- Sean Plumb
- Armen Khadiwala
- Simi Pillai
- Ira Friedman
- Helen Yuen
- Rob McGraw
- Henry Lee
- Jason Shapiro
- Cfp® Bob Ryan
- Scott Winters, MBA, CRPC
- Vanik Baghramian
- Greg Blake
- Justin Jarman
- Daniel Struckhoff
- Charles Garcia
- Antoun Toubia
- Marwan Chahboun
- Society of Family Offices
- David Epstein
- Molly Lang
- Brenda Everts
- Nate Yohannes
- Christopher Higham
- Gavin Fisher
- Paul Goodworth
- Utkarsh Joshi
- Bart Vanhaeren
- John E. Freiburger, CLU, ChFC, CFP®, AEP, MSFS, AIF
- Clariss Rose
- Dustin De Vincentis