Program
Congratulations, Advisors!
Welcome to the Independent Financial Group 2025 Elite Advisor Conference at the Fairmont Kea Lani in Maui!
Congratulations on an outstanding year! We are excited to celebrate your incredible achievements and the dedication you’ve shown to your clients. Your hard our work and commitment have made 2024 a remarkable year for IFG, and we are thrilled to recognize your success. This year, we are proud to honor 81 Elite Qualifiers— an exceptional group of advisors who set the standard for excellence.
The stunning Fairmont Kea Lani will be our home for the next four nights. We look forward to a week filled with valuable business sessions, networking opportunities, exciting activities, and plenty of relaxation in the breathtaking beauty of Maui. Whether you’re soaking in the island’s natural wonders or connecting with fellow advisors, we hope you and your guests have a memorable time at this celebration of a fantastic year.
We are honored to have you here with us and look forward to spending time together throughout the week. Enjoy this incredible event, and thank you for all your contributions to IFG’s success!
Scott Heising David Fischer
Thank you to our partners
Agenda
Sunday, April 27
2:00pm – 5:00pm IFG Hospitality Suite & Registration Makai Desk
6:00pm – 9:00pm Welcome Reception Palm Court
Monday, April 28
7:30am – 12:00pm Hospitality Desk Hibiscus
7:30am – 8:30am Breakfast Buffet Palm Court
8:30am – 8:45am Opening Remarks
Chad Cristo, Sr. VP, National Sales & Marketing, IFG Palm Court
8:30am – 9:30am Breakfast Buffet Stays Open for Families Palm Court
9:00am – 9:50am Innovation Mindset
Laird Hamilton, American Big Wave Surfer, Action Sports Pioneer, Innovator, Fitness & Nutrition Expert
Hibiscus
Indicates spouses and children are invited to participate
Indicates spouses are invited to participate
Agenda
Monday, April 28
10:00am - 10:40am Navigating the Future of Advisory: Trends, Tools, and Pricing Strategies
Abbey Eastham, Director of Advisory, IFG
Michael Featherman, Head of Advisor Sales & Wealth Consulting, Envestnet
10:00am - 10:40am The Rise of the RILA Annuity: How Adjustable Protection Features are Catching Momentum
Greg Darm, Regional VP, Nationwide
John Helmen, Head of National Accounts, Allianz
Dean Huang, Regional VP, Jackson
Tate McMillin, Western Divisional Manager, Pacific Life
Dennis Meade, Sr. Regional VP, Equitable
Moderated by Erick Montiel, Director, Annuity Solutions, IFG
10:40am - 10:50am Break
10:50am - 11:30am Drill Baby, Drill!
Mike Haven, VP of BD Relations, US Energy
Bill Rack, Senior VP, Waveland
Chris Spence, Manager of Investor Services, Mewbourne Moderated by Madison Turbeville, Manager Alternative Investments, IFG
10:50am - 11:30am Navigating the Future of Advisory: Trends, Tools, and Pricing Strategies
Abbey Eastham, Director of Advisory, IFG
Michael Featherman, Head of Advisor Sales & Wealth Consulting, Envestnet
11:35am - 12:15pm IFG Update
Scott Heising, President, Founder & CEO, IFG
David Fischer, Co-Founder, CMO, IFG
Group A Orchid
Group B Plumeria
Group A Orchid
Group B Plumeria
Hibiscus
Agenda
Monday, April 28
12:15pm Day at Leisure/IFG Hosted Activities
5:30pm - 7:00pm Cocktail Reception Royal Fountain Terrace
7:00pm - 10:00pm Partner Coordinated Dine Arounds/Dinner at Leisure
Tuesday, April 29
7:30am - 12:15pm Hospitality Desk Hibiscus Foyer
7:30am - 8:30am Breakfast Buffet Palm Court
8:30am - 9:30am Breakfast Buffet Stays Open for Families Palm Court
8:30am - 9:10am Yield of Dreams: Building Income for the Future
Kyle Castle, Sr. Regional VP, Sealy
Rian Kearney, Regional VP, Prospect
Tracy Mousner, Sr. Regional VP, SmartStop
Dan Shaeffer, CEO, Cottonwood
Moderated by Colby Taylor, Manager, Alternative Investments, IFG Group A Orchid
Agenda
Tuesday, April 29
8:30am - 9:10am The Return of the Variable Annuity: The Golden Age is Back!
