Recognition
Corporate Sponsors
Individual Donors
Terri Kallsen, CFP ® & Scott Kallsen Scott M. Kahan, CFP ® Nancy A. Kistner, CFP ® Jeff Farrar, CFP ® & MJ Farrar Tracy Lasecke, CFP ® Douglas S. King, CFP ® & Kathryn W. King John Ledford, CFP ® Dan Moisand, CFP ® & Kelly Moisand Randy Morris, CFP ® & Nancy Morris Charles Moran, JD, CFP ® Emilia Palaveeva In Memoriam David R. Petersen, CFP ® Richard C. Salmen, CFP ® Neal J. Solomon, CFP ® & Robin M. Solomon, Au.D K. Dane Snowden & Spencer W. Hurd Richard Stone, CFP ® Mark Tibergien & Kim Dellarocca Maureen Tsu, CFP ® Neal Van Zutphen, CFP ® Bob Wacker, CFP ® & Debbie Wacker, CPA D. Randolph Waesche, CFP ® Adam Way, CFP ® Natalie & Brad Wolfsen Corporate Donors Leaders Circle $50,000+ Ameriprise Financial Services BlackRock Bridgewater Advisors First Pacific Financial Goldman Sachs Mariner Moisand Fitzgerald Tamayo, LLC Pacific Life Advisors Wescott Financial Advisory Group LLC Yeske Buie Zero Alpha Group, LLC Benefactors Circle $25,000+ College for Financial Planning ® — a Kaplan Company Dalton Education The American College of Financial Services Vetted Solutions Wilmington Trust Zahn Associates, Inc. Legacy Donors By including the Center in their estate plans, this distinguished group is creating a lasting legacy that will benefit future generations of financial planners and the public they serve. Legacy Society Members are honored with special recognition and receive ongoing updates on the Center’s mission and impact.
We are grateful to the corporate sponsors who have supported the CFP Board Center for Financial Planning. The following sponsors made one-time gifts and multi-year pledges, and are listed by their cumulative donation history.
Lifetime Giving Circles Lifetime Giving Circles reflect generous donations of $50,000 or more made over the course of a lifetime, as well as donors who gave $25,000 during the first five years of the Center’s work, as recognition of their early leadership support. Visionary Circle $500,000+ V. Raymond Ferrara, CFP ® Charles & Judith Goldman Chairs Circle $250,000+ Robert Glovsky, CFP ® & Susan S. Glovsky Pinnacle Circle $100,000+ Eleanor Blayney David Canter & Lisa Strope Kevin R. Keller, CAE & Keith Brengle Pe gg y Miller Ruhlin, CPA, CFP ® Karen P. Schaeffer, CFP ® & Richard W. Schaeffer, CFP ® Juliane M. Sullivan & Robert J. Sullivan, CFP Board Emeritus ® Leaders Circle $50,000+ Cynthia L. Conger, CPA, CFP ® Charlie Fitzgerald, III, CFP ® & Lisa Fitzgerald Marjorie Fox, CFP ® In Memoriam Mark Johannessen, CFP ® , AIF ® & Mindy Johannessen Tim Kochis, JD, CFP ® Susan MacMichael John, CFP ® Mike Masur, CFP ® Elizabeth K. Miller, CFP ® , CFA ® & Ian M. Miller Edward P. Moore, CFP ® Peter Rohr, CFP ® Richard P. Rojeck, CFP ® Gregory Sullivan, CFP ® , CPA Kimberly Sterling, CFP ® , CPA Stewart H. Welch, III, CFP ® Benefactors Circle $25,000+ Blaine F. Aikin, CFP ® , CFA ® Alexandra Armstrong, CFP ® Joel S. Beam Matthew Boersen, CFP ® & Madeline Boersen Norman M. Boone, CFP Board Emeritus ® & Linda Lubitz Boone Jack Brod, CFP ® & Ilene Brod Marilyn Capelli Dimitroff Cary Carbonaro, CFP ® Mike Davis, CFP ® & Terry Davis Mike Greene, CFP ® & Stephanie Greene
Founding Sponsors $1,000,000+
Visionary Circle $500,000+
Chairs Circle $250,000+
Marriott Chicago Downtown Magnificent Mile Chicago October 6–8
Pinnacle Circle $100,000+
Chornyak & Associates FINANCIAL PLANNING CONSULTANTS
CFP Professionals® | Firm Leaders University Program Directors | Researchers | 50 Sessions | CE Credit | 1,000 Attendees
Cynthia L. Conger, CFP ® , CPA Charlie Fitzgerald, III, CFP ® & Lisa Fitzgerald Susan MacMichael John, CFP ® Richard P. Rojeck, CFP ® Karen P. Schaeffer, CFP ® & Richard W. Schaeffer, CFP ®
Registration Opens Soon Visit CFP.net/connections25 for more information.
THE STANDARD
A LOOK AT 2024
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