Timothy Joseph O'connor

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.

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 with O'Connor Financial Group LLC in Quincy, Illinois. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining O'Connor Financial Group in 2021, he worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2017 to 2021, as well as J.P. Morgan Institutional Investments, Inc. and J.P. Morgan Investment Management Inc. from 2016 to 2017. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual, high-net-worth clients, and business entities. The firm emphasizes asset allocation and fundamental analysis, using diversified, risk-based portfolios with mutual funds and ETFs, often incorporating tax and insurance considerations into its planning.

Jackson O'Connor is a CFP® with nine 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, where he has been since 2016. He holds a life insurance license. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individuals, high-net-worth clients, and business entities. The firm emphasizes asset allocation and fundamental analysis, typically implementing diversified, risk-based portfolios using no-load mutual funds and ETFs while integrating tax and insurance considerations into its planning.

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.