Greg Darm, Regional VP, Nationwide
Tate McMillin, Western Divisional Manager, Pacific Life
Dennis Meade, Sr. Regional VP, Equitable
Joe Pierce, VP, Divisional Sales Manager, Jackson
Moderated by Erick Montiel, Director, Annuity Solutions, IFG
9:15am - 9:55am The Return of the Variable Annuity: The Golden Age is Back!
Greg Darm, Regional VP, Nationwide
Tate McMillin, Western Divisional Manager, Pacific Life
Dennis Meade, Sr. Regional VP, Equitable
Joe Pierce, VP, Divisional Sales Manager, Jackson
Moderated by Erick Montiel, Director, Annuity Solutions, IFG
9:15am - 9:55am Yield of Dreams: Building Income for the Future
Kyle Castle, Sr. Regional VP, Sealy
Rian Kearney, Regional VP, Prospect
Tracy Mousner, Sr. Regional VP, SmartStop
Dan Shaeffer, CEO, Cottonwood
Moderated by Colby Taylor, Manager, Alternative Investments, IFG
9:55am - 10:05am Break
10:05am - 10:45am Building a Stronger Practice: Insights and Opportunities
Erik Hardin, SVP, National External Sales Director, Orion
Jeremy Heffernan, Strategic Relations Manager, Focus Partners
Bill McGowan, Senior Regional Consultant, AssetMark
Moderated by Abbey Eastham, Director of Advisory, IFG
Group B Plumeria
Group A Orchid
Group B Plumeria
Group A Orchid
Agenda
Tuesday, April 29
10:05am - 10:45am Drill Baby, Drill!
Mike Haven, VP of BD Relations, US Energy
Bill Rack, Senior VP, Waveland
Chris Spence, Manager of Investor Services, Mewbourne
Moderated by Madison Turbeville, Manager Alternative Investments, IFG
10:50am - 11:30am The Rise of the RILA Annuity: How Adjustable Protection Features are Catching Momentum
Greg Darm, Regional VP, Nationwide
John Helmen, Head of National Accounts, Allianz
Tate McMillin, Western Divisional Manager, Pacific Life
Dennis Meade, Sr. Regional VP, Equitable
Joe Pierce, VP, Divisional Sales Manager, Jackson
Moderated by Erick Montiel, Director, Annuity Solutions, IFG
10:50am - 11:30am Building a Stronger Practice: Insights and Opportunities
Jeremy Heffernan, Strategic Relations Manager, Focus Partners
Bill McGowan, Senior Regional Consultant, AssetMark
Trevor Noble, SVP, National Strategic Accounts, Orion Moderated by Abbey Eastham, Director of Advisory, IFG
Group B Plumeria
Group A Orchid
Group B Plumeria
11:35am - 12:15pm IFG Success Stories Hibiscus
12:15pm Day at Leisure/IFG Hosted Activities
6:00pm - 10:00pm Partner Coordinated Dine Arounds/Dinner at Leisure
Agenda
Wednesday, April 30
Day at Leisure/Partner Hosted Activities
5:30pm - 9:00pm Farewell Party Polo Lawn
Thursday, May 1
8:00am - 10:00am Departure Breakfast Palm Court Scattered Departures
Maps
A Warm Welcome From Our Partners
Represented by
Dear IFG Advisor,
On behalf of Allianz Life, I welcome you to the 2025 Elite Producer conference and congratulate your outstanding success in being one of the elites. I’m looking forward to networking and celebrating with you on the beautiful island of Maui!
Allianz Life, one of FORTUNE’s 100 Best Companies to Work For® in 2021, has been keeping its promises since 1896. Today, it carries on that tradition, serving 3.7 million Americans by protecting and growing retirement savings, paying income during retirement and paying death benefits to beneficiaries. In 2020, Allianz Life paid over $10.1 billion in benefits to policyholders and contract holders via life insurance and annuity payments. Allianz Life is part of Allianz SE, a global leader in the financial services industry serving over 100 million customers in 70 countries worldwide. More than 100 million private and corporate customers rely on Allianz knowledge, global reach, and capital strength to help them make the most of financial opportunities.
All my best,
John Helmen Head of National Accounts
Distribution National Accounts
John Helmen Sheila Soukup
Represented by
Dear IFG Elite Advisors,
Bill McGowan
Congratulations on another successful year in your business!
On behalf of everyone at AssetMark, I’m so pleased to welcome you to Independent Financial Group’s Elite Advisor Conference. Thank you for including us as you gather to celebrate the hard work and dedication that have brought you to this incredible milestone. We’re honored to be part of this special event with you.
