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

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®)

Kenneth Klabunde, Precedent Financial Strategies

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

Tony King, Personal Financial Strategy, LLC

• Money CoachesPersonal Financial Specialists