- John F. Keith
- Brian Vnak
- Kenneth Himmler
- Cfp® Kelly Weaver
- Cfp® Jerod Wurm
- Cfp® Paul Muller
- Cfp® John Agnew
- Cfp® Geoff Forcella
- Phillip Putney
- Kimmy Plans
- Andrew Pugno
- Maria Lagomasino
- Michael Zhdamirov
- Nestor Broce
- Jason Mayer
- BSc. Martin Frank
- Lauren Liang
- Dan Revich
- Joseph Banks
- Meredith Hall, Esq., MBA
- Cfp Timothy R. Knapp
- Cfp® Andrew Tracey
- Jeremy Virgil
- ChFC® Aaron Bell
- Daniel Hochler
- Marion A. Keyes, J.D., LL.M.
- Martin Cappelle
- Ira Friedman
- Kevin Planchon
- Jason Shapiro