Steven Schertel

Blaine Troup is a financial advisor at Keybridge Capital with eight years of industry experience. He holds a Series 65 designation and has worked at Keybridge Capital since 2017, following prior experience managing the Troup Family Office. In addition to advisory services, he is licensed as an insurance agent and may recommend or sell insurance products. Keybridge Capital is a single-advisor, independent firm serving individuals, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach focused on dividend growth and offers discretionary and non-discretionary asset management, financial planning, and consulting services. It also provides educational seminars and public workshops on financial planning and retirement topics.

Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC in Quincy, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial LLC and has been involved with O'Connor Wealth Management since 1999. In addition to his advisory role, he has sold insurance products for over two decades to address client planning needs. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs.

Michael Disalvo is a CFP® and Series 66 licensed financial advisor at PurposePath Capital, LLC with 16 years of industry experience. He previously worked at Krilogy Financial for 10 years before joining PurposePath Capital in 2021. He is also co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, Illinois. PurposePath Capital provides discretionary and non-discretionary portfolio management, financial planning, and coaching services to individuals, high-net-worth clients, business entities, and 401(k) plans. The firm uses model portfolios guided by modern portfolio theory and employs ETFs and mutual funds, often delegating investment management to outside managers while maintaining oversight.

Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Trust Portfolios L.P., First Trust Advisors L.P., and J.P. Morgan in various roles between 2015 and 2021. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.

Jackson O'Connor is a CFP® professional 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 2019. He holds a life insurance license. O’Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. Prior to joining PurposePath, he held roles at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory work, he is active as a managing partner in several property management businesses. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services for individuals, families, high-net-worth clients, entities, and 401(k) plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating strategic and tactical asset allocation, and typically implements portfolios with diversified ETFs, mutual funds, equities, fixed income, and private investments.