- Ankit Ruparel
- Fcca Roy Butcher
- Diane Young
- David Purdy
- Tim Leith
- Mark Silah, CPA CFP® TEP
- Francis Tran
- Alice Wong
- Cfp® John Corrigan
- Chris Vizzi, CFP®
- Brian Vnak
- Crpc® Jeff Martin
- Barry Taitz
- Stephan Hablutzel
- Maria Lagomasino
- Marissa Alvarez
- Matthias Sappl
- Neeraj Bhagat
- Greg Brown
- Richard Lake
- Lisa Bayer, CFA, CFP
- Shakeb Syed
- Dan Thompson
- Brian Hansen
- Gonçalo Barradas
- Crpc® Jamie D. Grant
- Adam Schwelnus
- Jason Staats, CPA
- Helen Wu
- Mike Bell