Lee Baker, CFP®
President
Apex Financial Services
Tucker, GA
David Bergmann, CFP®, EA, CLU, ChFC
Managing Principal
The David Bergmann Group
Marina Del Ray, CA
Dave Caruso, CFP®
Certified Financial Planner™
Coastal Capital Group
Danvers, MA
Andrew B. Chou, CFP®
Senior Portfolio Manager
Westmount Asset Management, LLC
Los Angeles, CA
John Comer, CFP®
Consultant
Comer Consulting, LLC
Plymouth, MN
Saundra Davis
President & CEO
Sage Financial Solutions
San Francisco, CA
Edward Gjertsen II, CFP®
Vice President
Mack Investment Securities, Inc.
Glenview, IL
Joe Pitzl, CFP®
Director of Financial Planning
Intelligent Financial Strategies, LLC
Edina, MN
Pamela Sandy, CFP®
Founder
CONFIANCE, LLC, Financial & Investment Advisors
Cleveland, OH
Robert Schmansky, CFP®
Financial Advisor
Clear Financial Advisors, LLC
Royal Oak, MI
Karin Maloney Stifler, CFP®, AIF®
President
True Wealth Advisors
Hudson, OH
Francis St. Onge, CFP®
President
Total Financial Planning, LLC
Brighton, MI
Ara Oghoorian, CFP®, CFA
Founder and President
ACap Asset Management
Los Angeles, CA
Mary Beth Storjohann, CFP®, CDFA
Senior Financial Planner
HoyleCohen
San Diego, CA
Chip Workman, CFP®, MBA
Lead Advisor
The Asset Advisory Group
Cincinnati, OH
