Gavin Daniel Carlson

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.

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.

Robert Stanley is a CFP® and ChFC® with 17 years of experience in financial advisory services at R. W. Stanley Investment Planning. He has operated the Stanley Agency since 1991, providing fire, casualty, and life insurance services. R.W. Stanley Investment Planning offers fee-only, project-based financial planning and investment advisory services primarily to individuals and families, emphasizing broad strategic asset allocation and the use of low-cost passive index funds. The firm does not take custody of client assets and provides advice on a per-project, hourly basis.

Shawn Block is a financial advisor at Briggs Financial Inc. with six years of industry experience and holds a Series 65 designation. Outside of finance, he has worked as a performer and emcee for Medieval Times since 2007, where his duties include acting, performing, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients with discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm employs a fundamental, long-term investment approach and does not charge performance-based fees or accept commissions tied to capital gains.