ADVISOR BIO

Katherine Bublitz is a financial professional with experience in the financial services industry. Katherine is currently registered with Choreo, LLC and is actively licensed in Wisconsin. Before working at Choreo, LLC, Katherine was previously employed at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Katherine holds Series 66, Series 7TO and SIE licenses. Katherine is specialized in providing investment advice to individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Katie Schlarb is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Katie is registered with the Securities and Exchange Commission (SEC) and is a Series 7 and SIE licensed representative. Katie has been in the financial services industry since April 19, 2024, and has experience in asset allocation, financial planning, pension consulting, and portfolio management. Katie's primary office is located at 2126 N. PERRYVILLE ROAD in Rockford, Illinois.

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ADVISOR BIO

Kaushik Shankerprasad Bhatt is an active investment advisor representative in the state of Illinois and a registered representative in both Illinois and Texas. Kaushik has been in the securities industry for over 18 years and is currently employed at Ameriprise Financial Services, LLC, a firm headquartered in Minneapolis, Minnesota. Kaushik specializes in providing investment advice to individuals and businesses. Kaushik also works as an independent insurance broker.

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ADVISOR BIO

Kelli Marie Peterson is a financial advisor with Savant Wealth Management, registered in Illinois. Kelli has been working in the financial services industry since 2011. She is a Certified Financial Planner and has experience providing financial planning services to individuals, businesses, and charitable organizations. Kelli is also involved in a real estate-rental partnership, Peterson & Affiliates, LLC.

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ADVISOR BIO

Kelly Marie Condon is a financial advisor in Rockford, IL and has been in the industry since 2004. Kelly is currently registered with Choreo, LLC, and is also registered in Illinois. Kelly has previously worked at BIRCHTREE FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC., and BANC ONE SECURITIES CORPORATION. Kelly has passed both Series 7 and Series 66 exams. Kelly specializes in providing investment advisory services, financial planning, pension consulting, and selection of other advisers to individuals, businesses, and institutions.

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ADVISOR BIO

Kelsey Knudson is a registered representative with Wells Fargo Clearing Services, LLC. Kelsey has been in the securities industry since March 21, 2014. Kelsey has passed the Series 6, 7TO, 63, and 66 exams. Kelsey is registered in 36 states. Kelsey also previously worked at J.P. Morgan Securities LLC in both Wisconsin and Illinois.

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ADVISOR BIO

Kenneth Christopher Kovarik is a financial advisor currently registered with Choreo, LLC. Kenneth has been in the financial industry for over 17 years and holds a Series 7 General Securities Representative Examination license and Series 66 Uniform Combined State Law Examination license. Kenneth has also earned the Certified Financial Planner designation. Kenneth has previously worked at BirchTree Financial Services LLC, Bates Securities, Inc., PrimeVest Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Kenneth is located in Rockford, IL and works with individuals, businesses, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. Kenneth is known for providing financial planning, investment review and reporting of non-managed assets, retirement plan services, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Kevin Dwyer is a financial advisor with Edward Jones. Kevin has been in the financial industry since August 12, 2013. Kevin is registered with the state of Illinois, Texas and other states to provide financial advice. Kevin has been with Edward Jones since June 2013.

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ADVISOR BIO

Kevin McDermott is a financial advisor at Morgan Stanley with over 39 years of experience in the industry. Kevin is a licensed investment advisor representative in both Illinois and Texas. Kevin has a wide range of experience serving a variety of clients, including high net worth individuals, corporations, and charitable organizations. Kevin has previously held positions with Citigroup Global Markets Inc, Lehman Brothers Inc, and E. F. Hutton & Company Inc.

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ADVISOR BIO

Kevin McFadden is a financial advisor at Savant Wealth Management. Kevin has been in the financial industry since 2013 and has a Series 7 and Series 66 license. Kevin is a Certified Financial Planner™. Kevin has experience working with individual clients, high net worth individuals, corporations, and charitable organizations. Kevin's previous employers include Raymond James Financial Services, Inc. and PNC Investments.

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