Rachel Hall is a financial advisor at United Capital Financial Advisors in Rockford, IL, holding a Series 65 designation with eight years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm uses discretionary asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and ongoing portfolio monitoring.

Tiffany Gordon is a financial advisor with United Capital Financial Advisors in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her work history includes roles at Goldman Sachs & Co LLC, Mercer Allied Company, LP, and Lion Street Financial, among others. United Capital provides national financial planning and discretionary investment management services to a diverse client base, including high-net-worth households, retirement plans, and institutional accounts. The firm emphasizes client-specific financial plans and offers a broad range of investment options, supported by an extensive affiliate network and practice platform for independent advisors.

Jacob Genens is a financial advisor with United Capital Financial Advisors in Rockford, IL, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Integrity Alliance, LLC and THRIVENT Financial. United Capital provides national financial planning and discretionary investment management services to individual and high-net-worth clients, retirement plans, and institutional accounts, offering a platform that supports customized asset allocation and access to a range of investment strategies.