| Tina Di Vito | Title: Head, Family Office Services | Company: First Affiliated Holdings Inc. | Location: Kleinburg, Ontario | |
| Todd Coleman | Title: Vice President & Market Leader | Company: BMO Private Wealth | Location: Edmonton, Alberta | |
| Todd Hohauser | Title: CEO | Company: Harvey Hohauser & Associates, LLC | Location: Troy, Michigan | |
| Todd Schultz | Title: Senior Investment Counsellor & Portfolio Manager | Company: BMO Private Investment Counsel Inc. | Location: Hamilton, Ontario | |
| Tom Boone | Title: Partner | Company: Doane Grant Thornton LLP | Location: Grand Falls-Windsor, Newfoundland and Labrador | |
| Tom Mathies | Title: Director, Wealth Advisory Services | Company: BDO Canada LLP | Location: London, Ontario | |
| Tom Sorge | Title: Co Founder | Company: Family Wealth Coach Planning Services | Location: Calgary, Alberta | |
| Tony Markin | Title: Senior Wealth Planner | Company: Desjardins Assurances | Location: Toronto, Ontario | |
| Tracey McLennan | Title: Director Client Consultation Group | Company: Edward Jones Canada | Location: Mississauga, Ontario | |
| Tracey Zehl | Title: COO | Company: CPA Alberta | Location: Calgary, Alberta | |