President and CEO, Navy Mutual Aid Association

Partner, Cerity Partners

Founder, VISTA Wealth Strategies LLC

Senior Wealth Advisor, XML Financial Group

CEO & Partner, Curo Private Wealth

Partner, VLP Financial Advisors

Past Chair of the Financial Planning and Wealth Management Advisory Board

Chairman, CJM Wealth Advisers, Ltd.

Partner, Veritas Financial, LLC

Senior Partner, Signature Estate & Investment Advisors, LLC®
Chair of the Financial Planning and Wealth Management Advisory Board