Daniel Lubs is a CFP® professional with five years of experience, currently serving at Integrated Investment Strategies, Inc. He has worked in engineering and operations consulting at DAL Corp Services and has provided technical advisory support for a compressor manufacturing company. Lubs also holds a board member role at Integrated Investment Strategies, Inc., where he participates in financial and business oversight. Integrated Investment Strategies, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an academically based, passive investment approach and manages approximately $104 million for about 156 clients.

Derek Robertson is a financial advisor at Integrated Investment Strategies, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors and Money Concepts Capital Corp. He returned to Integrated Investment Strategies in 2025 after previously working there from 2008 to 2019. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and diversification.