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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

• David L. Ach, Attorney
• Carol Weeks Acker, CFP (Sustaining Member)
• Chris Acker, CLU, ChFC (Sustaining Member)
• Lori Adasiewicz, Attorney
• Holly Wong Agbayani, CPA (Sustaining Member)
• Julius Aires, CPA
• Elizabeth Alexis, CFP
• Joseph Alfonso, Registered Investment Adviser
• Juliet Anderson, Private Client Manager
• Steven D. Anderson, Attorney

B

• Jeanne K. Barrett, Trust Officer
• Rosemary S. Bartsch, Attorney
• Ori Bash
• Carolyn Battaini, CFP (Sustaining Member)
• David Beck, Financial Planner
• Susanne Bohl, Real Estate/Mortgage Broker
• Paul James Boyd, Investment Counselor
• Fritz Brauner, Investment Counselor (Sustaining Member)
• David Breaux, Real Estate/Mortgage Broker
• Janet L. Brewer, Attorney
• Karen Brosi, EA, CFP, LLC
• Marion L. Brown, Attorney
• Catherine Brucker, Bank/Trust Officer
• Sally Brudos, Real Estate/Mortgage Broker
• Sue Busby, Professional Organizer

C

• Cathy Colgan, American Trust
• Rich Chambers, CFP/Financial Planner (Sustaining Member)
• Karyn Cilker, Charitable Giving Specialist
• Krista Conover, Bank or Trust Officer (Sustaining Member)
• Lucille R. Cooter, Professional Fiduciary
• Janet L. Craig, CPA (Sustaining Member)
• Jennifer Cray, CFP, MBA, Financial Planner (Sustaining Member)
• Jan Cummins, Attorney
• Carla M. Cumpston, CFP, Securities/Broker

D

• John Rowden Davis, DPA, Private Fiduciary (Sustaining Member)
• Cammie Doder, Business Management
• John K. Dolan, Investment Counselor
• Veronica Dostal, AFC, Accredited Financial Advisor (Sustaining Member)
• Dorthea Dutton, CFA

E

• Edward Chetan Edwin , CSPG
• Brad Elman, CLU (Sustaining Member)
• John L. Elman, J.D./CLU
• Jamie L. Emmer, Attorney
• David Enemark, Financial Planner
• Clay Ernst, CFP, CAIA (Sustaining Member)

F

• Margaret (Margo) Felt, Attorney
• Todd Flesner, Mortgage Broker (Sustaining Member)
• Bert Feuss, Charitable Giving Specialist
• Jan Fong, Private Banker

G

• Diana Gendotti, Attorney
• Kenneth Goldman, CPA
• Bob Green, JD, ChFC, CLU (Sustaining Member)
• Richard A. Gross, JD

H

• C. Bruce Hamilton, Attorney
• Liza Hanks, JD, Attorney
• Gillian G. Hays, Attorney
• Helga Hayse, Educator/author/seminar leader
• David W. Hettig, Attorney
• Jeffrey S. Holman, Attorney

I

• Karen Irvin, Private Banker

J

• Joel E. Jakubson, Daily Money Manager & Quicken Coach (Sustaining Member)
• Mark Jamison, Global Research and Investment Management (Sustaining Member)
• Judy T. Johnson, Liquidation/Organizing (Sustaining Member)
• Nancy E. Johnson, Bank/Trust Officer/CFA
• Peter Johnson Jr., Financial Planner (Sustaining Member)
• Stephen D. Johnson, CFP (Sustaining Member)
• Lynne C. Johnston, Bank/Trust Officer
• Fay F. Jones, Counselor/Retirement Specialist

K

• Victoria Kaempf, Attorney
• Dorothy H. Kather, CPA
• Matt Kay, Investment Advisory Associate, LUTCF
• Lyndell Kelly, Daily Money Manager
• Richard D. Killilea, Insurance
• John W. King, CRB Certified Residential Broker (Sustaining Member)
• Jon D. Kiya, Bank/Trust Officer
• Roger P. Kokores, Attorney/Estate Planning, Trust, Probate
• Kevin Kuhlow, Financial Planner (Sustaining Member)

L

• Austin Lemoine, Investment Counselor
• Stephen W. Lewis, Investment Counselor (Sustaining Member)
• Carol L Lillibridge, Charitable Giving Specialist (Sustaining Member)
• Robert Lyman, CFP (Sustaining Member)

M

• Barbara L. Madden, CPA/PFS
• Hugh N. March, Broker/Securities (Sustaining Member)
• Kathryn Maxwell, Bookkeeper
• Jacqueline Mayer, CFP/CLU
• Christopeher N. McMaster, Investment Advisor (Sustaining Member)
• Boris Melamud, ChFC, Security Broker
• Mitchell P. Miller, J.D., M.B.A., Attorney (Sustaining Member)
• Peter H. Miller, CLU
• Daniel R. Morris, Esq., Attorney

N

O

• Neil J. O'Keeffe, Investment Research & Management (Sustaining Member)
• Jeffrey M. Ostrum, CFP (Sustaining Member)

P

• Marc C. Paulsen, CPA
• Anna Paiva, Bank/Trust Officer
• Deborah Peri, Investment Counselor
• Steve Philpott, Investment Advisor (Sustaining Member)
• John W. Prokey, Attorney

Q

R

• Jean R. Rasch, Attorney
• Jacquelyn P. Reimann, CFP
• Anton H. Reynolds, Registered Representative/RIA Assoc./CLU
• Michelle Rogers
• Thomas Rossmeissl, JD, Trust Officer
• Daniel Rozansky, Financial Planner

S

• David Sacarelos, CPA
• Julie A. Schatz, Financial Planner (Sustaining Member)
• M. J. Schnell, MBA
• Charles G. Schulz, Attorney
• Frank Schwartz, Investment Counselor
• Kaye Sharbrough, Senior Housing Consultant
• Robert S. Semple, Investment Counselor (Sustaining Member)
• Lynn Sereno, Trust Officer
• Brian L. Shetler, Attorney/Estate Planning, Trust and Probate (Sustaining Member)
• Ilze I. Silis, CFP (Sustaining Member)
• Robert G. Simmons, CPA
• Jeanne K. Smith, Professional Organizer (Sustaining Member)
• Eric Solve, Mortgage Planner
• Jerome B. Spector, CPA/Accountant
• George E. Stafford, Insurance
• Patricia Stone, Medical Claims Management/Consultant
• Robert Sullivan, Investment Counselor
• Karin Swanson, Accountant (Sustaining Member)
• K. Esther Szabo, CFP (Sustaining Member)

T

• Daniel Taylor, CFP, MBA
• Steve TenBroeck, Real Estate/Mortgage Broker
• Tom Thorpe, Bank or Trust Officer
• Michelle C. Ting, Attorney

U

• Craig Uffelman, Financial Planner (Sustaining Member)

V

• Choua J. Vang, Trust Officer
• Charles Volpe, Attorney

W

• Curt Weil, CFP/Investment Counselor (Sustaining Member)
• Garry Whitfield, MST, CVA, PFS, Investment Counselor
• Grayson Williams, Real Estate or Mortgage Broker
• Leonard W. Williams, CPA
• Elizabeth Wu, Financial Planner

X

Y

• Jeffrey F. Yoakum, CFP (Sustaining Member)

Z

• Richard G. Zimmerman, , JD, CPA, Divorce Mediator (Sustaining Member)