Mark Mcnamee is a financial advisor at Gradient Securities, LLC with 25 years of industry experience. He holds the Series 66 designation and has been affiliated with Gradient Securities since 2012. Mcnamee also owns and manages Golden Dome Investments, Inc, a retail business, and serves as treasurer for a State Senate political campaign. Additionally, he provides accounting and tax preparation services through his CPA practice. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm uses a non-discretionary investment approach that combines fundamental, technical, and cyclical analysis and frequently utilizes third-party managers.

Michael Watson is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at McGladrey LLP and McGladrey Wealth Management LLC. 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 approach focuses on strategic asset allocation and diversified model portfolios, managed through a centralized team and an Investment Committee.

William Clewell is a Series 65-licensed advisor with Korhorn Financial Group in Edwardsburg, MI. He joined the firm and its affiliate KFG Wealth Management, LLC in 2026 and has prior work experience outside the financial industry including roles at Abbott Laboratories and various restaurant positions. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management using mutual funds, ETFs, independent managers, and select strategies, along with financial planning and retirement plan consulting services.

Brendon Handy is a CFP® and ChFC® with five years of industry experience, currently serving at Korhorn Financial Group. He has worked at KFG Wealth Management and Korhorn Financial Group since 2019 and also has experience as a tax preparer with KFG Tax and Business Services. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, including high-net-worth clients, retirement plan sponsors, foundations, and other institutional clients. The firm employs an asset allocation and model-based portfolio management approach, utilizing mutual funds, ETFs, independent managers, and select strategies, while offering ongoing portfolio monitoring and access to financial planning tools.

Gillian Allen is a financial advisor affiliated with Korhorn Financial Group and holds a Series 65 designation. She has one year of industry experience and has worked with Korhorn Financial Group since 2024. Outside of financial services, she operates a family-owned mobile food truck franchise, Manifest Destiny, LLC, which serves local events and University of Michigan football games. Korhorn Financial Group provides discretionary investment management and financial planning to individuals, retirement plan sponsors, foundations, and institutional clients. The firm uses model-based portfolio management with mutual funds, ETFs, independent managers, and select strategies while offering ongoing monitoring, rebalancing, and access to financial planning platforms.

Diana Dimian is a financial advisor with Korhorn Financial Group holding a Series 65 credential and five years of industry experience. She has worked at Silver Oak Securities since 2021 and has been associated with Korhorn Financial Group since 2019. Korhorn Financial Group serves individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models using mutual funds, ETFs, and custom strategies, and offers services including standalone planning and ongoing advisory relationships.

Jeffrey Jankowski is a financial advisor at Korhorn Financial Group with one year of industry experience. Prior to joining Korhorn, he worked for 27 years at Dent Patrol, Inc. He holds a Series 65 designation. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, offers services including ERISA plan consulting, and utilizes platforms such as eMoney and SEI Asset Management for client reporting and account management.

Matthew Earley is a financial advisor at Choreo, LLC with a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including positions at Alpine Food Shop, Hollister, Inc., and in education. Choreo, LLC serves a diverse client base, including individuals, high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm’s investment process integrates strategic asset allocation with quantitative screening and due diligence to construct portfolios using a variety of investment vehicles and offers specialized advisory services such as 1031 like-kind exchange advisory and outsourced CIO work.

Casey Meuzelaar is a financial advisor at Korhorn Financial Group with Series 65 registration and one year of industry experience. Prior to joining Korhorn Financial Group in 2025, Casey worked in the healthcare sector at Afdent Dental and Del Pilar Medical and Urgent Care. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs model-based portfolio management and offers comprehensive planning tools, including access to eMoney and ongoing portfolio monitoring.

Michael Bernard is a financial advisor at Korhorn Financial Group with 23 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Silver Oak Securities Inc and Even Up, LLC. Bernard serves as a board member and secretary for the Patchwork Dance Company and is Treasurer for Harris Baseball Softball, a nonprofit youth sports organization. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and institutional clients. The firm employs a model-based investment approach using mutual funds, ETFs, and select strategies, alongside financial planning and retirement plan consulting.

Corey Johnson is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Korhorn Financial Group and KFG Wealth Management LLC, and has additional experience as a Realtor with Coldwell Banker, The Real Estate Group. Outside of financial advising, he is involved in property management and rental property ownership through several related entities. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models primarily using mutual funds and ETFs, including Dimensional funds and Innovator Defined Outcome ETFs, and offers services such as independent manager allocations, SEI Asset Management accounts, and consolidated reporting via the eMoney platform.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Advisors and Kovack Securities since 2011, following a one-year tenure at VOYA Financial Advisors. Middleton also manages her own investment advisory business under the name Middleton Financial. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and more than $6 billion in client assets. The firm serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to manage portfolios.

Caleb Korhorn is a financial advisor at Korhorn Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at the University of Michigan and Trinity School at Greenlawn. Caleb also assists with day-to-day operations at Korhorn Financial Group as an intern. Korhorn Financial Group advises individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations on discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach emphasizes asset-allocation models implemented mainly with mutual funds and ETFs, and it provides services including ERISA plan sponsor consulting and consolidated client reporting through the eMoney platform.

Amy Masters is a financial advisor with Korhorn Financial Group in Granger, IN, holding CFP® and ChFC® designations and the Series 66 license. She has 12 years of industry experience, including four years at Silver Oak Securities, Inc. Amy also volunteers on the finance committee of Young Life, where she assists with financial reporting and budgeting. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, retirement plan sponsors, foundations, and other institutional clients. The firm uses asset allocation models and model-based portfolio management with mutual funds, ETFs, and select alternative strategies, supported by ongoing monitoring and the eMoney planning platform.

Summer Hathaway is a CFP® with 18 years of industry experience, currently affiliated with Korhorn Financial Group. She has worked at Korhorn Financial Group since 2007 and was previously with Silver Oak Securities Inc from 2016 to 2022. Hathaway holds the Series 66 designation as well. Korhorn Financial Group provides discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors, foundations, and institutional clients. The firm employs asset allocation models and model-based portfolio management, utilizing mutual funds, ETFs, independent managers, and select strategies such as options and short sales.

Jonathan Slocum is a CFP® professional with 11 years of experience, currently serving at SYM Financial Advisors since 2012. He is based in Mishawaka, IN. SYM Financial Advisors offers wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process executed through a variety of investment vehicles and strategies.

David Nieset is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Generational Wealth Management, LPL Financial LLC, and Avantax, among others. He is also involved in tax preparation and accounting services through The Business Center. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

John Mckissick is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2017. Prior to this, he worked at Compass Wealth Advisors from 2013 to 2017. Outside of his advisory role, he is an insurance agent licensed for life, health, and annuity products and manages a real estate company in Elkhart, Indiana. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customized strategies, including ESG and faith-based options, supported by proprietary technology and a platform that offers access to third-party managers and sub-advisory services.

Jacqueline Kronewitter is a CFP® professional with eight years of experience in financial advising. She is currently with Choreo, LLC and previously worked at RSM US Wealth Management and 1st Source Corporation Investment Advisors, Inc. Choreo, LLC 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 process emphasizes strategic asset allocation and diversified model portfolios, with portfolio implementation through various account types and ongoing manager due diligence.

Nicholas Rimicci is a financial advisor at Thurston Springer Advisors with a Series 66 credential and seven years of industry experience. He previously worked at Iconiq Capital and Stanford Health Care before joining Thurston Springer Financial and The Patzer Group Wealth Management. Thurston Springer serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management through a variety of strategies, including discretionary and active management models that combine fundamental and technical investment analysis.