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 Frailich, Deliberate Finances

• Certified Financial Planners (CFP)Certified Student Loan Professionals

Jhoslen Muniz, JMuniz CPA LLC

• Certified Public Accountants (CPA)

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®)

Treavor Dodsworth, Sycomore Financial

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