Cassidy Tepper

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.

Adam Reugh is a financial advisor at ACP Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Advocates Investment Management since 2015 before joining Advisor Compliance Partners LLC in 2025. ACP Investment Management is an SEC-registered adviser serving a diverse client base that includes pension and profit-sharing plans, charities, corporations, and individual investors. The firm offers discretionary investment management, financial planning, and consulting services, with a focus on retirement plan consulting and ERISA-specific services.

Mark Johnson is a CFP® professional with 23 years of industry experience. He is currently with Western Wealth Management LLC, where he has worked since 2016, and has prior experience at LPL Financial, LLC and Business Consultants, Inc. He provides investment advisory services through Western Wealth Advisors, an independent registered investment advisor. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple advisory programs.

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.