Albert Bryant, CFP ® Dawson Private Wealth Khoi Bui, CFP ® Edward Jones
Michele Sarna, CFP ® Adam Scherer, CFP ® Ashesh Shah, CFP ® Ellen Shiery, CFP ® Raman Singh, CFP ® Michael Smith, CFP ® Michael Smolko, CFP ® Sarah Specht, CFP ® Brandon Steinhagen, CFP ® Teresa Tellez-Baker, CFP ® Jason Thomas, CFP ® Amy Thorsen, CFP ® Terra Thurgood, CFP ® My-Loan (Lisa) Tran, CFP ® Derek Tuz, CFP ® Edwin Warren, CFP ® Tiffany Welsh, CFP ® Deanda Wilson, CFP ® James Wineland, CFP ® Waiyee Wong, CFP ® Jonathan Wong, CFP ® Jocelyn Wright, CFP ® Daniel Youngs, CFP ® Darci Zaunmiller, CFP ® Public Policy Council Allison Bishop, JD (Chair) LPL Financial Elizabeth Cox, CFP ® , CFA ® Merit Financial Partners Micah Hauptman, Esq. Consumer Federation of America Nicole Iannarone, JD Drexel University Thomas R. Kline School of Law Claire McHenry, JD Nebraska Department of Banking and Finance Amy Ouellette, CFP ® Aboon Laura Posner, JD Cohen Milstein Fred Reish, Esq. Faegre Drinker Biddle & Reath LLP Aron Szapiro Morningstar Maureen Thompson Scholarship Review Panel Gregory Abbracciamento, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Nicolas Abrams, CFP ® Opulentia, LLC Chrystal Adams, CFP ® Empower Wealth Management, LLC Nicholas Agostino, CFP ® Cetera Advisor Networks LLC Miguel Alcala, CFP ® JPMorgan Chase Bank Davis Aldana, CFP ® Aldana Financial John Alduenda, CFP ® Fidelity Investments Yizeth Almemar, CFP ® TrailWise Financial Partners Cynthia Alvarez, CFP ® Patrimonial Group Angela Ambrose, CFP ® North Star Resource Group Nicole Amore, CFP ® Falcon Wealth Planning, Inc. Miguel Rios Amurrio, CFP ® TQM WeathPartners LLC Edward Anderson, CFP ® ClearVue Financial Planning
Kristan Anderson, CFP ® West Financial Services Inc Tamara Anderson, CFP ® Fidelity Investments Indrika Arnold, CFP ® The Colony Group Mahtab Athari, Ph.D., CFP ® Concord University Juan Ayala, CFP ® Truist Bank Cameron Aydlett, CFP ® OneDigital Investment Advisors, LLC Nicholas Bahamonde, CFP ® Citi Stephanie Baity, CFP ® Alliance Financial Kimberly Baker, CFP ® Johnson Bixby Jasmine Ball, CFP ® Bamboo Financial Partners Mark Baniewicz, CFP ® Avantax Liana Barakat, CFP ® My Secure Advantage, Inc. Laura Barnard, CFP ® Wealth Management Partners Laura Barry, CFP ® Wealthspire Advisors Alyson Basso, CFP ® Hayden Wealth Management Cheryl Batdorf, Ph.D., CFP ® Edward Jones Melissa Beach, CFP ® Wiser Wealth Management Jeanne Bernardin, CFP ® Modera Wealth Management LLC Mariana Bernunzo, CFP ® , CFA ® Gregory Bingel, CFP ® WealthPlan Financial Group Carl Blain, CFP ® Bank of America Private Bank Ashley Bloom, CFP ® Edward Jones Libby Boehne, CFP ® Abacus Wealth Partners Cindy Bollinger, CFP ® Edward Jones Stephanie Bonillo, CFP ® Lynch McPeek Wealth Management Tami Borland, CFP ® ClientFirst Grace Bossert, CFP ® Mercer Global Advisors Susan Bowers, CFP ® Seapoint Wealth Advisors Hilary Bracken, CFP ® Ameriprise Financial Services, LLC Matthew Bradley, CFP ® RBA Wealth Management, LLC Greg Bradshaw, CFP ® Cindy Bragdon, CFP ® Cindy M. Bragdon Angie Brinkley, CFP ® J.P. Morgan Bridget Broderick, CFP ® Edward Jones Ashleigh Jenkins Brooker, CFP ® A. J. Brooker Financial Associates Anupama Brookins, Ph.D., CFP ® SmartPro Financial Ashley Brooks, CFP ® Buckingham Strategic Wealth Gary Brooks, CFP ® Mission Wealth Management LLC Rosalyn Brown, CFP ® PNC
