Tax & Financial Group (TFG) was proud to have four associates serve as speakers at the 2026 Cetera Connect2Peers Conference in Utah, one of the financial services industry’s premier educational events. The annual conference brought together advisors from across the country to exchange ideas, share best practices, and explore innovative approaches to serving clients.
Representing TFG as conference speakers were:
• Sacha Mackels, CERTIFIED FINANCIAL PLANNER® CEPA®, CLU®, ChFC®, RICP®, WMCP®, CFP®, San Diego, CA
• Amanda Whitney, AIF®, CDFA®, Financial Advisor, San Diego, CA
• Nate Crowther, CFP®, ChFC®, CLU®, RICP®, CLTC, CBDA, Wealth Management Advisor, Draper, UT
• Andy O’Brien, JD, CFP®, CLU, Senior Vice President, Investment Advisor Representative, Newport Beach, CA
Sacha Mackels and Amanda Whitney presented a session focused on building meaningful client relationships by leading with comprehensive financial planning. Their discussion emphasized the importance of understanding clients’ goals, values, and priorities before developing personalized financial strategies, reinforcing a planning first approach to serving clients.
Nate Crowther presented on the topic of change during the conference’s Community General Session, sharing perspectives on navigating change within the financial services profession.
Andy O’Brien participated in a featured panel discussion focused on addressing risk management strategies with clients drawing on his extensive experience working with the unique planning opportunities and challenges they face.
TFG is incredibly proud to have had four associates as speakers at this year’s Connect2Peers Conference. Their willingness to share their knowledge with fellow advisors reflects the depth of talent within the firm and ongoing commitment to professional excellence and collaboration.
Speaking at industry conferences such as Connect2Peers provides advisors with opportunities to contribute to professional education while exchanging ideas that help elevate the financial planning profession.
About Tax & Financial Group
Founded more than 55 years ago, Tax & Financial Group (TFG) provides comprehensive financial planning and wealth management services through a collaborative team of experienced professionals committed to helping individuals, families, and business owners pursue their financial goals.
Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency, LLC), member FINRA/SIPC, a broker/dealer. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. CA Insurance License # 0H72524. Cetera Wealth Services, LLC. Exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. 20260800981 DOFU 08/2026
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Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660 – (949) 223-8100. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Wealth Services, LLC site at www.ceterawealthservices.com. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.
Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4695 MacArthur Court, 10ᵗʰ Floor Newport Beach, CA 92660 – (949) 223-8100. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Wealth Services, LLC site at www.ceterawealthservices.com. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.