- Jonathan M. Forster, Esq. – Partner and Northeast Private Wealth Coordinator, Baker Hostetler, Washington, DC.
- Rebecca S. Manicone, Esq. – Partner, Baker Hostetler, Washington, DC.
- James R. Beers, CPA – Founder, Beers & Cutler PLLC, Washington, DC.
- Thomas E. Ireland – Retired Partner, Clayton Dubilier & Rice, Inc., New York.
- Harry S. Kanter – CEO, United Westlabs, Malibu, CA.
- Arnold H. Koonin – SVP, Wealth Management, Morgan Stanley;
Retired Tax Partner, Pricewaterhouse Coopers, Washington, DC.
- Brian J. McMahon – President of The Thornburg Funds, Santa Fe, NM.
- Leslie K. Smith – Senior Managing Director and Chief Financial Planning Officer, Chevy Chase Trust, Bethesda, MD.
- Todd I. Steinberg, Esq. – Trusts and Estates Practice Leader, Loeb & Loeb, LLP, Washington, DC.