Denise M. Penz Partner, CRI Advisors, LLC | Chief Executive Officer & Vice Chairman, Preferred Legacy National Trust Bank, LLC
Rita M. Pierok Partner, CRI Advisors, LLC & CRI Capin Crouse Advisors, LLC | Director of Marketing, CapinCrouse
Chris Purnell Tax Counsel, CapinCrouse | Partner, CRI Advisors, LLC† | Partner, CRI Capin Crouse Advisors, LLC†