Josh DeForest, CFA, CFP®
David H. Levy, MBA, CFP®, AEP®
Susan Travis, CFP®, AEP®, CTFA
Adam Frinsco, CFP®, ChSNC®, CMT
Catherine Franklin
Dale Hawthorne
Drew Kanaly
Ernest Neeley, MBA, CFP®
Gary Williams, CFP®
Heather Ford, CFP®, CPA, CTFA, AEP®
Jeff Kacal, CFP®, CTFA
Laura Rowley, CFP®, CTFA
Leslie Bennett, CFP®
Mark Cunningham, CFP®, CDFA®
Nick Lyons
Peter Ip, CFP®, CTFA
Rebekah Burns, MS, CFP®, ChFC®, CDFA®
Stephanie Fernandes, CFP®
Sydney Hacker, CFP®