Our partnership with IFG — both with the home office and advisors like you — continues to grow stronger each year, and we are proud to stand alongside you. We remain deeply committed to investing in the tools and resources that can help support your success, including technology, marketing, and business consulting. We believe that by continuing to innovate and collaborate, we can drive meaningful growth together.
With over $130 billion in assets and more than 20 years of experience, AssetMark is built on a foundation of asset management excellence, cutting-edge technology, and thought leadership. But what matters most to us are the deep, trusted relationships we have with advisors like you. We’re inspired by your dedication to your clients and are grateful for the opportunity to help you achieve your business goals.
As you enjoy this week filled with celebration, connection, and well-deserved recognition, we hope to have the chance to get to know you better — whether you’re a familiar face or someone new to our circle. Most of all, we wish you and your families a wonderful time filled with fun, inspiration, and memorable moments.
Thank you again for allowing us to be a part of this special event. We look forward to many more years of growth and partnership together.
Warm regards,
Desiree’ Sii VP, Head of Strategic & Institutional Accounts
Represented by
Dear 2025 IFG Elite Advisors,
Welcome to Maui! We are thrilled to celebrate your hard work and achievements at this year’s Elite Advisors Conference.
This conference holds special significance for us, as Cottonwood’s enduring partnership with IFG has spanned over 20 years. Together, we have navigated economic fluctuations that have directly impacted our industry. These ups and downs have underscored the importance of adaptability in investing, identifying opportunities in economic cycles, and staying ahead of shifting market dynamics.
Through it all, Cottonwood’s core philosophy remains steadfast – investing in well-located, high-quality multifamily assets and operating them to the highest standards, all with the goal of delivering long-term value for our investors.
Thank you for your continued trust and partnership. We are excited about the future of our businesses and remain committed to strengthening our collaboration for years to come.
For those financial advisors we have yet to work with, we look forward to the opportunity to earn your business. Be sure to connect with our Cottonwood team members in attendance, Eric Marlin and Jeremy Lyman.
We hope you enjoy the conference and your time in Maui!
Warm regards,
Daniel Shaeffer Chief Executive Officer
Cottonwood Communities
Dan Shaeffer
Eric Marlin
Saul Dougherty
Dear Colleague,
Welcome to the IFG 2025 Elite Advisor Conference. On behalf of Envestnet, I am pleased to extend my warmest greetings to everyone attending. At Envestnet, Inc. our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Envestnet’s Private Wealth offering provides customized investment solutions and white-glove service for individual and institutional investors with more than $1 million of investable assets. Our process provides you with direct access to a dedicated team of investment specialists and portfolio managers, as well as other services, for a comprehensive, interconnected experience that helps address your client’s unique financial needs.
Please accept my best wishes for an informative and enjoyable event.
Michael Featherman
CFA Head of Advisor Sales and Wealth Consulting
Represented by
Michael Featherman
Allan Avena
Represented by
Elite Advisors,
Equitable has been one of America’s leading financial services providers since 1859. With the mission to help clients secure their financial well-being, Equitable provides advice, protection and retirement strategies to individuals, families, and small businesses. Equitable has more than 8,000 employees and Equitable Advisors financial professionals and serves 2.8 million clients across the country. Please visit equitable.com for more information.
Dennis Meade Jr
Eddie Kaiser
Andrea Brown
Represented by
Elite Advisors,
Jeremy Heffernan
Welcome to the 2025 IFG Elite Conference. I hope you will let this beautiful and fun setting inspire you in your business and your life.
This is a special time to strengthen connections with your peers, learn best practices from thought leaders and experts, and resolve to become even more valuable to the families you serve. While you are on Maui, I hope you also find time to create memories and strengthen relationships with your family and friends.
Our mission is to help advisors do more and be more for their clients and we would love to find time to connect with you while at the conference. Thank you for all you do to build great client outcomes, and for your ability to just “be there” for your clients with great advice and care.
Warm Regards,
Jonathan Scheid President, Focus Partners Advisor Solutions
Independent Financial Group,
On behalf of everyone at Jackson, I would like to welcome you to Independent Financial Group’s 2025 Elite Advisor Conference. We are excited for the opportunity to spend time with each of you in the days ahead.
As more Americans plan for retirement, we see increasing interest in products that are designed to offer a level of investment protection and lifetime income, allowing for potential greater certainty for the future. At Jackson, we are committed to making retirement planning clearer for everyone. Our commitment to product innovation, distribution expansion and industry-leading service continue to be differentiators for us. In support of these efforts, we are proud to have reliable partners who are equally focused on bringing clarity to the financial planning conversation.
