ADVISOR BIO

Stacey Woehrle is a financial advisor registered with Equitable Advisors, LLC. Stacey provides financial planning and portfolio management services to individual and business clients. Stacey has been in the industry since 2019 and has been working with Equitable Advisors since 2019.

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ADVISOR BIO

Steven M. Andrews is a financial advisor with J.P. Morgan Securities LLC. Steven has been in the industry since 1992 and is licensed to provide advisory services in all 50 states. Steven is a registered representative and investment advisor representative. Steven has a wide range of experience and expertise in providing financial advice to individuals and businesses. Steven's specialties include portfolio management, financial planning, and pension consulting. Steven is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Steven Benjamin Zohn is an investment advisor representative with UBS Financial Services Inc. located in NORTHBROOK, IL. Steven Zohn has been in the industry since 1984. Steven Zohn is licensed to provide investment advisory services in multiple states including Illinois, Texas, and several others. Steven Zohn holds several licenses including Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE. Steven Zohn specializes in portfolio management, financial planning and educational seminars.

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ADVISOR BIO

Steven Hefter is a financial advisor with Encompass More Asset Management LLC. Steven is registered with the state of Illinois and Texas and holds a Series 65 license. Steven Hefter has 4+ years of experience in the financial services industry. Steven specializes in working with high-net-worth individuals and other individuals. Steven's firm provides portfolio management services for individuals.

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Steven Kenneth Porter is a financial advisor with over 40 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Illinois, Florida and Texas. Steven Kenneth Porter provides a variety of financial services to individuals and businesses, including portfolio management, financial planning, and pension consulting. He holds the Series 7, 63, 31 and 65 securities licenses. Steven Kenneth Porter has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and working closely with clients to understand their needs and develop customized solutions.

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ADVISOR BIO

Steven Wilhusen is a financial advisor at Osaic Wealth, Inc. based in Northbrook, Illinois. Steven has over 24 years of experience in the financial services industry. Steven is registered with FINRA as a registered representative and holds Series 6, 7, 63, and 66 licenses. Steven also holds the Chartered Financial Consultant designation.

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ADVISOR BIO

Steven Czech is an investment advisor representative associated with Edelman Financial Engines. Steven is registered with the state of Illinois and Texas. Steven has been a part of the financial industry since 2001 and has experience with previous firms including Natcity Investments, Inc., CitiCorp Investment Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Stuart Lasky is an Investment Advisor Representative associated with Latitude Advisors, LLC. Stuart has been in the securities industry for over 10 years and is registered in 14 states including Illinois, Florida, and California. Stuart Lasky is also a Chartered Financial Consultant. Stuart has experience in providing financial planning and portfolio management services for individuals, businesses, and pension plans.

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ADVISOR BIO

Susan G. Oleari is an investment advisor representative registered with Trifecta Capital Advisors, LLC. Susan has been in the industry since 2014 and holds a Series 65 license. Susan has specialized in providing financial planning services and portfolio management services to individuals, businesses, and charitable organizations. Susan is a member of the Joffrey Ballet Board of Directors and Women’s Board.

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ADVISOR BIO

Susan Stein is a Registered Investment Advisor representative at Disciplined Investment Management LLC, registered with the state of Illinois. Susan has been in the industry since January 2011. Disciplined Investment Management LLC is a firm that manages assets for individuals, high net worth individuals, and pension and profit sharing plans. Susan has successfully passed the Uniform Investment Adviser Law Examination (Series 65).

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