Wealth Advisors Gerard J. Kassouf, CPA, PFS, CFP®, AEP®, CGMA® Managing Member David P. Kassouf, CPA, ABV, PFS, CFF, CFP®, CVA, CGMA® Member Michelle G. Pike, CFP®, AEP® Member, President Shannon J. Pike, CFP® Member, President Jonathan G. Kassouf, CPA, PFS Member Caroline C. Gayle, CFP® Financial Planner