George Bates is a financial advisor at Bates Financial Advisors, Inc. in Austin, TX, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney admitted in Illinois and various federal courts. In addition to his advisory work, he manages Global Proppant Supply LLC, which develops frac sand projects in Wisconsin. Bates Financial Advisors, Inc. is an SEC-registered advisory team of seven professionals managing approximately $395 million for around 426 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities, using personalized investment policies and a range of financial instruments.

Aaron Schueller is a financial advisor at Klaas Financial Asset Advisors, LLC with eight years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at firms including Orgel Wealth Management and Accel Wealth Management LLC. Klaas Financial Asset Advisors serves individuals, small businesses, retirement plan sponsors, and brokerage clients, offering services such as discretionary portfolio management, financial planning, tax preparation, and retirement-plan consulting. The firm employs long-term, asset-allocation strategies emphasizing diversification and provides a wrap-fee program alongside a structured retirement-plan practice.

Joshua Stirling is a CFA® charterholder with eight years of industry experience. He has been with Klaas Financial Asset Advisors, LLC in various capacities since 2017. Outside of his advisory role, he serves as Vice President and a Board Director for the CFA Society Madison, where he also contributes to the Programming Committee. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors with a focus on long-term, asset-allocation driven strategies emphasizing diversification. The firm offers discretionary portfolio management, financial planning, tax-preparation services, and retirement-plan consulting, managing approximately $758 million in assets across more than 1,100 client households.

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 at Klaas Financial Asset Advisors, LLC with 12 years of industry experience. He holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Klaas Financial, he worked at Securities America, Inc. and Investacorp Inc. In addition to his advisory role, Kite is also licensed as an insurance agent and provides consultations on insurance policies to clients. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors by offering discretionary portfolio management, financial planning, tax preparation, and retirement plan services. The firm emphasizes long-term, asset-allocation strategies and provides both discretionary and non-discretionary investment consulting tailored to clients’ goals and risk tolerance.

Morgan Tegeler is a financial advisor at Klaas Financial Asset Advisors, LLC, holding a Series 65 designation with two years of industry experience. Prior to joining Klaas in 2024, Morgan worked at Bates Financial Group for two years and held roles outside the industry, including a position at General Mills. Klaas Financial Asset Advisors serves individuals, small businesses, and retirement plan sponsors, offering discretionary portfolio management, financial planning, tax-preparation services, and non-discretionary investment consulting. The firm employs long-term, asset-allocation driven strategies focused on diversification and tailors recommendations to client-specific goals and risk tolerance.

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.

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.

Bryan Moscinski is a CFP® professional with 17 years of experience in financial advisory. He is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC, Ameriprise Financial Services Inc., and Robert Baird & Co. since 2015. Choreo, LLC 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 services such as portfolio management, financial planning, wealth management consulting, outsourced CIO services, and retirement plan consulting, employing a quantitative and strategic approach to asset allocation and investment selection.

Scott Krowczyk is a financial advisor at Choreo, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at RSM US Wealth Management LLC for 20 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 employs a strategic asset allocation approach with diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Jeffery Lillie is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Creative Financial Designs since 2004 and also works with LR Financial Planners, LLC, where he provides independent insurance sales and investment services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies, including Biblical Responsible Investing, with flexible billing options and specialized services such as variable annuity and hybrid management programs.

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.