| Ross Marino, CFP®, ChFC® | Founder and CEO |
| Kay Hovious | Director of Administration |
| Derick Poku | Information and Technology Manager |
| Jennifer Garay | Events Manager |
| Trey Dowdy | Director of Business Development |
| Mike Ziccardi | Director of Strategic Relationships |
| Bryant Lester | Marketing Manager |
| Virginia Marino | Training and Development |
| Roman Sulym | Information Technology Support |
| Liezl Ranoy | Research and Marketing Associate |
| Cristy Enopia | Research and Marketing Assistant |
| Jeanne Monillo | Marketing Assistant |