Joshua Francis Kortenkamp

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 worked with firms including Securities America, Inc. and Brookstreet Securities Corporation. Utes occasionally reviews insurance needs with clients in coordination with approved vendors. UTES Wealth Strategies provides discretionary portfolio management and financial planning for individuals, families, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a manager-selection process and combines strategic and tactical asset allocation using various investment vehicles, supplemented by client newsletters and educational seminars.

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.

Michael Calzolano is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Encompass Wealth Management LLC since 2010 and also holds positions with Humana, Blue Cross Blue Shield, and The Life Insurance Pro. Encompass Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and their related trusts and estates. The firm employs asset-allocation models based on modern portfolio theory and offers access to mutual funds, ETFs, individual securities, third-party managers, and alternative investments, with a focus on personalized oversight and tailored investment strategies.

Michael Knight is a CFP®-credentialed financial advisor with 22 years of experience, currently serving as the principal of Knight Investment Planning, LLC. He has led his independent firm since 2004 in Libertyville, IL. Michael also serves as a FINRA arbitrator in Chicago, a role he has held since 2011. Knight Investment Planning, LLC provides fee-only financial planning and investment consultation services to individuals, trusts, estates, and businesses. The firm emphasizes strategic asset allocation using low-cost, passive investment vehicles and operates on an hourly billing basis without accepting commissions or performance-based fees.

As Director of Physician Services at Prism Planning Partners, a fee-only RIA led by CFP® professionals, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement. I oversee a team that includes interns, paraplanners, and operations professionals, and collaborate closely with Prism’s Director of Financial Planning and Director of Operations to deliver high-impact, client-centered planning. Focus Areas: • Comprehensive financial planning tailored to physicians and healthcare professionals • Student loan strategies, including PSLF, refinancing, and REPAYE/SAVE optimization • Contract review and benefit analysis • Investment, tax, and estate planning strategies • Risk management (disability, life, long-term care) with no product sales • Burnout prevention and work/life balance strategies • Retirement and career transition planning • Speaking engagements and financial education for medical professionals Select Speaking Engagements: Regular speaker for medical residency and fellowship programs at: Northwestern, Loyola, University of Chicago, Rush, UIC, Cook County, Barnes-Jewish/Wash U, Medical College of Wisconsin, Advocate Aurora, University of Colorado, and more. Also presented for the Illinois Society of Pediatric Dentists, Illinois Pharmacists Association, and multiple private practices and hospital systems.