Alan B. Pruitt, Pruitt Prep CPA, LLC

• Certified Public Accountants (CPA)

Gabriel Kaplan, Wealth Habits

• Certified Financial Planners (CFP)Certified Public Accountants (CPA)Registered Investment Advisors

Lee Generous, Generous Wealth Management

• Certified Financial Planners (CFP)Chartered Financial ConsultantsEnrolled Agent (EA)

Josh Mastel, Twenty Twenty Investment Advisors

• Certified Financial Planners (CFP)Registered Investment Advisors

Jenifer Sapel, Utor Wealth

• Chartered Financial ConsultantsRegistered Investment Advisors

Chelsea Ransom-Cooper, Zenith Wealth Partners

• Certified Financial Planners (CFP)

Ryan Weiser, Weiser Financial Planning

• Certified Financial Planners (CFP)Certified Life UnderwritersChartered Advisors for Senior LivingChartered Financial ConsultantsRegistered Investment Advisors

Ryan Frailich, Deliberate Finances

• Certified Financial Planners (CFP)Certified Student Loan Professionals

Jhoslen Muniz, JMuniz CPA LLC

• Certified Public Accountants (CPA)

Jared Tanimoto, Sedai Wealth

• Certified Financial Planners (CFP)

Todd Brundage, Pacific Capital Works

• Certified Financial Planners (CFP)Chartered Financial ConsultantsGlobal Financial PlannersRegistered Investment Advisors

Nashira Lynton, Renewed Wealth Therapy

• Accredited Financial Counselors