Madeline Chaleff, Director of Gift Planning
Karen Brosi, EA, CFP
A Ltd. Liability Company
Cathleen M. Colgan, VP & Trust Officer
American Trust
Krista M. Conover, Sr. VP & Trust Officer
Borel Private Bank & Trust Company
Richard C. Dayton
The Dayton Law Firm
David P. Enemark, CFP
The Hall Walsworth Group, Morgan Stanley Smith Barnery
Melissa Kaplan Grudin
TIAA-CREF
Les R. Koonce
Koonce Financial Services
Jonathan Krass
Morgan Stanley Smith Barney
Laurie-Ann D. Look
Hopkins & Carley
Marilyn Manning, PhD, CMC, CSP
The Consulting Team, LLC
Gerald Moorman, CPA/PFS
Moorman and Company Accounting Corporation
Michael C. Moorman, IAR
Suggest, Inc.
Rebecca Matteson Nelson, CWS, Sr. Vice President, Wealth Management
Technology Credit Union
Victor M. Reid III
Altos Financial Management, LLC
Jeanne K. Smith
Exit Stage Right, LLC
Lynn K. Telford, EA
Berger/Lewis Accountancy