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.

Elizabeth Krebs is a CFP® with 31 years of industry experience, currently affiliated with Cetera and owner of Krebs Financial Management since 2013. She has been with Cetera since 2005 through various affiliated entities. Outside of her advisory work, she serves as president of the Greater Ravenswood Chamber of Commerce and holds board positions with Scholarship for Illinois Residents Inc. and the nonprofit My Block My Hood My City. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with investment strategies including model portfolios, third-party managers, and bespoke solutions across multiple program structures.

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, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His prior roles include positions at Ausdal Financial Partners, Inc., Blue Oak Financial Services, and Waterstone Financial Group, Inc. He has maintained a long-term involvement with Blue Oak Financial Services since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kim Blomquist is a Series 66-licensed financial advisor with Edward Jones, based in Elk Grove Village, IL. She has 12 years of experience at Edward Jones and a total of 4 years in the industry. 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 and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Thomas Nahrwold is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping families, retirees, corporate executives, medical professionals, and businesses manage their financial affairs. Thomas works with clients primarily in the Chicago area and across the country, providing personalized wealth management strategies tailored to their long-term goals. His areas of expertise include 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. Thomas and his team employ a collaborative approach by offering clients access to multiple specialists in various areas of personal finance. They conduct quarterly reviews and annual meetings to ensure clients' goals are being met and make adjustments as necessary. To maintain and improve service quality, he participates in due diligence meetings, continuing education, business seminars, and team meetings. Thomas holds a Bachelor's Degree from Drake University and is a Personal Investment Advisor (PIA). He is active in the community as a Board Member of the Kenilworth Community Fund and participates in the Kenilworth Citizens Advisory Committee. He is a former Trustee for the Village of Kenilworth and was involved in the Public Safety and Finance committees. Additionally, Thomas has been 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.

Phillip Klimaitis is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparation for unexpected financial needs. Phillip also facilitates access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. Phillip holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from North Central College. His approach centers on identifying what matters most to clients and their families to create tailored financial strategies.

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.

Michael Howlett is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise in 2021, he worked at Fidelity Brokerage Services and JPMorgan Securities in various roles from 2007 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate automated and tailored recommendations, primarily for clients with assets managed through Ameriprise accounts.

Jason Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2018, and previously at Chase Investment Services Corp. from 2005 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

William Douglass is a financial advisor with Morgan Stanley in Lake Forest, IL, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes ten years at Bank of America and Merrill, followed by five years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to model outcomes, while clients retain responsibility for plan implementation and updates.

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 65 and Series 63 licenses. He has industry experience beginning in 2026 and previously worked at Learfield for seven years. His background also includes roles with the Kansas City Chiefs, Allstate Insurance, and Syracuse University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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.

Lisbeth Guerrero Aguirre is a financial advisor with J.P. Morgan Securities in Addison, IL, holding Series 63 and Series 65 licenses and six years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Allison Ockwood is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Prudential Equity Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking market assumptions to build model asset allocations.

Matthew Bettes is a CFP® professional with 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, NA., since 2005. Based in Chicago, IL, Bettes holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.