- Mary Terry Allen, a Certified Financial Planner (CFP) and financial advisor, works for Royal Alliance Associates and is located at Walnut Creek, CA. (Search Financial Advisors in Walnut Creek, CA)
- Jeffrey E. Korbini, a Certified Financial Planner (CFP) and financial advisor, works for Ascend Advisory Group and is located at Dublin, OH. (Search Financial Advisors in Dublin, OH)