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, Director of Manager Research, Bel Air Investment Advisors

Debra Brennan Tagg, President, Brennan Financial Services

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

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

Randy Conner, President, Churchill Management Group

Doug Regan, Co-Chairman, Cresset

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

Michael Carr, Partner & Lead Advisor, FMP Wealth Advisors

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

Joseph Zappia, CIMA, Principal, Co-Chief Investment Officer, LVW Advisors

Frederick Hinkley, Wealth Manager, Manchester Capital Management

Donald Calcagni, Chief Investment Officer, Mercer Advisors

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

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

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

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