< Professional Advisors
Eloise Hock Feinstein Estate Planning and Trust Administration Law Office of Eloise Hock Feinstein APC www.lawehf.com
Ryan Goldenhar, CFA®, CFP® Charitable Planning and Estate Planning Wealth With Options www.wealthwithoptions.com
Julie M. Keeney CPA, Tax and Estate Planning Deloitte Tax, LLP www.deloitte.com
DeEtte L. Loeffler, Esq. Tax and Estate Planning DeEtte L. Loeffler, a Professional Law Corporation www.TLP-SD.com
Grant Puleo Attorney at Law Duane Morris LLP www.duanemorris.com
Alexandra Reeves, Esq. Trust and Estates Attorney Sullivan, McGibbons, Crickard and Associates LLP www.smalawsd.com
Martina M. Roland, Esq. Estate Planning Attorney Brennan & Roland, APC www.brennanroland.com
David L. Stone Associate
Daniel R. Weiner, Esq. Estate Planning, Trust Administration, Probate Weiner Law www.weinerlegacylaw.com
Michael Weiner, Esq. Corporate Transactions and Estate Planning Law Offices of Michael H. Weiner, APC www.linkedin.com/michaelhweiner
Daniel J. Wilson Estate Planning, Probate, Trust Law Robinson & Wilson, ALC www.trustlaw.us
Jack Berdy Long Term Care, Life Insurance, and Annuities New York Life Insurance Company www.newyorklife.com
Barry Edney, CEP, CFBS Estate and Business Succession Planning Estate Resource Group www.estateresourcegroup.com
David A. Jacobs Life Insurance Grant, Hinkle & Jacobs www.ghjinc.com
Aaron Kaplan Life Insurance, Long Term Care, and Annuities New York Life Insurance Company www.aaronmkaplan.com
Belinda Kraemer Partner Kraemer Insurance Partners www.kraemerinsurancepartners.com
Scott Schechter, CFP® Insurance and Financial Planning Financial Advisor Eagle Strategies LLC / Agent New York Life CA Insurance Lic. #0E52859 www.sschechter.com
Matt Adams, CPA, CFP® Tax Strategy Corient corient.com
Adriana Kaplan CPA Lindsay & Brownell, LLP www.lbadvisors.cpa
Dean Kernus, CFP®, CPA Retirement, Tax and Estate Planning, Investment Advisory Orin Green Financial, LLC www.oringreenfinancial.com
William Super CPA; President, North County Estate Planning Council, San Diego William Super CPAs & Consultants
Tara Weisinger CPA Rowling & Associates www.rowling.com
Jackie West Tax Associate Rowling & Associates www.rowling.com
Janet Acheatel, CFP®, CDFA Financial Advisory Services HoyleCohen / Women & Wealth www.hoylecohen.com
Juan Aguilar Financial Planning Rowling & Associates www.rowling.com
Goli Alavi Estate Planning and Wealth Management U.S. Bank, Private Wealth Management www.privatewealth.usbank.com
Omar Almaraz Financial Planning and Wealth Management Rowling & Associates www.rowling.com
William Boggs, CFP®, RICP® Philanthropy and Tax Planning Pence Wealth Management www.pencewealthmanagement.com
Daniel Brecher Financial Advisor Wells Fargo Advisors wellsfargoadvisors.com
Rob Britton Senior Advisor Trusted Capital Group www.tcgservices.com
Rick Brooks, CFA, CFP® Financial Advisor Blankinship & Foster, LLC www.bfadvisors.com
Aubrey Brown, CFP®, CRPC®, M.S. Investment Management / Financial Planning Weatherly Asset Management www.weatherlyassetmgt.com
David Cariani Investment Management Centura Wealth Advisory www.centurawealth.com
Hope Carlson, CFP®, CAP® Partner and Wealth Advisor Corient corient.com
Kevin Christensen Sustainable Investing and Charitable Planning Aligned Financial www.alignedfinancial.com
Andy Christopher M&A Deals Advisory PriceWaterhouseCoopers, LLP www.pwc.com
Rebecca Classic Long Term Care Insurance www.linkedin.com/rebeccaclassic
Krysta Cordill Financial Advisor D’Arcy Capital www.darcycapital.com
Brian Davis Financial Planning Northwestern Mutual www.briandavis.nm.com
Anna E. Diaz, CFP®, CEPA, CPWA® Partner, Wealth Advisor Corient corient.com
Steve Doster Employee Benefits / Stock Options Rowling & Associates www.rowling.com
Gabrielle Dubick Private Wealth J.P. Morgan Private Bank www.privatebank.jpmorgan.com
Ron Ferrari Senior Vice President / Senior Wealth Strategist Northern Trust www.northerntrust.com
Richard Fogg, CFP®, CDFA, CLTC Financial Planning Pacific Coast Private Wealth / Ameriprise Financial www.ameripriseadvisors.com
