Jessica Macklin is a financial advisor at Choreo, LLC with 9 years of industry experience. She holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for 6 years before joining Choreo in 2022. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative, committee-approved investment process and offers a range of advisory services such as portfolio management, financial planning, outsourced CIO solutions, and specialized consulting for complex financial strategies.

William Lowery is a financial advisor with Choreo, LLC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at BDO Wealth Advisors, LLC and managing Lowery Asset Consulting, LLC for nearly two decades. 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 emphasizes strategic asset allocation and diversified model portfolios, employing a centralized management team and Investment Committee to oversee portfolio construction and manager selection.

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.

Matthew Gotlin is a financial advisor at Choreo, LLC with 16 years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Biegel & Waller LLC. 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.

Ryan Flynn is a CFP® with 22 years of industry experience, currently advising at Choreo, LLC since 2022. His prior roles include six years at RSM US Wealth Management and ten years at Russell Investments. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm offers a range of advisory services from portfolio management and financial planning to outsourced CIO services, utilizing a quantitative investment process grounded in strategic asset allocation and manager due diligence.

Dorothy Bossung is a CFP® professional with 10 years of industry experience. She is currently with Choreo, LLC, where she has worked since 2023. Prior to joining Choreo, she was with BDO Wealth Advisors, LLC from 2021 to 2023 and Lowery Asset Consulting, LLC from 2009 to 2021. 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 employs a strategic asset allocation approach with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Brian Pugal is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Choreo, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Resource Financial Group, Ltd., and Securities Service Network, Inc. He also works as a wealth manager with Resource Financial Group, Ltd., providing investment portfolio management and financial planning services. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm utilizes a strategic asset allocation process, quantitative screening, and investment committee approval to manage portfolios through various vehicles such as separate accounts, direct indexing, and private funds, alongside specialized advisory services for unique client needs.

Timothy Gianos is a financial advisor with Choreo, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for RSM US Wealth Management LLC from 2015 to 2022 before joining Choreo in 2022. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services from portfolio management to retirement plan consulting. 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.

Martin Weiss is a financial advisor with Gibbs Wealth Management, LLC in Rockford, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Flying Eagle Financial and currently serves as an independent insurance agent, providing various non-variable insurance products including life, health, and long-term care coverage. Gibbs Wealth Management offers discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios based on clients’ financial profiles and risk tolerances.

Peter Maris is a financial advisor at Choreo, LLC with 35 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Securities Service Network, Inc., and Resource Financial Group, Ltd., where he served as President and COO. Outside his advisory work, he acts as a trustee for family trusts and has engaged in tax planning and fixed insurance sales through Resource Financial Group, Ltd. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a systematic investment approach based on strategic asset allocation and uses quantitative screening and due diligence to select managers and portfolios, offering a variety of portfolio implementation options alongside specialized advisory services.

David Cardenas is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and maintains an active role as President and Insurance Broker at D.C. Insurance Agency, Inc., where he works with clients on Medicare, life insurance, and annuity needs. His prior experience includes positions at Northwestern Mutual and Midwest Cash and Loan. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, financial planning, and retirement-plan services. The firm combines firm-developed models, third-party managers, and customized allocations within a structured risk framework and is notable for its ongoing investment communications and comprehensive retirement services.

Ewa Drabek is a financial advisor at Choreo, LLC with two years of industry experience. She holds a Series 65 credential and previously worked at BDO Wealth Advisors, LLC and Lowery Asset Consulting, LLC. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Linda Thomas is a Series 66-licensed financial advisor with 27 years of industry experience. She is currently with Merit Financial Advisors and has previously worked at firms including Ameriprise Financial Services, Blueprint Wealth Advisors, Commonwealth Financial Network, and Remagiment Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation with centrally managed model portfolios and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Janet Nordquist is a financial advisor at International Assets Investment Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BMO Harris Bank and JP Morgan Securities. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs as part of its strategy implementation.

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.

Charles Harker is a CFP® with 13 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he worked for RSM US Wealth Management LLC for 10 years. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach centers on strategic asset allocation and diversified model portfolios, with discretionary portfolio management supported by a centralized team and an Investment Committee.

Kathryn Planck is a CFP® with seven years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. She previously worked at RSM US Wealth Management LLC and David Vaughan Investments. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach with diversified model portfolios overseen by an Investment Committee and offers a range of services such as portfolio management, financial planning, and specialized consulting.

Kelly Condon is a financial advisor at Choreo, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at McGladrey Wealth Management LLC for 13 years before joining Choreo in 2022. 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 centers on strategic asset allocation and diversified model portfolios, implemented through a combination of separately managed accounts, registered funds, private funds, and proprietary models.

Abigail O'rourke is a CFP® and Series 65 licensed advisor with three years of industry experience. She currently works at Choreo, LLC and previously held roles at Savant Wealth Management and Windsor Fashions. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a quantitative, committee-driven investment process and offers services such as discretionary portfolio management, financial planning, outsourced CIO consulting, and specialized offerings like 1031 exchange advisory and Deferred Sales Trusts™ consulting.

Hunter Vinke is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and experience dating from 2022. His prior roles include positions at NuVista Capital Management and By the Dozen. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.