Martin Snyder is an investment advisor representative at Darcy Brix Investment Representative, Inc. He holds a Series 65 designation and has 11 years of experience in the financial industry. He is also the CEO of Main Sequence Technology, a company that develops software and database solutions for personnel recruitment. Darcy Brix operates as a solicitor, connecting individuals, small businesses, and other entities with unaffiliated registered investment advisers. The firm focuses on referrals related to employment recruiters and retirement asset transfers, without managing client accounts or providing portfolio management services.

William Kubicek is an investment representative at Darcy Brix Investment Representative, Inc. He holds a Series 65 credential and has 11 years of industry experience. In addition to his advisory role, he is the vice president of marketing at Main Sequence Technology, a company that develops software and database solutions for personnel recruitment. Darcy Brix acts as a solicitor connecting individuals, small companies, trusts, and qualified retirement plans with unaffiliated registered investment advisers. The firm does not manage client accounts but facilitates introductions and provides information about third-party advisory services.

Kurt Liedtke is a financial advisor at Citadel Investment Advisory Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citadel Investment Advisory since 1996. Citadel Investment Advisory Inc provides investment advisory and portfolio management services to individual and high-net-worth clients, managing approximately $235 million for about 117 clients. The firm employs structured processes for portfolio management, including documented investment strategies, account reviews, and trade oversight.

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.