Connor Skubic

David Finnestad is the sole advisor at Finnestad Financial in Minooka, Illinois, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Finnestad Financial Services since 1987 and has been self-employed in livestock and agriculture since 1994. Outside of financial advising, he is involved in livestock and agriculture activities. Finnestad Financial is an independent, fee-only investment adviser serving individual investors, trusts, estates, retirement plans, and small businesses. The firm provides discretionary portfolio management and investment advice across a broad range of securities, employing various analytical methods and maintaining direct, single-advisor oversight.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

Gregg Georgantas is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining BFC Planning in 2018, he worked at First Heartland Capital Inc. from 2013 to 2018. Outside of his advisory role, he is the owner of GTG Insurance & Financial Services and president of Business Health Insurance Services, Inc., which provides various insurance products including medical, life, long-term care, and disability insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing multiple platforms and strategies while maintaining distinctive operational practices such as prohibiting certain fee-paying share classes.

Robert Martin is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services from 2008 to 2026. Outside of his advisory role, Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the advisory council for Immaculate Conception School, where he contributes to enrollment and fundraising initiatives. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a diversified, asset-allocation driven approach using independent managers and offers tax planning, bill-pay services, and discretionary investment management through custodians Schwab and Fidelity.

Charles Schad is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes over two decades at Raymond James Financial Services and roles at Oak Knoll Insurance Strategies and Innovation Partners LLC. He serves as a board member and chair of the Godley Public Water District in Godley, IL. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment portfolios and access to third-party advisors, emphasizing service to non-high-net-worth individuals.

Daniel Wright is a Series 66-registered financial advisor with nine years of industry experience. He currently works at Empower Advisory Group and has previously held positions at J.P. Morgan Securities, The Prudential Insurance Company of America, Merrill, and Edward Jones. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.