Charles Rosen is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Aegis Capital Corp and Marc Jacobson and Associates. Rosen is also an Assistant Vice President of Operations at Marc Jacobson & Associates LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Catherine Gripper is a financial advisor with Equitable Advisors in Arlington Heights, IL. She holds a Series 66 designation and began her advisory career in 2026. Prior to joining Equitable Advisors, she worked for School District 25 in 2025 and had a period of unemployment from 2015 to 2026. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kelly Kepka is a Planning Consultant at Fidelity Investments, where she focuses on helping clients develop personalized financial plans that align with their goals. She emphasizes clear communication and education to support clients in making informed decisions. Her professional experience includes roles as a Relationship Manager at Fidelity Investments, Licensed Investment Professional at JP Morgan Chase, Financial Professional at Equitable Advisors, Financial Representative at Fidelity Investments, and Associate Banker at JP Morgan Chase. This diverse background has provided her with comprehensive knowledge of financial planning and client relationship management. Outside of her professional work, Kelly has interests in cooking and baking, fitness, kayaking, music, pets, and traveling.

Jonathan Peters is a financial advisor with Morgan Stanley in Deerfield, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and models client outcomes, while generally acting in an advisory capacity for clients’ financial plans.

Manuel Madriz is a financial advisor at Merrill Lynch Wealth Management specializing in guiding high-net-worth individuals toward clarity and confidence in their financial lives. He focuses on helping clients define their goals and build tailored, disciplined strategies designed to achieve those objectives. Manuel employs a holistic approach to managing wealth, emphasizing the importance of understanding each client's priorities to develop customized financial plans. He holds FINRA Series 7 and Series 66 registrations and has earned the Certified Investment Management Analyst (CIMA) designation through the Investments & Wealth Institute in partnership with the University of Chicago. Manuel graduated magna cum laude with distinction from the University of Kansas, where he was awarded a Chick Evans Scholarship. Outside of his professional work, Manuel serves on the leadership council for the Evans Scholars Program. He resides in Lisle with his wife Morgan, their daughter Sofia, and their dog Bentley, and enjoys practicing Spanish, hiking, reading, and spending quality time with family and friends.

Randall Johnson is a financial advisor with Edward Jones in Gurnee, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 18 years at Cox Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 advisors.

Matthew Anderson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at Edward Jones for six years and has a background in construction from his time at Montemayor Construction Company. Anderson holds a Series 66 designation and is based in Vernon Hills, Illinois. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary advice through a centralized consulting team.

Rupali Agarwal is a financial advisor at Primerica Advisors with five years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2021 and is also the owner of TJ Outlet LLC, an online e-commerce business selling bullion, household items, and electronics. Prior to her current roles, she was self-employed in 2020 and has longstanding ties with Primerica Financial Services since 2005. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Robert Baldridge is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, operating under a fiduciary standard.

Zachary Powell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Community Unit School District 200 and FedEx Ground. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds-of-funds and model portfolios.

David Helfand is a financial advisor with Ameriprise in Highland Park, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Helfand serves on the Board of Directors for the Scleroderma Foundation Greater Chicago and chairs the Endowment Committee for Makom Solel Lakeside. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sean Gay is a financial advisor with LPL Financial in Libertyville, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 11 years at Ausdal Financial Partners, Inc. Gay has also maintained an independent advisory business, Blue Oak Financial Services, since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Thomas Nahrwold is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists families, retirees, corporate executives, medical professionals, and businesses across the Chicago area and nationwide. He focuses on areas including executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His approach involves educating clients about their financial decisions and maintaining transparency regarding fees. Thomas and his team provide access to multiple specialists in various areas of personal finance, conducting quarterly reviews and annual meetings to ensure clients' goals are on track and to make necessary adjustments. Thomas holds a Bachelor's Degree from Drake University and is designated as a Personal Investment Advisor (PIA). He emphasizes continuous improvement through due-diligence meetings, continuing education, business seminars, and weekly team meetings. Beyond his professional role, Thomas is active in his community, serving as a Board Member of the Kenilworth Community Fund and participating in the Kenilworth Citizens Advisory Committee. He has previously served as a Trustee for the Village of Kenilworth and was an active leader for Kenilworth Cub Scout and Boy Scout Troop 13. His personal interests include fly fishing, cycling, cooking, gardening, and Chicago sports. He resides in Kenilworth, Illinois, with his wife and four children.

Susan Huizinga is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and ten years of industry experience. She has worked at various firms including Avantax Investment Services and Rozovics Wealth Management, where she is also a partner. Outside of advisory work, she serves as treasurer of the BTB Foundation, a nonprofit organization raising funds to support individuals fighting cancer. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple investment program structures and affiliated third-party managers.

Jason Anderson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and affiliated entities since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Douglass is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes ten years at Bank of America and Merrill before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Aleksandra Nigro is a Series 66-registered financial advisor with 11 years of industry experience, currently with UBS Financial Services Inc. since 2013. She operates out of Northbrook, IL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Joseph Bertoni is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including comprehensive financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through employer-sponsored financial planning agreements.

Seth Greenberg is a financial advisor at Merrill with Series 63 and Series 65 credentials. He has seven years of prior experience at Learfield and has also worked with the Kansas City Chiefs, Allstate Insurance, and Syracuse University. 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 plans, corporations, and charitable organizations.

Erica Gunther is a CFP® with 22 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of approximately 23,701 financial advisors.