| Name | License | Client | Status | Date Added | Date Removed | Monthly Cost | Notes | |
|---|---|---|---|---|---|---|---|---|
| Kathy Holverson | KHolverson@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Brett Johnston | brett@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Greg Naufal | gregn@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Xiomara Aguilar | xiomara@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Tim Chung | tchung@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Emma Buckley | EBuckley@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Laura Weinzettel | LWeinzettel@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Lauren Ball | LBall@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Vincent Mihaliak | vincent@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Katherine Allen | KAllen@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Austin Leary | ALeary@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Paula Garcia | PGarcia@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Mark Wohlstadter | mark@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Greg Forrest | GForrest@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Monica Chapman | MChapman@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Barbara Poggi | BPoggi@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Brandon Pennington | BPennington@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| K.C. Bills | KCBills@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Volker Schramm | volker@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Hannah McKerrow | HMckerrow@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Alison Gerred | alison@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Evan Reiss | EReiss@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Theresa Madrid | TMadrid@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| Cymona West | CWest@westfin.com | Westwood Financial | May 14, 2026 | — | — | — | ||
| David Mitroff | DMitroff@westfin.com | Westwood Financial | May 14, 2026 | — | — | — |
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