Justus Morgan is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He spent 22 years with Financial Service Group, Inc. before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples with a focus on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm employs a long-term, portfolio-based investment strategy centered on low-cost, diversified mutual funds and ETFs, adjusting portfolios as needed based on client circumstances and market conditions.

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.

Michael Haubrich is a CFP® with 28 years of industry experience and has been with Financial Service Group Inc since 1979. He is based in Racine, WI, and holds a Series 63 license. Financial Service Group Inc is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and selected mutual funds, with a fee model tied to clients’ net worth and income rather than a percentage of assets under management.

Thomas Carroll is a CFA® charterholder with 31 years of industry experience. He has been with Summit Investment Management, Ltd. since 2012. Outside the financial industry, he is a member of Southeast Wisconsin Process, LLC, a process serving business. Summit Investment Management provides discretionary asset management and wealth oversight to individuals, retirement plans, foundations, trusts, and charitable organizations. The firm uses a macroeconomic and industry analysis-driven investment approach combined with quantitative equity selection, managing accounts on a discretionary basis tailored to client objectives.

Vincent Tortorici is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at Financial Service Group Inc since 2019 and previously spent four years at The Vanguard Group, Inc. Financial Service Group, Inc. is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and offers services including tax preparation and elder-life planning.

Lee Barczak is a financial advisor at Morgan Kenwood Advisors, LLC with 43 years of industry experience. He holds a Series 63 designation and has been with Morgan Kenwood Advisors since 2004. In addition to his advisory role, he serves as president of Morgan Kenwood, Ltd., an insurance agency, and is involved in managing MK1 Realty, LLC. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to clients’ objectives and monitoring accounts regularly.

Elizabeth Stamatakos is a CFP® and holds a Series 65 license, with 11 years of experience in financial advising. She has been with A to Z Financial Planning LLC since 2015 and continues to work there as one of two advisors. A to Z Financial Planning LLC is a fee-only fiduciary firm serving individuals, trusts, estates, small businesses, and tax-qualified plans, managing approximately $49 million in client assets. The firm uses a broadly diversified, globally allocated investment approach focused on low-cost index funds and ETFs, employing buy-and-hold strategies combined with fundamental, technical, and quantitative research.

Wendy Peperkorn is a CFP® professional with 26 years of industry experience, currently with Financial Service Group Inc. She has worked at several firms including LPL Enterprise, The Prudential Insurance Company of America, and Drake & Associates, LLC. Financial Service Group, Inc. is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans, and other entities. The firm utilizes a tactical asset-allocation approach primarily through passive/indexed portfolios and selected mutual funds, offering clients regular portfolio reviews and access through a client portal.

Phillip Sparks is a ChFC®-designated financial advisor with Morgan Kenwood Advisors, LLC, where he has worked since 2008. He has 18 years of industry experience and holds a Series 66 license. Morgan Kenwood Advisors, LLC provides individual portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm combines fundamental and technical analysis with both long- and short-term trading strategies, tailoring portfolios to client objectives and risk profiles, and maintains ongoing monitoring with quarterly reviews.

Thomas Kiernan is a CFP® professional with nine years of experience in financial services. He has held roles at Prudential Financial Planning Services, Pruco Securities, Allstate Insurance, and Northwestern Mutual before joining Financial Service Group Inc. Kiernan serves as President of the Hales Corners Library Board, where he leads meetings and represents the board publicly. Financial Service Group Inc. is a fee-only registered investment adviser providing investment supervision and comprehensive financial planning to individuals, trusts, estates, and retirement plans. The firm uses a tactical asset-allocation approach primarily through passive/indexed portfolios and offers specialized services including elder-life planning and tax preparation.

William Tiedt is a financial advisor with A to Z Financial Planning LLC in Oak Creek, WI, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at PNC Bank and Centurion Investment Management LLC. A to Z Financial Planning LLC is a fee-only fiduciary that manages approximately $49 million in assets for individuals, trusts, estates, small businesses, and tax-qualified plans. The firm uses broadly diversified, globally allocated portfolios with low-cost index funds and ETFs, employing buy-and-hold strategies supported by fundamental, technical, and quantitative research.

Ronald Chandler is a financial advisor with Summit Investment Management, Ltd. in Greenfield, WI. He holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has been with Summit Investment Management since 2012. Summit Investment Management provides discretionary asset management and wealth oversight to individuals, retirement plans, foundations, trusts, charitable organizations, and other advisers. The firm’s investment approach combines macroeconomic and industry analysis with quantitative equity selection, managing accounts on a discretionary basis tailored to client objectives and risk tolerance.

Arthur Rothschild is a CFP® with 34 years of industry experience and has been with Landaas & Company since 1992. He is based in Racine, WI, and holds a Series 63 license. In addition to his advisory role, Mr. Rothschild is a licensed insurance agent in Wisconsin, providing insurance and annuity services exclusively to clients of Landaas & Company. Landaas & Company is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and business entities. The firm employs both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance, and combines investment advisory, broker-dealer, and insurance services within its multi-team structure.

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.

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.