Recognition
Standards Resource Commission Jeff Daniher, CFP ® (Chair) Ritter Daniher Financial Advisory LLC Thomas K. Anderson, JD, CFP ® Northwestern Mutual Pamela Banks Birny Birnbaum Center for Economic Just ice Chris Cannon, Esq. Equitable Pat Daxon, CFP ® , CFA ® Raymond James Catheryne Diprete, CFP ® Morgan Stanley Scott Eichhorn, Esq. University of Miami School of Law Micah Hauptman, Esq. Consumer Federation of America Melissa Kemp, CFP ® Premium Administration, LLC David Lau DPL Financial Partners Christien Lazaro, JD St. John’s University School of Law Carolyn McClanahan, MD, CFP ® Life Planning Partners, Inc. Fred Reish, Esq. Faegre Drinker Biddle & Reath LLP Ron Rhoades, JD, CFP ® Western Kentucky University Kevin Ruth, CFP ® Finance411 Dick Weber Ethical Edge Consulting Student Liaisons Hunter Bi gg s University of Colorado - Boulder Ali Blanchard Hannah Gibbs Bentley University Bridget Gleason Bentley University Alondra Gonzalez Reynoso University of Georgia Joseph Heck University of Arizona Shiann Her University of Wisconsin-Madison Matthew Howell The University of Akron Damien Jackson University of North Florida Magdalena Latek University of Colorado - Boulder Andre Hilson Massicott University of Houston/ Bauer College of Business- Jacy L Norris University of Houston/ Bauer College of Business Nya Stokes Delaware State University Elijah Taylor Delaware State University Reina (Xiaonon) Wu University of Wisconsin-Madison University of Arizona Bennett Colbert University of Georgia Mason Dexter The University of Akron Raya Farooque University of North Florida
Kate Kottmann, CFP ® Edward Jones Gina Krumland, CFP ® Edward Jones Andrew Kulha, CFP ® Mission Wealth Management Deborah Lacey, CFP ® University of Northern Colorado Lindsay Landin, CFP ® Hornor, Townsend & Kent, Inc. Renee Langlais, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Alicia Lantz, CFP ® UW Credit Union Catherine Lathrop- Cummings, CFP ® Edward Jones Sheila Lawrence, CFP ® Ballentine Partners, LLC Kristen LeClair, CFP ® 994 Group Krystal Carmona Lee, CFP ® Allen Trust Company Vincent Scott Lewis, CFP ® AssetMark Jennifer Li, CFP ®
Leonard Marte, CFP ® Abundant Advisors Steve Martinez, Ph.D., CFP ® Charles Schwab Carolyn Masline, CFP ® CareGen Wealth Management, LLC Beth Gallen Mastromarino, CFP ® Van Reed Wealth Management LLC and Financial Planning Advisors Christy Matzen, CFP ® Sapient Capital Melissa May, CFP ® GuideStone Financial Resources Mary Lynn Mayabb, CFP ® Forvis Mazars Wealth Advisors, LLC Rayshawn McCallum, CFP ® Charles Schwab Stephanie McCann, CFP ® Merrill Lynch, Pierce, Fenner & Smith, Incorporated Erin McCloskey, CFP ® Matter Family Office Jamie McCreary, CFP ® Oregon State Treasury Myennohweh McCurrie, CFP ® Financial Services Advisory Ryan McGrath, CFP ® The Vanguard Group Rob Meagher, CFP ® Envestnet, Inc Cameron Meek, CFP ® Beacon Pointe Jane Mepham, CFP ® Elgon Financial Advisors Nancy Metzger, JD, CFP ® Creative Planning, LLC Katelyn Meuse, CFP ® Arete Wealth Strategists, LLC. Alison Mewborne, CFP ® Seven Hills