Our Members

Bhavika Booragadda
Head of Operations
IEQ Capital

Dave Breslin
EVP, Wealth Management
GC Wealth

Christine Leong Connors
Co-Founder & CEO
Verita Strategic Wealth Partners

Ryan Fedricks
Partner
Plante Moran

Zane Keller
Chief Executive Officer
Ducere Wealth Management

Hannah Kim
Wealth Advisory Manager
BakerAvenue

Steve Kuhn
Executive Director, Investment Policy
OnePoint BFG

Jacob Luke
Manager, Wealth Strategy & Solutions
Signature Estate & Investment Advisors

Rick Nott
Managing Director
Angeles Wealth Management

Kevin Thornton
Head of Sales
AE Wealth Management

Marcelo Vedovatto
Chief Operating Officer
SCS Financial







