Recognition
Exam Development Volunteers Vanessa Alanis, CFP ® Chisholm Financial Planning Hope Gena Albu, CFP ® Holcombe Financial Nicole Marie Amore, CFP ® Falcon Wealth Planning, Inc. Raffi Andonian, CFP ® Orchestrate Business LLC April Marie Antonio, CFP ® Aspiriant, LLC Rashik Chandra Aryal, CFP ® Fidelity Investments Cam Thi Ashling, CFP ® Buckhead Goats Dorothy Cameron Aydlett, CFP ® OneDigital Investment Advisors, LLC Jason C Bely, CFP ® Edward Jones Amy L Bernstrom, CFP ® Northwestern Mutual Kimberly Michelle Birn, CFP ® Birn Financial Inc Julie Leidy Bradsher, CFP ® BBG Financial Planning Lamindy Brandon-Joseph, CFP ® Centurion Wealth Management Levi S. Brandriss, CFP ® Ameriprise Financial Services, Inc. Sarah Jocelyn Brockhouse, CFP ® Charles Schwab Albert Keith Bryant, CFP ® Dawson Private Wealth Charles A Bull, CFP ® Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Sharon L. Calhoun, CFP ®
Appeals Commission Gary Strickland, Esq. (Chair) Radix Law Angela Coleman, CFP ® American Trust Shelly-Ann Eweka, CFP ® FINRA
Robert Powell, CFP ® Host of Rebuilding Retirement Grant Rawdin, CFP ® Wescott Financial Advisory Group Cy Richardson, CFP ® National Urban League Lisa Salvi Charles Schwab Karen Schaeffer
Johannah “Jo” St. John Northwestern Mutual
Steve Hall, JD Better Markets
Barry Mulholland, Ph.D., CFP ® Arizona State University Jillian Nell, CFP ® Rice University Kristin Regis Southern New Hampshire University Ryan Taylor Kitces.com Disciplinary and Ethics Commission Darby Armont, CFP ® (Chair) Richard P. Slaughter Associates Alan Besnoff, CFP ® Securities Expert Witness & Litigation Support, LLC Dallas W. Coffman, CFP ® Whitman Financial Services/LPL Financial Kevin Hott, CFP ® Raymond James Chris Jackson, CFP ® Strategic Wealth Partners Tara Johnson , CFP ® Hightower Bellevue Kelly Kaufman , CFP ® Charles Schwab Melissa Kemp, CFP ® Premium Administration, LLC Michael S. Knight , CFP ® Knight Investment Planning, LLC Darlene Pasieczny, Esq. Samuels Yoelin Kantor LLP Clarence Darrow Richardson, Jr., Esq. MassNAELA Amy K. Wiitala, CFP ® Align Wealth Management Disciplinary and Ethics Commission Hearing Panel Volunteers Shardea Ages Collective Wealth Partners Shardea Ages, CFP ® Collective Wealth Partners Glenn Buhler Fidelity Investments Glenn Buhler Fidelity Investments Patrick Dougherty Dougherty Wealth Management, LLC Joseph F. Dunn, CFP ® Morgan Stanley Brad A. Hostetter, CFP ® Hirtle, Callaghan & Co. Lynn Najman Eagle Ridge Investment Management, LLC Gaurang Pandya Allied Wealth Partners Laura Polacheck KSTU-TV Marvin Rudnitsky, Esq. RHP Law Group LLC Mark Stamper, CFP ® Schwab Wealth Advisory Darlene Steffen, CFP ® Life Planning Solutions Robert J. Sullivan, CFP ® Cerity Partners Stephen A. Taylor, JD, CFP ® Merited Wealth Darlene Tucker, CFP ® Tucker Family Wealth Solutions Gautam Vangala, CFP ® Charles Schwab
