True Wealth Design Core Team Avi Kantor Founder and Managing Partner avi@certiorgroup.com Patty Totaro, CPA Managing Director of Accounting and Trust Services ptotaro@certiorgroup.com Hal S. Hershgordon JD, CPA, PFS Senior Managing Director halh@certiorgroup.com James Ciamacco Director of Client Relations james@certiorgroup.com True Wealth Design Collaborators Ron Nakamoto Empowered Wealth Connect www.empoweredwealth.com Trevor Bloom Guides of Jackson Hole guidesofjacksonhole.com/partners/