External Profiles

Member Directory

All members

David Silversmith

Senior Tax Manager. CPA, CFP®, CFE, MBA

Eisner Advisory Group LLC

Melville, NY

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Deborah W. Ellis

President, Ellis Wealth Planning

Ellis Wealth Planning

Los Angeles, CA

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Dennis Futch

President

The Tax Shop

Moultrie, GA

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Dennis McNamara

Co-Founder

wHealth Advisors

Red Bank, NJ

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Derek Notman

Founder & CEO

Couplr AI

Orlando, FL

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Dominick Cerritelli

Director, Wealth

Kiplinger's Personal Finance

New York, NY

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Dominique Broadway

CEO

Finances Demystified, LLC

Miami, FL

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Doug Kinsey

Founding Partner, Chief Investment Officer

Artifex Financial Group

Columbus, OH

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Douglas Boneparth

President and Founder

Bone Fide Wealth, LLC

New York, NY

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