Theodore Robert Haley, CFP ® Advanced Wealth Management Rubina K. Hossain, CFP ® MEIRA Edward Richard Jastrem, CFP ® Heritage Financial Services, LLC Richard K. Juergensen, CFP ® Ameriprise Financial Services, LLC David Kim, CFP ® Greatstone Wealth Jacob King, CFP ® Raymond James Dr. Thomas Korankye, CFP ® The University of Arizona Mark H. Kordes, CFP ® J.P. Morgan Securities LLC Cody Lachner, CFP ® Next Adventure Financial LLC Lance Lehman, CFP ® Compound Planning Richard D. Lyman, CFP ® Richard D. Lyman CPA Stephanie Malewski, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Danielle K. Margulis, CFP ® Hightower Advisors- Meyer Capital Group Kevin D McCloud, CFP ® First Business Bank Katherine E Medina, CFP ® TOVA Wealth Sven Meza, CFP ® LPL Financial Daniel Monahan, CFP ® UBS Financial Services Bertha A Munoz, CFP ® Morgan Stanley Wealth Management Darryl Ng, CFP ® Morgan Stanley George Makram Nicola, CFP ® First Bank Wealth Management Achyuta Siva Prasad Nidadavolu, CFP ® Edward D Jones and Company John Parker Northrop, CFP ® Edward Jones
Dennis T. Sakurai, CFP ® Harvest Wealth Planners Catherine R. Sando, CFP ® Morgan Stanley Michael Sellitto, CFP ® Prudential Financial Michael Roger Shuck, CFP ® Ameriprise Financial Services, LLC Julie Debra Singer, CFP ® Raymond James Kathleen A. Smith, CFP ® Washington Trust Tyler Ryan Smith, CFP ® Mercer Advisors Taylor A. Steele, CFP ® Cadent Capital, LLC Jeffrey Duane Stein, CFP ® Financial Knowledge Network Ryan Stille, CFP ® Flowerstone Financial Inc. Dr. Li Tian, CFP ® LPL Financial Jessica Lee Tretter, CFP ® Tretter Financial Planning, LLC Douglas B. Turnbough, CFP ® Edward Jones P. Timothy Uihlein, CFP ® Lifeworks Advisors Solon G Vlasto, CFP ® Modera Wealth Management LLC Walter T. Wandall, CFP ® 100 Plus Planning, LLC Amy Warrender, CFP ® Amy T Sharp, CFP ® Amy T. Sharp, CFP ® , LLC Private Capital Management, Inc. Brandon M Wissinger, CFP ® Mercer Global Advisors Walter R. Worley, III, CFP ® United Planners Financial Services (UP) Dawn Wright, CFP ® CIC Wealth, LLC
Peter Foley, CFP ® FourthPoint Advisors Sandy Keir, CFP ®
Jasmine Renae Ball, CFP ® Bamboo Financial Partners Julie Bates, CFP ® Delta Community Retirement & Investment Services Spencer Betts, CFP ® Bickling Financial Services Douglas A. Boneparth, CFP ® Bone Fide Wealth, LLC JJ Burns, CFP ® JJ Burns & Company, Inc. Rachael Camp, CFP ® Camp Wealth Cary Carbonaro, CFP ® Ashton Thomas Private Wealth Jamie L. Clark, CFP ® Ruby Pebble Financial Planning, LLC Chelsea Ransom-Cooper, CFP ® Zenith Wealth Partners LeTian Dong, CFP ® Northwestern Mutual Akeiva M. Ellis, CPA, CFP ® The Bemused Daniel Forbes, CFP ® Forbes Financial Planning, Inc. Andrew Gardener, CFP ® Tanglewood Legacy Advisors Elaine King Fuentes, CFP ® Family and Money Matters Don Grant, CFP ® Sabre Wealth Bridget Venus Grimes, CFP ® WealthChoice Zaneilia Harris, CFP ® Harris & Harris Wealth Management Philip Herzberg, CFP ® Team Hewins, LLC Autumn Knutson, CFP ® Styled Wealth Laura J. LaTourette, CFP ® Family Wealth Management Group Anna N’Jie-Konte, CFP ® Ponder Wealth Robert Pagliarini, Ph.D., CFP ® Pacifica Wealth Advisors, Inc. Charles Bennett Sachs, CFP ® , CFA ® CharlesSachs Shashin Shah, CFP ® , CFA ® SFMG Wealth Advisors Jeremy Shipp, CFP ® Retirement Capital Planners, LLC Diego A. Verdugo, CFP ® Principal Financial Network Erin Voisin , CFP ® EP Wealth Advisors, LLC Scott Ward, CFP ® Compound Planning Charles Weeks, JD, CFP ® Barrister Wealth Management, LLC Kurt Whitesell , CFP ® Summit Wealth Lauryn Williams, CFP ® Worth Winning, LLC Felicia Wong, CPA, CFP ® Financial Futures, LLC Elizabeth Yoder, CFP ® Dependent Financial Planning Grace S. Yung, CFP ® Midtown Financial Group, LLC David Zuckerman, CFP ® Zuckerman Capital Management Commission on Sanctions and Fitness Shelly-Ann Eweka, CFP ® (Chair) FINRA
