Financial Advisors Network, Inc.

David Reiter is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Citibank since 2013. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm’s investment approach integrates fundamental and technical analysis within a quantitative framework, employing both index-based core strategies and active tilts, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Rod Kamps is a CFP® professional with over 32 years of experience in financial advisory services. He is currently affiliated with Financial Advisors Network, Inc., where he has worked since 2004, and also leads Kamps Asset Management Planning Services, Inc. since 2009. Kamps is a co-founder and treasurer of First Trust Deed Investments, Inc., where he is involved in suitability analysis and portfolio allocation for first trust deed investments. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with services including portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies, alongside access to alternative investments such as first-trust-deed funds.

Joseph Pence is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at Cooper Financial Group, Securities America, Inc., LPL Financial, LLC, and Bonvivant International, Inc. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process combining fundamental and technical analysis, with both index-based and active strategies, and provides individualized portfolio management through wrap-fee programs and SEI model allocations.

Spenser Messmore is a financial advisor at Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation with nine years of industry experience. He has been with Financial Advisors Network, Inc. since 2015. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan management. The firm utilizes a quantitative investment process combining fundamental and technical analysis and provides both index-based core strategies and active tilts, alongside access to alternative investments when appropriate.

Brian Douglass is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Financial Advisors Network, Inc. since 2014. He previously worked at LPL Financial LLC from 2014 to 2018. In addition to his advisory role, he has involvement in tax preparation and accounting services through an affiliated CPA practice. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering services such as comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based core strategies and active tilts, along with access to alternative investments when appropriate.

Maxwell Gray is a financial advisor at Financial Advisors Network, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the financial industry, he worked in automotive sales at Mercedes Benz and in retail at Nike, Inc. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach that combines fundamental and technical analysis across a variety of index-based and active strategies.

Gabriella Keefer is a financial advisor at Financial Advisors Network, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked at several firms, including LPL Financial and National Planning Corporation. Prior to her financial services career, she was employed at Miceli Chiropractic Center for eight years. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans with a range of services including portfolio management, financial planning, and corporate trustee services. The firm employs a quantitative investment process combining fundamental and technical analysis and offers both index-based and actively managed strategies.

Nathan Taccini is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Financial Advisors Network since 2019 and previously spent time at Trilogy Capital Inc. and Trilogy Financial Services. Outside of advising, he is also an insurance agent specializing in life, accident, and health insurance. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies.

Rohan Nakrani is a financial advisor at Financial Advisors Network, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Financial Advisors Network since 2016. Prior to his advisory role, he worked at Cal State Fullerton from 2014 to 2016. Financial Advisors Network serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm combines fundamental and technical analysis within a quantitative framework and provides both index-based core strategies and active investment tilts.

Nicole Oswalt is a financial advisor at Financial Advisors Network, Inc. with six years of industry experience. She holds a Series 66 credential and previously worked at UBS Financial Services Inc. for five years. Financial Advisors Network, Inc. serves individual and high-net-worth clients, as well as trusts and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment process combining fundamental and technical analysis and provides both index-based and active strategies through wrap-fee programs and SEI model allocations.

Tyler Thompkins is a financial advisor with Financial Advisors Network, Inc. in Tustin, CA, holding a Series 65 designation and three years of industry experience. Before joining Financial Advisors Network in 2021, he worked at Windawi & Associates and Sterling Wealth Partners. Outside of his advisory role, he works part-time as a delivery driver for DoorDash. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering comprehensive portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm employs a quantitative investment process that integrates fundamental and technical analysis and provides both index-based core strategies and active management options.

John Harney is a Series 65-licensed financial advisor with Financial Advisors Network, Inc. in Tustin, CA. He joined the firm in 2025 and has prior experience in various roles including positions at UC Davis and Saddleback College. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm uses a quantitative investment approach combining fundamental and technical analysis, providing both index-based and active strategies through wrap-fee programs and SEI model allocations.

Zachary Mc Alister is a Series 65-licensed advisor with Financial Advisors Network, Inc. in Tustin, CA. He has been with the firm since 2025 and previously attended the University of Oregon from 2021 to 2025. Financial Advisors Network, Inc. serves individual and high-net-worth clients, trusts, and employer retirement plans, offering portfolio management, financial planning, corporate trustee services, and retirement plan consulting. The firm combines fundamental and technical analysis within a quantitative framework, providing both index-based core strategies and active tilts through individualized portfolio management and SEI model allocations.