Timothy O'Connor is a financial advisor at O'Connor Financial Group LLC with 34 years of industry experience. He has held positions at LPL Financial and has been involved with O'Connor Wealth Management since 1999. O'Connor has also sold insurance products for over two decades to address client needs uncovered during financial planning. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual and high-net-worth clients, as well as business entities. The firm manages approximately $275 million and focuses on asset allocation, fundamental analysis, and diversified, risk-based portfolios using no-load mutual funds and ETFs.

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.