PROFILE WITH PUBLIC SOURCES
Bill Bockwoldt
Managing Director, Bay Area Office Lead
San Rafael, California
Business owners · MBA, CFP®, CEPA®
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Wealthspire
PROFILE WITH PUBLIC SOURCES
Blake Barr
Vice President
Seattle, Washington
Financial planning · CFP®
PROFILE WITH PUBLIC SOURCES
Eric Bernstein
Managing Director, Advisor
Melville, New York
Private markets · CAIA®
PROFILE WITH PUBLIC SOURCES
Jonathan Bernstein
Managing Director
Red Bank, New Jersey
Business owners · CFP®, CPA, PFS™, AIF®
PROFILE WITH PUBLIC SOURCES
Julie A. Back
Senior Vice President
Seattle, Washington
Financial education · CFP®
PROFILE WITH PUBLIC SOURCES
Laura Barry
Managing Director
Milwaukee, Wisconsin
Life transitions · CFP®, CeFT®, CLTC®
PROFILE WITH PUBLIC SOURCES
Marc E. Austin
Senior Vice President
West Hartford, Connecticut
Retirement planning · CFP®, CPA
PROFILE WITH PUBLIC SOURCES
Yoni Berhane
Senior Vice President
Office not confirmed, Not recorded
Wealth accumulation · CFP®
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