William Kubicek IV is an Investment Representative at Darcy Brix Investment Representative, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Darcy Brix since 2012. Kubicek also serves as Vice President of Marketing at Main Sequence Technology, a software and database solutions company focused on personnel recruitment, where he may spend the majority of his time. Darcy Brix provides advisory referral services primarily to individuals, small businesses, trusts, and qualified retirement plans, specializing in referrals to independent registered investment advisers. The firm operates on a referral-only basis and does not manage client assets or provide investment recommendations.

Kenneth Dery is a CFA® charterholder and the sole advisor at Kenneth A. Dery & Associates, where he has provided advisory services since 1994, totaling 26 years of industry experience. He is based in Willoughby, Ohio, and has maintained his own firm throughout his career. Kenneth A. Dery & Associates offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $35 million in assets, operates a wrap-fee program, and distinguishes itself by serving as a qualified custodian and publicly presenting historical performance data.