Melissa Clayville, CFP ® Robert W. Baird Samia Clookie, CFP ® Wealthspire Advisors Genevieve Coan, CFP ® Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Zachary Cole, CFP ® U.S. Bancorp Investments, Inc (USBI) Veronica Coleman, CFP ® Edward Jones Nancy Colindres, CFP ® CAIS Capital LLC Dawn Stephens Collins, CFP ® Edward Jones Renee Collins, CFP ® Retire Ready Inc Cynthia Conger, CFP ® Conger Wealth Traci Conlon, CFP ® Edward Jones Amanda Conrad, CFP ® Dingman Financial Services, LLC Amy Cook, CFP ® Maven Lane Financial Group Leslie Cool, CFP ® Fidelity Investments Vidalia Cornwall, CFP ® Ballast Point Financial Planning Mary Coursey, CFP ® Kenneth Couser, CFP ® Janney Montgomery Scott, LLC (JMS) Joan Crain, CFP ® J Crain Consulting Tiesha Cullins, CFP ® Abacus Wealth Partners Karen Cummins, CFP ® Wilmington Trust Taylor Curtis, CFP ® , CFA ® Community Trust & Investment Company Tiffany Czajka, CFP ® Advocacy Wealth Mangement Tatiana Dadykina, CFP ® Wealthspire Advisors Christine Damico, CFP ® Olio Financial Planning, LLC Jennifer Damme, CFP ® Edward Jones Bismark Darko, CFP ® SageView Advisory Group Nandita Das, Ph.D., CFP ® , CFA ® Insight Financial Strategists Zagdbazar Davaadorj, CFP ® University of Wisconsin Parkside Susan Davis, CFP ® New York Life (NYL / NY Life) Mallory Davis, CFP ® MA Private Wealth Scott Davis, CFP ® Artiea Capital Management Donovan Davis, CFP ® LPL Financial Helen Davis, CFP ® Davis Financial Mangement Group Jessica Davis, CFP ® Raymond James Jana Davis, CFP ® Abacus Wealth Partners LLC Mark Delp, CFP ® Wells Fargo Advisors Financial Network Kent Delph, CFP ® Facet Wealth Sallie DeYoung, CFP ® Western International Securities Maryann Diamond, CFP ® Thurston Springer Financial Deborah Dietrich, CFP ® Self Clarissa Dimacali, CFP ® Arise Financial
Brandon Dixon-James, CFP ® Resilient Wealth Management, Inc. lachezara Docheva, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Suzanne Alexander Doncel, CFP ® TIAA Patrick Doporto, CFP ® Charles Schwab Davaajargal Dorjsuren, Ph.D, CFP ® Campbellsville University Niamh Douglas, CFP ® Financial Symmetry Rachael Doyle, CFP ® Merrill Lynch, Pierce, Fenner & Smith, Incorporated Julie Drainville, CFP ® Loring Advisory Group Katy Duncan, CFP ® Equitable Distributors, LLC Evan E26Soraci, CFP ® Ballentine Partners Miranda Eisele, CFP ® Ball & Company Malgorzata Elashmawy, CFP ® WMS Partners, LLC Gina Ellen, CFP ® Principled Planning & Wealth Management Christine Emerson, CFP ® HM Payson Jon Eng, CFP ® Merrill Lynch Brian Enoka, CFP ®
Akash Garg, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethany Garner, CFP ® Edward Jones Federico Garza, CFP ® Endeavor Advisors LLC Anora Gaudiano, CFP ® Wealthspire Advisors Lauren Genuardi, CFP ® Expressive Wealth LLC Deanna Gephart, CFP ® Gephart Moyer Financial Advisors Maria Giampietro, CFP ® Tinsley Financial Group Philip Gibson, CFP ® Concurrent Financial Planning, LLC Lynn Anne Gillen, CFP ® Gillen Wealth Management, LLC Emi Gjini, CFP ® Modern Capital Concepts, Inc. Anita Glencoe, CFP ® Bank of America Private Bank Kari Glosser, CFP ® Abacus Wealth Jennifer Gould, CFP ® Kirkby, Phelan & Associates Diane Graca, CFP ® Centinel Financial Group, LLC Cindy Graham, CFP ® State Employees’ Credit Union (NCSECU) Debra Green, CFP ® Rochelle Grey, CFP ® Rochelle Grey Coaching Carly Griffin, CFP ® Arrow & Bow Wealth Advisors Bridget Grimes, CFP ® WealthChoice