Board of Trustees

Corebridge Financial, Inc.
President

Allspring Global Investments
Head of US Intermediary Distribution

YeskeBuie® 
Co-CEO and Chief Investment Officer

Charles Schwab
Managing Director and Head of Schwab Advisor Services

Mercer Advisors 
Senior Wealth Manager 

Ficomm Partners, LLC 
Chief Executive Officer

Chornyak & Associates
Managing Partner

BlackRock
Managing Director, Co-Head National Accounts

Armstrong, Fleming & Moore, Inc. 
Principal

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

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

BNY Mellon | Pershing
Head of Wealth Solutions

AdvoKate IQ, LLC 
CEO

Lead Advisor 
Mana Financial Life Design

Financial Asset Management Corporation
President & Senior Financial Planner

Morton Wealth
Chief Operating Officer, Chief Marketing Officer, and Partner 

Creative Planning
Private Wealth Manager

Fidelity Investments
Head of Private Wealth Management

World Investment Advisors
President

Orion Advisor Solutions, LLC
CEO

Ascension Legacy Partners
Founder & Chief Planning Officer

Fidelity Investments
Managing Director, Fidelity Labs

Armstrong, Fleming & Moore, Inc.
Chairman Emeritus