Leslie Tabor Charles Schwab
Christine Hines, JD National Association of Consumer Advocates Beth Hrubala, CFP ® Jeter Hrubala Wealth Strategies, LLC Joe Miller, CFP ® Christopher Rand, CFP ® FIDES Wealth Strategies Group and the Wealth Consulting Group Craig Reaves, Esq. Reaves Law Firm, P.C. Russ Ryan, JD New Civil Liberties Alliance Andrea Seidt, JD Ohio Department of Commerce, Division of Securities Linda Sherry Joseph Sicchitano, CFP ® Truist Demetra Sullivan, CFP ® Charles Schwab Jeff Weekes, CFP ® Morgan Stanley Envestnet MoneyGuide Dave O’Brien, CFP ® EVOadvisers Competency Standards Commission Jack Brod, CFP ® (Chair) Savant Wealth Management Khiara Cureton Appollo MD Nandita Das, Ph.D., CFP ® Das Financial Health Steinbacher, Goodall, Yurchak Jake Greenberg, CFP ® Pure Financial Advisors, LLC Archie Hoxton, CFP ® Hoxton Planning & Management Susan John, CFP ® F.L. Putnam Investment Company Sonya Lutter, Ph.D., CFP ® Texa Tech University/Enlite Peter Richardson, JD, CFP ® Northwestern Mutual Josh Schneider, CFP ® The Bethesday Group at Morgan Stanley Joyce Schnur, CFP ® Kaplan Neal Solomon, CFP ® WealthPro, LLC Roy Swift, Ph.D. WorkCred Grace Yung, CFP ® Midtown Financial Group, LLC Kamila Elliott, CFP ® Collective Wealth Partners H. Amos Goodall, JD Council on Education Preston Cherry, Ph.D., CFP ® (Chair) University of Wisconsin-Green Bay Chia-Li Chien, Ph.D., CFP ® The American College of Financial Services Benjamin Cummings, Ph.D., CFP ® Utah Valley University Shan Lei, Ph.D., CFP ® , CFA ® Salisbury University Linda Lepe, CFP ® University of Wisconsin-Madison
Chelsea Financial Services Robert LeFevre, CFP ® LeFevre & Associates Tommy Martin, CFP ® Clear Path Financial Planning LaKhuan Mckinley, CFP ® MNM Vested LLC Avery Parks, CFP ® Avery & Pope Wealth Management Srbo Radisavljevic, CFP ® KRD Wealth Management, LLC David Robbins, CFP ® Moors & Cabot Tom Robinson, CFP ® Robinson Global Investment Management Patricia Sawyer, CFP ® Mutual of America Mark Stevens, CFP ® LPL Financial,
CFP Board Center for Financial Planning Women’s Initiative Council
Craig Reaves, Esq. Reaves Law Firm, P.C. Jeffrey Weekes, CFP ® Morgan Stanley
Schaeffer Financial, LLC Amanda Scipione Fidelity Kathy Tague, CFP ® Northwestern Mutual
Nancy Kistner, CFP ® (Chair) U.S. Trust, Bank of America, Private Wealth Management Katie Braden, CFP ® Innovating Advice Kelly DiGonzini, CFP ® Beacon Pointe Mary Beth Franklin, CFP ® Social Security Expert Jenna Hladish Vanguard Personal Advisor Services Erica James, CFP ® Signify Wealth Samantha Kolbe Northwestern Mutual Sheila Laurence, CFP ® Ballentine Partners, LLC Sabrina Lowell, CFP ® Second Summit Wealth Management, LLC Angela Ribuffo, CFP ® Raion Financial Strategies, LLC Karen P. Schaeffer, CFP ® Schaeffer Financial LLC Melissa Sotudeh, CFP ® MAI Capital Management LLC CFP Board Center for Financial Planning Workforce Development Advisory Group Megan Carpenter (Chair) FiComm