Professional Advisory Committee  


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Bradley Jon Nystedt, Esq., Chair
Nystedt & Fletcher, PLLC
 

 

Karen K. McCloskey, CPA, MST
BeachFleischman PC

         
  William Asdell, Esq.
O’Connell & Asdell, PC
 

 

Thomas S. Robertson III
Presidio Group Wealth Management
         

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Randy Greenberg CLU, ChFC, CASL
Generational Wealth Strategies LLC

 

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Jane Larriva Rojas
Morgan Stanley
         

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Matthew Harrison, CFA, CIMA
M&I Wealth Management
 

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Chad P. Schneider
AFLAC
     
  Doug Haynes, CFP
Merrill Lynch
 

 

Jeremy Sohn, Esq.
Snell & Wilmer
     
  Anne C. Hoff, CPA
Kleinhans, Lashbrook, Butler & Hoff
 

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R. Michael Sullivan, CFA
Harris Private Bank
         
  Deborah Hutchinson, CPA
Clifton Gunderson LLP
 

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Alan Willenbrock, CFA
Morgan Stanley
         

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Moniqua Lane, Esq.
Kennedy Law Firm

    Craig Hunter Wisnom
Bogutz and Gordon PC
  James Marvel, Esq.
Law Office of James K. Marvel PLLC
   


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