Cindy Gatlin Wealth Management with Complexity Northern Trust www.northerntrust.com
Brett Gottlieb Retirement Planning Comprehensive Advisor Insurance & Financial Services www.comprehensiveadvisor.com
Tyler Hewes, CFP® Financial Planning, including: Insurance, Philanthropic, Retirement, Education, and Estate Christopher Weil & Company www.cweil.com
Matthew Hunt Charitable Trusts Ameriprise Financial www.ameripriseadvisors.com
Chris Jaccard Wealth Management Financial Alternatives www.financialalternatives.com
Greg Jackey Financial Planning / Portfolio Management Laurel Wealth Advisors www.laurelwa.com
Audrey Jacobs Investment Planning & Management Bernstein Private Wealth Management www.bernstein.com
Greg Jankowski CFP, Senior Wealth Advisor LourdMurray San Diego www.lourdmurray.com
Sean M. Kelly, CFP®, EA Certified Financial Planner Kelly Financial Group, LLC www.thekellyfinancialgroup.com
Keon Khamsehpour Wealth Management LNW Advisory Firm lnwadvisors.com
Jack Killeen Wealth Advisor / Fiduciary and Trust Services Bessemer Trust www.bessemertrust.com
Alex Klingensmith Wealth Management
Shalmali S. Kulkarni Financial Planning Associate Rowling & Associates www.rowling.com
Barry P. Levine Senior Wealth Advisor Northern Trust www.northerntrust.com
Denise L. Martin Wealth Management Advisor First American Trust, FSB www.firstamtrust.com
Clint McCalla, CFP® Wealth Management Through Life Transitions MEIRA www.meirawealth.com
Andy Nugent Investment Management Sage Capital www.sage-cap.com
Larry Parente Wealth Planning Solutions for Individuals and Nonprofits Bank of America Private Bank www.private.bankofamerica.com
Olivian Pitis, CFA, CFP®, AiFA President, Relationship Director, and Investment Specialist Avantis Investors www.avantisinvestors.com
Jeff Platt Portfolio Management Platt Wealth Management www.plattwealthmanagement.com
Andrew Ratner Financial Advisor UBS www.ubs.com/team/rkg
Danny Recht Wealth Management Advisor WestPac Wealth Partners www.thewp2.com
Brandon S. Robbins Investment Planning and Management Bernstein Private Wealth Management www.bernstein.com/
Margoth Romero, CFP® Investment Advisor LourdMurray San Diego lourdmurray.com
Justin Ross, MBA Financial Advisor Wells Fargo Advisors www.wellsfargoadvisors.com
Matt Ryan, CFA, CFP® Widows and Widowers Focused Mission Financial www.focusedmissionfinancial.com
Lorenzo Sanchez Financial Planner / Investment Manager Rowling & Associates www.rowling.com
Mike Shanahan Wealth Advisor Overland & Shanahan Wealth Advisors, Inc. www.overlandshanahan.com
Jon Strauss Financial Planning Christopher Weil & Company, Inc. www.cweil.com
Ashley Stroud Financial Planning Rowling & Associates www.rowling.com
Christian F. Tresse Investment Planning and Management Bernstein Private Wealth Management www.bernstein.com
Norma E. Van Horn Trust Advisor Comerica Wealth Management www.comerica.com
Gillian Vapnek, CFA Financial Planning and Wealth Management enTrust Wealth Advisors www.entrustwealthadvisors.com
Carrie S. Vilaplana Vice President J.P. Morgan Private Bank www.jpmorgan.com
Peter R. Wheeler, CLU, ChFC, CFP® Family Wealth Management and Legacy Planning WFA Wealth Managers www.wfawealthmanagers.com
Y. Sebastian Winston, Ph.D. Financial Advisor www.yochanan.com
Brian Wolff Comprehensive Financial Planning and Wealth Management Pure Financial Advisors, LLC purefinancial.com
Andrew Zimmer Sustainable Investing and Charitable Planning Aligned Financial www.alignedfinancial.com
Glenn Arnold Commercial Real Estate Services Voit Real Estate Services voitco.com
Lauren Humphrey Corporate Trust Administrator First Foundation Bank www.firstfoundationinc.com
Sanda Ljubovic Client Service Manager Rowling & Associates www.rowling.com
Jen-L W. Lyman Planned Giving & Advisor Relations Hawaii Community Foundation www.hawaiicommunityfoundation.org
Hannah Moss Trust Administration / Conservatorship Moss Fiduciary Service www.linkedin/hannahmoss.com
Jim Sagona Realtor, GRI, SRES Pete Knows Real Estate – Middleton Team www.PeteKnowsRealEstate.com
Linda Spuck Philanthropic Planning, Charitable Giving Strategy Linda Spuck Consulting www.philanthropyguidance.com