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 the sole advisor at Dream Weaver Financial Planning LLC, an independent registered investment adviser based in Richmond, Illinois. He holds a Series 65 credential and has two years of industry experience, including five years at Discover Financial Services and five years at I Am! I Can!. Dream Weaver Financial Planning serves individual and high-net-worth clients with discretionary asset management, full financial planning, and consulting engagements. The firm uses fundamental analysis and 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 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.

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 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.

Victoria Dorgan is a CFP® and CFA® with 21 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience working with firms such as Raymond James Financial Services and Keating Financial Advisory Services. Outside of her advisory role, she is active as a professional speaker on general financial education topics and volunteers with organizations including the Women's Literacy Society, the Women's Board of the Ravinia Festival Association, and Rotary Chicago Financial District. 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 offers wealth management, ongoing financial planning, and retirement-plan advisory services, with an investment approach centered on discretionary, buy-and-hold strategies guided by fundamental analysis and diversification.

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 previously worked at Wellington Wealth Strategies LLC, TrustWealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also licensed as an insurance agent and engages in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans, with discretionary asset management, financial planning, and ERISA retirement-plan services. The firm employs both quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments, with regular portfolio monitoring and rebalancing.

Kevin Christensen is a financial advisor with Alongside, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. He also engages in life insurance and fixed annuity sales through Ash Brokerage. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 clients through a team of 16 advisors. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, employing a diversified, long-term asset allocation strategy supported by proprietary and third-party models.

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.

Daniel Sinnen is a financial advisor with Alongside, LLC and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Thrivent Advisor Network, LLC and Thrivent Financial for Lutherans. Outside of his advisory work, he is a co-owner of a building management business that rents space to various tenants. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing disciplined, long-term diversified asset allocation and active oversight of third-party managers and model providers.

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.

Timothy Demuth is an investment advisor at Alongside, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Thrivent Advisor Network, THRIVENT FINANCIAL for Lutherans, and Thrivent Investment Management. Outside of his advisory work, he is a co-owner of TDK LLC, which manages building operations and leasing activities. Alongside, LLC provides investment management, financial planning, and retirement-plan consulting to institutional clients, plan sponsors, and high-net-worth individuals. The firm offers model-based and outsourced CIO solutions, emphasizing diversified asset allocation and active oversight of third-party managers and model providers.

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.

Donna Adams is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at OneAmerica Securities and American United Life for 11 years. She is involved with several community organizations, serving as an owner and board member of DamYak Challenge LTD and Paradise Charitable Foundation, and as a board member of BREAK Crystal Lake Teen Center and the Chain-O-Lakes Chamber. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform focused on institutional clients rather than direct relationships with end investors.

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.