Marina Glavota

Oct 19, 2026

Duncan Sawyer

Oct 6, 2026

Kirby Moreno

Oct 6, 2026

Desiree Jacobs

Oct 6, 2026

Marcus Sasaki

Oct 6, 2026

Jake Taylor

Oct 6, 2026

Brahm Rossiter

Oct 6, 2026

Brian Wells

Oct 6, 2026

Richard Incorvati

Oct 6, 2026

Manuel (Manny) Mejia

Oct 6, 2026

Jacob Melvin

Oct 6, 2026

Jerry Verseput

Oct 6, 2026

Alexis Seutter, CPFA

Jul 31, 2026

Eric Jones

Jul 28, 2026

Lisa Wilhelm

Jul 28, 2026

Tabatha Scammon

Jul 28, 2026

Rylee Sivertsen

Jul 28, 2026

Sandi Asidilla

Jul 28, 2026

Beth Di Re Hartley

Jul 28, 2026

Chris Reynolds

Jul 28, 2026

Abigail Ciampa

Jul 28, 2026

Dave Wolven

Jul 28, 2026

Ian W. Hartley

Jul 28, 2026

Rachel Sims, ChFC, M.Ed.

Jul 28, 2026

Connor Bain

Jul 28, 2026

Richard Wadatz

Jul 20, 2026

Olivia Nakkash Demissie, IACCP®

Jul 20, 2026

Erik Bowen-Collinson, FPQP®

Jul 20, 2026

Iris Vukmanovic

Jul 20, 2026

Parthiv Shah

Jul 20, 2026

Daniel Peacock, APMA®

Jul 20, 2026

Jade Wilson, FPQP®

Jul 20, 2026

Jensen Lorea

Jul 20, 2026

Natalie Atabek

Jul 20, 2026

Adara Enrique

Jul 7, 2026

Christian Salazar

Jun 25, 2026

Christa Kreinhest

Jun 25, 2026

Christopher Warner

Jun 25, 2026

Jullie Strippoli

Jun 22, 2026

Danielle O’Brien

Jun 17, 2026

Jordan F. Sibler

Jun 4, 2026

Mia Anderson

May 20, 2026

Doug Eidd

May 19, 2026

Lisa McMillan

Apr 3, 2026

Reynaldo Ratti

Mar 19, 2026

Brian Libby

Feb 26, 2026

Maxine Boyle

Feb 24, 2026

Mary Ann Sendik

Feb 19, 2026

Terra Jahns, CPFA

Feb 19, 2026

Paul Lamb

Feb 12, 2026

Joseph Valenza

Feb 12, 2026

Ryan Luczynski

Feb 9, 2026

Eli Gary

Feb 2, 2026

Phil Hecker

Feb 2, 2026

Jenna Bredvik, CPFA®, N(k)S™

Jan 22, 2026

Diana Levin, AIF®

Jan 22, 2026

Chandler Booth

Dec 18, 2025

Christopher Guzmán

Dec 16, 2025

Joe Simmons

Dec 15, 2025

Rebecca Records

Dec 15, 2025

Amanda Banta

Oct 27, 2025

Madalyn Turner

Oct 17, 2025

Jenny Jenewein

Oct 9, 2025

William Suntrapak

Oct 7, 2025

Molly Coyle

Oct 7, 2025

Chris Mansour, AIF

Oct 2, 2025

Gabe De Oliveira

Oct 2, 2025

Ashley Veneto

Oct 2, 2025

Marc Rivard

Oct 2, 2025

Charlie McKenna

Oct 2, 2025

Richard Snyder

Sep 22, 2025

Christopher Vanderkolk, CFA®

Jul 17, 2025

Brendan P. Speers

Jul 14, 2025

John Pellosie

Jul 11, 2025

Witt Miles

Jul 11, 2025

Kate Nottage, CPFA®, N(k)S™

Jun 30, 2025

Jennifer Hodson

Jun 25, 2025

Samuel S. Stroud, Jr.

