Andrew Phillippi is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Ameriprise since 2006. Phillippi is also involved in a non-investment-related business ownership in Chicago. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing, tax-aware retirement income planning.

Clifton Kirksey is a CFP®-designated financial advisor with LPL Financial, based in Chicago, IL, with 39 years of industry experience. Prior to joining LPL Financial in 2009, he spent 11 years with Waterstone Financial Group, Inc. Outside of his advisory role, he has experience as a licensed agent in life, health, disability, long-term care insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, incorporating model portfolios, third-party asset management, and institutional platforms.

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.

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.

Melinda Harmon is a Series 66-credentialed financial advisor with Morgan Stanley in Chicago, IL, with seven years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Austin Smith is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and previously worked at Guggenheim Funds Distributors, LLC, and J.P. Morgan Securities LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning process.

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.

Gerald Mosley Jr. is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2007, including a period at Optionsxpress Inc. from 2016 to 2017. He is based in Chicago, IL. Charles Schwab & Co., Inc. serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm operates a hybrid advisory model combining non-discretionary guidance with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by in-house research and alternative investment due diligence.

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.

Stacey Barrins is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she is the sole proprietor of T + C Adventures, LLC, a real estate business based in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

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.

Christopher Meyer is a financial advisor with Morgan Stanley in Chicago, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His previous roles include positions at UBS Financial Services Inc., Cambridge Investment Research, and HUB International. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering financial planning services that utilize firm-approved tools and investment committee resources to model outcomes, while generally acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

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.

Richard Sofiak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. He is based in Orland Park, Illinois. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

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.

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.