Recognition
CFP Board Emeritus® Membership
Kirk A. Martin Justo A. Martinez Michael J. Maslanka Stephen Emory Mathis Dana Shawn Mauldin Ricardo P. Mauricio Charles J. McCarn Robert M. McCulley Patricia P. McDonald Judith A. McNiff J. Bryce McWalter Mari Mennel-Bell
William L. Seawell Arlene Wenig Seigel Richard S. Seiler Jerrold Bernard Sendrow John E. Sestina Stephen Anthony Shemonis Todd D. Shepard Lucinda E. Shields Charles Henry Shotmeyer Stafford C. Silverman
The CFP Board Emeritus ® membership program recognizes individuals who held CFP ® certification for many years but are no longer practicing financial planning and want to stay affiliated with the CFP ® professional community.
Michael E. Sipe Roger T. Smith Mary Ann Smith Ronald L. Smith Keith P. Smith Stuart W. Sorenson Walter T. Spalding Richard Sparno James I. Spencer Patricia A. Spruill Ronald C. Spurga Dawn G. Starks Joseph Carl Steiniger
Learn more about the CFP Board Emeritus ® program: CFP.net/emeritus
Mark P. Millay H. Lee Minton
Channing F. Mitzell Paul J. Mladjenovic Thomas R. Moore W. David Moore Mark S. Morse Terry A. Murphey Jeanne B. Murphy Daniel Murphy Dawne D. Murray James Michael Muse Robert F. Muth Arlyn Philip Nelson John R. Nelson Thomas M. O’Connell Thomas J. O’Connor Jerry Oehm Stephen P. O’Hara William M. O’Neil Thomas Arthur Orchard Joyce W. Orlandella Daniel J. Orlovsky Robert F. Papierniak James C. Parone Ralph H. Penick Timothy Richard Penkala Deborah L. Pepe Frank L. Pepe William M. Perry Edward Thomas Peteroy John A. Peverill William L. Phillips Tom L. Potts Carol R. Powell Zygmund A. Pruski Elizabeth A. Purcell Mary Ruth Quist-Newins Glenn C. Rappard Patricia F. Raskob Paul D. Reasoner Andrew A. Reimer Lorelie H. Rogers Kenneth Romanowski Ken Rosenstein Nikki Lynn Ross Jolene K. Roth Daniel Roundtree Leon R. Rousso Robert A. Rutemoeller K. Jay Salamy Manny M. Sandoval Carol Ann Sandstrom Robert C. Sanford
N. Susan Abentrod Steven Owen Allbritton Beverly Bruch Allen Charlene J. Allen Gregory M. Allen Betty D. Anderson James Daniel Archer Jill Arowesty Jeffrey R. Arsenault Shirley J. Aumack Isaac Ayala
Paul L. De Lisio Christian N. DeLuca Robert L. Dible Roy T. Diliberto Tammie Barnes Dooley Faye Kathryn Doria Stephen A. Drake Jon M. Duncan David J. Duval Michael G. Eason Andrew S. Edwards John Elbare Donna L. Ellenberg Bruce R. Erb Richard D. Everson Ihor W. Ferencevych Steven J. Fichtenbaum Ozzie Fishman David H. Fleske Robert Joseph Ford Jack R. Ford Clarke W. Forsyth Robert Fragasso Donald L. Frankenfeld Robert M. Frey Ronald A. Friedman Nora E. Gallagher John D. Gardner Katherine W. Gauld Pierre J. Gauthier Robert M. Giolitto Steven Martin Goodman Harris H. Goodman Linda J. Gorham Candy K. Grasty Pamela F. Groft Lee C. Gutshall Penelope S. Haase William J. Hagan Anna C. Hamilton Robert H. Hamrich Douglas P. Hanke Robert P. Hanlon Patricia N. Hanna Edward J. Harkins Thomas D. Harrington
Robert W. Hicks Martha Moore Hobson Charles Gary Hoffman Neil C. Hokanson John W. Holic Susan Kay Hollenbach Lawrence A. Hoof Linda S. Hoover Edward Hortick Jamie Garland House Forrest L. Howe Stephen John Irish
Kerry J. Stevens Dorothy Stiles Pamela P. Stokes
Bruce C. Stoltenberg Karen Kidwell Storey Robert A. Studin Robert J. Sullivan Peter J. Taafe Gerald Teitelbaum Mark A. Thomas Richard A. Tinaglia Mark A. Topel Karen Tovey Pamela C. Townsend
Angela B. Baker Jane E. Barnett Brian Barstead Joseph D. Batson Jan Batson
Rhoda Israelov Bruce A. Jentner
