William Knapp is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He previously worked at National Planning Corp for 18 years and has been involved with several related entities within the TCFG group since 2017. Outside of investment advisory, he provides income tax preparation services and acts as a notary. TCFG Investment Advisors offers a range of investment advisory and planning services to individual clients, profit-sharing plans, charitable organizations, and corporations. The firm employs diverse investment strategies and provides both discretionary and non-discretionary portfolio management, with custody and execution arranged through national custodians.

Peter Glowacki is a financial advisor at TCFG Investment Advisors, LLC with 43 years of industry experience. He has worked at City National Bank and RBC Capital Markets Corporation prior to joining TCFG. Glowacki holds Series 63 and Series 65 licenses. TCFG Investment Advisors manages approximately $639 million in assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting through a team of 29 advisors using diverse analytical methods and strategies.

William Jenkins is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at TCFG Investment Advisors and TCFG Wealth Management since 2017, with prior experience at Securities America Advisors, Inc., Securities America, Inc., and Foothill Securities, Inc. Outside of his advisory role, he is the owner and operator of a farming business in Alberta, Canada, involving grain, canola, and cattle. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Henry Pena is a financial advisor at TCFG Investment Advisors, LLC with 38 years of industry experience. He has held roles at TCFG Wealth Management, Charles Schwab Bank, and Charles Schwab & Co., Inc. Henry holds Series 63 and Series 65 licenses. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services using a variety of investment strategies.

Sharon Herbst is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with TCFG since 2017 and previously worked at Calton & Associates, Inc. from 2016 to 2017. Herbst also manages her own advisory business, Herbst Wealth Management. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tommy Fausett is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He previously worked at Penn Mutual for five years before joining TCFG in 2019. Outside of his advisory role, Fausett is an agent with TCFG Insurance Solutions, LLC, an insurance agency based in Laguna Niguel, CA. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, consulting, and access to third-party money managers using a variety of analytical methods and investment strategies.

Michael Halla is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 license and bringing 29 years of industry experience. He has worked with TCFG since 2017 and previously spent five years at SII Investments. Outside of his advisory role, Mr. Halla serves on the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors in Manitowoc, WI. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Michael Herlevi is a financial advisor at TCFG Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Heritage Bank/Whidbey Island Bank prior to joining TCFG in 2021. In addition to his advisory role, he is also an insurance agent with TCFG Insurance Solutions. TCFG Investment Advisors manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, employing a range of analytical strategies and reviewing portfolios annually to align with client objectives.

Timothy Soules is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 18 years before joining TCFG in 2019. Outside of his advisory role, he manages Soules Ranches, overseeing its daily operations. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations, offering portfolio management, financial planning, and consulting services. The firm employs various investment strategies and provides access to third-party money managers while maintaining client portfolio reviews at least annually.

Matthew Seem is a financial advisor at TCFG Investment Advisors, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, he is involved in several entrepreneurial ventures including farming, operating an insulation installation business, and owning an apparel company serving soccer referees. He has also worked as a professional soccer referee under the United States Soccer Federation for over a decade. TCFG Investment Advisors is an SEC-registered firm managing approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers, employing a variety of analytical strategies and regularly reviewing portfolios to align with client objectives and risk tolerance.

Jon Kerby is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with TCFG Investment Advisors since 2013 and also serves as president of Kerby Financial Services, where he provides tax preparation and planning as well as bookkeeping services. Additionally, he is a licensed insurance agent offering life and disability insurance through TCFG Insurance Solutions. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with access to third-party money managers.

Steven Jaksch is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. He serves as Board President of the Chapman Argyos Alumni Association, coordinating events and promoting graduate programs in Orange, CA. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Eric Nichols is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Citigroup Global Markets, and Thomas J Wolf, CFP. He is also involved with TCFG Insurance Solutions, LLC in a non-investment-related capacity. TCFG Investment Advisors provides advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Russell Andrews is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He also holds roles with affiliated entities including TCFG Insurance Solutions and TCFG Wealth Management. Outside of finance, Mr. Andrews volunteers as a guest supervisor at Aspen Ski Co and participates in talk radio at KNFO in Aspen, Colorado. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Gregory Giles is a Series 66-licensed financial advisor with TCFG Investment Advisors, LLC, based in Laguna Niguel, CA, and has 16 years of industry experience. He has been with TCFG since 2016 and also operates a CPA practice and insurance services business, providing tax, accounting, and insurance solutions. Additionally, he offers government finance consulting to various Southern California cities and agencies. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs a diverse range of analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Daniel Hauschild Jr. is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at TCFG Investment Advisors, LLC and has previously been affiliated with firms including Mariner, Valley Wealth Managers, Hallmark Capital Management, and J.P. Morgan Securities. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets with a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses using a variety of analytical methods and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Steven King is a financial advisor with TCFG Investment Advisors, LLC in Corpus Christi, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Bank of America/Merrill Lynch. Outside of financial advising, he owns an e-commerce business and works as an Uber driver. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses, offering portfolio management, financial planning, and consulting with a variety of investment strategies.

