Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
Ken Bower, CFP®, Chief Executive Officer, Managing Director, Clayton Financial Group, LLC
Dana Brewer, CFP®, Principal and Financial Advisor, Birchwood Financial Partners
Lori Van Dusen, CIMA®, Chief Executive Officer, LVW Advisors
Jonathan Foster, President & CEO, Angeles Wealth Management
Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC
Michelle Katzen, CFP®, Senior Portfolio Manager, HCR Wealth Advisors
Leo J. Kelly, III, CFP®, CBEC®, Founder, CEO & Partner, Verdence Capital Advisors
Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski
Cosmin Lucaci, CFP®, Vice President, Brownson, Rehmus & Foxworth