Elizabeth W. Jetton Roy N. Johannessen Stephen D. Johnson Jerry L. Johnson Roger D. Johnson Jack Johnson James R. Johnson John A. Johnston I. Alan Johnston Nancy Langdon Jones Gerald D. Jordahl William N. Keen J. Kevin Kelly Charles Kennedy Paula Boyer Kennedy Thomas R. Kestler Pamela Kiley Theresia Kinczler Kenneth J. King Kathleen M. Kirrane Lawrence Koblenz J. Martin Kooman Kay E. Kramer Gretchen S. Krull Virginia M. Kwiatkoski Alan M. Landay Dee Lee John Thomas Lee Paul M. Lenahan Barry J. Levine Shauna T. Levinson
Susan Bayliss June T. Beard Susan Wendel Beattie Cindy M. Bigras Ralph Bincarowsky Scott W. Bingham James W. Blackerby John T. Blankinship Norman M. Boone James C. Bradley Richard D. Brandhorst Richard L. Breyley Marjorie A. Brodrick Sharon Bruno James L. Budros Claire Rienzi Bulkley James L. Butler Carol A. Campbell Joseph Vittorio Carlozo William N. Carlson Ronald L. Carson P. Frank Castellon Marilyn J. Cavener Karen M. Chan Alexander Cipollone Victoria Meehl Clampitt Christine Clausen
Margaret L. Tracy John R. Treadwell Lynne L. Trotta Greg A. Turnbull John L. Tyrrell
Emmanuel Tzikas Marjorie C. Vance Lynn M. Vance William A. VanHoy Randy A. Vernon Robert V. Viale Lewis Howell VonHerrmann Laura R. Waller Glen Joseph Walton Wade F. Ward Manuele D. Wasserman James W. Watkins William L. Wessels Orestes V. West Jeffrey Michael Whaley Roy C. Whitmore Ralph Jeffrey Whittaker Christopher R. Wilkinson Kenneth L. Williams James F. Williams Alexander B. Williams Franklin Hartwell Williamson Steven R. Williamson
Recognition
Photo by Adam Auel
2024 Board of Directors
Martin Seay, Ph.D., CFP ® Kansas State University
2023 Board of Directors, Back Row From Left: Malik Lee, CFP ® , Nancy Smith, JD, Louis Barajas, CFP ® , Aneri Jambusaria, CFP ® , Kevin R. Keller, CAE, Richard Shaw, CFP ® , Terri R. Kallsen, CFP ® , Peter Rohr, CFP ® , Rita Cheng, CFP ® Front Row From Left, Maj. Gen. Richard Sherlock, USA (Ret.), Linda Leitz, Ph.D., CFP ® , Matt Boersen, CFP ® , CFA ® , Liz Miller, CFP ® , CFA ® , Martin Seay, Ph.D., CFP ® , Elisse Walter
Richard Shaw, CFP ® Bessemer Trust
Matt Boersen, CFP ® , CFA ® 2024 Board Chair Straight Path Wealth Management Liz Miller, CFP ® , CFA ® 2024 Board Chair-Elect Summit Place Financial Advisors
Marguerita (Rita) Cheng, CFP ® Blue Ocean Global Wealth
Maj. Gen. Richard Sherlock, USA (Ret.)
Aneri Jambusaria, CFP ® LPL Financial
Joe W. Clement Vincent T. Cloud Martin J. Cohen Michael A. Cole Anthony J. Colletti Glenn L. Colville Charlene Mickie Constantino Colin Benjamin Coombs
Nancy Smith AARP
John R. Lickly Giles A. Light Sharon Lockhart Peter F. Luczak
Malik Lee, CFP ® Felton & Peel
Mary G. Harris James B. Hart
Thomas C. Willis Lorenzo R. Wilson Betty A. Winston-Dyer Linda L. Witham Glenn D. Woody Beth A. Worthington
Carolyn Santo Rocco Saraceni
Phillip J. Haslam Timothy J. Heine Robert M. Heisler Christy L. Herrin Hamilton
Terri Kallsen, CFP ® 2025 Board Chair-Elect Rise Growth Partners
Elisse Walter Former Chair of the U.S. Securities and Exchange Commission
Christopher C. Lukas Kevin Michael Lynch Thomas R. Maguire Donna M. Mancini Paul E. Marino Kenneth W. Marlow
Linda Leitz, Ph.D., CFP ® Peace of Mind Financial Planning
Charles A. Sawicki James A. Schlenner June A. Schroeder Robert A. Schwartz Alvis I. Searcy
Randall R. Cooper Robyn K. Corsello Nancy G. Coutu Ryan Darwish
Arthur M. Herzog Abbas A. Heydari Mary Lynne Hickey
Michael K. Yuen David P. Zander
Louis Barajas, CFP ® International Private Wealth Advisors, LLC
Peter Rohr, CFP ® Merrill Lynch, The Rohr Group
Kevin R. Keller, CAE CFP Board CEO
THE STANDARD
A LOOK AT 2024
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