KCD Financial, Inc.

David Wilson is a financial advisor with KCD Financial, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at KCD Financial since 2012 and previously at Mutual Trust Asset Management and Mutual Trust Company of America Securities. Outside of his advisory role, he performs as a bass guitarist, vocalist, and musician in a local cover band. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services while utilizing third-party management programs.

Noah Fess is a financial advisor at KCD Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and has been with KCD Financial since 2016. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and uses third-party platforms and managers as part of its implementation approach.

Roy Williams is a financial advisor with KCD Financial, Inc. He holds a Series 63 designation and has 42 years of industry experience. Williams has worked at Center Street Securities for seven years and has operated Williams Financial Group since 2001, where he also sells life, long-term care, and fixed annuities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors, serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and utilizes third-party management programs as part of its service model.

Richard Robinson is a financial advisor at KCD Financial, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes positions at Guided Financial Advisors and non-financial roles prior to entering the industry. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Steven (Shlomo) Hoffman is a CFP® and ChFC® with 24 years of industry experience. He is currently with KCD Financial, Inc. and has previously worked at Fourstar Wealth Advisors, Cambridge Investment Research, and LPL Financial. Outside of his advisory role, he is an independent insurance agent and performs occasional handyman and odd jobs unrelated to financial markets. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management and financial planning services, using a range of investment strategies and third-party management programs.

William Morris is a financial advisor at KCD Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cape Investment Advisory, Calton & Associates, Sarasota Financial Group, and Transamerica Financial Advisors. In addition to his advisory role, he is involved with Sarasota Financial Group as an independent insurance agent and provides government contracting services related to federal employee benefits education. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and access to third-party management programs while conducting due diligence on those managers as part of its implementation process.

Stephen Duhr is a financial advisor at KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior positions include roles at Northland Securities, Inc. for 11 years and First MidAmerica Investment Corporation for 3 years. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing third-party platforms and managers while tailoring strategies to client goals and risk tolerance.

Natasha Marakowski is a financial advisor at KCD Financial, Inc. with 8 years of industry experience. She previously served in the US Air Force from 2015 to 2017 and has been with Pappas Wealth Management since 2017. She holds the Series 63 and Series 65 designations. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm provides asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, using a range of investment strategies tailored to client goals and risk tolerance.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at firms including NYLIFE Securities LLC, MassMutual Life Insurance Company, and Secure Income Management. Outside of his advisory role, he is involved in fixed index annuity and life insurance activities with multiple independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers customized investment strategies and uses third-party management programs while operating a dual broker-dealer and registered adviser business model.

Joel Blumenschein is a financial advisor with KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with KCD Financial since 2010 and previously spent 18 years at Freedom Investors Corp. Blumenschein also serves as president and director of Freedom Securities, Inc. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, portfolio appraisal services, and access to third-party management programs.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities LLC, IFS Securities Inc., Florida Financial Advisors, and The Floridian. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, employing a range of investment strategies tailored to client goals and utilizing third-party management programs.

Robert Rivera is a financial advisor at KCD Financial, Inc. in Green Bay, WI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Cetera Advisor Networks, Central Financial States, Capital Credit Union, Principal Financial Services, and Thrivent Investment Management. Rivera is also involved in community activities as a member of the Knights of Columbus and the Prince of Peace Council. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment approaches and access to third-party management programs.

Wayne Green is a financial advisor at KCD Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America, Verus Capital Partners, and The Patriot Financial Group. Outside of his advisory role, he is involved with Associates Marketing LLC, where he works as an insurance, estate planning, and precious metals consultant. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers tailored investment strategies using third-party platforms and managers, combining advisory and broker-dealer services with licensed insurance agency capabilities.

Thomas Coleman is a financial advisor at KCD Financial, Inc. with 35 years of industry experience. He has held his current role since 2004 and holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of a separate insurance business focused on fixed annuity sales. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and access to third-party management programs, implementing a range of investment strategies tailored to client goals and risk tolerance.

Jennifer Shammamy is a CFP® and holds a Series 65 license with 14 years of industry experience. She is currently with KCD Financial, Inc. and has previously worked at H&B Financial Group, Hoover & Associates, and Fabian Wealth Strategies, Inc. Outside of her advisory role, she assists with administrative tasks and estate signings at a law firm on a limited, volunteer basis. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors and approximately $202 million in assets under management. The firm serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations, providing a range of asset management and financial planning services through both proprietary and third-party platforms.