Breakfast Sessions

Table Hosts

Larry Barocas, 

CPWA®, CRPS®

Senior Partner, Managing Director

Chad Clark

Partner/Senior Advisor

Michael Ginsberg, JD, CFP®

Certified Financial Planner™

Gregg Guinta

Chief Operating Officer

Michael Hall

Senior Wealth Advisor

Fred Hubler, MBA, CWS

CEO & Chief Wealth Strategist

Pamela Jacobs, BS, CFP®

Co-Founder & Managing Partner Certified Financial Planner™

Dee Morgan

SVP - Strategic Acquisitions

Jorge Padilla, CFP®

Principal, Senior Client Advisor

Scott Pilchard, AIF

Founder

Keri Pugh, CFP®, AIF

Founder and Financial Advisor

Mark Wesson, CFP®, CKA®, MBA

Founder & CEO