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
William C. Anderson
Capital Group
Senior Vice President
Senior Vice President
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
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
Marty Kurtz, CFP®
The Planning Center
Founder & Retired Sr. Financial Planner
Steve Larson
T. Rowe Price Group
Head of Wealth Management Platforms
Jean Setzfand
AARP
Senior Vice President of Programs
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®, RICP®
The Ascension Group
Founder & Managing Partner
Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
Managing Director