Cassidy E Tepper

William Wong is the sole advisor at Investment Dynamics Consulting Group, LLC and holds the PFS™ designation with 24 years of industry experience. He has operated his independent advisory firm since 2000 and maintains multiple non-investment business roles, including president of a CPA tax and accounting firm, a real estate development company, and a family entertainment center. Investment Dynamics Consulting Group, LLC provides investment supervisory services primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers non-discretionary portfolio management focused on diversified mutual fund and ETF allocations, conducting formal reviews at least annually and emphasizing client-imposed investment restrictions.

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 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, LPL Financial, and Financial Advocates Investment Management. Outside of his advisory role, he is a member and manager of EAL Holdings LLC, a holding company. ACP Investment Management, founded in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting to institutional clients such as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolios using a range of investment vehicles and emphasizes retirement plan consulting and plan-level oversight.

Adam Reugh is a financial advisor at ACP Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Advocates Investment Management since 2015 and Advisor Compliance Partners LLC since 2025. ACP Investment Management, established in 2025, provides discretionary investment management and consulting services to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm focuses on plan-level and institutional consulting with customized portfolios that may include stocks, bonds, ETFs, mutual funds, options, and alternative investments.

Mark Johnson is a CFP® with 23 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2016. He previously worked at LPL Financial, LLC and Business Consultants, Inc. Johnson provides investment advisory services through Western Wealth Management, LLC, an independent firm based in Golden, Colorado. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives offering comprehensive portfolio management, financial planning, and a range of investment strategies through multiple custodial platforms and sponsored programs.

Larry Mccabe is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has held previous roles at Insight Folios, AE Wealth Management, and Allstate Financial Services, among others. He is also the owner of Aloha Life & Retirement, Inc., an investment advisory and insurance business. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to tailor advice and manage client accounts.