- David C. Sego, CFP®, PFS– Managing Director
- Alan Goldfarb, CFP®, AIF®, MBA – Director of Financial Strategies
- Samuel H. Tannebaum, PFS, AEP – Director of Strategic Relationships
- Reggie Sandoval – Chief Compliance Officer & Investment Operations Manager
- Michael B. Benedict, CFP®, MBA – Senior Financial Advisor
- Rick Petty, CFP®, CRPC, MBA – Senior Financial Advisor
- Luisa Nemati, CFP® – Senior Financial Advisor
- Deborah F. Snow-Lacey, CFP®, MS – Financial Advisor
- Laura Lee – Associate Financial Advisor
- Dee Flowers, MBA – Associate Financial Advisor
- Suzanne B. Meyer – Senior Operations Associate
- Kim Kasper – Client Service Associate
- Sherry Forester – Client Service Assistant
- Advisory Board