- Beacon Pointe Advisors, Director, Mergers & Acquisitions
- Choreo, Vice President
- Cohen & Steers, Senior Vice President
- Concurrent Investment Advisors, Chief Compliance Officer
- Dynasty FP, Managing Director - Communications
- EP Wealth Advisors, Managing Director
- etfEd Advisory LLC, Managing Principal
- Ethic, CGO
- F.L. Putnam, Principal, CAO
- Hightower Advisors, Executive Director
- Hirtle, Callaghan & Co, COO
- Independent Advisor Alliance, LLC, Chief Operations Officer
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| - Lido Advisors, Senior Managing Director, Head of M&A
- Mariner Wealth Advisors, Vice President
- Morgan Stanley, VP, Sr. Portfolio Manger
- NewEdge Capital Group, Co-Founder, CRO, CSO
- Oppenheimer, Managing Director
- Perigon Wealth Management, CEO
- SageSpring Wealth Partners, President
- Sequoia Financial Group, Executive Vice President, Corporate Development
- Shepherd Financial Investment Advisory, COO
- Wealthspire, CMO
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