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)

Ryan Weiser, Weiser Financial Planning

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

Jhoslen Muniz, JMuniz CPA LLC

• Certified Public Accountants (CPA)

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®)

Kenneth Klabunde, Precedent Financial Strategies

• Certified Divorce Financial AnalystsCertified Financial Planners (CFP)Registered Investment Advisors

Treavor Dodsworth, Sycomore Financial

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