Jun 13, 2025

Ethan Pensak

Jun 12, 2025

Joseph Freemont

Jun 12, 2025

Jeff Dye

Jun 11, 2025

Melissa Gerhardt

Jun 11, 2025

Tamara Stewart, MAcc

Jun 6, 2025

Steven Glasgow

May 28, 2025

Matthew Kulp

May 19, 2025

Blake Schreck

May 19, 2025

Daniel DeMarco

May 14, 2025

Brett Hoffman

May 1, 2025

Kevin Donohue

Apr 29, 2025

Robert Wermuth

Apr 29, 2025

Natalie Pace

Apr 29, 2025

Jan Graybill

Apr 29, 2025

Cassidy Thompson

Apr 15, 2025

Keaton Christian

Apr 4, 2025

Josef Ghaussy

Mar 20, 2025

Hannah Telford

Mar 18, 2025

Sophia Barnes

Mar 11, 2025

Becky Rogers

Mar 11, 2025

Marie Forest

Feb 10, 2025

Sherry Echart

Feb 6, 2025

Louis Perez

Feb 6, 2025

June Pinkney

Feb 6, 2025

Julie Lane

Feb 6, 2025

Dominick Zucconi

Feb 6, 2025

Ethan Looney

Feb 6, 2025

Carolina Figueroa

Feb 6, 2025

Robert Huddleston

Feb 5, 2025

Ronald Saba

Jan 30, 2025

Carrie Yates

Jan 27, 2025

Macy Hauptmann

Jan 15, 2025

Patricia Flores

Jan 14, 2025

Janna Zirpolo

Jan 14, 2025

Rachel Distenfeld

Jan 14, 2025

Elizabeth Liebowitz

Jan 14, 2025

Nancy Weaks

Jan 14, 2025

Lauren Stamm

Jan 14, 2025

Regan Ricciardi

Jan 14, 2025

Melissa Ruelke

Jan 14, 2025

Kari Forth

Jan 14, 2025

Dorean Corti

Jan 14, 2025

Brooke Bienenfeld

Jan 14, 2025

Hafiz Shekh

Jan 14, 2025

Allie Starr

Jan 14, 2025

Garrett Vanneman

Jan 14, 2025

Kalen Darling

Jan 14, 2025

Garrett Pittman

Jan 14, 2025

Patrick Pucher

Jan 14, 2025

David Rodriguez

Jan 14, 2025

Randy Feid

Jan 9, 2025

Angela Walsh

Jan 7, 2025

Tara Helms

Jan 7, 2025

Gloria Reddivari

Jan 7, 2025

Chris Cadigan

Jan 7, 2025

Olivia Chub

Jan 7, 2025

Laurie Asencios

Jan 7, 2025

Brian Babcock

Jan 7, 2025

Corey Camara

Jan 7, 2025

Brian Day

Jan 7, 2025

Lisa Gerbrands

Jan 7, 2025

Mike Hamilton

Jan 7, 2025

Tracy Helms

Jan 7, 2025

Paul Knisell

Jan 7, 2025

Mike Newton

Jan 7, 2025

Barbara Otradovec

Jan 7, 2025

Sonya Spagnola

Jan 6, 2025

Isa Totah, CPFA

Jan 5, 2025

Chelsea Newton, CPFA

Jan 4, 2025

Jerry Osti, CPFA

Jan 3, 2025

Heath Fagen, AIF, CPFA

Jan 2, 2025

Shelley Totah, APA, CPFA

Jan 1, 2025

James M. S. Franklin

Dec 17, 2024

Charles G. Breschi

Dec 17, 2024

Haswell M. Franklin, Jr.

