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 advising at Facet. His background includes roles at Ameriprise, Northwestern Mutual, Fidelity Investments, Raymond James, and Edward Jones. Outside of his advisory work, he has engaged in rideshare driving with Uber and delivery services for DoorDash. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, utilizing technology-driven, model-based asset allocation primarily through ETFs. The firm’s approach includes integrated planning services and a flat subscription pricing model rather than traditional asset-based fees.

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 worked with Royal Fund Management since 2016 and has been operating as a sole proprietor under Rick Wang since 2001. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses tailored investment strategies based on documented risk tolerance and employs a range of techniques from conservative allocations to options writing, managing approximately $1.55 billion in assets with a team of 83 advisors.

Antonio Filippone is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at firms including Retirement Wealth Advisors and Horter Investment Management. Filippone also teaches adult education courses on retirement planning, social security, Medicaid, and tax law changes at Rock Valley Community College and develops marketing courses for insurance-driven advisory practices through his coaching business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, while also providing technology and operational support to 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.

Drake Grindle is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has been with Savant Wealth Management since 2020, following prior roles at Savant Capital Management and BDO USA, LLP. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and high-net-worth clients. The firm employs a blended investment approach of evidence-based asset allocation and actively managed strategies, supported by affiliated entities offering accounting, legal, and trust services.

Noah Gay is a CFP® and Series 65–licensed advisor with two years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2023. Prior to this, he held positions at Illinois Farm Business Farm Management, Centrec Consulting, and Farmers State Bank. 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 employs a blended investment approach using evidence-based, model-driven asset allocation alongside actively managed strategies, supported by affiliated accounting, legal, and trust services.

Timothy Mayer is a CFP® professional affiliated with Savant Wealth Management in Rockford, IL, with one year of industry experience. His prior work includes roles at RSM US LLP, Moss Adams, PricewaterhouseCoopers LLC, and Sassetti CPAs. Savant Wealth Management serves a wide range of clients, including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Christopher Ruedi is a CFP® certificant and Series 66 license holder with 13 years of industry experience. He has worked at Savant Wealth Management since 2020 and previously held roles at Savant Capital Management, ValMark Advisers, Valmark Securities, and Kingston Wealth Management. 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, retirement consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and unique offerings supported by affiliated accounting, legal, and trust services.

Christopher Stoecklin is a financial advisor with Fifth Third Securities, Inc. in Rockford, IL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Fifth Third Securities since 2014. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a wide range of clients, including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration and affiliation with Fifth Third Bank to provide various managed-account programs and features such as direct indexing and tax-overlay services.

Patrick O Sullivan is a financial advisor at Savant Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Calamos Advisors LLC, Calamos Financial Services LLC, and Nuveen Asset Management, LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.