We want to thank each of you for your continued partnership and commitment to ensure hard-working Americans are prepared for their financial futures. Please reach out to us if you ever need anything and enjoy the conference!
Sincerely,
Scott Romine President, Jackson National Life Distributors LLC
Represented by
Joe Pierce
Aaron Pease Dean Huang
Represented by
Chris Spence
IFG Top Producers,
Welcome to fabulous Maui and congratulations on an extraordinary 2024! You successfully navigated your clients, your staff and your practice by remaining committed to excellence. 2024 was, by many measures, a milestone year for us at Mewbourne Oil Company. Our average daily production now exceeds 290K barrels of oil and 1BCF of natural gas. Additionally, the total number of employees is approaching 800. We’ve cemented ourselves as the #1 privately held independent oil producer in the United States and are currently one of the most active oil companies, public or private, in the country. We continue to invest heavily in the business and enter 2025 with a great deal of optimism.
IFG continues to be our fastest growing relationship and we thank you for your continued support and confidence in everything we do at Mewbourne Oil Company. We look forward to working with you again this year. Enjoy the conference!
Regards,
Roe Buckley
Chris Spence CFO & Chairman of the Board Manager of Investor Services
Roe Buckley Chris Spence
Represented by
Congratulations on your outstanding success in 2024 and for earning Elite Advisor status!
We are incredibly proud to continue as an Elite sponsor of IFG, and we are committed to deepening this invaluable partnership with you and your fellow advisors.
Thank you to those who have placed your trust in Nationwide®, making us IFG’s #1 annuity provider for a second consecutive year. We also extend our gratitude to those who have partnered with us to meet your clients’ needs for life insurance, long-term care insurance, and securities-backed lending.
At Nationwide, we recognize that as successful independent financial professionals, you have choices when it comes to business partners. We are profoundly grateful to those who choose Nationwide to help you meet your clients’ most important financial needs. Your partnership has propelled us to maintain our leadership position as a Fortune 100 company with over $300 billion in assets.
The Nationwide team is honored to join you this year at the Fairmont Kea Lani. Eric McCaslin, Senior National Account Manager, McAulay Haney, Divisional Vice President, and Greg Darm, Regional Vice President, will be there to celebrate your success. We encourage you to attend our breakout sessions to explore Nationwide’s comprehensive range of solutions designed to simplify holistic financial planning.
Congratulations once again on your commitment to excellence and remarkable achievements!
Best regards,
Jon Forbes Vice President, Strategic Account Management
Eric McCaslin
McAulay Haney
Greg Darm
by
Congratulations on achieving IFG Elite Advisor status! Your hard work and dedication to your clients set you apart, and we’re honored to support you in shaping the future of financial services.
At Orion, we remain committed to innovation and integration, ensuring that you have the technology, resources, and investment solutions needed to serve your clients at the highest level.
Whether it’s optimizing portfolios through our advanced technology or delivering personalized wealth management strategies, we are here to enhance your advisory experience and help you meet the evolving needs of your clients. We’re proud to partner with you and look forward to helping you continue your success.
Warm regards,
Natalie Wolfsen CEO, Orion Advisor Solutions
Represented
Trevor Noble Erik Hardin
Represented by
Tate McMillin David Kunkel
Congratulations on being named an IFG Elite Advisor. We hope you enjoy your time in Maui and our team members are honored to be there with you to celebrate your success as a top-tier financial professional. Your dedication to delivering exceptional guidance and solutions to your clients is truly inspiring, and we are proud to support you on this journey.
For nearly 160 years, Pacific Life has been a trusted partner in helping individuals and businesses secure their financial futures. Through our diverse portfolio of life insurance, annuities, and investment solutions, we remain committed to providing strength, stability, and innovation to help you meet your clients’ evolving needs. As a valued IFG Elite Advisor, you have access to all of our resources, insights, and opportunities designed to enhance your practice and drive meaningful client outcomes. We look forward to connecting with you throughout the conference and strengthening our partnership.
Thank you for your trust in Pacific Life. Here’s to a great event and continued success!
