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Lionel Goldfrank III – Financial Advisor
- Founder American and Overseas Asset Services Corporation
- Principal in several private investment companies
- Formerly with Goldman Sachs and Co.
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David C. Clapp – Financial Advisor
- Lead Director of MBIA, Inc
- Chairman of Arthritis Foundation
- Board member, Bard College, Kent School, and Scenic Hudson Land Trust
- Former General Partner of Goldman Sachs and Co.
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W. James Tozer, Jr. – Financial Advisor
- President and co-founder of the Vectra Management Group
- Co-founder of Vectra Banking Corporation
- Former director of LendingTree, Inc.
- Former President of Prudential Bache Securities
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