Financial, LLC Jennifer Michalski, CFP ® Planning Alternatives Quinn Aubrey Michelson, CFP ® Fidelity Investments Savanah Miles, CFP ® Morgan Stanley Marc Milic, CFP ® Douglas C. Lane & Associates Michael Miller, CFP ® Miller Premier Investment Planning, LLC Sarah Minakary, CFP ® The Rand Group | Hightower Advisors Therese Misner, CFP ® CUSO Financial Services (CFS) Lindsay Mist, CFP ® Morgan Stanley Erica Molina, CFP ® Cambridge Investment Research Douglas Mollin, CFP ® EMCR, Inc. Janie Monroe, CFP ® , CFA ® Ballentine Partners Eddy Montalvo, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Terry Montano, CFP ® MOTUS WEALTH MANAGEMENT, LLC Cristina Montenegro, CFP ® Edward Jones Jonathan Montes, CFP ® Edward Jones Jessica Mora, CFP ® Mission Wealth Julianna Morales, CFP ®
Matt Murphy, CFP ® Mission Wealth Management, LP Karan Murugesu, CFP ® Ameriwealth Financial Group, LLC Tina Myers, CFP ® Key Private Bank Lynne Nahigyan, CFP ® Seamark Financial Services Inc Wendy Namack, CFP ® Commonwealth Financial Network Nicole Narkus, CFP ® Anchored in Faith Wealth Management Kit Mac Nee, CFP ® Morgan Stanley Brenda Nelson, CFP ® Charles Schwab - Schwab Private Robert Nabel, CFP ® HBKS Wealth Advisors
Amita Ray Intuit
Karen Hodson, CFP ® Smith Leonard PLLC Laura Holt, CFP ® WealthTech Matchmaker Shane Holt, CFP ® Mission Wealth Jon Hommes, CFP ® Facet Amy Hong, CFP ® Barrett Financial Dennis Huergo, CFP ® Wealth Enhancement Group Candi Hughes, CFP ® NexTier Solutions
Agnes Scott, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Tara Scottino, CFP ® True North Advisors Felix Serrano, JD, CFP ® Guidelight Financial LLC Ashesh Shah, CFP ® PNC Investments Shashin Shah, CFP ® , CFA ® SFMG Wealth Advisors Amy Shappell, CFP ® Carolyn Sheu, CFP ® Beacon Pointe Advisor LLC Kelly Shikany, CFP ® CAPTRUST Financial Advisors Leigh Shimamoto, CFP ® Wealth Architects Jennifer Shinn, CFP ® Edward Jones Diane Short, CFP ® TIAA Aissatou Sidime-Blanton, CFP ® Commonwealth Financial Network
David Uhlmann, CFP ® Synergos Advisory LLC Christina Ulrich, CFP ® Ephrata National Bank Elizabeth Ulrichson, CFP ® CAPTRUST Byron Valles, CFP ® Mission Wealth Hannah Varnado, CFP ® Wood Opal Financial Advisors Charles Vergara, CFP ® Security Federal Investment Services Jasmyn Vickery, CFP ® Corient Daria Victorov, CFP ® Abacus Wealth Partners LLC Stacey Waddell, CFP ® State Employees’ Credit Union (NCSECU) Heidi Wahl, CFP ® Chemung Canal Trust Company Regina Walker, CFP ® Prudential Financial Brian Wall, CFP ® , CFA ® Bank of America Private Bank Krista Wallace, CFP ® SoundView Advisors Becky Walsh, CFP ® Oak Maple Finance, LLC Christina Walters, CFP ® D.F. Dent & Co. Inc. Marjorie Wang, CFP ® Wealthhouse Advisors Wylie Wang, CFP ® Astra Wealth Partners LLC Jennifer Warfield, CFP ® American College of Financial Services Sessel Washington, CFP ® Edward Jones Val Watters, CFP ® Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Kenneth Webb, CFP ® Equitable AnneMarie Webster, CFP ® Curated Capital & Planning LLC Morgan Weil, CFP ® Hendel Wealth Management