Board of Trustees
“I’ve always had a passion for pro bono work, because I believe it’s important that all people – no matter their financial circumstances – can access quality financial advice when they need it most.”
– Scott Kahan, CFP®, Chairman
Scott Kahan, CFP®
Chairman
Financial Asset Management Corporation
President & Senior Financial Planner
President & Senior Financial Planner
Kate Healy
Vice Chairman
TD Ameritrade Institutional
Managing Director, Generation Next
Managing Director, Generation Next
William C. Anderson
Capital Group
Senior Vice President
Senior Vice President
Alexandra Armstrong, CFP®
Armstrong, Fleming & Moore, Inc.
Chairman & Founder
Chairman & Founder
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
CEO
CEO
Jeff Concepcion
Stratos Wealth Partners
Founder and CEO
Founder and CEO
Terri Fiedler
AIG Financial Distributors
President and CEO
President and CEO
John Fodor
Ben Harrison
BNY Mellon’s Pershing
Head of Advisor Solutions at BNY Mellon’s Pershing
Head of Advisor Solutions at BNY Mellon’s Pershing
Marty Kurtz, CFP®
The Planning Center
Founder/Sr. Financial Planner
Founder/Sr. Financial Planner
Kian Rafia
AssetMark
Senior Managing Director, Head of Strategic Accounts
Senior Managing Director, Head of Strategic Accounts
Anthony Svach
BlackRock
Managing Director
Managing Director
Laura Tarbox, CFP®
Tarbox Family Office
President
President
Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
Managing Director