Elizabeth Grady is a CFP® and ChFC® professional with 11 years of industry experience, currently serving at Equitable Advisors in Chicago, IL. She has worked with Baldwin Financial Advisors, LLC, and Axa Advisors, LLC during her career. Outside of her advisory role, she serves on several boards, including the Sheridan Road Alumni Association Sacred Heart Academy and Hardey Prep, DePauw University Alumni Association, and the America Israel Chamber of Commerce Chicago. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services to client goals and risk tolerance.

Kathleen Leipprandt is a CFP® and ChFC® with 40 years of industry experience. She has been with Baldwin Financial Advisors, LLC since 2014 and has held roles at Equitable Advisors and Axa Advisors. Leipprandt serves on the investment committee for First United Methodist Church, guiding the management of church funds, and is a Darnall Fellow at DePauw University, advising students on career development. Baldwin Financial Advisors provides comprehensive and modular financial planning, advisory consulting, and educational seminars to individual clients, including high-net-worth individuals, and small businesses. The firm’s consultative approach focuses on client-provided data to develop tailored recommendations, while implementation and custody choices remain with clients and their custodians.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previous experience working at Equitable Advisors. Baldwin Financial Advisors serves individual and small-business clients by providing modular financial planning, advisory consulting, and educational seminars. The firm focuses on consultative financial planning without offering portfolio management services, emphasizing diversification and coordination with tax and legal professionals.