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.

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.

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.

Erik Zuberbuhler is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harbour Investments since 2019. Outside of his advisory role, he established an LLC intended to purchase a property for use as a workshop. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, employing various investment approaches tailored by individual advisers and third-party managers.

Chloe Hanson is a financial advisor at Choreo, LLC with a Series 65 credential and two years of industry experience. Prior to joining Choreo, she held positions at several organizations including C-U at Home and Cru. Choreo provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios, managed by a centralized team and overseen by an Investment Committee.

Noah Trumpy is a financial advisor at Harbour Investments, Inc., holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cornerstone Financial, Royal Services, LLC, and Columbia College. Outside of advising, he is co-owner and general laborer at Royal Services, a lawn care business. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing varied investment approaches and multiple execution platforms.

Arne Jacobsen is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2009. His prior experience includes roles at NuVista Capital Management and his own firms, Arne Jacobsen/Equisource, Inc. and Jacobsen Insurance Service. He serves as a board member of Miracle Mile Rockford, a local business association. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Tony Torbey is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 designation and four years of industry experience. He is also the owner of Torbey Financial, where he has been involved in life, health, and annuity sales since 2004. Additionally, he serves as a sales trainer for Castle Exteriors, a roofing contractor company. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment approaches.

Rodelle Zuberbuhler is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at both Integrity Investments and Harbour Investments since 2007. In addition to her advisory role, she is an independent insurance agent specializing in equity-indexed annuities. 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 employs a combination of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Dylan Barkley is a CFP® with nine years of industry experience, currently serving as a financial advisor at Choreo, LLC. He previously worked at RSM US Wealth Management LLC for five years and held roles at the University of Iowa from 2012 to 2016. Barkley is based in Rockford, IL. 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 employs a strategic asset allocation approach combined with quantitative screening and Investment Committee approval to manage portfolios, offering a range of services from discretionary management to wealth consulting and outsourced CIO solutions.

Jennifer Zalapi is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Summit Brokerage Services, Inc. and MainStreet Financial Group. Outside of her advisory work, she serves as a board member for Life Decisions, a nonprofit youth mentoring organization, where she volunteers with activities for youth aged 15 to 23. Harbour Investments serves individual clients across the wealth spectrum, as well as trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment approaches and providing multiple execution options.

Herbert Rosene is a financial advisor with Ausdal Financial Partners, Inc. in Roscoe, IL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has operated the H.C. Rosene Agency since 1993. Outside of advisory work, he performs as a magician and collects silver and gold. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed accounts, third-party manager access, retirement-plan advisory, and financial planning, tailoring investment strategies to meet each client’s specific needs.

Antonino Filippone is a financial advisor at Simplicity Wealth with a Series 65 designation and six years of industry experience. Prior to joining Simplicity Wealth in 2026, he worked at Rockford Retirement Planning since 2020 and was involved in home schooling from 2015 to 2020. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm combines advisory services with technology and operational support for other advisers, implementing a fund-of-funds investment approach and offering a managed account platform featuring multiple model managers.

Jennifer White is a financial advisor at Choreo, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including RSM US Wealth Management LLC, The O.N. Equity Sales Company, Ohio National Financial Services, and Chesser Financial. Prior to her financial services career, she was employed by the United States House of Representatives for five years. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios, managed centrally and overseen by an Investment Committee.