Jay A. Lupica, JD, CTFA, AEP®

Jack Clark, MBA, CFA, CFP®

Erin N. Manganello, CFP®

Edward A. Ciancarelli, MBA, MSF, CFA

Denise M. Duffy, JD

William C. Weydemeyer, MBA, CFP®

Andrew J. Wig, MBA, CFA

Cheryl L. Wilkinson, CFP®

Nadine Gordon Lee, CPA/PFS, CFP®

Seth P. Hieken, MSF, CFA

Brian W. Katz, CFA

Cary P. Geller, MBA, CPA/PFS, CFP®, AEP®

Stephen R. Stelljes, JD, CFP®

Elisabeth L. Talbot, CFA, CPA

Stephen T. Sadler, JD, LLM