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.

Daniel Osborn is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meraki Wealth Management, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is also an independent insurance agent, including activities related to equity index annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized portfolios using various investment instruments and offers model-based solutions through a subscription platform.

Mark Jones is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently with Regal Investment Advisors LLC and has previously worked at Bates Financial Advisors and related Bates entities for over two decades. Outside of his advisory work, he serves as a deacon at Grace Reformed Baptist Church, assisting with financial oversight and administrative matters. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services through independent advisers to a diverse client base, including individuals, charitable organizations, and businesses. The firm offers a range of proprietary and third-party model portfolios, utilizing various asset classes and strategies, with implementation managed by Regal under discretionary authority granted by financial advisers.

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.

Noah Wadley is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Harbour Investments, he worked at Meraki Wealth Management and Faribanks Morse, and before that held positions at Rock Valley College and The Keystone School. 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, utilizing various investment approaches tailored to each advisor and client.

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.

Chuanqi Wang is a financial advisor with Royal Fund Management, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Royal Fund Management since 2016, previously operating Rick Wang Financial, LLC and working as a sole proprietor since 2001. Royal Fund Management serves individual investors, corporations, and retirement plans with portfolio management, financial planning, and pension consulting. The firm uses documented Investment Policy Statements to tailor portfolios and employs diverse strategies including options writing and dividend enhancement.

Antonio Filippone is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Retirement Wealth Advisors and Horter Investment Management. Outside of his advisory role, he teaches adult education classes on retirement planning and related topics, and he develops courses on marketing insurance-driven advisory practices through his coaching business. Simplicity Wealth serves a broad mix of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced continuously, along with technology and operational support for other advisers.

Adin Ocasio is a CFP®-designated financial advisor with three years of industry experience, currently with Savant Wealth Management. His prior work includes roles at Vermillion Financial Advisors and various positions outside the financial sector, such as at Amazon and Greater Chicago Transit. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Aurora Coleman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes roles at Transamerica Capital Inc and Tata Consulting Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice focused on asset allocation, contribution rates, and retirement planning, supported by proprietary tools and portfolio oversight from Morningstar Investment Management.

Douglas Morton III is a CFP® and Series 65 credentialed advisor with 23 years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Huber Financial Advisors, LLC and United Capital Advisers, LLC. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by extensive in-house resources across accounting, legal, and trust services.

Marcello Desjardins is a financial advisor at Savant Wealth Management with one year of industry experience. He holds a Series 65 credential and has prior work experience at Kappa Kappa Gamma, Dicks Sporting Goods, and the Jenks Public School System. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains approximately $55.6 billion in assets under management across about 397 advisors.

Peter Basile is a financial advisor at Savant Wealth Management with eight years of industry experience. He holds a Series 65 designation and previously worked at Robert Baird for five years before joining Savant. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services.