Jonathan Foster, President & CEO, Angeles Wealth Management

Margaret Dechant, CFP, Partner & Founder, Chief Executive Officer, 6 Meridian

Julie Roy, Director of Financial Planning, Wealth Manager, Badgley & Phelps

John Mannix, Chief Executive Officer, Baldwin Brothers

Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors

Debra Brennan Tagg, CFP, President, Brennan Financial Services

Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, CFA, MBA, Vice President - Investment Research, Brownson, Rehmus & Foxworth, Inc.

Brendan D. Connaughton, ChE, Founder, Managing Partner, Catalyst Private Wealth

Randy Conner, President, Churchill Management Group

Doug Regan, Co-Chairman, Cresset

Adam Phillips, CFA, CFP, Partner, Director of Portfolio Strategy, EP Wealth Advisors

Carina S. Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management

Michael Carr, CRPC, Partner & Lead Advisor, FMP Wealth Advisors

William "Biff" Pusey, Jr., JD, Partner, Kimble Advisory

Joseph P. Zappia, CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisor

Frederick Hinkley, Wealth Manager, Manchester Capital Management

Donald Calcagni, Chief Investment Officer, Mercer Advisors

Chris Osmond, CFA, CFP, Chief Investment Officer, Prime Capital Investment Advisors

Michael Ashley Schulman, CFA, Partner & Chief Investment Officer, Running Point Capital

Seán O'Dowd, CFA, Managing Director and Family Business Advisor, Silvercrest Asset Management

Scott Sorensen, Principal & Chief Investment Officer, Vigilant Capital Management, LLC