Group Chris Whatley, CFP ® Oklahoma Municipal Retirement Fund Chad Whitzel, CFP ® Curio Wealth Carol Wikle, CFP ® Mirador Capital Partners Felicia Williams, CFP ® Vanguard Advisers, Inc. Joel Williamson, CFP ® Edward Jones Mark Willoughby, CFP ® , CFA ® Modera Wealth Management, LLC Linda Wilmoth, CFP ® Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) Darrell Woodcock, CFP ® Apex Financial Planning Christopher Woods, CFP ® Silvis Financial Daphne Wright, CFP ® Flourish Financial Pathways, LLC Yibing (Brian) Xue, CFP ® Edward Jones Mai Yang, CFP ®
Jesica Ray, CFP ® Brighton Jones, LLC Jenny Redington, CFP ® Stillman Bank Rebecca Reeves, CFP ® Robert W. Baird Lora Reinholz, CFP ® Maureen Richardson Tomren Wealth Management Marjorie Richesin, CFP ® Merrill Lynch, Pierce, Marquette University College of Business Fenner & Smith, Incorporated Charles Richmond, CFP ® PFS Advisors Lindsey Rickards, CFP ® Morgan Stanley Michelle Riehn, CFP ® Charles Schwab Louis Ri gg in, CFP ® BNY Mellon Molly Rimes, CFP ® Modera Wealth Management LLC Tiffany Ritchie, CFP ® Morris Financial Concepts, Inc. Otto Rivera, CFP ® White Lighthouse Investment Management Jamie Rizer, CFP ® CORIENT Antonio Rodriguez, CFP ® Charles Schwab Janine Rose, CFP ® self-employed Vanessa Rose- Voge, CFP ® Bryan Ruiz, CFP ® Divine Wealth Services Bryan Ruiz, CFP ® Divine Wealth Strategies Lauren Russo, CFP ® Berkshire Money Management Claudia Sachs, CFP ® Securities America Lloyd Sacks, CFP ® , CFA ® Peapack Private Wealth Management Dennis Sakurai, CFP ® Harvest Wealth Planners Dennis Sakurai, CFP ® J.P. Morgan Securities Maria Ross, CFP ® Morgan Stanley Kristine Rossiter- Slamka, CFP ® Edward Jones Harvest Wealth Planners Malia Salas, CFP ® Mraz & Associates Inc. Summer Salisbury, CFP ® Charles Schwab Tracee Sapp, CFP ® T. Sapp Financial Partners Kimberly Saunders, CFP ® Vestwyze, LLC Erin Savage-Weaver, CFP ® Kehoe Financial Services, LLC Patricia Sawyers, CFP ® Mutual of America Joseph Schaefer, CFP ® Fifth Third Bank Tamara Scherder, CFP ® Ameriprise Financial Services, LLC Kenneth Schmidt, CFP ® Financial Planning Services Betty Schutte-Box, CFP ® Raymond James Danielle Scodellaro, CFP ® CUNA Mutual Group
Dawn Humphrey, CFP ® , CFA ® Kristin Hurst-Hebron, CFP ® Mosaic Advisors Andres Ibarra, CFP ® Certified Advisors LLC Rizwan Ibrahim, CFP ® , CFA ® Accretive Wealth Management, LLC Ann Iglai, CFP ® IGS Financial Michael Insogna, CFP ® Modera Wealth Management Amy Irvine, CFP ® Irvine Wealth Planning Strategies, LLC DBA Rooted Planning Group Denise Jackson, CFP ® State Employees’ Credit Union Laura Jansen, CFP ® Holualoa Companies Katherine Jaskinia, CFP ® Forvis Mazars Wealth Advisors, LLC Jill Jeter, CFP ® LPL Financial Xiaoping Jiang, CFP ® LifeTime Tax Management Yvonne Jimenez, CFP ® The Vanguard Group Meredith Johnson, CFP ® BPM LLP Mckayla Johnson, CFP ® Retirable Jennifer Johnston, CFP ® genFinance, LLC Elizabeth Johnston, CFP ® RBC Wealth Management Amit Josef, CFP ® Avitas Wealth Management Barry Kampe, CFP ® BDIM Capital Jason Kane, CFP ® Wells Fargo Advisors (Wells Fargo