Partners Yusuf Abugideiri, CFP ® Yeske Buie Luke Dean, Ph.D. Utah Valley University Kedisha Ebanks Ernst & Young Financial Services Mac Gardner, CFP ® FinLit Tech Annie Haehl Northwestern Mutual Craig Jones, JD The Colony Group Kathleen Sindell, Ph.D. University of Maryland Global Campus Justin A. Sullivan, CFP ® PNC Private Bank Sherri Trombley, Ph.D. Schwab Advisor Services Billy Walsh Corient Leslie Tabor Charles Schwab Erin Voisin, CFP ® EP Wealth Advisors LLC Caleb Brown, CFP ® New Planner Recruiting Katie Cullen, CFP ® BlackRock
Business Model Council Thomas K. Anderson, JD, CFP ® Northwestern Mutual
CFP Board Center for Financial Planning Development Committee Mark Johannessen, CFP ® (Chair) Creative Planning Marilyn Capelli Dimitroff, CFP ®
Nate Biddick, CFP ® Cetera Financial Group Chris Cannon, Esq. Equitable Robert Chwalk, CFP ®
Jim Creel, JD Vanguard Group Patrick Daxon, CFP ® , CFA ® Raymond James Justin Duft, JD, CFP ® Commonwealth Financial Network Nick Holeman, CFP ® Betterment Jason Kelly Edward Jones Stephanie King, CFP ® Charles Schwab Jamie Kulik, CFP ® LPL Financial Holdings, Inc. Brian Leitner, CFP ® Mariner Wealth Advisors Christine Lombardi, CFP ® UBS Financial Services Ed Meyer, CFP ® Edward Jones Joe Miller, CFP ® MissionSquare Retirement Brad Reichert, CFP ® , CFA ® Cambridge Investment Research Richard Scarpelli, CPA JPMorgan Chase & Co. James Schatz, CFP ® TIAA Stan Smiley, Esq. Cetera Financial Group Carrie Sprouse Truist Financial Demetra Sullivan, CFP ® Charles Schwab Alisha Telci, JD Ameriprise Financial Services, Inc. Marcia Wooley, CFP ® MassMutual Richard Zak, CFP ® Charles Schwab CFP Board Center for Financial Planning Advisory Council Robert Glovsky, JD, LLM, CFP ® (Chair) The Colony Group Megan Carpenter FiComm Partners Frank Dobbin, Ph.D. Harvard University
Planning Alternatives- Retired Cary Carbonaro, CFP ®
Stevens & Boutilier Curt Weil, CFP ®
Advisors Capital Management, LLC Marguerita (Rita) Cheng, CFP ® Blue Ocean Global Wealth Cynthia Conger, CPA/PFS, CFP ® Conger Wealth Management Ray Ferrara, CFP ® ProVise Management Group, LLC Charles Fitzgerald, CFP ® Moisand Fitzgerald Tamayo, LLC Charles Goldman AssetMark Tim Kochis, CFP ® Kochis Global Karen Schaeffer, CFP ® Schaeffer Financial, LLC
Weil Capital Management Jeffery Zemp, CFP ® The Medicare Store
Mentors Matthew Aaron, CFP ® Jocelyn Abernathy, CFP ® Alice Agyemang-Badu, CFP ® Hope Albu, CFP ® Jonathan Alexander, CFP ® David Alvarez, CFP ® Brandon Amaral, CFP ® Angela Ambrose, CFP ® Nicole Amore, CFP ® Manuel Apolonio, CFP ® William Artzerounian, CFP ® Katherine Babicz, CFP ® Anthony Battle, CFP ® Jeffrey Bauer, CFP ® Allison Beckham, CFP ® Todd Beckmann, CFP ® Abrin Berkemeyer, CFP ® Scott Berry, CFP ® Lia Bertelson, CFP ® Kenneth Bieri, CFP ® Raluca Bighiu, CFP ® Stephen Bodwell, CFP ® Dieter Bollmann, CFP ® Julie Bonvillain, CFP ® Rebecca Borton, CFP ® Brian Bossman, CFP ® Amy Bouchie, CFP ® Brandon Boychuk, CFP ® Zachary Brody, CFP ® Ashleigh Brooker, CFP ® Dawn Brown, CFP ® Molly Brown, CFP ® Shawn Brunner, CFP ® Clay Budach, CFP ® Andrew Busa, CFP ® Karlye Byrnes, CFP ®
Vector Wealth Management Robyn L. Clarke, CFP ®
Peter Yerger, CFP ® Brightside Benefit, Inc.
