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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

• Carol Ach, CPA
• David L. Ach, Attorney
• Carol Weeks Acker, CFP (Sustaining Member)
• Chris Acker, CLU, ChFC (Sustaining Member)
• Holly Wong Agbayani, CPA (Sustaining Member)
• Julius Aires, CPA
• Elizabeth Alexis, CFP
• Joseph Alfonso, Registered Investment Adviser
• Juliet Anderson, Private Client Manager
• Steven D. Anderson, Attorney

B

• Jeanne K. Barrett, Trust Officer
• Ori Bash, Business Valuation
• Carolyn Battaini, CFP (Sustaining Member)
• David Beck, Financial Planner
• Leslie Beck, Investment Management (Sustaining Member)
• Jane Beule, CFP
• Angus Blackwood, CFP
• Fritz Brauner, Investment Counselor (Sustaining Member)
• David Breaux, Real Estate/Mortgage Broker
• Janet Brewer, Attorney
• Karen Brosi, EA, CFP, LLC
• Catherine Brucker, Bank/Trust Officer
• Sally Brudos, Real Estate/Mortgage Broker
• Bonnie Burdett, Professtional Fiduciary
• Sue Busby, Professional Organizer

C

• Madeline Chaleff, Charitable Giving Specialist
• Rich Chambers, CFP/Financial Planner (Sustaining Member)
• Beth L Claywell, Certified Bookkeeper
• Cathy Colgan, Bank/Trust Officer
• Krista Conover, Bank or Trust Officer (Sustaining Member)
• Lucille R. Cooter, Professional Fiduciary
• Janet L. Craig, CPA (Sustaining Member)
• Jennifer Cray, CFP, MBA, Financial Planner (Sustaining Member)
• Jan Cummins, Attorney
• Carla M. Cumpston, CFP
• James Patrick Curran, Investment Counselor (Sustaining Member)

D

• John K. Dolan, Investment Counselor
• Veronica Dostal, AFC, Accredited Financial Advisor (Sustaining Member)
• Dorthea Dutton, CFA

E

• Brad Elman, CLU
• John L. Elman, J.D./CLU
• Jamie L. Emmer, Attorney
• David Enemark, Financial Planner
• Clay Ernst, CFP, CAIA (Sustaining Member)

F

• Todd Flesner, Mortgage Broker (Sustaining Member)
• Jan Fong, Private Banker

G

• Diana Gendotti, Attorney
• Kenneth Goldman, CPA
• Kevin Green, Real Estate/Mortgage Broker
• Andrea Gregory-Schoen, CFP
• Richard A. Gross, JD

H

• C. Bruce Hamilton, Attorney
• Liza Hanks, JD, Attorney
• Juliet Anderson Hansen, Financial Planner
• Sam Harding, Pension Consultant
• Gillian G. Hays, Attorney
• David W. Hettig, Attorney
• Jeffrey S. Holman, Attorney

I

J

• Joel E. Jakubson, Daily Money Manager & Quicken Coach (Sustaining Member)
• Mark Jamison, Global Research and Investment Management (Sustaining Member)
• Judy T. Johnson, Liquidation/Organizing (Sustaining Member)
• Kathy Johnson, Certified Care Manager (Sustaining Member)
• Nancy E. Johnson, Bank/Trust Officer/CFA
• Stephen D. Johnson, CFP (Sustaining Member)
• Lynne C. Johnston, Bank/Trust Officer
• Fay F. Jones, Counselor/Retirement Specialist

K

• Angela Kalayjian, Charitable Giving Specialist
• Lyndell Kelly, Daily Money Manager
• Richard D. Killilea, Insurance
• John W. King, CRB Certified Residential Broker (Sustaining Member)
• Jon D. Kiya, Bank/Trust Officer
• Roger P. Kokores, Attorney/Estate Planning, Trust, Probate

L

• Julie C. Lanz, Attorney
• Austin Lemoine, Investment Counselor
• Tish Loeb, Attorney
• Michael Lorilla, JD MBA
• Robert Lyman, CFP (Sustaining Member)
• Stephen Lewis (Sustaining Member)

M

• Paul Malin, Financial Planner
• Hugh N. March, Broker/Securities
• Kathryn Maxwell, Bookkeeper
• Jacqueline Mayer, CFP/CLU
• Mitchell P. Miller, J.D., M.B.A., Attorney (Sustaining Member)
• Peter H. Miller, CLU

N

• Rebecca Nelson, Bank/Trust Officer

O

• Neil J. O'Keeffe, Investment Research & Management (Sustaining Member)

P

• Anna Paiva, Bank/Trust Officer
• Marc C. Paulsen, CPA
• Deborah Peri, Investment Counselor
• Ken Perine, Financial Planner
• Steve Philpott, Investment Advisor (Sustaining Member)

Q

R

• Jacquelyn P. Reimann, CFP
• Anton H. Reynolds, Registered Representative/RIA Assoc./CLU
• Michelle Rogers
• Nick Rugh, Financial Planner

S

• David Sacarelos, CPA (Sustaining Member)
• Dave Samuels, Financial Planner
• Julie A. Schatz, Financial Planner (Sustaining Member)
• M. J. Schnell, MBA
• Charles G. Schulz, Attorney
• Frank Schwartz, Investment Counselor
• Robert S. Semple, Investment Counselor
• Lynn Sereno, Trust Officer
• Kaye Sharbrough, Senior Housing Consultant
• Mark Shepherd, Attorney (Sustaining Member)
• Patrick Sheridan (Sustaining Member)
• Ilze I. Silis, CFP (Sustaining Member)
• Robert G. Simmons, CPA
• Jeanne K. Smith, Professional Organizer (Sustaining Member)
• Jerome B. Spector, CPA/Accountant
• Patricia Stone, Medical Claims Management/Consultant
• Mark Strombotne, Attorney
• Robert Sullivan, Investment Counselor
• Karin Swanson, Accountant (Sustaining Member)
• K. Esther Szabo, CFP (Sustaining Member)

T

• Daniel Taylor, CFP, MBA
• Steve TenBroeck, Real Estate/Mortgage Broker
• Michelle C. Ting, Attorney

U

• Craig Uffelman, Financial Planner (Sustaining Member)

V

• Charles Volpe, Attorney

W

• Curt Weil, CFP ®, Wealth Management (Sustaining Member)
• Leonard W. Williams, CPA
• Louis Wellmeier, Trust Attorney
• Marie Wiseman, Investment Advisor
• Elizabeth Wu, Financial Planner
• Kristin Wu, Attorney

X

Y

Z

• Richard G. Zimmerman, , JD, CPA, Divorce Mediator (Sustaining Member)