*Please note: the following table is best viewed horizontally on mobile devices.
| CPA/CA | CFP/CIWM | CFA/CIM | MBA/MPAcc | TEP | CLU | CPA ITC | B.Com./BA | |
| Lorn Kutner |  |
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| Tom McCullough | |
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| Scott Hayman | |
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| Karen D’Souza | |
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| Nolan Pante | |
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| Eric Weir | |
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| CC Shaver | |
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| Barrett Lyons | |
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| Russ Rodrigues | |
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| Lily Liu | |
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| Scott Dickenson | |
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| Andrew Jeffery | |
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| Elana Kimel | |
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| Viraj Samani | |
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| Ryan Tapley | |
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| Mark Reynolds | |
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| Eric Feltrin | |
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| Marco Mussato | |
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| Brad Jesson | |
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| Sophia Kebede | |
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Designations:
| CPA/CA | Chartered Professional Accountant |
| CFP | Certified Financial Planner |
| CIWM | Certified International Wealth Manager |
| CFA | Chartered Financial Analyst |
| CIM | Chartered Investment Manager |
| MBA/MPAcc | Master of Business Administration / Master of Professional Accounting |
| TEP | Trust and Estate Practitioner |
| CLU | Chartered Life Underwriter |
| CPA ITC | CPA’S In-Depth Tax Course |
| B.Com./BA | Bachelor of Commerce/Bachelor of Arts |