LLC/Equita Financial Network Allison Gruesbeck, CFP ® Ameriprise Financial Services, LLC Neal Gudiseva, CFP ® Infinitas Xiaomin Guo, CFP ® College of Staten Island, CUNY Mary Lou Gura, CFP ® Taubman Capital Management Peter Go, CFP ® Thrivent Financial Stoy Hall, CFP ® Black Mammoth LLC Henry Han, CFP ® Franklin Group Financial Services Sally Hanley- Whitworth, CFP ® Advus Financial Partners, LLC. Zaneilia Harris, CFP ® Harris & Harris Wealth Management Group, LLC Kimberly Hartman, CFP ® Stockman Wealth Management Elise Hartwig, CFP ® Morgan Stanley Grant Hashiba, CFP ® LPL Financial Blane Heisler, CFP ® Diversified Financial Advisors Morgan Hemauer, CFP ® Charles Schwab George Henderson , CFP ® Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Tricia Hollander Henning, CFP ® Robert W. Baird
John Daniels, CFP ® Helen Dao, CFP ® Susan Davies, CFP ®
Alexander DeHaan, CFP ® Nick Demopoulos, CFP ® Anabel Diaz-Garcia, CFP ® Li Dong, CFP ® Paul Dorsey, CFP ® Alyse Ehrmantrout, CFP ® Teddie Eisenberg, CFP ® Todd Elizalde, CFP ® Shelly-Ann Eweka, CFP ® Jennifer Facini, CFP ® Cassandra Fernandez, CFP ® Steven Goodell, CFP ® Nicole Gooding, CFP ® Alison Goodrich, CFP ® Saloni Gupta, CFP ® Brendan Halleron, CFP ® Amy Hamasaki, CFP ® Sunil Handa, CFP ® Robert Filmore, CFP ® Gregory Furer, CFP ® Kim Gieseler, CFP ® Wenshan He, CFP ® Karen Holmes, CFP ® Carrie Houchins-Witt, CFP ® Crystal Hu gg ins, CFP ® Blanca Intriago, CFP ® Conner Jordan, CFP ® Cynthia Joseph, CFP ® Danya Karram, CFP ® Paul Kelbly, CFP ® Vaughn Kellerman, CFP ® Michael Kelly, CFP ® Ryan Kent, CFP ® Brian Klein, CFP ® Thomas Korankye, CFP ® Grant Harrison, CFP ® Hayley Haslett, CFP ® Sebastian Lopez, CFP ® Mary MacLean, CFP ® LaToya Maddox, CFP ® Kristen Makari, CFP ® Christopher Mattern, CFP ® Matthew Mattice, CFP ® Ryan McGrath, CFP ® Stacy Miller, CFP ® Regina Suki Moran, CFP ® Omar Morillo, CFP ® Zachary Morse, CFP ® Gregory Moss, CFP ® Stephen Moulton, CFP ® Karan Murugesu, CFP ® Kristin Nicholson, CFP ® Joseph Nissim, CFP ® Leisa Olson, CFP ® Cody O’Malley, CFP ® James Palmer, CFP ® Micah Patashnik, CFP ® Marissa Pattison, CFP ® Christopher Perego, CFP ® Ross Krause, CFP ® Richard Kula, CFP ® Kaya Ladejobi, CFP ® Ian Laimbeer, CFP ® Michael Lewis, CFP ® Jennifer Li, CFP ® Ron Linton, CFP ® Cheryl Lopez, CFP ® Sarah Pham, CFP ® Kyle Playford, CFP ® Ashley Preston, CFP ® Zachary Riffett, CFP ® Corrinne Rivers, CFP ® Jody Robinson, CFP ® Alexandra Rooney, CFP ® Valerie Roque, CFP ® Justin Roudiez, CFP ® Zachary Rowe, CFP ®
Kristin Bundy, CFP ® Charles Schwab & Co., Inc. Sarah Burkemper, CFP ® Syntegra Private Wealth Group LLC Rebekah Burton, CFP ® Roan Capital Partners Naima Bush, CFP ® Fruitful Advisory, Inc. Ashley Byrne, CFP ® Edward Jones Gerardo Calderon, CFP ® Charles Schwab Douglas B. Callen, CFP ® B.B. Graham & Co. Maria Camaiore, CFP ® Prudential Financial Guadalupe Camargo, CFP ® Thrivent Advisor Network dba Perspective Financial Services Vicky Campbell, CFP ® Raymond James Scott Campbell, CFP ® Morgan Stanley Linda Campbell, CFP ® Edelman Financial Engines Advisors LLC Richard Carden, CFP ® The Vanguard Group Charles Carroll, CFP ® Edward Jones - Financial Advisor Nicole Carson, CFP ® 2nd Story Wealth Tenesha Carter, CFP ® State Employees’ Credit Union (NCSECU) Kim Carter, CFP ® LKCM Sandra Caruso, CFP ® Morgan Stanley Brenna Casey, CFP ® Edward Jones