Lee Generous, Generous Wealth Management

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

Jenifer Sapel, Utor Wealth

• Chartered Financial ConsultantsRegistered Investment Advisors

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

Todd Brundage, Pacific Capital Works

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

Kenneth Klabunde, Precedent Financial Strategies

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