- Lutcf Bernard Vincent Tomaino
- Cima® Mike Malik
- Lisa Bayer, CFA, CFP
- David Larbi
- Aams Brian Schubert
- Romulo Perez-Segnini
- ChFC® Aaron Bell
- Cathey Hudson
- Paul Simoniello
- Jason Gross
- Ryan J. Sittauer
- A.J. Ijaz
- Martin Cappelle
- Herbert Baudin
- Kevin Planchon
- Ed Rainier, MBA
- Charles Glassey MBA
- Greg Kubes
- Crpc® Jamie D. Grant
- Jay Steeves
- Mike Chapman
- Jim Bowers
- Siddhi Doshi
- William Mack
- Abd Rahman Alhadad
- Paul Ferrante
- Anthony Trias, CFP®, CLU®, RICP®
- Artis Lee, CISR
- Cfp® John J Skram
- Todd Sykes