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.

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.

Ryan Flynn is a CFP® with 21 years of experience in the financial industry. He is currently with Choreo, LLC, where he has worked since 2022, following six years at RSM US Wealth Management LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a structured investment process combining strategic asset allocation and quantitative screening, offering services ranging from portfolio management to specialized consulting such as 1031 like-kind exchange advisory and Deferred Sales Trusts™.

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.

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 CFP® with 34 years of industry experience, currently serving with Choreo, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, Securities America, Inc., Securities Service Network, Inc., and Resource Financial Group, Ltd., where he held responsibilities including president and COO. He also serves as a trustee for two family trusts. 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’s investment approach combines strategic asset allocation based on global indices with quantitative screening and committee review to select managers and model portfolios, implementing these through various vehicles including separately managed accounts, direct indexing, and private funds.

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.

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.