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.

Joshua Kortenkamp is a financial advisor at Kortenkamp, Joshua F, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Lawrence E Grandt and Powers & Moon, LLC, as well as experience outside the financial sector at Uline Shipping Supplies and The University of Alabama. Kortenkamp, Joshua F is an independent advisory firm providing discretionary investment management primarily to individual clients, including high-net-worth households, as well as trusts and estates. The firm employs a top-down macroeconomic approach combined with growth, value, and momentum styles, incorporating market-timing and technical analysis, and often uses closed-end funds to address cost and liquidity considerations.

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.

Michael Niemczyk is a financial advisor with Capital Advisor Network holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been associated with multiple firms, including Brookstone Capital Management and his own Michael Niemczyk Associates, Inc. Niemczyk is also involved with the Society of Financial Awareness as a volunteer educator, providing financial education through community classes and workshops. Capital Advisor Network is a six-advisor team offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, institutions, and charitable organizations. The firm employs data-driven, algorithmic investment strategies and integrates third-party managers with technology tools to support portfolio monitoring and rebalancing.

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.

Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.

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.

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.

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.

Carilu Robinson is a financial advisor at Prophet Wealth Management in Kenosha, WI, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Corporate Health Partners and Nutrition Peace. Prophet Wealth Management is an independent advisory and financial planning firm serving individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of quantitative optimization and traditional research to manage diversified portfolios across more than 240 client relationships.

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.

Katherine Hagedorn is a CFP® professional with over nine years of industry experience. She has worked at Chicory Wealth since 2021 and previously spent eight years at Ameriprise Financial Services, Inc. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, offering financial life planning and discretionary portfolio management primarily through a long-term trading approach.

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.

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.

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.