Client Investment Advisory Leslie Nettles, CFP ® Raymond James Rose Niang, CFP ® Edelman Financial Engines Cady North, CFP ®
North Financial Advisors LLC Kertsze Nunes, CFP ® LiveWell Capital Jewels Oliquiano, CFP ® Coldstream Wealth Management Alfredo Oliva Jr, CFP ® OIG Wealth Management Kimberlie Olsen, CFP ® Edward Jones Corrina Olson, CFP ® Copperwynd Financial Michelle Orellana, CFP ® Spark Financial Advisors Carmen Ortiz, CFP ® Transcendent Financial Planning Jena Palisoul, CFP ® Boston University Kimberly Papedis, CFP ® Fusion Financial Partners Megan Parrish, CFP ® Berkeley, Inc. Sarah Paulson, CFP ® Valkyrie Financial, LLC Victor Penera, CFP ® Morgan Stanley Martina Peng, Ph.D., CFP ® Franklin University Cristina Perez, CFP ® Nectarine Nivedita Persaud, CFP ® Transition Planning & Guidance, LLC Delrol Peters, CFP ® Thrivent Financial Deshawn Peterson, CFP ® PPB Capital Partners Carol Petrov, CFP ® Kendall Capital Management Deanne Phillips, CFP ® Annex Wealth Management Debra Pickett, CFP ® Signature Wealth Strategies - Raymond James Gandy Pierre-Louis, CFP ® JPMorgan Chase Bank Andres Pimentel, CFP ® E C Wealth Management Judy Polak, CFP ® Anchor Wealth Strategies Susan Powers, CFP ® Edward Jones Melissa Pyle, CFP ® First Command Financial Services, Inc. Christopher Raftary, CFP ® Raymond James Peter Bo Rappmund, CFP ®
(Business Financial Group) Raman Singh, CFP ®
Singh Private Wealth Management Ardarius Singleton, CFP ® Fidelity Investments Farah Sivolella, CFP ® Edward Jones Jaycee Smalley, CFP ® New Capital Management Reshell Smith, CFP ® AMES Financial Solutions, LLC Lauren Smith, CFP ® Raymond James Zachary Smythe, CFP ® FEFA Asset Management Kelly Springer, CPA David Lippa CPA, PC Sara Stanich, CFP ® Cultivating Wealth Kathleen Stepp, CFP ® Stepp & Rothwell Inc Tiffany Stoner, CFP ® Badgley & Phelps Stacey Stover, CFP ® Edward Jones Joyce Streithorst, CFP ® Frisch Financial Group, Inc. Cherie Stueve, CFP ® CeriFi, Dalton Education Maria Sulick, CFP ® Savant Wealth Management Bob Sullivan Cerity Partners Ma gg ie Sullivan, CFP ® Ballentine Partners LLC Jade Swanson, CFP ® LPL Financial Jessica Syversen, CFP ® Vanguard Amy Thorsen, CFP ® Childfree Wealth, LLC Li Tian, Ph.D., CFP ® LPL Financial Caitlyn Tierney, CFP ® Fenstermacher & Co, PC Kathleen Tillman, CFP ® Northwestern Mutual Investment Services, LLC Cathleen Tobin, CFP ® Moonbridge Financial Design, LLC Katelynn Toth, CFP ® Avier Wealth Advisors Eric Toya, CFP ® Navigoe, LLC
EP Wealth Advisors, LLC Nan Li, Ph.D., CFP ® Penn West University Terence Lim, Ph.D., CFP ® , CFA ® Graphen, Inc Claudia Lin, CFP ® Trilogy Financial Angelika Lipow, CFP ® Fidelity Investments Jennifer Litsas, CFP ® Moneta Annie Liu, CFP ® InnoFi Partners Consulting Yi Liu, CFP ® St. John Fisher University Kimberli Lo, CFP ® Morgan Stanley Robert Lo, CFP ® , CFA ®
In Memory Roberta Karmel
