Jeff Harrison

Mark Derby

Jonathan Derby

Brad Levin, CFP®, CMT®, CEPA®

Matthew H Foster, JD, CFP®

Pier Friend

Frank Brochin

Andrew Vogelstein

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™

Indrika Arnold, CFP®

Marshall Rowe

Jason Blackwell, CFA

Michael Elzahr, CFA

Jacques R. Elmaleh, CFA

Tara L. Elmaleh

Kenneth A. Pritzker

John W. Schott, M.D.

Richard D. Steinberg, CFA

Zinovy Iosovich, MBA