- Peter Demangos, MBA, CFP, CLU
- Melissa Boisvert
- CHIRAG M CHOUDHARY
- Marc-Andre Nantais, CFA (Il / Lui) (He / Him)
- Gardner Sherrill
- Marie Lestavel
- Alex Balingit
- Vik Vad
- Donny de Vos
- Rob Perna
- Jack Justice
- Rogier Stroekman
- Bud Gray
- David Hohl
- Angela Xu
- Craig Tashjian
- Jesse Lau
- Ward Waltemath
- Katoa (Toa) P. Sailusi, MBA
- Aaron Fair
- Tim Harder
- Filipe Soares
- Roger Miller, CPA
- Craig D. Weiner CPA CGMA
- Caroline Curtis
- Richard Carmack
- Cfp® Jonathan Howard
- Fariba Ronnasi
- Jim Richardson
- Robert O'Shea