Board of Trustees

Ben Harrison

Chair

BNY Mellon | Pershing
Head of Wealth Solutions

Dr. Dave Yeske, DBA, CFP^®

Vice Chair

Yeske Buie Inc.
Managing Director

Scott Kahan, CFP^®

Immediate Past Chair

Financial Asset Management Corporation
President & Senior Financial Planner

Alexandra Armstrong, CFP^®

Armstrong, Fleming & Moore, Inc.
Chairman Emeritus

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

Mercer Advisors
Senior Wealth Manager

Joseph A. Chornyak, Sr., CFP^®

Chornyak & Associates
Managing Partner

Bernie Clark

Schwab Advisor Services
Managing Director

Eric Clarke

Orion Advisor Solutions, LLC
Founder & CEO

Jeff Concepcion

Stratos Wealth Partners
Founder & CEO

Paul Drakeley

BlackRock
Managing Director

Terri Fiedler

Corebridge Financial, Inc.
President

Gabriel Garcia

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

Yonhee Choi Gordon, CFP^®

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

Eric Grey

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

Erica James, CFP^®, CPA

Signify Wealth
Financial Planner

Marty Kurtz, CFP^®

The Planning Center
Founder & Retired Sr. Financial Planner

Steve Larson

T. Rowe Price Group
Head of Wealth Management Platforms

Rohit Mahna

Fidelity Institutional®
Head of Client Growth

Kristin Pugh, CFP^®

Creative Planning
Private Wealth Manager

Anthony "Tony" Svach

Ed Walters

Lincoln Financial Group
Senior Vice President

Jocelyn Wright, MBA, CFP^®

PF Wealth Management Group
Managing Partner

Hussain Zaidi, CFP^®

Budge
Founder & CEO