We truly appreciate our members and celebrate this important milestone with them!
5 Years
Jennifer Hicks, CFP®, Wetherby Asset Management
10 Years
Leslie Miller, MBA, Miller Pacific Financial Advisors
Wade Pitts, CFP®, Fort Point Capital Partners
20 Years
James Demmert, Main Street Research, LLC
Brandon Miller, CFP®, CLU®, ChFC®, Brio Financial Group
Katherine Simmonds, CFP®, AdvicePeriod