Breakfast Sessions

Table Hosts

Larry Barocas

Senior Partner, Managing Director

Chad Clark

Partner/Senior Advisor

Michael Ginsberg

Certified Financial Planner™

Gregg Guinta

Chief Operating Officer

Michael Hall

Senior Wealth Advisor

Nicholas Hamilton

Financial Advisor

Fred Hubler

CEO & Chief Wealth Strategist

Pamela Jacobs

Co-Founder & Managing Partner Certified Financial Planner™

Jorge Padilla

Principal, Senior Client Advisor

Keri Pugh

Founder and Financial Advisor

Joe Raieta

Partner, Managing Director

Mark Wesson, CFP®, CKA®, MBA

Founder & CEO