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.

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.

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.

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.

Whitney Anderson is a CFP® with 10 years of experience in financial advisory. She has worked at Choreo, LLC since 2022 and previously spent seven years at RSM US Wealth Management LLC. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, 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.

Anne Phelps is a financial advisor at Choreo, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC for eight years before joining Choreo in 2023. 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 process focuses on strategic asset allocation and diversified model portfolios overseen by an Investment Committee, implementing client portfolios through a variety of managed accounts and funds.

Patrick Burchfield is a financial advisor at Choreo, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at BDO Wealth Management. 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.

Steven Fagan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved with Estate Conservation & Preservation, Inc., servicing a small number of remaining clients. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach with customizable model portfolios and offers additional services such as independent fiduciary work and employee financial wellness programs.

Edward Thompson is a financial advisor at Choreo, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at McGladrey Wealth Management LLC for 18 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 focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Martin Roth is a CFP® with 20 years of industry experience, currently serving at Choreo, LLC since 2022. Before joining Choreo, he worked for 17 years at RSM US Wealth Management 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.

Jacob Genens is a financial advisor with United Capital Financial Advisors in Rockford, IL, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Integrity Alliance, LLC and THRIVENT Financial. United Capital provides national financial planning and discretionary investment management services to individual and high-net-worth clients, retirement plans, and institutional accounts, offering a platform that supports customized asset allocation and access to a range of investment strategies.

Shawn Rooney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Facet since 2026. He previously worked at Ameriprise, Northwestern Mutual Wealth Management, Fidelity Investments, Raymond James, and Edward Jones. Outside of his advisory role, he is also employed as a rideshare driver for Uber and DoorDash. Facet serves individual members at various wealth levels through tiered, subscription-based financial planning and implementation services. The firm emphasizes holistic financial planning using a Total Financial Life Resources framework and offers discretionary asset-allocation programs primarily using ETFs, with a focus on fixed subscription fees rather than percentage-of-AUM charges.

Heath Sorenson is a CFP® with 21 years of industry experience, currently with Associated Investment Services, Inc. He has held roles at several firms including Midland Wealth Advisors, Raymond James Financial, and CedarPoint Investment Advisors. Sorenson is also affiliated with Associated Trust Company. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolios and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily on a non-discretionary basis.

Zachary Pearsall is a financial advisor at Choreo, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BDO Wealth Advisors, LLC and Taiber Kosmala & Associates. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, 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.