WEALTH ADVISORS + BUSINESS MANAGEMENT

Adam Fein
Heide Wealth Management of RBC
Chicago, IL

Melissa M. Estrada
Avalan Wealth
Greater Los Angeles, CA

Mark Bloom
Legacy Capital Advisors
Atlanta, GA

Anthony Davenport
Regal Credit Management
Los Angeles, New York & London

Marcellus A. Upshaw, CPWA®
Bank of America Private Bank
Houston, TX

Benjamin D. Bohlmann, CPA
Bohlmann Accounting Group, PLLC
Miami, FL

Melissa Haskins
Edward Jones
Tampa/St Petersburg, FL

Alex Roytenberg
Alex Roytenberg, CPA
New York, NY

Kris Benson
Superior Business Management, Inc.
& Superior Tax Solutions, LLC
Atlanta, GA & San Diego, CA

Kavi Fulena
Merrill Lynch
Los Angeles, CA

Jonathan B. Mosenson
J&G Associates, Inc.
Uniondale, NY

Jeff Thompson
Miracle Mile Advisors
Los Angeles, CA

Stephen Sabo
Simple Society
New York, NY & London, UK