Farrah Stephan

Justus Morgan is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He previously worked for Financial Service Group, Inc. for 22 years before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples, focusing on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm emphasizes a long-term, portfolio-based investment strategy using low-cost, diversified mutual funds and ETFs, and manages approximately $169 million in assets across about 70 clients.

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.

Michael Haubrich is a CFP® with 28 years of industry experience and has been with Financial Service Group Inc since 1979. He is based in Racine, WI, and holds the Series 63 designation. Financial Service Group, Inc. serves individual clients across the wealth spectrum, including high-net-worth and non-HNW households, as well as entities such as trusts and pension plans. The firm provides fee-only investment supervision and comprehensive financial planning, using a tactical asset allocation approach primarily with passive/indexing vehicles and offers ancillary services like tax preparation and elder-life planning.

Thomas Carroll is a CFA® charterholder with 30 years of industry experience. He has been with Summit Investment Management, Ltd. since 2012. Outside of his advisory work, he is a member of Southeast Wisconsin Process, LLC, a process serving business. Summit Investment Management provides discretionary asset management and related advisory services to a variety of clients including individuals, retirement plans, foundations, and charitable organizations. The firm’s investment approach centers on macroeconomic factors and combines proprietary equity strategies with mutual funds, ETFs, and individual bonds to tailor portfolios to client objectives and risk tolerances.

Vincent Tortorici is a CFP® with 11 years of experience in the financial services industry. He has been with Financial Service Group Inc since 2019 and previously worked at The Vanguard Group for four years. Financial Service Group, Inc. serves individual clients across the wealth spectrum, including trusts and pension plans, offering fee-only investment supervision and comprehensive financial planning. The firm employs a mix of fundamental analysis and tactical asset allocation, often using passive/indexing vehicles, and provides ancillary services such as tax preparation and elder-life planning.

Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.