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Firm attendees
AKM
David Mond
Principal
Jason MacNair
Senior Tax Manager
Kate Wozniak
Tax Manager
Francette Foote
Business Advisory Manger
Arbor creek - North
Jim Clark
Director
Arbor creek - West
John Clements
Director
Daniel Maxwell
Senior Tax Manager
Dustin Aycock
Senior Tax Manager
Arkose
Joshua Schepers
Senior Director
ASG Advisors
Robert Haugh
Principal
AWG Wine Advisors
Tim Allen
Principal
Danielle Sandoval
Director
Justin Nuzum
Senior Business Advisory Manager
Susan Nuzum
Business Advisory Manager
Max Guida
Tax Manager
Bay Landing - Fremont
Payal Shah
Director
Latha Venkataraman
Senior Tax Manager
Bayshore - Los Gatos
Kyle Ray
Director
Sarah Lippold
Associate Director
Jana Souza
Senior Tax Manager
Bayshore - Santa Cruz
Alan Windt
Senior Tax Manager
black mountain
Larry Skolds
Director
Wesley Bevington
Senior Tax Manager
Compass - Bethesda
Bill caldwell
Principal
cHRIS mARSHALL
Principal
Dave Johnston
Principal
Stuart Margulies
Principal
Fowmitha Banu
Director
Sherman Ledet Jr
Associate Director
Ally Salinas
Senior Tax Manager
Sue Wang Cahall
Senior Tax Manager
Gabriell Jarrin
Tax Manager
Laurie Olsen
Business Advisor Manager
Compass - Salisbury
Cathy faenzi
Principal
Tasha McMahan
Associate Director
Hannah Hoageson
Senior Tax Advisor
Shannon Ryans
Tax Supervisor
Compass - US Actg & Adv
Bart Krupnick
Principal
Heather Lalor
Director
Pat Murray
Director
Kristie Hagen
Senior Business Advisory Manager
Jason Hughes
Senior Business Advisory Manager
Tina King
Associate Director
Sherman Ledet Jr
Associate Director
Erica Johnson
Business Advisory Manager
Anora Schweitzer
Senior Tax Manager
Crossroads advisors
John Weingardt
Principal
Mike Potter
Principal
JR Weingardt
Tax Manager
DHS advisors
Paul Catanese
Principal
Keith Hunting
Principal
Christina Freilich
Director
Christy Link
Director
Deana McClenny
Director
Ed Weaver
Director
Tom Souza
Director
Donna Darwin
Senior Tax & Assurance Manager
Hannah Ramos
Tax & Assurance Advisor
Jason Caria
Senior Tax Manager
Lisa Turner
Senior Tax Manager
Marc Neri
Senior Tax Manager
Susan Moranda
Senior Tax Manager
Becca Braxton
Tax & Assurance Manager
Kara Bogue
Tax & Assurance Manager
Merritt Directo
Tax & Assurance Manager
Roxann Buick
Tax & Assurance Manager
Roxanne Brock
Tax & Assurance Manager
DHS Roseburg
Mike Watters
Director
Emerald mountain
Courtney Sonnkalb
Senior Business Advisory Manager
Gustavo Orrantia
Senior Tax Manager
Jen Vlosky
Tax Manager
Elyse Tanner
Office Manager
Fraser Valley
Stephen Boehmer
Director
Ganze
Joe Calise
Director
Catlin Galles
Senior Business Advisory Manager
Dawn Tait
Tax Manager
Lee Robertson
Tax Manager
Grand Vista
Becky Hall
Director
Green Coast
Mike Smeriglio
Principal
Hamilton Mercer Adv
Jim Alfieri
Principal
Peter Martin
Principal
Brett Scharg
Director
John Olson
Associate Director
Harbor View
Greg Montplaisir
Director
Paul Dustman
Director
Manny Trelles
Senior Tax Manager
Jennifer Thomas
Tax Manager
HEB Advisors
Dave Lewis
Principal
Dave McEuen
Director
Mark Harker
Director
Brandon Thurston
Senior Tax Manager
Jennifer Greco
Senior Tax Manager
John Horn
Audit Manager
Kevin Meade
Tax Manager
Taylor Kerby
Tax Manager
Hidden Valley
Alfonso Gonzalez
Director
Iron Creek
Brian Germer
Director
Jeremy Shook
Director
Fretzel Zarate
Senior Tax Manager
Laura Baker
Senior Tax Manager
Terry Mashino
Senior Tax Manager
Ligia Ayala-Robison
Tax & Assurance Manager
Cheri Lund
Senior Office Manager
Iron Creek Oregon City
Ken Bakondi
Principal
Josh Hewson
Associate Director
Nick Gonzalez
