Steven Alan Schertel

Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.

Timothy O'Connor is a financial advisor at O'Connor Financial Group LLC with 34 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at LPL Financial and his own wealth management practice prior to joining his current firm. He has also sold insurance products for over two decades to complement financial planning needs. O'Connor Financial Group LLC provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and business entities. The firm emphasizes a long-term, risk-focused investment approach with diversified portfolios, ongoing monitoring, and in-house tax preparation services.

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 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at First Trust Advisors L.P., First Trust Portfolios L.P., and J.P. Morgan Institutional Investments, Inc. 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 risk-focused, long-term investment approach using diversified portfolios and periodic rebalancing, alongside services such as retirement and estate planning, insurance and education planning, and in-house tax preparation.

Jackson O'Connor is a CFP® with nine years of industry experience, currently serving as an advisor at O'Connor Financial Group LLC in Quincy, IL. Prior to joining O'Connor Financial Group, he worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2019. He holds life insurance licensing in addition to his financial certifications. 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 risk-based, long-term investment approach using diversified portfolios with ongoing monitoring and annual reviews, and offers additional services including retirement and estate planning, insurance, education planning, tax preparation, and third-party adviser selection.

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.