- Jamie Batt – Rupp Pfalzgraf Partner; Practice Group Leader – Business Law
- Stephen Turner – Bonadio CPA Partner; Service Providers Industry Leader
- Nick Alberalla – NBT Vice President, Senior Commercial Banking Relationship Manager
- Jean M. Bedell – Bonadio Partner, CPA/PFS, CFP®, Technical Leader of the Estate and Trust Team
- Elizabeth A. Ingold – Rupp Pfalzgraf Partner; Practice Group Leader – Trusts & Estates and Elder Law
- Ben Nicholson – Raymond James AIF®, CRPC®, CEPA®, Vice President, Investments