Adam Reugh

William Wong is the principal of Investment Dynamics Consulting Group, LLC, an independent advisory firm. He holds the PFS™ designation and has 23 years of industry experience. Wong also serves as president of multiple non-investment businesses, including a CPA tax and accounting firm, a real estate development company, a family entertainment center, and certified professional employment organizations. Investment Dynamics Consulting Group provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm typically recommends diversified portfolios of mutual funds and ETFs on a non-discretionary basis, with formal reviews conducted at least annually.

John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.

Andre Lister is a financial advisor at ACP Investment Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Financial Advocates Investment Management, LPL Financial, and Signaline Investments. He is involved in other business activities including managing EAL Holdings LLC. ACP Investment Management is an SEC-registered adviser providing discretionary investment management, financial planning, and pension consulting services to pension and profit-sharing plans, pooled vehicles, charities, corporations, and individual investors. The firm offers tailored portfolios using a range of investment vehicles and places significant emphasis on retirement plan consulting and ERISA-specific services.

Larry Mccabe is a financial advisor at Foundations Investment Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Insight Folios and AE Wealth Management. He is also the owner of Aloha Life & Retirement, Inc., where he provides investment advisory and insurance services. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through a network of affiliated offices using model allocations and third-party sub-advisers, and it is affiliated with related financial and legal service entities.

Ferdinand Pernia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked with Wealthcare Advisory Partners, LLC, Independent Financial Partners, and PFG Advisors. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Charles Cope is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services, Morgan Stanley, and Merrill Lynch. Based in Kailua Kona, HI, Cope is also involved in real estate rental activities outside of his advisory role. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by in-house research and a variety of investment strategies and delivery options.