Jeff Harrison

Mark Derby

Jonathan Derby

Brad Levin, CFP®, CMT®

Pier Friend

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™

Brian Presti, CFA, Chartered SRI Counselor™

Indrika Arnold, CFP®

Marshall Rowe

Jason Blackwell, CFA, CAIA®

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®