Staci Chamberlain, CFP ® Diamond Wealth Management Matt Chambers, CFP ® Private Advisory Shelbi Chapa, CFP ® Edward Jones Mary Chapman, CFP ® Cummings Wealth Management Group Cynthia Chase, CFP ® Merrill Juan Chavez, Jr., CFP ® TLWM Financial Scarlett Che, CFP ® Austin Asset Alissa Cheatham, CFP ® Vanguard Marketing Corporation Ying Chen, CFP ® Gillian Cassidy, CFP ® Mariner Wealth Advisors Dario Cavazos, CFP ® Edward Jones School of Business at Central Connecticut State University Hui-Chin Chen, CFP ® Jade & Cowry Tingwei Chiang, CFP ® Cutler Investment Counsel, LLC Kevin Chorniak, CFP ® Bankers Trust/BTC Capital Management Eunsoo Chung, CFP ® Guiding Wealth Management LLC Lori Cinquemani, CFP ® State Employees’ Credit Union (NCSECU) Juna Chiang, CFP ® Beacon Pointe Advisors
Where There’s A Will There’s A Way
Where There’s a Will There’s a Way As a leader in financial guidance, you know the true impact of thoughtful planning. Choosing to make a gift to CFP Board through a will, trust, retirement account or life insurance policy can have an extraordinary impact on the financial planning profession and leave a lasting legacy. Including CFP Board in your estate plans means supporting programming like our scholarships, which have awarded more than $2 million to those pursuing certification. Your gift reflects your willingness to strengthen the talent pipeline and provide advice to the communities and individuals who need it most. Our Legacy Donors — a special group of visionary individuals — are committed to elevating the value, talent, knowledge and growth of the financial planning profession. Together, we are expanding access to competent, ethical financial planning, making a meaningful difference in people’s lives for generations to come.
Island Wealth Management Maria Eriksen, CFP ® Future Benefits Corporation Elijah Essa, CFP ® Coats Financial Planning Valeria Esteban, CFP ® Lincoln Financial Advisors Jennifer Facini, CFP ® Brighton Jones Gulielma Fager, CFP ® Toler Financial Group
Mary Beth Fairchild, CFP ® Ameriprise Financial Services, LLC Elizabeth Faunce, CFP ® Immaculata University Paula Fedirchuk, CFP ® Edward Jones Fan Feng, CFP ® Liberty One Wealth Advisors Lara Ferguson, CFP ® Citizens Securities Yekaterina Ferraro, CFP ® LPL Financial/Yekaterina Ferraro Lisa Fierstein, CFP ® , CFA ® Glenmede Trust Company Scarlet Filmore, CFP ® Affirm Wealth Advisors Desiree Fisher, CFP ® Capital Area Planning Group Sarah Fitzgerald, CFP ® Charles Foresyth, CFP ® Signature Wealth Strategies Sheila Fountain, CFP ® John Hancock Jessica Fries, CFP ® Chlebina Capital Management Nicole Gabriel, CFP ® McKinley Carter Wealth Services Zainab Gandhi, CFP ® Carson wealth Julie Ann Garber, CFP ® Fidelity Investments Sergio Garcia, CFP ® Frontier Investment Management NorthFork Financial Joe Flores, CFP ® Edward Jones
To learn more about how you can include CFP Board in your estate plans please contact Lisa Davis, Chief Program Officer at ldavis@cfpboard.org or (202) 379-2286.
Jo Henson, CFP ® United Southern Bank Joelle Hinds, CFP ® Facet Wealth
Dawn Brown, CFP ® Peapack-Gladstone Bank Tonya Brutchin, CFP ® Edward Jones
Anthony Hinds-Fritz, CFP ® Evolution Retirement Solutions, LLC Brian Hjalmarson, CFP ® Modera Wealth Management
Bryan Ruiz, CFP ® Myra Ryan, CFP ®
THE STANDARD
A LOOK AT 2024
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