Anne Williams Coupe

William Utes is the sole advisor at UTES Wealth Strategies in Antioch, IL, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been managing his own advisory business since 2019 and has worked with Securities America Advisors, Inc. since 2007. In addition to investment advising, he occasionally offers insurance reviews to clients through approved vendors. UTES Wealth Strategies provides discretionary portfolio management and financial planning to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm uses a combination of strategic and tactical asset allocation with selected outside money managers and offers educational newsletters and seminars to clients.

Joshua Kortenkamp is a financial advisor at Kortenkamp, Joshua F, an independent firm. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Lawrence E Grandt, Powers & Moon, LLC, and Uline Shipping Supplies. The firm provides discretionary investment management services primarily to individuals, high-net-worth clients, trusts, and estates, using a top-down macroeconomic approach combined with growth, value, and momentum strategies. It emphasizes closed-end funds and employs a broader range of instruments such as options and limited partnership interests, managing about $13.5 million for approximately 15 clients.

Justus Morgan is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He spent 22 years with Financial Service Group, Inc. before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples with a focus on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm employs a long-term, portfolio-based investment strategy centered on low-cost, diversified mutual funds and ETFs, adjusting portfolios as needed based on client circumstances and market conditions.

Robert Haggarty III is the sole advisor at RWH Asset Management in Kenosha, WI, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at RWH Asset Management since 2013 and has been affiliated with Penvest Securities Inc, Gateway Technical College, Carthage College, and WGTD 91.1 FM for over two decades. Outside of advising, he serves as an expert witness and teaches economics, sociology, psychology, and ethics at local colleges, in addition to working as a sports commentator for radio and TV. RWH Asset Management offers discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, tailoring portfolio supervision according to client objectives and risk tolerance. The firm employs a combination of fundamental, technical, and fund analysis, utilizing both long- and short-term trading strategies, including margin and option transactions when authorized.

William Kaufmann is the sole advisor at Life's Sanctuary Financial Planning, LLC, an independent firm based in Kenosha, WI. He holds a Series 65 designation and has five years of industry experience, with prior roles at Genentech, Inc. and Eisai, Inc., where he worked as a Senior Oncology Sales Specialist. Kaufmann maintains dual careers in financial advising and healthcare. Life’s Sanctuary Financial Planning serves individuals, high-net-worth clients, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm uses a combined fundamental and technical analysis approach to build diversified portfolios and emphasizes a highly individualized service model with a small client base.

David Jordan is a CFP® and ChFC® with 22 years of experience in the financial advisory industry. He has been associated with Independent Wealth Management LLC since 2008. In addition to his advisory work, he is a partner in TOJO Enterprises LLC, which manages the property where his practice is located. Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individual clients, with additional services for trusts, estates, small businesses, and charitable organizations. The firm uses a comprehensive planning process aligned with CFP Board standards and delivers active, individualized discretionary investment management.