- David Morganstern, a Certified Financial Planner (CFP) and financial advisor, works for CMC Advisers and is located at Portland, OR. (Search Financial Advisors in Portland, OR)
- Bella N. Berlly, a Certified Financial Planner (CFP) and financial advisor, works for GoalPath Financial Planning and is located at Los Altos, CA. (Search Financial Advisors in Los Altos, CA)