Blaine Nicholas Troup

Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial and O'Connor Wealth Management before founding his current firm in 2013. He has over two decades of experience in insurance sales as part of his financial planning services. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm focuses on risk-based portfolio construction, retirement and estate planning, insurance and education planning, and tax advisory services, implementing investment decisions with a long-term, risk-focused approach.

Michael Disalvo is a CFP® with 16 years of industry experience, currently serving as an advisor at PurposePath Capital, LLC since 2021. He previously worked at Krilogy Financial for 10 years. Disalvo is co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, IL. PurposePath Capital provides portfolio management and financial planning services to individuals, high-net-worth clients, entities, and 401(k) plans, managing approximately $63 million for around 135 clients. The firm employs a Modern Portfolio Theory-based investment process using diversified ETFs, mutual funds, equities, fixed income, and private funds.

Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. prior to joining his current firm. O'Connor Financial Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach with diversified portfolios and periodic rebalancing, and also offers in-house tax preparation and educational seminars.

Jackson O'Connor is a CFP® with 10 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC in 2019, where he currently serves as an advisor. Jackson holds licenses including Series 63 and Series 65 and is also licensed in life insurance. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, risk-focused investment approach, utilizing asset allocation and fundamental analysis, and offers additional services such as insurance planning and in-house tax preparation.

Tad Luebbehusen is a financial advisor at IPI Wealth Management, Inc. He holds a Series 65 designation and has over nine years of industry experience, including prior work at Casey Hlubek. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers proprietary, risk-based model portfolios alongside strategic asset allocation and active manager oversight.

Andrew Waggoner is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Core Planning. His prior experience includes roles at LPL Financial, Life Science Wealth, Bates Financial Advisors, and other firms. Core Planning provides fee-only financial planning, wealth management, and portfolio management primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and automated rebalancing tools while tailoring investment strategies based on client objectives and risk tolerance.