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Matthew A

CFP®, Series 66

Geneva, IL

LPL Financial

Matthew Alexander is a CFP® professional with seven years of industry experience. He is currently affiliated with LPL Financial and has held roles at firms including SagePoint Financial, Third Street Advisors, and OSAIC. Alexander is also associated with Alpha Dog Advisors, a business entity he established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Sheila B

Series 66

Geneva, IL

LPL Financial

Sheila Baker is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including OSAIC, SagePoint Financial, Neaco Advisory, FSC Securities, and Neader Insurance. Outside of her advisory role, she is a substitute teacher in Illinois. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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