Sincerely,
Kevin Kennedy Senior Vice President and Chief Sales & Marketing Officer Pacific Life, Consumer Markets
Represented by
Jonathan Dease
Rian Kearney
On behalf of everyone at Preferred Capital Securities, we would like to extend our congratulations on qualifying for the prestigious IFG Elite Advisor Conference. We value the strong partnership between our firms and are proud to support such a significant event. Our team members, Rian Kearney and Jonathan Dease, are excited to meet with you during the conference and they look forward to engaging in meaningful conversations.
At Preferred Capital Securities, we specialize in providing investment solutions through alternative products and capital markets expertise, helping financial professionals navigate complex investment opportunities. Our team is dedicated to oXering trusted support to both advisors and clients, ensuring long-term success in a dynamic financial landscape.
Thank you for your ongoing trust and support.
Jeff Smith Chief Executive OXicer
Preferred Capital Securities, LLC (Member FINRA & SIPC)
by
To our Elite Advisor Partners at IFG,
On behalf of myself and Sealy Investment Securities, the managing broker-dealer of Sealy & Company sponsored investment offerings, I would like to extend our gratitude to you and your organization for your partnership. We are honored to be an Elite Sponsor for the second year and are thrilled to provide compelling investment opportunities on your firm’s platform.
My colleagues and I look forward to learning about your business and discussing how Sealy & Company, a 78+ year old, fully integrated industrial real estate investment and operating firm, may fit into your operations with its private Reg D industrial real estate offerings.
We are eager to continue the conversation about Sealy & Company’s decades-long track record for success in the industrial real estate sector and further discuss how Sealy’s offerings may provide appropriate tax-advantaged growth opportunities for you and your trusted accredited clients.
Congratulations on achieving IFG’s Elite Advisor status! We look forward to helping you reach this standing for years to come.
Sincerely,
Peter L. Jackson President & Chief Executive Officer
Sealy Investment Securities
Represented
Olivia Barbiasz Kyle Castle
Represented
by
Greetings,
SmartStop would like to welcome you to Maui and the 2025 IFG Elite Advisor Conference. We hope this year’s conference provides you with some well-deserved rest and relaxation, new ideas and lasting memories.
We are honored to be a strategic partner with Independent Financial Group and truly appreciate the immense support we’ve received from the advisors and home office staff. We look forward to sharing an update on our offerings and learning more about how we can support you and your investors’ income and growth needs.
SmartStop is a technology-driven self-managed REIT with a fully integrated operations team focused on growing the SmartStop Self Storage brand. SmartStop is one of the largest self-storage companies in North America, with approximately $3.0 billion total capitalization and an investment-grade credit rating of BBB- issued by the Kroll Bond Rating Agency. SmartStop currently owns and manages a portfolio of 211 operating properties in 22 states, the District of Columbia, and Canada, comprising approximately 151,000 units and 16.9 million rentable square feet. SmartStop and its affiliates own or manage 38 operating self-storage properties in Canada, which total approximately 32,900 units and 3.4 million rentable square feet. Through our affiliate, SmartStop REIT Advisors, SmartStop sponsors Strategic Storage Trust VI, Inc., income and growth self-storage investment vehicles.
To learn more about our current offerings, please connect with Pacific Oak Capital Markets, the exclusive dealer manager for Strategic Storage Trust VI, Inc. and Blue Door Property I, DST. The sales team can be reached at 1-866-PAC-OAK7 (1-866-722-6257) or info@pacificoakcapital.com.
Tracy Mousner
Kendall Best
Represented by
IFG Elite Advisors,
Welcome to Maui! Your dedication to your clients and partners is evident and celebrated. Founded in 1980, U.S. Energy Development Corporation (U.S. Energy) is a privately held exploration and production (E&P) firm that manages assets on behalf of itself and its partners. For more than four decades, U.S. Energy has blended operational and financial innovation with a forward-looking approach. Headquartered in Dallas Fort Worth Metroplex, U.S. Energy has invested in, operated and/or drilled approximately 4,000 wells in 13 states and Canada and deployed almost $3 billion on behalf of itself and its partners.
We are excited to continue to partner with IFG and its advisors, offering multiple solutions for client’s different tax needs. We are proud of our long history of educating advisors and clients on the exciting strategies that oil and gas partnership can offer in their wealth planning.
Leveraging strong relationships in the energy and production marketplace and a proven record of accomplishment with forty-four years in the industry, we target oil and gas reserves in one of the most prolific basins in the world - the Permian Basin. The project’s financial viability is underscored by longterm contracts with some of the country’s biggest names in oil and gas.
