CERTIFIED FINANCIAL PLANNER (CFP) ® , a professional CERTIFICATION awarded for advanced education in the financial services industry by the CFP Board. Jordan Gary has been a CFP® since 1991. This requires extensive testing and continuing education and adherance to a strict code of ethics.

CERTIFIED PUBLIC ACCOUNTANT (CPA), a professional designation awarded to individuals who complete extensive examinations, education, and experience in the field of accounting. Bill Niles has been a CPA since 1982. This also required continuing education and adherance to a strict code of ethics.