Towneley Capital Management, Inc. Dallas Whitney Coffman, CFP ® Whitman Financial Services, LLC. Ross Cutler, CFP ® King Tide Advisors Kenny Davin, CFP ® Fidelity Investments Nathan Wayne Davis, CFP ® Aspen Wealth Management David William Davis, CFP ® Samuel Detke, CFP ® TPG Financial Advisors, LLC Joseph Peter Dimino, CFP ® Dimino Braunsen & Associates Jennifer A Dragon, CFP ® Main Street Retirement Planning Richard D. Dworsky, CFP ® Ameriprise Financial Services LLC Paula Diane Fedirchuk, CFP ® Edward Jones Jacob Daniel Ferguson, CFP ® Blue Trust Jason E. Flowers, CFP ® TRIVERGENT TRUST COMPANY LLC Emma I. Foulkes, CFP ® Collective Wealth Partners Sheila Fountain, CFP ® John Hancock Veronica Marcela Fuentes, CFP ® Audible Wealth Management JPMorgan Chase Bank Tais De Rada, CFP ® Charles Schwab Sergio Gerardo Garcia, CFP ® Frontier Investment Management Alexis Sabrina Garza, CFP ® Austin Asset Management Company Evan Keith Griffin, CFP ® Stifel Nicolaus
CFP Board Center for Financial Planning Diversity Advisory Group Cy Richardson (Chair)
Michael D. Yoder, CFP ® Yoder Wealth Management, Inc
Lyn A. Parker, CFP ® Law Office of Lyn A. Parker Cristina Paul, CFP ® Cerity Partners Nivedita Persaud, CFP ®
Investigative Resource Commission Eric Ashburn, CFP ® Argent Bridge Advisors Tom Balcom, CFP ® 1650 Wealth Management Reshelle Barrett, CFP ® Bill Few Associates Andrea Berger, CFP ® Wescott Financial Advisory Group LLC Kurt Bogseth, CFP ® Northwestern Mutual Andrew Cesar, CFP ® Northwestern Mutual Dianne Corsbie, CFP ®
National Urban League Charles Adi, CFP ® Blueprint 360, LLC
Audra Bohannon Korn Ferry Hay Group Brandon Dixon- James, CFP ® Resilient Wealth Management, Inc. Rianka Dorsainvil, CFP ®
Transition Planning & Guidance, LLC Brian Andrew Pierson, CFP ® AlTi Mark J. Porter, CFP ® MITFCU Investment & Retirement Planning Elaine Anna Maria Posthuma Kendell, CFP ® Raymond James
2050 Wealth Partners Josean Ferandez
Kristin Pugh, CFP ® Creative Planning, LLC Lora J. Reinholz, CFP ® Marquette University College of Business Zachary Reuter, CFP ® Johnson Bixby Omari Robinson, CFP ® Valeo Financial Advisor
Ariel Investments Hasan Ibrahim Prudential Advisors Phuong Luong, CFP ® Just Wealth, LLC Corey A. Massey Vanguard Flagship Select Sales Rene Nourse, CFP ® Urban Wealth Management Obinna Nwankwo Wellington Management Company Valerie A. Rivera, CFP ® First Gen Wealth Kristi Rodriguez Nationwide Retirement Institute Nirali Shah Obama Foundation Gerty Simon Morgan Stanley Wealth Management Nicole B. Simpson, Ph.D.. CFP ® Harvest Wealth Financial, LLC
Boncor Financial Group Brian Cose, CFP ®
Cornerstone Business Services Porter Cunningham, CFP ® Oklahoma Financial Center Kevin Curley, CFP ® Global Wealth Advisors Gre gg Cuvin, CFP ® Morgan Stanley Yvonne Dean, CFP ® Fidelity Investments Paula Fedirchuk, CFP ® Edward Jones Barb Fish, CFP ® IDS/Ameriprise, Service First Retirement and Investment Services Barry Fla gg , CFP ® Triangulum Financial Partners
Cody J Robinson, CFP ® Financial Planning Services Antonio Jaime Rodriguez, CFP ® Charles Schwab Adria M. Rosebrock, CFP ® Hamilton Capital, LLC Stanton Roseman, CFP ® Merrill Lynch, Pierce, Fenner & Smith, Incorporated Tyler Rowe, CFP ® Stolper & Co Christopher Carter Ruml, CFP ® Yellow Cardinal Advisory Group
Patrick Calderigi, CFP ® Nicholas Carlisto, CFP ® Set Carpintero, CFP ® Cole Caruthers, CFP ® Jamie Clark, CFP ® Catherine Clark, CFP ® Zachary Clifford, CFP ® Casey Clure, CFP ® Paul Coleman, CFP ® Jared Costigan, CFP ® Crystal Cox, CFP ® Kleo Curry, CFP ® Jennifer Damme, CFP ®
Danny Harvey, CFP ® Prairie View A&M University Mark Johannessen Creative Planning Nancy Kistner, CFP ® Bank of America
CFP Board Ambassadors Nicky Amore, CFP ® Parallel Advisors
John Lopez, CFP ® University of Houston
Mike Branham, CFP ® The Planning Center, Inc.
THE STANDARD
A LOOK AT 2024
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