Email us at:

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Board of Trustees

Dr. Dave Yeske, DBA, CFP®
Chair
Yeske Buie Inc.
Managing Director
LinkedIn
Anthony "Tony" Svach
Vice Chair

Allspring Global Investments
Head of Intermediary Sales

LinkedIn
Ben Harrison
Immediate Past Chair

BNY Mellon | Pershing
Head of Wealth Solutions

LinkedIn
Alexandra Armstrong, CFP®

Armstrong, Fleming & Moore, Inc.
Chairman Emeritus

LinkedIn
Kalita Blessing, CFP®, CAP®, AEP®, CSRIC®

Mercer Advisors 
Senior Wealth Manager 

LinkedIn
Megan Carpenter

FiComm Partners, LLC 
Chief Executive Officer

LinkedIn
Joseph "Joe" A. Chornyak, Sr., CFP®

Chornyak & Associates
Managing Partner

Bernie Clark

Schwab Advisor Services
Managing Director

LinkedIn
Eric Clarke

Orion Advisor Solutions, LLC
Founder & CEO

LinkedIn
Jeff Concepcion

Stratos Wealth Partners
Founder & CEO

LinkedIn
Paul Drakeley

BlackRock
Managing Director

LinkedIn
Terri Fiedler

Corebridge Financial, Inc.
President

LinkedIn
Gabriel Garcia

SEI
Managing Director, Head of RIA Client Experience, Business Development, and Strategy

LinkedIn
Yonhee Choi Gordon, CFP®

JMG Financial Group
Principal, Chief Operating Officer, Chief Marketing Officer

LinkedIn
Eric Grey

Capital Group
Senior Vice President, Head of Financial Conglomerate and RIA Distribution

Erica James, CFP®, CPA

Signify Wealth
Financial Planner

LinkedIn
Scott Kahan, CFP®
Financial Asset Management Corporation
President & Senior Financial Planner
LinkedIn
Marty Kurtz, CFP®

The Planning Center
Founder & Retired Sr. Financial Planner

LinkedIn
Steve Larson

T. Rowe Price Group
Head of Wealth Management Platforms

LinkedIn
Rohit Mahna

Fidelity Institutional®
Head of Client Growth 

LinkedIn
Kristin Pugh, CFP®

Creative Planning
Private Wealth Manager

LinkedIn
Edward Walters

Lincoln Financial Group
Senior Vice President

LinkedIn
Jocelyn Wright, MBA, CFP®

PF Wealth Management Group
Managing Partner 

LinkedIn
Hussain Zaidi, CFP®

Budge
Founder & CEO

LinkedIn