• Michael Babyak, Sr., CFP®
  
• Robert Barry, CFP®
  
• Richard K. Egan, CLU, CFP®
  
• Diahann W. Lassus, CFP®,CPA/PFS
  
• Karamjeet S. Mangat, CFP®, CRPC
  

15 Years

• Robert F. Becker
  
• Charles E. Fuller, CFP®
  
• Steven M. Goldsmith, CFP®, ChFC, MBA
  
• Douglas E. Molstad, CFP®
  
• James A. Morgart, CFP®
  
• Charles T. Parton, CFP®
  
• Gertrude B. Parton, CFP®, RN
  
• Robert A. Petersen, CFP®
  

• Richard Bell
  
• Nancy G. Hurst, CFP®
  
• Jay Mehta, CPA, CFP®
  
• Linda C. Mock, CFP®, MBA
  
• John T. Prokop, CPA, CFP®, CFA
  
• Daniel Raimondo
  
• William F. Rainaldi, CFP®
  
• Alan B. Spitzer, CFP®
  
• Leonard Steinberg
  
• Michael A. Vincent

5 Years

• Richard Blaney, CFP®
  
• Luidgi A. Faubert, CFP®, CIMA, CDFA
  
• Daniel Guzzo
  
• Angella R. Henry, CFP®
  
• Jean Mandell, CFA
  
• Michael J. Maye, CFP®,CPA/PFS,MBA
  
• Daniel H. McCarthy
  
• Janice A. Mills, CFP®
  
• Darryn Murdoch, LCSW
  
• Paul Perino, Jr., CFP®, CRPC®
  
• James R. Sonneborn, CFP®
  
• Marc S. Standig, CFP®, EA
  
• Richard A. Weimert, CFP®
  
• Richard C. Wolfe, CFP®, CMFC, MBA