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.

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.

Trevor Johnson is a financial advisor at Dream Weaver Financial Planning LLC in Richmond, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at Discover Financial Services from 2013 to 2018 and was involved with the organization I Am! I Can! for five years. Dream Weaver Financial Planning LLC serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm uses fundamental analysis combined with Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

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.

Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.

Terry Backmann is a ChFC® and Series 66 credentialed advisor at Jordan Financial Life Planning with 17 years of industry experience. He has been with Jordan Financial Life Planning since 2008 and previously worked at Words That Work from 1997 to 2018. Jordan Financial Life Planning serves individual clients, trusts, estates, small businesses, and charitable entities, providing financial life planning and investment management services. The firm follows CFP practice standards and uses a structured planning framework, incorporating licensed software and third-party platforms to support portfolio construction and monitoring.

Ana Mc Kinley is a financial advisor at Jordan Financial Life Planning with four years of industry experience. She holds a Series 66 credential and has worked at Independent Wealth Management LLC, Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial, among others. In addition to her advisory work, she operates McKinley Tax Consulting, LLC. Jordan Financial Life Planning serves individual clients, trusts, estates, small businesses, and charitable entities, offering financial life planning and investment management services. The firm uses a structured planning process, licensed software, and third-party platforms to tailor and manage portfolios, including held-away accounts.

Victoria Dorgan is a CFP® and CFA® with 20 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience at Assurity Life and Raymond James Financial Services. Outside of her advisory role, she is active in nonprofit and community organizations, including volunteering with the Women’s Literacy Society and the Women’s Board of Ravinia Festival Association, and she works as a professional speaker and author on financial education topics. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, emphasizing written Investment Policy Statements and a discretionary, buy-and-hold investment approach with periodic tax-loss harvesting.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Strive Financial Group since 2024 and concurrently at Wellington Wealth Strategies LLC since 2023. Prior to these roles, he held positions at MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs a combination of quantitative and qualitative investment strategies tailored to client goals and maintains a notably high client-to-advisor ratio across its six-advisor team.

Leslie Pincombe is a financial advisor at United Advisors America with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with United Advisors America since 2017. Leslie also serves as an insurance agent for Alliance America Corporation, a life and health insurance agency. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios with mutual funds, ETFs, and selected exchange-traded products.

Edward Burnett is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has been with Coordinated Capital Securities since 2009. Outside of his advisory role, Burnett is involved with The Schaeffer Group LLC, where he sells and services fixed insurance products, including equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and third-party manager referrals, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Gregory Schaeffer is a financial advisor at Coordinated Capital Securities, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Equity Services, Inc., National Life of Vermont, and Norma Merz & Associates. Outside of advisory work, he serves as an independent insurance agent and is an annual co-speaker at a local school district event. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional advisory programs, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Mark Salerno is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Lupo Futures LLC and WSP Commodity Trading. Outside of advising, Salerno is an independent insurance agent with The Schaeffer Group, LLC, focusing on life, fixed, and equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs delivered by independent Financial Professionals and employs strategies including equities, fixed income, mutual funds, and ETFs.

Bradly Potter is a financial advisor at Coordinated Capital Securities, Inc. in Kenosha, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he worked at Hoppe & Orendorff SC for 25 years. Outside of his advisory role, Potter is the owner of Future State Financial Services LLC, which provides accounting and tax preparation services, and serves as treasurer for Piasecki Funeral Home, Inc. Coordinated Capital Securities offers investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm employs independent Financial Professionals who manage accounts on discretionary or non-discretionary bases and provides a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

William Waddle is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Guy D Electric since 2009. Outside of his advisory role, Waddle is an independent insurance agent with The Schaeffer Financial Group, LLC, where he sells and services life, annuities, health insurance, and equity indexed annuities. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

Suzuanne Foster is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC and Purshe Kaplan Sterling Investments since 2021. She previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of her advisory roles, Foster also serves as an election poll worker. OneAscent Financial Services LLC is a registered investment adviser managing approximately $2.61 billion through a network of 57 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and access to unified managed account programs.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has worked in the industry since 2013, with prior experience at United Advisors, Magellan Financial, and Thrive Wealth Group. In addition to his advisory role, he is involved with Thrive Wealth Group, where he offers life insurance and annuities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, operating a large network of affiliated offices and licensed representatives.

Brent Griffin is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Merrill Lynch, PNC Investments, and JP Morgan Securities. Outside of finance, he is the owner of The Soap Boxx Company, which holds a patent-pending household product invention, and serves as a board member of the Legacy Reentry Foundation. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also delivers proprietary risk-managed model portfolios through its affiliate Corbett Road Capital Management.

Laura Jocius is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2021 and has been associated with related firms including Concorde Investment Services, LLC and TADA Wealth Advisors since 2015. Outside of advising, she holds a role as Vice President at Thornwood Financial, focusing on fee-based financial planning. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm employs individualized asset allocation and model-based portfolio construction, acting as Overlay Manager for its UMA, and offers alternative investment products alongside ERISA fiduciary services.

Thomas Michalowski is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Portfolio Medics, TM Financial Strategies Inc, and Wealth Financial Services & Tax Advisory. Outside of advisory work, he is also an independent insurance agent. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, offering both discretionary and non-discretionary management through a large network of affiliated offices.