Justus Morgan is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He previously worked for Financial Service Group, Inc. for 22 years before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples, focusing on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm emphasizes a long-term, portfolio-based investment strategy using low-cost, diversified mutual funds and ETFs, and manages approximately $169 million in assets across about 70 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 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.

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.

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 the Series 63 designation. Financial Service Group, Inc. serves individual clients across the wealth spectrum, including high-net-worth and non-HNW households, as well as entities such as trusts and pension plans. The firm provides fee-only investment supervision and comprehensive financial planning, using a tactical asset allocation approach primarily with passive/indexing vehicles and offers ancillary services like tax preparation and elder-life planning.

Vincent Tortorici is a CFP® with 11 years of experience in the financial services industry. He has been with Financial Service Group Inc since 2019 and previously worked at The Vanguard Group for four years. Financial Service Group, Inc. serves individual clients across the wealth spectrum, including trusts and pension plans, offering fee-only investment supervision and comprehensive financial planning. The firm employs a mix of fundamental analysis and tactical asset allocation, often using passive/indexing vehicles, and provides ancillary services such as tax preparation and elder-life planning.

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.

Thomas Kiernan is a CFP® with nine years of experience in the financial services industry. He is currently with Financial Service Group, Inc. and has held prior roles at Prudential Financial Planning Services, Pruco Securities, LLC, Prudential Insurance Company of America, Allstate Insurance Co, and Northwestern Mutual. Kiernan serves as President of the Hales Corners Library Board. Financial Service Group, Inc. serves individual clients across the wealth spectrum as well as trusts and pension plans. The firm provides fee-only financial planning and investment supervision, using a tactical asset allocation approach that often incorporates passive/indexed vehicles and ongoing portfolio 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.

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.

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.

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.

Bradly Potter is a financial advisor at Coordinated Capital Securities, Inc. in Kenosha, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he worked at 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 offers investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm employs independent Financial Professionals who manage accounts on discretionary or non-discretionary bases and provides a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

William Waddle is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Guy D Electric since 2009. Outside of his advisory role, Waddle is an independent insurance agent with The Schaeffer Financial Group, LLC, where he sells and services life, annuities, health insurance, and 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 both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has worked in the industry since 2013, with prior experience at United Advisors, Magellan Financial, and Thrive Wealth Group. In addition to his advisory role, he is involved with Thrive Wealth Group, where he offers life insurance and annuities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, operating a large network of affiliated offices and licensed representatives.

Laura Jocius is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2021 and has been associated with related firms including Concorde Investment Services, LLC and TADA Wealth Advisors since 2015. Outside of advising, she holds a role as Vice President at Thornwood Financial, focusing on fee-based financial planning. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm employs individualized asset allocation and model-based portfolio construction, acting as Overlay Manager for its UMA, and offers alternative investment products alongside ERISA fiduciary services.