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.

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.

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.

Marina Peacock is a financial advisor at Regal Investment Advisors LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Bates Financial Advisors, Bates Securities, and Robert W. Baird. Outside of her advisory work, she is a partner in RPFab, LLC, a retail and online store business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory 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.

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.

Kenneth Kovarik is a CFP® professional with 21 years of industry experience. He is currently with Choreo, LLC, where he has worked since 2022, and previously spent 18 years at Mcgladrey Wealth Management LLC. 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Birju Munshi is a financial advisor at Choreo, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at RSM US Wealth Management, JLL Jones Lang LaSalle, and RPG Life Transition Specialists. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a systematic investment process based on strategic asset allocation and uses a range of portfolio implementation strategies alongside specialized advisory services such as 1031 like-kind exchange advisory and Deferred Sales Trusts™ consulting.

Mark Pniak is a CFP® professional with 12 years of industry experience. He is currently with Choreo, LLC and previously worked at RSM US Wealth Management LLC for eight years. 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 process emphasizes strategic asset allocation and diversified model portfolios overseen by an Investment Committee, and it offers a range of services from portfolio management to specialized consulting such as 1031 exchanges and Deferred Sales Trust™ advice.

Mark Sullivan is a financial advisor at Harbour Investments, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Mainstreet Financial Group and Summit Brokerage Services Inc. Additionally, he operates Sullivan Tax & Consulting, a tax preparation business. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and various institutional and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisors and third-party managers.