Terrence Kelley Lapan

Jeffrey Haskell is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His previous roles include positions at National Planning Corporation and LPL Financial. Outside of advising, he is a managing partner of Romeo X-Ray, LLC, a business involved in pilot services and equipment rental. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive management, model portfolios, and algorithmic guided wealth services with tax features.

Randall Vantassell is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax Insurance Services, Fiduciary Trust, and operates Van Tassell Services. Outside of his advisory role, he serves as president of Pioneer Home Health Care, a nonprofit organization, and is involved in several community boards including the Rotary Club of Bishop and Sierra Highlands Community Services District. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and a variety of program platforms, operating as a multi-manager platform with access to affiliated and third-party investment managers.

Lindsey Sherer is a CFP®-credentialed financial advisor with 18 years of industry experience, currently with Mass Mutual Investors Services since 2018. She has also worked at MassMutual Financial Group and MassMutual Life Insurance Company. Outside of financial advising, she serves as CFO for Blizzard Fire Protection LLC, overseeing the company’s financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Joshua Beck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, following an 11-year tenure at Ameriprise Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.