- Cfp® Bob Ryan
- Peter Bartlett
- Scott Voigt
- Michael Fedeli
- Christopher W. Brown, CFP®, CIMA®
- Todd Rustman, CFA, CFP, CLU, EA
- Ryann Marotta, CFA, CFP
- Cfp® Nathan Choe
- Cfp® Scott Leak
- Cfp® Fred Workman
- Cfp® Kyle Eaton
- Cfp® Andrew Martz
- Cfp® Gary Alpert
- Eric Park
- Cfp® John Buerger
- Cfp Timothy R. Knapp
- Tom Zachystal
- Lisa Bayer, CFA, CFP
- Cfp® Patrick Decker
- Cfp® Bob Ryan
- Christopher W. Young, MBA, CIM, CFP
- Bobbi Rebell Kaufman, CFP®
- Ryan Derousseau, CFP®
- Cfp® Lance Riddle
- Tony Pampel, CFP®, CPWA®, CVGA™
- Meir Spear, CPA CFP
- Kevin Hrdlicka
- Jeff Driscoll, CFP®, RICP®, AIF®
- Cfp® Kol Chu Birke
- Bo Hanson, CFA, CFP®