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, an independent firm. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles at Lawrence E Grandt, Powers & Moon, LLC, and Uline Shipping Supplies. The firm provides discretionary investment management services primarily to individuals, high-net-worth clients, trusts, and estates, using a top-down macroeconomic approach combined with growth, value, and momentum strategies. It emphasizes closed-end funds and employs a broader range of instruments such as options and limited partnership interests, managing about $13.5 million for approximately 15 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 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.

Shawn Block is a financial advisor at Briggs Financial Inc. with six years of industry experience and holds a Series 65 designation. Outside of finance, he has worked as a performer and emcee for Medieval Times since 2007, where his duties include acting, performing, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients with discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm employs a fundamental, long-term investment approach 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 experience in the financial advisory industry. He has been associated with Independent Wealth Management LLC since 2008. In addition to his advisory work, he is a partner in TOJO Enterprises LLC, which manages the property where his practice is located. Jordan Financial Life Planning provides financial life-planning and investment-advisory services primarily to individual clients, with additional services for trusts, estates, small businesses, and charitable organizations. The firm uses a comprehensive planning process aligned with CFP Board standards and delivers active, individualized discretionary investment management.

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 financial advisor at Jordan Financial Life Planning in Kenosha, WI, holding the ChFC® designation and Series 66 license, 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 provides financial life-planning and investment-advisory services primarily to individuals, as well as trusts, estates, small businesses, and charitable organizations. The firm uses a comprehensive planning process aligned with CFP Board standards and employs active, individualized discretionary investment strategies with regular portfolio reviews.

Ana Mc Kinley is a financial advisor at Jordan Financial Life Planning with four years of industry experience. She holds the Series 66 designation and has previously worked at Independent Wealth Management LLC, Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial. Outside of advisory work, she operates McKinley Tax Consulting, LLC. Jordan Financial Life Planning serves primarily individual clients along with trusts, estates, small businesses, and charitable organizations. The firm offers financial life-planning and investment-advisory services through various engagement models and employs active, individualized discretionary investment strategies with regular portfolio reviews.

Carilu Robinson is a financial advisor at Prophet Wealth Management in Kenosha, WI, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to her current role, she operated Nutrition Peace for 11 years. Prophet Wealth Management offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of traditional research and quantitative techniques to construct diversified portfolios and manages approximately $80.4 million in discretionary assets.

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.

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 at Coordinated Capital Securities, Inc. in Kenosha, WI, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Coordinated Capital Securities since 2009. Outside of his advisory role, Burnett is involved with The Schaeffer Group LLC as an independent insurance agent, selling and servicing fixed insurance products and equity-indexed annuities. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, including access to wrap programs and third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

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.

Alec Riss is a financial advisor at SB Advisory, LLC with eight years of industry experience. He previously worked at Edward Jones for seven years and at Marco Technologies for two years. Alec holds the Series 66 designation. SB Advisory, LLC is an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, offering portfolio management, various financial planning services, and access to third-party managers and model portfolios, primarily providing advice on a non-discretionary basis.

Gregory Schaeffer is a financial advisor with Coordinated Capital Securities, Inc. He holds the ChFC® designation and has 43 years of experience in the industry. His work history includes long-term roles at Coordinated Capital Securities, Norma Merz & Associates, and several other firms since 1979. Outside of advising, Schaeffer serves as an independent insurance agent with The Schaeffer Financial Group and is an annual speaker for the Kenosha School District. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs and employs a range of investment strategies including equity holdings and tactical asset allocation, supported by a team of 16 financial professionals.

Mark Salerno is a financial advisor at Coordinated Capital Securities, Inc. with 12 years of industry experience. He has held positions at Coordinated Capital Securities since 2018 and previously worked at Lupo Futures LLC from 2016 to 2018. Salerno is also an independent insurance agent with The Schaeffer Group, where he sells life, fixed, and equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and third-party manager referrals, supported by a team of 16 professionals managing roughly $137 million for approximately 186 clients.

Bradly Potter is a financial advisor with Coordinated Capital Securities, Inc. He holds a Series 66 credential and has nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he was with 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 provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs and employs a team of 16 financial professionals managing approximately $137 million in client assets.

William Waddle 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 has worked at Guy D Electric for 17 years. Outside of advisory services, he is an independent insurance agent with The Schaeffer Financial Group, LLC, focusing on life, annuities, health insurance, and equity indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers both discretionary and non-discretionary programs, incorporating a range of investment strategies and allowing client-imposed restrictions, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Suzuanne Foster is a CFP® and holds a Series 66 license with 22 years of industry experience. She has worked at OneAscent Financial Services LLC since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. Foster serves as an election poll worker in her community. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers customized asset management, financial planning, and consulting services through advisor teams and utilizes various model-based and overlay management platforms.