Dec 17, 2024

Craig W. Ulep

Dec 17, 2024

Gerard “Rock” C. Harrison

Dec 17, 2024

William D. Franklin

Dec 17, 2024

Molly Lombard

Nov 14, 2024

Spencer Welch

Nov 8, 2024

Mirelys Ortega

Nov 4, 2024

Katherin Flores, CPFA®

Oct 30, 2024

Eric Boldger

Oct 30, 2024

Carla Buenrostro

Oct 30, 2024

Elizabeth Sandoval

Oct 30, 2024

Zarah Bautista

Oct 30, 2024

Ignacio Morrell

Oct 25, 2024

Susan Gibbs

Oct 25, 2024

Kimberly Mardock

Oct 15, 2024

Christopher J. Clark

Oct 15, 2024

Sue Hazen

Sep 26, 2024

Chris Tooker

Sep 24, 2024

Ruben Hernandez

Sep 11, 2024

Christopher Hersel

Sep 10, 2024

Robert DeValle

Sep 4, 2024

Nathan Gaerke

Aug 27, 2024

Jacob Kellum

Aug 22, 2024

Veronika Miller

Aug 22, 2024

Mitchell Parker

Aug 22, 2024

Wm. David Nichols II

Aug 22, 2024

Jeffrey D. Sharp

Aug 22, 2024

Jeff Churba

Aug 20, 2024

Dakota Staton

Aug 20, 2024

Hudson Ruen

Aug 16, 2024

Dawn Edwards

Aug 16, 2024

Matthew Almquist

Aug 15, 2024

Mick Brown

Aug 14, 2024

Victor Arana

Aug 13, 2024

Mary McCracken

Aug 7, 2024

Kimberly Wakeman

Aug 7, 2024

Kitty (Catherine) Kilmer

Aug 5, 2024

Jackie Udoji

Aug 5, 2024

Traci Simons

Aug 5, 2024

Ansley Sherwin

Aug 5, 2024

Eugene Rogatnik

Aug 5, 2024

Stephanie Richardson

Aug 5, 2024

Nicole Pruitt

Aug 5, 2024

Jeff Pincus

Aug 5, 2024

Eileen Phelps

Aug 5, 2024

Joseph Lawrence

Aug 5, 2024

Charlotte Kanka

Aug 5, 2024

Hedyeh Arjomand

Aug 5, 2024

Jasmine Timothee

Aug 5, 2024

Nikki N. Hester

Jul 30, 2024

Alex Hsu, CPFA®, N(k)S™

Jul 30, 2024

Cade Phillips, N(k)S™, NQPC, CPFA®

Jul 30, 2024

Kevin Phillips, AIF®, CPFA®, CRPS®

Jul 30, 2024

Samantha Kaufman, CPFA®, ABFP®

Jul 30, 2024

Allison Rosenberg

Jul 11, 2024

Michael Furrer

Jul 8, 2024

Bill Snoke

Jun 10, 2024

Jenna Bienenfeld

May 31, 2024

Keven B. Milgram

May 31, 2024

Shir Keidan McGettigan

May 28, 2024

Carol Lasek

May 22, 2024

Alp Atabek

May 22, 2024

Jason Dahl

May 22, 2024

Mitchell Starr

May 16, 2024

Marc Bienenfeld

May 16, 2024

Jacalyn Murray

May 16, 2024

Patrick M. Fay

May 7, 2024

Howard Bienenfeld

May 7, 2024

Scott Nelson

May 2, 2024

Jenna Bredvik

May 2, 2024

Tracey Fogg

Apr 22, 2024

Zach Wielgoszinski

Apr 22, 2024

Todd Gibson

Apr 22, 2024

Pam Kramer

Apr 22, 2024

James Kos

Apr 22, 2024

Mark Gosselin

Apr 22, 2024

Peter Fendler

Apr 22, 2024

Tim McGee

Apr 17, 2024

Coleman Fox

Apr 17, 2024

Tim Hummel

Apr 15, 2024

Sherri Fryatt

Apr 15, 2024

Paul Hunt

Apr 15, 2024

Jordan Smith

Apr 15, 2024

Tom Siebers

Apr 15, 2024

Steve Fenner

Apr 15, 2024

Erin Alkire

Apr 15, 2024

Tim Silver

Apr 15, 2024

Patrick Dupont

Apr 15, 2024

Antonio Kitt

Apr 15, 2024

Grant Russell

Apr 15, 2024

Wende Padek

Apr 15, 2024

Wes Kubik

Apr 12, 2024

Jeremy Weith

Apr 11, 2024

Kyle Posvistak

Apr 5, 2024

Jason Jeskey

Apr 5, 2024

Alex Assaley

Mar 22, 2024

Jim Keenehan

Mar 22, 2024

Beth Rehbehn

Mar 22, 2024

Victoria Blackwood

Mar 19, 2024

Dina Ellisor

Mar 8, 2024

Alicia Alba

Mar 8, 2024

Patrick Jordan

Mar 5, 2024

Paula Lloyd

Mar 5, 2024

Erinn Metzger

Mar 5, 2024

Angie Mirrione

Feb 28, 2024

Michelle Jubinville

Feb 28, 2024

Nick Kralj

Feb 28, 2024

Corey Whitehead

Feb 28, 2024

Mark Tonelli

Feb 28, 2024

Cameron Cooke

Feb 28, 2024

Joe Conzelman

Feb 28, 2024

Trevor Brody

Feb 28, 2024

