KCD Financial, Inc.

David Wilson is a financial advisor at KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has worked at KCD Financial since 2012 and has also been associated with Mutual Trust Asset Management and Mutual Trust Company of America Securities since 2023. Outside of his advisory work, he performs as a bass guitarist, vocalist, and band member in a local cover band with occasional gigs. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, offering both discretionary and non-discretionary advisory relationships along with access to third-party management platforms.

Noah Fess is a financial advisor at KCD Financial, Inc. in Frisco, TX, holding a Series 66 designation with seven years of industry experience. He has been with KCD Financial since 2016. Outside of his advisory role, he is involved in an office rental property business in Frisco. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies while primarily operating under non-discretionary advisory relationships.

Roy Williams is a financial advisor with KCD Financial, Inc., holding a Series 63 designation and 42 years of industry experience. He has worked at Center Street Securities and EDI Financial Inc., and has been associated with Williams Financial Group since 2001, where he also sells life, long-term care, and fixed annuities. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, offering both discretionary and non-discretionary advisory services along with access to third-party managed accounts.

Corrie Borde is a financial advisor at KCD Financial, Inc. with three years of industry experience. Prior to joining KCD, Borde worked at Borde & Associates for nine years and Bankers Life for three years. Outside of advising, Borde is involved in insurance sales through Borde Insurance and Investments. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individual, corporate, and charitable clients with asset management, financial planning, and appraisal services. The firm employs a variety of analytical methods and investment strategies, typically operating on a non-discretionary basis while offering access to third-party managed accounts.

Richard Robinson is a financial advisor at KCD Financial, Inc. in Green Bay, WI, holding a Series 66 designation with three years of experience at Guided Financial Advisors. His prior work experience includes roles in education and the service industry. 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 offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, utilizing both in-house strategies and third-party management programs.

Steven (Shlomo) Hoffman is a financial advisor at KCD Financial, Inc. with 23 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Hoffman has worked with Cambridge Investment Research advisors, Inc. since 2015 and is also affiliated with Fourstar Wealth Advisors, LLC. Outside of financial advising, he is an independent insurance agent and performs occasional handyman and odd jobs. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and strategies, offering both discretionary and non-discretionary advisory services, with access to third-party management programs.

William Morris is a financial advisor with KCD Financial, Inc. He holds Series 63 and Series 65 registrations and has 31 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., CAPE SECURITIES, Inc., Calton & Associates, Inc., and Sarasota Financial Group, Inc., where he also operates as an independent insurance agent and is involved in government contracting for federal employee benefits education. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individual clients, corporate pension and profit-sharing plans, and charitable organizations, offering a range of investment strategies through third-party platforms and managers.

Stephen Duhr is a financial advisor at KCD Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northland Securities, Inc. since 2007. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical approaches and strategies across discretionary and non-discretionary advisory relationships.

Natasha Marakowski is a financial advisor at KCD Financial, Inc. with eight years of industry experience. She has held roles at Pappas Wealth Management since 2017 and previously served in the US Air Force from 2015 to 2017. Marakowski holds Series 63 and Series 65 licenses. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer that serves individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, including both discretionary and non-discretionary advisory services.

Travis Gibson is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is involved in fixed and fixed indexed annuities through independent agencies such as Secure Income Management and Broker's Choice of America. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, primarily operating on a non-discretionary basis while offering access to third-party managed accounts.

Joel Blumenschein is a financial advisor at KCD Financial, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at KCD Financial since 2010. Prior to that, he was associated with Freedom Investors Corp for 18 years. Blumenschein is also president and director of Freedom Securities, Inc., a parent company unrelated to investment activities. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a range of analytical methods and strategies, including long- and short-term investments, trading, and options, typically operating under non-discretionary advisory relationships.

Giulliano Guimaray is a financial advisor at KCD Financial, Inc. with five 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 registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical approaches and investment strategies, typically operating on non-discretionary advisory relationships unless clients grant discretion.

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 previously worked at Cetera Advisor Networks LLC and Central Financial States. Outside of his advisory role, Rivera is a member of the Knights of Columbus and serves on the Prince of Peace council. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, offering both non-discretionary advisory services and access to third-party managed accounts.

Wayne Green is a financial advisor with KCD Financial, Inc. based in Elkridge, MD, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Securities America Advisors, The Patriot Financial Group, and Verus Capital Partners. Outside of his advisory work, he is an owner and agent of Associates Marketing LLC, where he consults on insurance, estate planning, and precious metals. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, offering both advisory and managed account services through third-party platforms.

Thomas Coleman is a financial advisor with KCD Financial, Inc. in Brookfield, WI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with KCD Financial since 2004. Outside of his advisory role, he owns and operates an insurance business focused on fixed annuities. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical methods and investment strategies and offers both non-discretionary and discretionary advisory services, as well as access to managed account platforms through third-party providers.