Please join us for our upcoming ZOOM Meeting! "Advisor Panel: Adjusting to the New Paradigm"
| David Allen True Wealth Advisory Group |
| Ginger Ames Terra Blue Wealth Management |
| Katia Atanassov Neumann Capital Management, LLC |
| Mary Ballin Perigon Wealth Management |
| Caedmon Bear On the Trail Financial Planning |
| Thomas Bennett Horter Investment Management |
| Egan Brown Morgan Stanley |
| Alexandra Creighton Sans Souci : Operations and Admin |
| Susan Danzig Business Development Expert |
| David Dean |
| Matthew Detwiler Ashby Wealth Management, LLC |
| Sean Fletcher Prospettiva Financial LLC , Financial Planner |
| Gary Gardner Life&Wealth Advisors |
| Larry Ginsburg Ginsburg Financial Advisors, Inc. |
| Dennius Goins Dennis Goins & Associatrs |
| Barbara Gray Pivotal Wealth Advisors |
| Robert Healy R J Healy & Company, Inc. |
| Ernest Holguin Presidio Group Wealth Management |
| Thomas Howard Bedell Frazier Investment Counselling LLC |
| John Jordan Northern Trust |
| Craig Kirkpatrick Act-Three Consulting |
| Raj Kumor Bedell Frazier Investment Counselling, LLC |
| Christine LeGrand PwC |
| Tod McMichael American Century |
| Julie Meissner Garrison Point Advisors |
| Elizabeth Mintzer Rainer Wealth Management |
| Allan Moskowitz Transformative Wealth Management,LLC |
| Sharon Nasstron Cambridge Investment Research |
| Krysta Patterson AMSS |
| Chad Perbeck Litman Gregory Asset Management |
| Trice Rainer Protected Investors of America |
| Teresa Riccobuono Simply Organized |
| Stephanie Richman EP Wealth Advisors |
| David Shaffer HEFFERNAN BRIGNOLE INSURANCE SERVICES LLC |
| Bronwyn Shone BlueSky Wealth Advisors |
| Eric Soiland APEX Securities & Asset Management, LLC |
| Marilyn Suey Diamond Group Wealth Advisors |
| Jason Terhune, Cima®, Cfp® JPMorgan Chase Bank |
| Denise Tuemmler Protected Investors Of America |
| Chris Wall CLA |
| Joaquin Wallace |
| Janet Wan Sierra Pacific Financial Advisors, LLC |
| Carl Wayne American Heart Association |
| Sean Wilhelmy Sweeney Kovar |
| Joe Yastrub Voya Investment Management |