Furthermore, the current market dynamics, including increasing oil prices and geopolitical factors, provide an opportune moment for investors seeking attractive returns in the dynamic energy landscape. Investments in oil and gas assets can generate tax benefits that include deductions against ordinary income and capital gains.
We appreciated partnering with you in 2024 and look forward to continuing in 2025. Enjoy your time in Maui!
Matt Opsahl
Mike Haven
Represented by
Aloha, and Welcome to Maui!
On behalf of Waveland Energy Partners, congratulations on achieving Elite Advisor status—your dedication and expertise have earned this well-deserved recognition.
Waveland values our partnership with IFG. Our unique investment strategy offers accredited investors opportunities for diversification within the energy sector. Since 2018, we have focused on acquiring minority equity interests in drilling projects alongside global blue-chip partners. This approach has helped create a diversified portfolio that enhances returns while mitigating risk.
For IFG’s elite advisors, we offer a compelling opportunity built on experience, strategy, and results. We look forward to discussing how Waveland can complement your investment strategies. Enjoy your conference and the beauty of Maui.
Mahalo on a job well done!
Bill Rack
Partner Contact List
John Helmen
Head of National Accounts
+1 763-765-6887
john.helmen@allianzlife.com
Sheila Soukup
Senior VP, District Director
+1 800-542-5427
sheila.soukup@allianzlife.com
Bill McGowan
Senior Regional Consultant
+1 949-632-7693
bill.mcgowan@assetmark.com
Saul Dougherty
Senior VP, Capital Market
SW Region
+1 858-337-8220
saul@cwmarketsgrp.com
Allan Avena
Principal Director
Strategic Relationship Management
+1 310-889-8972
allan.avena@envestnet.com
Eric Marlin
VP Capital Markets
+1 310-418-9174
eric@cwmarketsgrp.com
Dan Shaeffer
CEO
+1 801-278-0700
dshaeffer@cottonwoodres.com
Michael Featherman
Influential Wealth Management Executive
+1 484-678-0007
michael.featherman@envestnet.com
Partner Contact List
Andrea Brown
Regional Vice President +1 858-248-3944 andrea.brown@equitable.com
Jeremy Heffernan
Strategic Relations Manager
+1 402-880-3819 jeremy.heffernan@focuspartners.com
Eddie Kaiser
Strategic Account Manager +1 612-619-1657 edward.kaiser@equitable.com
Dennis Meade Jr.
Senior Regional VP +1 702-569-1987
Dennis.Meade@Equitable.com
Dean Huang
Regional Vice President +1 310-570-6193 dean.huang@jackson.com
Chris Spence
Manager of Investor Services
+1 903-245-3839 cspence@mewbourne.com
Aaron Pease
Associate Key Account Manager +1 615-417-5311
aaron.pease@jackson.com
Joe Pierce
Regional Director +1 615-708-0773
joseph.pierce@jackson.com
Partner Contact List
Greg Darm
Regional Vice President +1 949-606-6388 darmg@nationwide.com
Erik Hardin
SVP, National External Sales Director +1 303-907-1873 erik.hardin@orion.com
McAulay Haney
Divisional VP +1 206-799-9977 haneym5@nationwide.com
Trevor Noble
SVP, National Accounts +1 619-550-8259 trevor.noble@orion.com
David Kunkel
Senior Regional VP +1 605-310-5996 david.kunkel@pacificlife.com
Jonathan Dease
VP, National Accounts Manager +1 949-413-6603 jdease@pcsalts.com
Tate McMillin
Regional Sales Manager +1 312-882-6637 tate.mcmillin@pacificlife.com
Eric McCaslin
Senior National Account Manager +1 614-327-3171 mccasle1@nationwide.com
Rian Kearney
Regional Vice President, SoCal +1 720-280-5762 rkearney@pcsalts.com
Partner Contact List
Olivia Barbiasz
VP - Strategic Accounts +1 949-633-7063
oliviab@sealyinvestmentsecurities.com
Kendall Best
Senior National Accounts Manager
+1 310-502-8925
kbest@pac-oak.com
Kyle Castle
Senior Regional VP - West Region +1 714-815-2012
kylec@sealyinvestmentsecurities.com
Tracy Mousner
Regional Vice President +1 949-274-2023
tmousner@pac-oak.com
Mike Haven
VP Broker-Dealer Relations +1 716-579-7269
mhaven@usedc.com
Bill Rack
Senior VP - West Region +1 480-747-1020 brack@wavelandcp.com
Matt Opsahl Investment Wholesaler +1 240-778-5851
mopsahl@usedc.com
Financial Group