Jennifer Lehman

PhD, JD, CFP®, CAP®

James Karthaus

CFP®, CLU®, ChFC®, MA

Timi Joy Jorgensen

PhD

Sophia Duffy

JD, CPA, AEP®

Philip Cubeta

CLU®, ChFC®, AEP®, MSFS, CAP®

Chia-Li Chien

PhD, CFP®, PMP®, CPBC

Chet R. Bennetts

PhD, CFP®, ChFC®, CLU®, RICP®, CLF®

Daralee Barbera

EdD, CFP®, CMFC®, ChFC®, CPBC®, CLF®

George Nichols III

CAP®