| President | Jane Trentini CFP, CLU Wusyk Financial Group | Visit Website |
| Vice President | Daryl Sader CA, CGA, CFP, CLU Sader Financial Advisors Group Inc. | Visit Website |
| Treasurer | Daryl Sader CA, CGA, CFP, CLU Sader Financial Advisors Group Inc. | Visit Website |
| Recording Secretary | Andrew McLaughlin Turning Point Law | Visit Website |
| Membership Secretary | Cindy Hill
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| Director | Dawn Hawley King Capital Systems
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| Director | Harvey A. Lawton The Financial Benefits Group | Visit Website |
| Director | David J. Koski The Estate House | Visit Website |
| Past President | Howard Dudley CGA, CFP Dudley & Associates | Visit Website |