Lawrence (Larry) Holzberg is the Brokerage Director of a single-source wealth management firm providing products and services to help address every aspect of your financial life. Larry’s 20 years of experience in brokerage, advanced sales, and solutions-based advice assists his responsibility in leading the firm’s financial professionals. He is also a Past President of NAIFA, the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.

R. Jan Pinney, CLU, ChFC, CPCU is founder and president of Pinney Insurance Center, Inc., a national life insurance Brokerage General Agency operating in all 50 states.

Pinney is Past President of NAIFA – California and NAIFA – Sacramento. A Life and Qualifying Member of MDRT, he has qualified for Top of the Table for over 20 years. Pinney is also Past President of the Life Insurance Direct Marketing Association (LIDMA) and was a Board Member of Life Happens. He received the NAIFA – California Distinguished Service Award in 2011, the LIDMA Vision Award in 2021 and was recognized for his lifetime contributions to IFAPAC in 2023.