We truly appreciate our members and celebrate this important milestone with them!
5 Years
Aaron Hattenbach, CFP®, Rapport Financial
Lauren Patterson, CFP®, Alders Financial Solutions
Paige Uher, Zeo Capital Advisors
10 Years
Brian Kozel, CFP®, North Berkeley Wealth Management
20 Years
Timothy Harrington, CFP®, Longview Financial Advisors
25 Years
Jill Hollander, CFP®, CRPC®, ADPA®, Financial Connections Group, Inc.
30 Years
Gregg Clarke, CFP®, Meritas Wealth Management, LLC
35 Years
Tim Cooper, CFP®, Tim P. Cooper
45 Years
Russell Ketron, CFP®, Ketron Financial, LLC