Claire Thornton, CFP®, MST

Vincent Rossi, MS, CFP®, CIMA®, AEP®, CAP®

Michael Rossi, MS, MTax, CFA, CFP®, CIMA®, CTFA

Intelligent Capitalworks

Charles Rossi, MS, MTax, CFA, CPWA®, CFP®, AEP®, CAP®

James Regan, AIF®, RICP®, NSSA®

Suttle Crossland Wealth Advisors, LLC

Dustin Suttle, MBA, CFP®, CRPC®, AAMS®

Curtis Crossland, MBA, CFA®, CFP®, EA