- DeMarcus Williams
- Abraham Cohen
- Wagner Mendes
- Bruno Saab
- Nick Moffett
- Bradlee Van Brunt
- Cameron Rogers, CFA
- Tony Navarro
- Nicholas King
- Julio De Souza
- Kelly Tinsley
- Steve Lane
- Joel Zimmerman
- Gail Covington
- Rob Wyosnick
- Laurent Hopman
- Dustin Hunt
- Von-Michelle Popescu
- Ivan Garcia Berjano
- Steven Perkal
- Christopher Gallo, CFP® CIMA® CPWA®
- Zach O'Brien
- Nick Farrell
- Hiren Modi
- Aly Mady, MS, MBA
- Martin Hoffstein
- Patsy Gomez
- Cfp® Erik Fromm
- Dan Gaines
- Christopher W. Brown, CFP®, CIMA®