Julie Ahrens is a financial advisor at Horter Investment Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Horter since 2018. In addition to her advisory role, she owns a separate business focused on insurance and annuity sales and assists clients with estate planning documents such as revocable living trusts. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a combination of tactical and passive multi-manager portfolios, firm-managed blended models, and custom portfolios, offering clients access to third-party managers and alternative investments.

Brooke Pettit is a financial advisor with Horter Investment Management, LLC, holding a Series 65 credential and one year of industry experience. Prior to her current role, she worked in education and sports organizations, including Purdue Northwest and the Chicago Fire Soccer Club. She is also self-employed as an insurance producer and estate planner. Horter Investment Management provides advisory and financial planning services primarily to individual and high-net-worth clients, as well as retirement plans and institutional clients. The firm employs a multi-manager investment approach combining tactical and passive models, custom portfolios, and third-party money managers, with additional offerings including proprietary mutual fund blends and access to alternative investments.