Adam Lampe

Founder and CEO

281-970-4200

adam.lampe@mintwm.com

Andrew Leithe

Owner, Chief Executive Officer, Chief Financial Planner, and Investment Committee Chairman

856-983-1001

aleithe@sfcorps.com

Ashish Patel

President and Financial Advisor

281-229-5967

apatel@osaicwealth.com

Corrine LaFollette

Director of Financial Operations

949-276-6333

corrine@scwealthmgt.com

Daniel Leo

Partner and Certified Financial Planner™

949-474-6807

daniel.leo@ccgadvisors.com

David Hoffman

Founder and CEO

david@justaboutwealth.com

Elizabeth Paal Goss

410-771-5411

Elizabeth.Paalgoss@HeritageConsultants.com

Jane Cruickshanks

CERTIFIED FINANCIAL PLANNER™

305-512-9813

jane@jcmfinancialservices.com

Samantha Estrada

Executive Manager and Registered Principal

636-777-7780

sestrada@milleniallc.com

Shawn Wooden

Partner and CEO

954-302-6314

shawn@afc-ais.com

Stephen Serati

Owner and President

636-777-7780

sserati@milleniallc.com