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mail@ffpprobono.org

Board of Trustees

“I’ve always had a passion for pro bono work, because I believe it’s important that all people – no matter their financial circumstances – can access quality financial advice when they need it most.”
Scott Kahan, CFP®, Chairman

Kenneth “Kacy” Gott, CFP®
Immediate Past Chairman
Meritas Wealth Management
Senior Financial Planner
LinkedIn
Scott Kahan, CFP®
Chairman
Financial Asset Management Corporation
President & Senior Financial Planner
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Kate Healy
Vice Chairman
TD Ameritrade Institutional
Managing Director, Generation Next
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William C. Anderson
Capital Group
Senior Vice President
Alexandra Armstrong, CFP®
Armstrong, Fleming & Moore, Inc.
Chairman & Founder
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David Canter
Fidelity Investments
Executive Vice President, Head of the RIA Segment
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Bernie Clark
Schwab Advisor Services
Executive Vice President
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Eric Clarke
Orion Advisor Solutions, LLC
CEO
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Jeff Concepcion
Stratos Wealth Partners
Founder and CEO

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Terri Fiedler
AIG Financial Distributors
President and CEO

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John Fodor



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Ben Harrison
BNY Mellon’s Pershing
Head of Advisor Solutions at BNY Mellon’s Pershing
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Marty Kurtz, CFP®
The Planning Center
Founder/Sr. Financial Planner
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Kian Rafia
AssetMark
Senior Managing Director, Head of Strategic Accounts
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Anthony Svach
BlackRock
Managing Director
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Laura Tarbox, CFP®
Tarbox Family Office
President
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Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
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