- Pauline Ploquin
- Adrienne Pellegrini
- Trev White
- Christina Sukhewatna
- Deb Donovan
- Katherine McConnell
- Kevin Perry
- Lonnie L Decker, CFP®, CEPA®
- Kunal Modi
- Sylvia Gautreau
- Shannon Boone
- George Pontikes
- Todd van Stolk-Riley
- Ana Pandurevic
- Stephanie Wei
- Rachel Healea
- Tommy Uhll
- Thomas Capone
- Jill Evans
- Graeme McVie
- J Bills
- Brian Silverman
- Pamela Kirk
- Morteza Hassan
- Koushik Ramanathan
- Hershey Strosberg
- Thomas Martin
- Bob Sacco
- Rachel Saunders
- Taylor Altomare, CPA