- Mike HaberfieldPartner – Tax & Accounting Financial Adviser
- George KapiniarisPartner – Tax & Accounting Financial Adviser
- Karen JonasParaplanner
- Rachel ConwayAccountant
- Anand VadiveluAccountant
- Yvonne DengAccountant
- Michelle CamfieldOffice Manager
- Pauline QuirkeClient Services Administrator (Financial Planning)
- Danielle FosterClient Services Administrator
- Les SilpertPrincipal – Davenports Financial Solutions
- Robyn GinsburgClient Services Administrator