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Board of Trustees

Kate Healy
Chair


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Ben Harrison
Vice Chairman

BNY Mellon’s Pershing
Head of Advisor Solutions

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Scott Kahan, CFP®
Immediate Past Chairman
Financial Asset Management Corporation
President & Senior Financial Planner
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William C. Anderson
Capital Group
Senior Vice President
Alexandra Armstrong, CFP®

Armstrong, Fleming & Moore, Inc.
Chairman Emeritus

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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
Founder & CEO

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Jeff Concepcion

Stratos Wealth Partners
Founder & CEO

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Terri Fiedler

AIG Financial Distributors
President and CEO

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Yonhee Gordon, CFP®

JMG Financial Group
Principal, Chief Operating Officer

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Marty Kurtz, CFP®

The Planning Center
Founder & Retired Sr. Financial Planner

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Steve Larson

T. Rowe Price Group
Head of Wealth Management Platforms

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Jean Setzfand

AARP
Senior Vice President of Programs

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Anthony "Tony" Svach
BlackRock
Managing Director
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Laura Tarbox, CFP®
Tarbox Family Office
President
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Ed Walters

Lincoln Financial Group
Senior Vice President

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Jocelyn Wright, MBA, CFP®, RICP®

The Ascension Group
Founder & Managing Partner 

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Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
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