Michael J. Nathanson, JD, LLM

Pam Malek, CPA

Amir Malek, CPA

James Fitts, CFP®

John Weeks III, CExP™

Marshall Rowe

Jacques R. Elmaleh, CFA

Tara L. Elmaleh

Kenneth A. Pritzker

John W. Schott, M.D.

Richard D. Steinberg, CFA

Zinovy Iosovich, MBA

Fred Baird

Susan Miller, CPA/PFS, CFP®, CDFA®

Chris Johnson, MBA

Shellie Kurek Peters, CFP®, ChFC®

Matthew R. Rapoport, MBA, CFP®, MST

Steve Schuler

Max Haspel

Wayne Zussman, MBA, CFP®, ADFA®

Nina Mitchell

Ron Rubin

Dawn Doebler, MBA, CPA, CFP®, CDFA®

Alexander I. Hock, JD/MBA, CFA

Ian Barclay, CPA/PFS