleball, softball, spending time with his family, traveling, and watching movies.

Jason Lackner is a financial advisor at Ameriprise in Naperville, IL, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at The Huntington National Bank, The Huntington Investment Company, Busey Bank, BMO Harris Bank, and Bank of America. Outside of his advisory work, he owns and manages a rental property. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Joseph Farrell is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has built his career in the financial industry with the objective of helping clients by understanding their individual needs and motivations to develop personalized financial plans. Prior to his current role, Joseph held several positions at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining comprehensive experience in financial advisory services. Before joining Fidelity, he worked at PNC Bank as a Branch Sales Representative and Branch Service Representative. Outside of his professional life, Joseph enjoys comedy, family activities, football, hiking, and movies.

Nicholas Ettelbrick is a financial advisor with Edward Jones in Lisle, IL, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he owns a farm and hunting land in Little America, IL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options, 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.

Kenneth Small is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at National Planning Corporation for 16 years and held roles at Securities America Advisors. Small is involved part-time in the sale of non-variable life insurance and fixed annuities through Capitas Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, using various model portfolios and third-party subadvisors, supported by advanced operational and research technology.

William Anderson is a financial advisor with Morgan Stanley in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and proprietary tools, with an emphasis on client responsibility for implementation and ongoing updates.

Eric Mayer is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2008. He participates in the Purdue Club of Chicago Alumni Group, attending board meetings, organizing events, and serving on the scholarship committee. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services supported by a wide range of portfolio management strategies and affiliated research.

Samuel Raheem is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients identify their priorities to build strategies aimed at achieving their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel earned both his Bachelor's and Master's degrees from the University of Illinois at Urbana Champaign.

Rose Gomez is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various roles since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.