Peter Ladas

Feb 28, 2024

Michael Driscoll

Feb 28, 2024

Erin Cominole

Feb 23, 2024

Tom Santa Barbara

Feb 23, 2024

Grant Macuba

Feb 23, 2024

Russell Warye

Feb 23, 2024

Michael Flahaven

Feb 23, 2024

Jim O’Shaughnessy

Feb 23, 2024

William Peragine

Feb 23, 2024

John Cash

Feb 23, 2024

Bob Gottschling

Feb 21, 2024

Tom Ditzer

Feb 21, 2024

David Hauptman

Feb 21, 2024

Raymond Emery

Feb 21, 2024

Ken McClintock

Feb 21, 2024

Walter Grant

Feb 21, 2024

Craig Novek

Feb 21, 2024

Jeff Bennett

Feb 21, 2024

Jaime Bartholomew

Feb 21, 2024

Trish Gildea

Feb 21, 2024

Kyle Brown

Feb 21, 2024

Sandy Stauffer

Jan 31, 2024

Mason Moses

Jan 31, 2024

Steve Orta

Jan 31, 2024

Matt Escalante

Jan 31, 2024

Chris Jamail

Jan 31, 2024

John Pesce

Jan 31, 2024

Sarah Boring

Jan 30, 2024

John Wenz

Jan 30, 2024

Rich Hepp

Jan 30, 2024

Fred Arroyave

Jan 30, 2024

Alisha Wesser

Jan 30, 2024

Wes Previant

Jan 30, 2024

Patrick McKiernan

Jan 30, 2024

Spencer Stilwell

Jan 30, 2024

Blake Hiett

Jan 30, 2024

Kip Adams

Jan 30, 2024

Ryan M. Finnell

Jan 30, 2024

Michael G. Finnell

Jan 30, 2024

Lisa Thompson

Jan 30, 2024

Charlie Epstein

Jan 30, 2024

Jim Charbonneau

Jan 30, 2024

Ryan Mayer

Jan 29, 2024

Ryan Canales

Jan 29, 2024

Karen Sciarra

Jan 29, 2024

Amy Gomez

Jan 29, 2024

Andrew DeGroat

Jan 29, 2024

Marques Cormier

Jan 29, 2024

Stefan Sabbagh

Jan 29, 2024

Mark Salamone

Jan 29, 2024

Rich Cawthorne

Jan 29, 2024

Nicole Rhind

Jan 29, 2024

Ben Murphy

Jan 29, 2024

Chuck Burke

Jan 29, 2024

David Bradshaw

Jan 29, 2024

Brandy Cumberledge

Jan 29, 2024

Gregg Andonian

Jan 29, 2024

Charley Kennedy

Jan 29, 2024

Lee V. Bethel

Jan 29, 2024

Addie George

Jan 29, 2024

Michael Kane

Jan 29, 2024

Abbie Cone

Jan 29, 2024

Susan Blassingame

Jan 29, 2024

Kristin Baker

Jan 29, 2024

Katie Koss

Jan 29, 2024

Jay Sanford

Jan 29, 2024

Tom Leverone

Jan 29, 2024

Mark Jensen

Jan 29, 2024

Jeff Hamblen

Jan 29, 2024

Curt Gupton

Jan 29, 2024

Derek Coburn

Jan 29, 2024

Cal Ausburn

Jan 29, 2024

Kelli Davis

Jan 29, 2024

Grant Buntin

Jan 29, 2024

Rod Wood

Jan 29, 2024

Corbin Larsen

Jan 29, 2024

John Sturgis

Jan 29, 2024

Amy Burk

Jan 29, 2024

Jay Horn

Jan 29, 2024

Harrison MacDonald

Jan 29, 2024

Brad Hoegler

Jan 29, 2024

Alex Garcia

Jan 29, 2024

Kirk Welch

Jan 26, 2024

John Biondo

Jan 26, 2024

Charlotte Macfarlane

Jan 26, 2024

Joe Bonasera

Jan 26, 2024

Kristi Baker

Jan 26, 2024

Chad J. Larsen

Jan 26, 2024

Doug Macdonald

Jan 26, 2024

Doug Johnson

Jan 26, 2024

Matt Greene

Jan 25, 2024

Bri Peterson

Jan 25, 2024

Kris Maleski

Jan 25, 2024

Zac Huish

Jan 25, 2024

Stace Hilbrant

Jan 25, 2024

James Bartoszewicz

Jan 25, 2024

Darrell Ellisor

Jan 25, 2024

Andy Cooper

Jan 25, 2024

Mark Laughton

Jan 25, 2024

Cameron Heger

Jan 25, 2024

Steven Bartoszewicz

Jan 25, 2024

Kim Cochrane

Jan 25, 2024

Daintry Price, CFP®

Jan 25, 2024

Joe DeNoyior

Jan 23, 2024

Colin Clark

Jan 22, 2024

Francisco Abril

Jan 22, 2024

Austin Gwilliam

Jan 19, 2024

Angela Talbot

Jan 7, 2024

Nate Schlappi

Jan 6, 2024

Camryn Holt

Jan 5, 2024

Ciara Hanratty

Jan 4, 2024

Todd Schlappi

Jan 3, 2024

Rick Horton

Jan 2, 2024

Scott Schlappi

Jan 1, 2024

Dennis Bielik

Nov 8, 2023

Janine Jefferson Moore

Nov 8, 2023