Michael J. Nathanson, JD, LLM

Pam Malek, CPA

Amir Malek, CPA

W. Shane Glass, CPA/PFS

Paul W. Glass, 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

Lisa Poff

Ron Rubin