Suzanne Rodriguez

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.

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.

William Kaufmann is a financial advisor at Life's Sanctuary Financial Planning, LLC in Kenosha, WI, holding a Series 65 credential with five years of industry experience. Prior to founding his firm, he worked at Genentech, Inc. for 16 years and served as a Senior Oncology Sales Specialist at Eisai, Inc. outside of his advisory role. Life’s Sanctuary Financial Planning is a registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios primarily composed of equities, mutual funds, ETFs, REITs, limited partnerships, bonds, and occasionally options, with a focus on discretionary management.

David Jordan is a CFP® and ChFC® with 22 years of industry experience. He is a partner at Jordan Financial Life Planning in Kenosha, WI, and has been involved with Independent Wealth Management LLC since 2008. Outside of his advisory work, he is a partner in a property management business that owns the building where his practice is located. Jordan Financial Life Planning serves individual clients, trusts, estates, small businesses, and charitable entities, offering financial life planning and investment management through a fee-only advisory model. The firm applies a structured planning process and utilizes various platforms, including the Pontera system for managing held-away retirement accounts.

Marc Hujik is a financial advisor with Prophet Wealth Management in Kenosha, WI, holding a Series 63 designation and over 26 years of industry experience. He has been with Prophet Asset Management since 1999. Outside of advisory work, Hujik is a founder of South Port Bank in Kenosha and owns and manages a vineyard and winery in Oregon. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a quantitative and research-driven approach to portfolio construction and manages discretionary accounts across a small client base.