Board of Trustees
Kate Healy
Chair
Ben Harrison
Vice Chairman
BNY Mellon’s Pershing
Head of Advisor Solutions
Scott Kahan, CFP®
Immediate Past Chairman
Financial Asset Management Corporation
President & Senior Financial Planner
President & Senior Financial Planner
Alexandra Armstrong, CFP®
Armstrong, Fleming & Moore, Inc.
Chairman Emeritus
David Canter
Fidelity Investments
Executive Vice President, Head of the RIA Segment
Executive Vice President, Head of the RIA Segment
Joseph A. Chornyak, Sr., CFP®
Chornyak & Associates
Managing Partner
Bernie Clark
Schwab Advisor Services
Executive Vice President
Executive Vice President
Eric Clarke
Orion Advisor Solutions, LLC
Founder & CEO
Jeff Concepcion
Stratos Wealth Partners
Founder & CEO
Terri Fiedler
AIG Financial Distributors
President and CEO
Yonhee Gordon, CFP®
JMG Financial Group
Principal, Chief Operating Officer
Eric Grey
Capital Group
SVP, Director, RIA Distribution
Marty Kurtz, CFP®
The Planning Center
Founder & Retired Sr. Financial Planner
Steve Larson
T. Rowe Price Group
Head of Wealth Management Platforms
Anthony "Tony" Svach
BlackRock
Managing Director
Managing Director
Laura Tarbox, CFP®
Tarbox Family Office
President
President
Ed Walters
Lincoln Financial Group
Senior Vice President
Jocelyn Wright, MBA, CFP®
PF Wealth Management Group
Managing Partner
Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
Managing Director