Terry Deever is a CFP® with 21 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2016. He also owns Terry Deever CPA, an accountancy corporation providing tax preparation, planning services, and business transaction analysis. Additionally, he is involved with Accentrix Solutions LLC, which automates payroll and HR management, and Accentrix Advisors, LLC, offering financial planning and investment advisory services. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm employs diverse analytical strategies and provides both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Alysia Lindberg is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She has worked within the TCFG group since 2016 and previously spent 14 years with Highland Advisors LLC / Accentrix. TCFG Investment Advisors, LLC manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a variety of analytical strategies to tailor portfolios to client objectives and risk tolerances.

Paul Toohey is a financial advisor with TCFG Investment Advisors, LLC in Anaheim Hills, CA, holding a Series 63 designation and over 50 years of industry experience. His career includes roles at National Planning Corporation and The Planners Network, Inc., as well as leadership positions within the TCFG group of companies since 2017. Outside of his advisory work, he serves as Treasurer of the Orange County Harley Owners Group. TCFG Investment Advisors provides advisory and planning services to individual clients, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, with custody and execution arranged through national custodians.

Erin Williams is a financial advisor with TCFG Investment Advisors, LLC in Mission Viejo, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include positions at Axis Advisors, Inc., Girard Securities, Inc., and Balboa Wealth Partners, Inc. She is also president and owner of ErinMW, Inc. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various analytical strategies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ryan Brandon is a financial advisor at TCFG Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michael E Halla & Associates, Roncalli High School, Saint John's Prep School, Minnesota State University Moorhead, and Concordia University Wisconsin. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Carl Huntley is a financial advisor at TCFG Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Thornhill Securities, Newchip Capital, MML Investors Services, and multiple prior engagements with TCFG entities. Outside of financial services, Huntley is involved in basketball coaching and player development through his personal training business, Nex Level, LLC. TCFG Investment Advisors, LLC is an SEC-registered firm managing approximately $639 million in client assets across a team of 29 advisors. The firm serves individuals, profit-sharing plans, charities, and businesses by providing portfolio management, financial planning, consulting, and access to third-party money managers using diverse analytical strategies.

Burton Brown is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 license and 18 years of industry experience. His career includes roles at Entoro Capital LLC, Compound Planning, Voleo USA, Inc., and Atomi Financial Advisors. Outside of advisory work, he serves as Executive Vice President at Aliso Solutions, LLC, a compliance consulting firm for financial intermediaries. TCFG Investment Advisors provides advisory and planning services to individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, alongside financial planning and consulting services.

Randall Montoya is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with TCFG Investment Advisors since 2013 and TCFG Wealth Management since 2014. Outside of advisory work, he is involved in managing a personal cabin rental through Airbnb. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Thomas Wolf is a CFP® with 41 years of industry experience, currently serving as an advisor at TCFG Investment Advisors, LLC since 2013. He has also been involved with related entities including TCFG Wealth Management and TCFG Insurance Solutions. Outside of his advisory work, he is a board member of the California Lutheran High School Association. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm uses a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Howard Wolfson is a financial advisor at TCFG Investment Advisors, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Gold Coast Securities, Inc. for 21 years before joining TCFG Wealth Management, LLC. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services and employs multiple investment strategies while providing access to national custodians and third-party money managers.

Don Dumas is a financial advisor with TCFG Investment Advisors, LLC in Green Bay, WI, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior work includes seven years at Client One Securities, LLC. Outside of his advisory role, he officiates youth and high school sporting events as an umpire for softball games under WIAA and local leagues. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Willy Tan is a financial advisor at TCFG Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with TCFG since 2018, having previously worked at Western International Securities, Inc. from 2012 to 2018. TCFG Investment Advisors manages approximately $639 million in client assets through a team of 29 advisors, serving individuals, profit-sharing plans, charities, and businesses. The firm offers a range of portfolio management and financial planning services utilizing diverse analytical strategies, with portfolios reviewed at least annually to align with client objectives.