Senior Tax Manager
Platform Technology Advisors
Tom Wahlquist
Principal
Scott Suekawa
Senior Manager - ERP
Cole Straub
Manager - ERP
Layla Austin
Consultant - ERP
JHS
Jim Kepke
Director
Kiersley Dye
Director
Liz Anderson
Director
Dan Montgomery
Senior Tax Manager
Erik Hegstad
Senior Tax Manager
Deanna Ferguson
Senior Tax & Assurance Manager
David Faux
Assurance Manager
Grace Pamon
Tax Manager
Zola Galbadrakh
Tax Manager
Keystone - Pottsville
Bill Kirwan
Principal
Keystone Advisors
Bill Heckman
Principal
Jon Beadle
Senior Business Advisory Manager
Dana Stank
Senior Tax Manager
Krista Serrian
Senior Tax Manager
Megan Brennan
Senior Tax Manager
Ryan Laudeman
Tax Manager
Sara Costenbader
Tax Manager
Steve Rice
Tax & Assurance Manager
Theresa Wranitz
Payroll Manager
Longview Advisors
Janet Vining
Director
Emily Pacheco
Associate Director
Dave Marty
Senior Tax Manager
Raj Acharya
Senior Tax Manager
Xianna Zhong
Senior Tax Manager
Layah Wise
Tax Manager
Ross Long
Tax Manager
Krista Towes
Office Manager
Madison Street Advisors
Jessica McCormick
Principal
Mike McCormick
Principal
Meridian advisors
Aaron Gitnick
Director
Jen Haarmann
Business Advisory Manager
Andy Bogus
Tax Manager
Gabe Davis
Tax Manager
Joseph Badro
Tax Manager
Lisa Crobett
Tax Manager
Midwest Advisors
John Mastrangeli
Principal
Brian McCoy
Director
Antonella Sanzeri
Senior Business Advisory Manager
Pam Baldwin
Senior Tax Manager
Milestone Advisors – Greenville
Mat Hultquist
Principal
Caryn Neal
Director
Platform Advisors
Jeff Dredge
Principal
Nate Mendenhall
Director of Business Advisory
Trevor Dredge
Business Advisory Manager
Jeff Dredge
Principal
Nate Mendenhall
Director of Business Advisory
Trevor Dredge
Business Advisory Manager
Trevor Eckman
Business Advisory Manager
Stephanie Brunson
Payroll Specialist
Platform Advisors - Encino
Michael McClelland
Senior Business Advisory Manager
Amy Chen
Senior Tax Manager
Richard Dawson
Tax Supervisor
Lisa McClintock
Office Manager
Platform Business Advisors - CS
Albert Tinnell
Director
Platform Business Advisors – FL
MaryEllen Georgiadis
Principal
Ashlyn Wyatt
Director
Jennifer Lindsey
Business Advisory Manager
Platform Business Advisors - NY
Josh Friedman
Director
Platform Family Office Advisors
Jen Kang
Director of Business Management
Riverfront
Dustin Little
Director
Alison Gembar
Business Advisory Manager
Casey Tyree
Business Advisory Manager
Joseph Gerant
Senior Tax Manager
Lori Amundson
Senior Tax Manager
Rock Creek Advisors
Jim Scott
Principal
Meg Mouser
Director
Solai Nagappan
Director
Ranjana Ramachandran
Associate Director
Kyung Kim
Senior Tax Manager
Neil Markowitz
Senior Tax Manager
Chelsea Leatherwood
Senior Tax Manager
Terri Scott
Office Manager
Dan Burnett
Senior Audit Manager
John Grant
Senior Audit Manager
Steve Thompson
Senior Audit Manager - QC
Raymond Awosika
Tax Manager
Shoreline – Boston
John Burke
Principal
Liping Xie
Director
Nate Isabelle
Director
Sierra View
Cathy Stapley
Director
Mark Cook
Director
Lucy Morales
Tax Manager
South City
Megan Smith
Director
Justin Arney
Associate Director
Julie Brasil
Senior Tax Manager
Adam Ryberg
Tax Manager
Walpole
John Bostwick Jr
Principal
Drew Parsons
Senior Tax Manager
Jason Janzen
Senior Tax Manager
Yusuf Balogun
Senior Tax Manager
Rachel Earl
Tax Manager
Wealth Management
Kirk Stovesand
Principal
Donovan Roberson
Associate Wealth Advisors
Marlin Stovesand
Tax & Wealth Advisor
West Rock
Bill Carbonari
Principal
Joel Rosenberg
Principal
Al Leotta
Principal
Jim Wilhelm
Director
Giuliana Villafuerte
Tax Manager
Steven Leotta
Tax Manager
