- Nicholas Reade
- Tim Main
- Cfp® Bob Ryan
- Cfp® Gary Alpert
- Daniel Cairns
- Jeff Zufall
- Bhadresh Shah, CIMA
- Brad Steinhauser
- Mark Mundy
- Cortney Sells
- Paddy Smith
- Jana Hendrickson
- Calvin Silva
- Lindsay Stilborn
- Mark Cann
- Hutch Ashoo
- Aamer Iqbal
- Terry Donahe
- Lenny Robbins
- Mike O'Connor
- Alana Dobbins
- Andrew (Drew) Abysalh
- Taylor Barden, CPWA®
- Scott Van Epps
- Cltc Todd Tripp
- Philip Moody