Jacob Theodore Harmann

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.

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 a Series 63 license. Financial Service Group Inc is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and selected mutual funds, with a fee model tied to clients’ net worth and income rather than a percentage of assets under management.

Thomas Carroll is a CFA® charterholder with 31 years of industry experience. He has been with Summit Investment Management, Ltd. since 2012. Outside the financial industry, he is a member of Southeast Wisconsin Process, LLC, a process serving business. Summit Investment Management provides discretionary asset management and wealth oversight to individuals, retirement plans, foundations, trusts, and charitable organizations. The firm uses a macroeconomic and industry analysis-driven investment approach combined with quantitative equity selection, managing accounts on a discretionary basis tailored to client objectives.

Vincent Tortorici is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Financial Service Group Inc since 2019 and previously spent four years at The Vanguard Group, Inc. Financial Service Group, Inc. is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and offers services including 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.