Cory Chapman CEO; Founder EFC Wealth Management Firm, LLC Cory Chapman’s career is defined by sustained excellence, ...

Patrice Bening Wealth Advisor Morton Wealth Patrice Bening is one of the curators of ‘herself by morton,’ an educational ...

Bridget Costello Wealth Advisor Kayne Anderson Rudnick Maintaining a client retention rate of 98%, Bridget Costello is a ...

Shyan M. Ardalan Managing Director; Senior Wealth Advisor Merrill Lynch Shyan Ardalan is a principal with The Ardalan Wealth Management Group and a highly ...

Michael Baker Managing Partner Gerber Kawasaki Wealth and Investment Management In 2026, Mike Baker, CFP, was named as the most recent managing partner at ...

Darnel Bentz Senior Wealth Advisor Kayne Anderson Rudnick Darnel Bentz is a senior wealth advisor at Kayne Anderson Rudnick (KAR), where he provides ...

Sasha Bogunovic Senior Vice President; Relationship Strategist PNC Bank Sasha Bogunovic is a senior relationship strategist recognized for solving the ...

Jim Berliner Founder; Chairman Westmount Partners Jim Berliner is a co-founder of Westmount Partners, currently serving in the role of chairman. Under his ...

Mike Cannone Partner; Managing Director Westmount Partners Since joining Westmount, Mike Cannone has established himself as a leader both inside and ...

Matthew Fournier Wealth Partner; Managing Director J.P. Morgan Wealth Management As a managing director and wealth partner with The Fournier Group, ...

Brian Holmes President; CEO Signature Estate & Investment Advisors, LLLC (SEIA) Brian D. Holmes, MS, CFP, AIF is the president and CEO of SEIA. He is ...

Hatem Dhiab Managing Partner; Founding Partner Gerber Kawasaki Wealth and Investment Management Hatem Dhiab is a founding and managing partner at Gerber ...