Robert Baldridge is a Series 66-licensed financial advisor with Edward Jones in Lake Forest, IL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Kim Blomquist is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2014. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Johnson is a CFP® professional with 31 years of industry experience, currently serving at LPL Financial since 2025. Prior to joining LPL, he worked for 19 years at Wayne Hummer Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

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.

Paul Armstrong is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 credentials with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of advising, Armstrong is a partner in a data collection business based in Boston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

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.

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.

Eric Schneider is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Ameriprise and its affiliate since 2012. Ameriprise offers retirement-income planning services for individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

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.

Paul Schifferer is a financial advisor at Edward Jones in Cary, IL, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019 and has served as Mentorship Chairman for AmSpirit Cary Grove Business Exchange, a local small business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a nationwide network of more than 23,000 financial advisors and managing over $1 trillion in assets.

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 one year of industry experience and previously worked at Learfield, the Kansas City Chiefs, Allstate Insurance, and Syracuse University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Joseph Vitale is a financial advisor with LPL Financial in Arlington Heights, IL. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2025. In addition to his advisory role, he has worked as a server at Mister 01 since 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Charles Stuck is a financial advisor with Ameriprise in North Aurora, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers non-discretionary, algorithm-supported retirement income recommendations through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Luke Slaughter is a financial advisor with Merrill in Lake Forest, IL, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2013 and has also worked with Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries under Bank of America client agreements.

Kyle Porter is a Senior Financial Advisor with experience in business development and relationship management. He previously worked as an associate in the Chicago Merrill Lynch Wealth Management office before joining The Porter Group in 2015. Kyle assists with analyzing mutual funds, structured products, and comparing performance results and asset allocation. He holds registrations including FINRA Series 7 and 66 and has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of St. Thomas. Outside of work, Kyle supports Chicago sports teams and currently resides in West Loop.