Alyssa Thom is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with five years of industry experience. She has worked with Klaas Financial Asset Advisors since 2019 and previously held roles at AeroTek and Manley's Belvidere Ford & Lincoln. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes diversified, long-term asset allocation strategies and combines discretionary wrap-fee management with in-house tax preparation and a professional referral network.

Eric Schmitz is a CFP® with four years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. He has worked at several firms including Woodbury Financial Services and MD Financial / Vestment Financial. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through a range of services including discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm emphasizes long-term, asset-allocation strategies tailored to clients' goals and risk tolerance, managing approximately $758 million in assets under its wrap-fee program.

Jeffrey Aurand is a financial advisor with Vista Investment Partners in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and PNC Investments. Outside of his advisory work, he owns and manages bitcoin mining operations through 815 Bitcoin, LLC. Vista Investment Partners serves individuals, retirement and profit-sharing plans, corporations, trusts, estates, and charitable organizations, focusing on clients who meet its investable-asset threshold. The firm offers financial planning and portfolio management, emphasizing asset allocation and manager selection with proprietary strategies and the integration of bitcoin as part of client portfolios.

Michael Schlimgen is a CFP® professional with three years of experience in financial advising, currently serving at Klaas Financial Asset Advisors, LLC. Prior to his advisory role, he worked at Kroger Company for six years. Klaas Financial Asset Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools into its client services.

Aaron Schueller is a financial advisor at Klaas Financial Asset Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Orgel Wealth Management, Accel Wealth Management, Bankers' Bank, and other firms. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients through discretionary portfolio management, financial planning, tax-preparation, and retirement-plan services. The firm employs long-term, asset-allocation driven strategies focusing on diversification and tailors recommendations based on clients’ goals, risk tolerance, and liquidity needs.

Anthony Pozzi is a financial advisor with Keating Financial Advisory Services in Rockford, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining Keating Financial Advisory Services in 2025, he worked at Raymond James Financial and Raymond James Financial Services from 2007 to 2025, and at Rockford Bank & Trust Co. from 2007 to 2019. Keating Financial Advisory Services primarily serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, utilizing mutual funds, ETFs, individual equities, and fixed income, and provides modular financial planning and consulting services.

Joshua Stirling is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Klaas Financial Asset Advisors, LLC. He has held various roles within the firm since 2017 and was previously employed at Securities America, Inc. and Investacorp, Inc. Outside of his advisory work, he is Vice President and a member of the Board of Directors of the CFA Society Madison, where he also participates on the Programming Committee. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, providing discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation driven strategies and manages approximately $758 million in assets through its wrap-fee program while offering fiduciary retirement-plan services and educational seminars.

Dylan Henderson is a financial advisor with Klaas Financial Asset Advisors, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Klaas, he held positions at Rock Valley Credit Union, Upstream Investment Partners, and various educational institutions. Klaas Financial Asset Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs diversified, long-term asset allocation strategies and integrates tax preparation and technology-enabled planning tools within its service offerings.

Kyle Kite is a financial advisor with Klaas Financial Asset Advisors, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including prior roles at Securities America, Inc. and Investacorp INC. In addition to his advisory work, he is also licensed as an insurance agent, providing consultations on insurance policies when necessary. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, offering discretionary portfolio management, financial planning, tax-preparation, and retirement-plan services. The firm emphasizes long-term, diversified investment strategies tailored to clients’ goals and risk tolerance and manages roughly $758 million in assets within its wrap-fee program.

Morgan Tegeler is a Series 65-licensed financial advisor with two years of industry experience. He has worked at Klaas Financial Asset Advisors, LLC since 2024 and previously at Bates Financial Group from 2022 to 2024. Before entering the financial industry, he was employed at General Mills for five years. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients by providing discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm emphasizes long-term, asset-allocation strategies focused on diversification and tailors its services to clients’ goals, risk tolerance, and liquidity needs.

Eric Schwartz is a CFP® professional with 13 years of industry experience. He is currently with Klaas Financial Asset Advisors, LLC, where he has worked since 2020. Prior to that, he held roles at TIAA-CREF and several divisions of WEA, including WEA Financial Advisers, Inc. and WEA Member Benefits. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies focused on diversification and tailors recommendations to client goals and risk tolerance.

Shawn Quam Schulz is a financial advisor at Merit Financial Advisors with 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Ameriprise Financial Services, Inc. He is a co-owner of The Wood Shop, a non-investment-related business. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Duncan Reidner is a CFP® and holds a Series 66 license with two years of experience in the financial services industry. He has worked at Merit Financial Advisors since 2025 and previously at Blueprint Wealth Advisors and Citizens State Bank. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Management team.

Jarrett Heck is a financial advisor at Choreo, LLC in Rockford, IL, holding a Series 65 designation. He has experience at multiple firms, including NuVista Capital Management and Wesley Willows, spanning from 2010 to the present. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a comprehensive investment process that incorporates strategic asset allocation, quantitative screening, and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Mark Biegel is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 65 designation and previously worked at BDO USA, P.A. and Biegel & Waller LLP. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

David Juzwiak is a CFA® charterholder with four years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at BDO Wealth Advisors, LLC and Lowery Asset Consulting, LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individuals, family offices, endowments, foundations, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

John Harezlak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Harbour Investments since 2014 and also leads HAREZLAK Financial Group LLC, where he operates as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and multiple execution platforms, with investment approaches tailored by individual advisors and third-party managers.

Michael Lynch is a CFP® and CFA® charterholder with eight years of experience in financial advising. He has worked at Choreo, LLC since 2023, following prior roles at BDO Wealth Advisors, LLC and Optimized Transitions, Independent Investment Counsel, LLC. Lynch is based in New York, NY. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Cyla Fromm Minett is a financial advisor at American Independent Securities Group, LLC with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Northwestern Mutual and D.A. Davidson & Co. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering both discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Bryan Moscinski is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Choreo, LLC and has previously worked at RSM US Wealth Management, Ameriprise Financial Services, Robert Baird & Co., and Savant Wealth Management. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.