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.

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.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

Shawn Block is a financial advisor at Briggs Financial Inc. with five years of industry experience and holds a Series 65 designation. He has worked as a performer and emcee for Medieval Times since 2007, where his responsibilities include acting, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation, managing approximately $52 million in assets. The firm’s investment approach is based on fundamental analysis with a long-term orientation and does not charge performance-based fees or accept commissions tied to capital gains.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Neenah, WI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, and Global Financial Private Capital. Outside of advisory services, he is an independent insurance agent involved with Spyrnal Insurance, LLC. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach combining discretionary management, model portfolios, and outside managers, while also integrating insurance services through affiliated agencies.

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.

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.

Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

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.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He joined Geneva Partners in 2016 after working at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of advising, he operates a CPA firm specializing in tax preparation and accounting services. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored portfolio strategies and continuous account monitoring.

Mark Mccurry is a CFP® professional with 41 years of industry experience, currently serving at Geneva Partners, LLC since 2016. His prior experience includes roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. He is also the treasurer of Abingdon United Methodist Church, a position he has held for over 30 years, and operates a sole proprietorship focused on insurance sales and service. Geneva Partners provides discretionary investment supervisory services and portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with a variety of investment strategies tailored to client objectives, continuously monitoring accounts and serving as fiduciaries for applicable clients.

Thomas Rowe is a financial advisor with Geneva Partners, LLC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Geneva Partners since 2017 and previously held positions at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Additionally, he operates an insurance agency and tax preparation business as a sole proprietor. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance, and offers continuous account monitoring.

Dean Schwefel is a financial advisor at Geneva Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Geneva Partners since 2016, following a one-year tenure at Old Republic International. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis, employing both long- and short-term strategies tailored to clients’ objectives, risk tolerance, and time horizon.

Scott Farrow is a financial advisor with Geneva Partners, LLC in Lake Geneva, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Geneva Partners since 2016 and previously worked at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Farrow is also the owner of Farrow & Associates, a CPA firm where he serves as an accountant. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored long- and short-term strategies, and it maintains continuous portfolio monitoring and monthly reviews.

Cary Kornick is a financial advisor at Journey Advisory Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Herr Investment Group LLC and Monere Investments, Inc. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with strategic asset allocation and uses a variety of analysis methods and instruments, managing approximately $1.47 billion in assets.

Valerie Lamp is a financial advisor at Geneva Partners, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Geneva Partners since 2010, including a prior role at Sterne Agee Financial Services from 2014 to 2016. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to a diverse client base, including high-net-worth individuals and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Steven Schwefel is a financial advisor at Geneva Partners, LLC in Lake Geneva, WI, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. prior to joining Geneva Partners in 2010. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individual clients, high-net-worth individuals, charitable organizations, and retirement plans. The firm employs both fundamental and technical analysis along with long- and short-term purchase strategies, tailoring portfolios to client objectives and risk tolerance.

Jordan Bradford is a CFP® professional with 10 years of experience in financial advising. He is currently affiliated with The Tranel Group, LLC and has worked with multiple firms including Harbour Investments, Inc., 818 Capital Group, and Money Concepts Capital Corp. Outside of his advisory roles, Bradford is also an independent insurance agent. The Tranel Group, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers tailored portfolio management and comprehensive financial planning, utilizing a variety of investment strategies and third-party managers to meet client objectives.

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.

Jeremy Lohman is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2012. Outside of his advisory role, he serves as an authorized signatory for Faith Evangelical Lutheran Church and School in Antioch, IL, and works as an independent contractor delivering food services. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process integrates centralized committees and affiliated sub-advisors across equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.