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.

Kimberly Niedfeldt is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020. In addition to her advisory role, Kimberly serves as a substitute teacher in multiple school districts in Illinois and is involved as a wellness brand partner promoting health supplements. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Terrell Gamble is a financial advisor at IAMS Wealth Management, LLC in Beloit, WI, holding a Series 65 designation with nine years of industry experience. He has operated Gamble Retirement Solutions since 2013, which includes insurance sales. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations, primarily through discretionary portfolio management tailored to client objectives and risk tolerances.

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 at Choreo, LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Choreo in 2022, he worked at RSM US Wealth Management LLC for seven years. 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.

Keith Wicklund is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2019, previously associated with Cornerstone Wealth Management and LPL Financial. Outside of his advisory role, he serves as secretary and volunteer treasurer for Elev815, a community organization in Loves Park, IL. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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.

Joel Radakovitz is a CFP® professional with over 41 years of experience in the financial services industry. He has been with Harbour Investments, Inc. for 28 years and also leads Exult Wealth LLC and The Pension Specialists Ltd., where he provides retirement plan consulting and fiduciary services. Outside of his advisory roles, he co-authors and co-owns copyrights for a novel unrelated to investing and holds a minority interest in a golf course. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing multiple investment approaches and execution platforms tailored by individual advisors and approved third-party managers.

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 financial advisor with Merit Financial Advisors in Rockford, IL, holding a Series 66 designation and 26 years of industry experience. Her career includes roles at Ameriprise Financial Services, Commonwealth Financial Network, and Blueprint Wealth Advisors. 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 sleeves, with oversight from a central Investment Management team and Investment Committee.

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.

Herbert Allen III is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Harbour Investments, Summit Financial Group, and Main Street Financial. Outside of his advisory work, he serves as the Illinois Director of Youth Education for the Illinois Sons of the American Revolution, supporting youth education in U.S. constitutional and colonial history. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors through a combination of financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

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.

Tevin Gamble is a financial advisor at IAMS Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and Northwestern Mutual. Gamble is also involved in insurance sales through Gamble Wealth Management. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily uses discretionary portfolio management tailored to client objectives and risk tolerances, employing both proprietary and third-party model portfolios across various asset classes.

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.