Lee Generous, Generous Wealth Management

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

Todd Brundage, Pacific Capital Works

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

Ryan Firth, Mercer Street Personal Financial Services

• Certified College Financial ConsultantsCertified Financial Planners (CFP)Certified Public Accountants (CPA)Global Financial PlannersPersonal Financial SpecialistsRegistered Investment AdvisorsRegistered Life Planners (RLP®)