- Michael Leineek
- Yuriy Lavor
- Michael Pechersky, CFA
- Austin McCulloh
- Terence Shanley
- Ryan Hunt
- Paul Simoniello
- Mark Starosciak, CFP®
- Ira Friedman
- Cfp® Bob Ryan
- Matthew Sparks
- Mike Hildebrand
- Sean McElroy
- Mark Fluitman
- Jake Dunn, CPWA®, CFP®
- Todd Russell
- Molly McKay
- Rebecca Meijlink
- Veree Brown
- Greg Kubes
- Paul Goodworth
- Charles P. Boinske, CFA
- Mike Davis
- Christopher W. Young, MBA, CIM, CFP
- Jeroen Gjaltema
- Zach Eidson
- Peter Garcia, RICP® - CEO My Legacy Group
- Tanz Khan
- Joe Zamora
- Todd Galde