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