David Tracy, CFP®, CDFA®

Kailee Hicks, FPQP™, CDFA®

Brad Levin, CFP®, CMT®, CDFA®

Fred Baird

Susan Miller, CPA/PFS, CFP®, CDFA®

Dawn Doebler, MBA, CPA, CFP®, CDFA®

Janet T. Tighe, MBA, CFP®, CDFA®