Roberta Karmel, a public member of the Board of Directors of CFP Board from 2020-2023, passed away peacefully on March 23, 2025 at age 86. Karmel’s remarkable life was defined by a determination and brilliance that led to a legendary career spanning private practice, public service and academia. Karmel graduated cum laude from the New York University School of Law in 1962. She was a groundbreaker for women in the legal profession, notably becoming the first female partner at the prestigious Roger & Wells law firm. In 1977, she made history when President Jimmy Carter appointed her as the first female commissioner of the U.S. Securities and Exchange Commission (SEC). Following her public service, Karmel spent 36 years as an influential professoroflawatBrooklynLawSchool and is remembered as a valuable mentor, especially to future female lawyers and fellow female professors. ”Roberta was a trailblazer, change agent and a brilliant legal mind,” said CFP Board CEO Kevin R. Keller, CAE. “It was a privilege to have her on our Board of Directors. We are all better for having known her.” Karmel is survived by her four children, two stepchildren and 10 grandchildren. Her time at the SEC is chronicled in her 1982book, RegulationbyProsecution:The Securities and Exchange Commission vs Corporate America. —Sophia Jurgens
Stone 8 Wealth Management, LLC Caezilia Loibl, Ph.D., CFP ® The Ohio State University Kathleen Longo, CFP ® Flourish Wealth Management Lisa Lopacinski, CFP ® Northwestern Mutual Karla Losey, CFP ® Johnson Wealth Inc. Danielle Louton, JD, CFP ® BMO Harris Jamie Lovin, CFP ® Advantage Trust Company Ajamu Loving, Ph.D., CFP ® University of North Texas at Dallas Antonio Lugo, CFP ® Smart Wealth Strategies, Inc. Jeanna Lui, CFP ® Rock Sibs, LLC Jennifer Macedo, CFP ® Front Street Financial Sharon Mack, CFP ® Edward Jones Lisa Main, CFP ® Truist Bank Stephanie Malewski, CFP ® Merrill Lynch, Pierce, Fenner & Smith Incorporated Kimberly Mamaril, CFP ® Las Olas Capital Advisors Kathleen Manos, CFP ® Morgan Stanley Renee Marinez, CFP ® Lifeworks Advisors, LLC Abigail Markus, CFP ® Edward Jones
Clearing Services, LLC) Desiree Kaul, CFP ® Plancorp Kiley Kendall, CFP ® Edward Jones Heather Kern, CFP ®
ESP Wealth Management, LLC Monisha Khadse, CFP ® EY Jerry Kinzie, CFP ® Northwestern Mutual Diane Klein, CFP ® Pittenger & Anderson Inc William Klepper, CFP ® RNC Genter Capital Management Olivia Knecht, CFP ® Compass Investments LLC Kristen Koesters, CFP ® Charles Schwab Sara Kohr, CFP ® Transform Wealth Tricia Kollath, CFP ® Inspired Financial Planners, LLC Thomas Korankye, CFP ® The University of Arizona Jacqueline Koski, CFP ® Money Letters, LLC
BMO Investment Services Alberto Moreno, CFP ® Morgan Stanley Sharyl Morris, CFP ® Oklahoma Financial Center Komal Motwani, CFP ® Yanni & Associates Investment Advisors LLC
Heartworth Financial LLC Kyle Yoneshige, CFP ® UBS Financial Services Pak Yuet, Ph.D., CFP ® Arrivity Financial Planning Darci Zaunmiller, CFP ® Ellevest
Karen Tupitza, CFP ® First Bank & Trust Company Andrew Tuttle, CFP ® Charles Schwab
Voya Financial Advisors Shlomit Raviv, CFP ® Allied Wealth Partners
THE STANDARD
A LOOK AT 2024
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