Featuring Rich Rojeck
Sagemark Consulting
Making moments since 1992

Featuring Andy Barnes
Navy Federal Investment Services
Making moments since 2011

Featuring John Marshall, CBEC, AIF
Marshall Wealth Advisors
Making moments since 1996

Patti Brennan, CFP®, CFS®, CTS™, CEPA®
Key Financial, Inc.
Making moments since 1986

Steve Thompson, MSFS, ChSNC, CAS, CFS
Common Goal Financial
Making moments since 1992

Featuring Lee Kramer, CFP®, ChFEBC℠, MBA
Kramer Wealth Managers
Making moments since 1986

Stacey Spedden-Irrgang, CRPC®, LUTCF®, FSCP®
Heritage Financial Consultants
Making moments since 1993

Brant Spesshardt, CFP®, CKA®, CTS™ Ramsey SmartVestor Pro
Steward Wealth Strategies
Making moments since 2000

Tony Tripi
Frequency Group (NY)
Making moments since 1995

MJ Dluzak, CLU, CFP (R)
Dluzak & Associates, Inc. (IN)
Making moments since 1985

Elinor Ho, CHFC (R), CHSNC (R), CPWA (R)
Secure Planning Strategies (MI)
Making moments since 1994

Mike Cohen, CRPC®, CEBC®
True North Wealth Management (CO)
Making moments since 1983

Mindy Zatta, CFP®
IronBridge Wealth Counsel (PA)
Making moments since 2003

Whitney Figueroa, BFA™
The Alpine Financial Planning Group (NJ)
Making moments since 2022