Recognition
Individual Donors We are grateful to the following donors who made Leadership Annual Fund and Annual Fund gifts in 2024. These individuals play a pivotal role in ensuring we have the resources and support to strengthen and expand on our work.
Robert Meyer, CFP ® Matthew Mieske, CFP ® Kim Moore, CFP ® Margaret (Peg) Moore, CFP ® Kathleen Muldoon, CFP ® Daniel Myers, CFP ® Lori Nay, CFP ® Kristin Nicholson, CFP ® Theodore Noble, CFP ® Barbara O’Connor, CFP ® Dudley Otey, CFP ® Philip Paschang, CFP ® Eric Peterson, CFP ® David Porter, CFP ® Jeffrey Raegen, CFP ® Nihaal Rao, CFP ® Lawrence Raymond, CFP ® James Reed, CFP ® James Rench, CFP ® James Richardson, CFP ® Jody Robinson, CFP ® Jeffrey Rogles, CFP ® Robert Ross, CFP ® Ralph Saunders, CFP ® Martin Seay, CFP ® Stokes Shealy, CFP ® Edward Shobe, CFP ® Joseph Simpson, CFP ® David Smith, CFP ® Julia Sohn, CFP ® Janet Stanzak, CFP ® Janean Stripe, CFP ® Peter Dan Sullivan, CFP ® Jennifer Torrey, CFP ® Stuart Tsujimoto, CFP ® Randy Wagner, CFP ® Johanna Walters, CFP ® Sherri Weintrop, CFP ® Patricia Williams, CFP ® Robert Worgaftik, CFP ® Dean Zayed, CFP ® Annual Fund Mentor $250+ Matthew Adams, CFP ® James Agostini, CFP ® Nelrae Ali, CFP ® Jeff Allen, CFP ® Lewis Altfest, CFP ® Stanley Altmark, CFP ® Jeff Anenberg, CFP ® Alona Anspach, CFP ® Anthony Baldi, CFP ® Joseph Barbetta, CFP ® Dennis Barth, CFP ® Eric Bassler, CFP ® Patrick Bergin, CFP ® Karen Blodgett, CFP ® Elmer Branch, CFP ® Debra Brennan Ta gg , CFP ® Donald Bryant, CFP ® Glen Buco, CFP ® Daniel Butler, CFP ® Mark Cade, CFP ® Jason Cadwell, CFP ® John Calvert, CFP ® Brandi Carr, CFP ® Mary Chiang, CFP ® Gregory Clifton, CFP ® Kevin Collison, CFP ® Christopher Cook, CFP ® Paula Cooley, CFP ® Jennifer Cray, CFP ® Joyce Curtis, CFP ® Timothy Custer, CFP ® Thomas Dattilo, CFP ® Douglas De Groote, CFP ® Albert DeLorenzo, CFP ®
Shiou-Ing Diane Liou, CFP ® William Dow, CFP ® Erin Dwyer, CFP ® Bruce Eckfeldt, CFP ® Deborah Elliot, CFP ® Kathy Ellis, CFP ® Tammy Escobar-Miller, CFP ® Moley Evans Nicole Fawley, CFP ® Joseph Feese Timothy Flanagan, CFP ® John Galvin, CFP ® Brent George, CFP ® Jorge Gonzalez, CFP ® Mark Grueninger Jason Gudenius Dwain Gump, CFP ® Cheryl Haas John Hanson, CFP ® Marva Hardnett, CFP ® Dawn Harris Ali Hashemian, CFP ® Timothy Hayes, CFP ® Beth Hearn, CFP ® Michelle Heide, CFP ® Heidi Helmeke, CFP ® James Hemphill, CFP ® Gregory Herman, CFP ® Judith Hernandez, CFP ® Marina Hernandez, CFP ® Robert Holland, CFP ® Andrew Hosse, CFP ® Kenneth Houldsworth, CFP ® Thomas Hussar, CFP ® John Hyland, CFP ® Stacey Jacobson, CFP ® Charles Jenks, CFP ® Brian Jensen, CFP ® Michael Jowdy, CFP ® Jeffrey Kaplan, CFP ® Michael Klimis, CFP ® Kevin Klok, CFP ® Denise Knight, CFP ® Kurt Langenwalter, CFP ® Jason Laurie, CFP ® Kjersten Lazar, CFP ® Heather Leach, CFP ® Malik Lee, CFP ® Kate Leipprandt, CFP ® Glenn Lempe, CFP ® Matthew Leonard, CFP ® John Lerew, CFP ® Charles Lewandowski, CFP ® Kyle Louvar, CFP ® Robert Loweth, CFP ® Keith Lund, CFP ® David Lanham, CFP ® Paul LaPiana, CFP ® Joseph Macellara, CFP ® Donald Mackay, CFP ® Malcolm Makin, CFP ® Jennifer Marcontell, CFP ® Adalberto Maulini, CFP ® Michael McNamara, CFP ® Lynn McNutt Jillien Meier Philip Messuri, CFP ® Satya Mitra, CFP ® Jeffrey Moscaret, CFP ® Drew Moss, CFP ® John Moynihan, CFP ® Vincent Munno, CFP ® Laurie Nardone, CFP ® Jayne Neuendorf, CFP ® Evelyn Nickerson, CFP ® Stephen Overstreet, CFP ® Richard Pankratz, CFP ® Michael Porro, CFP ®
Barry Porter, CFP ® Brian Proses, CFP ® Anthony Raia, CFP ® Thomas Ransohoff, CFP ® David Robinson, CFP ® Dennis Rogers, CFP ® John Rood, CFP ® Michael Rosenthal, CFP ® Anthony Ross, CFP ® Ruth Saada, CFP ® Jane Scarbrough, CFP ® William Schaff, CFP ® James Schrader, CFP ® Mary Sexton, CFP ® Richard Sherlock Ethan Staats, CFP ® Brian Stephens, CFP ® Sean Sturges, CFP ® James Tate, CFP ® R. Terry Bass, CFP ® Christiane Tomasi, CFP ® Michael Tomren, CFP ® Brendan Toomey, CFP ® Carl Trevisan, CFP ® Lisa Tuemmler, CFP ® Marie Van Deusen, CFP ® Betty Vargas, CFP ® David Vorbeck, CFP ® Ronald Ware, CFP ® Bruce White, CFP ® John Wong, CFP ® Adam Zajac James Zalenka, CFP ® Annual Fund Member $100+ Steven Abbass, CFP ® David Abbs, CFP ® John Adam, CFP ® John Adams, CFP ® Brian Addington, CFP ® Steven Adessi, CFP ® Stephen Ahern, CFP ® David Ahlquist, CFP ® Daniel Aiello, CFP ® Steve Alexandrowski, CFP ® Kelley Aline, CFP ® Kori Allen, CFP ® S. Bruce Allen, CFP ® James Altschuler, CFP ® Kenneth Ambrogi, CFP ® Larry Anderson, CFP ® William Anderson, CFP ® Antonio Andrade, CFP ® Kristen Andrejev, CFP ® Donna Andrews, CFP ® Gary Anger, CFP ® Dana Anspach, CFP ® Paul Anthes, CFP ® Bradley Araki, CFP ® Byron Arnold, CFP ® Harry Arrowood, CFP ® Willis Ashby, CFP ® Vincent Ashley, CFP ® Brandon Askew, CFP ® John Attard, CFP ® Paul Auslander, CFP ® Samuel Awad, CFP ® Joseph Badessa, CFP ® Alexandra Baig, CFP ® Brian Baker, CFP ® James Baker, CFP ® Issam Bakir, CFP ® Jagdip Bakshi, CFP ® Benjamin Baldwin, CFP ® Shirley Baldwin, CFP ® William Ball, CFP ® Mark Ballestero, CFP ®
Anouchka Balog, CFP ® Louis Barajas, CFP ® Scott Barber, CFP ® Karen Bard, CFP ® Theodore Barger, CFP ® Jerald Barkmeier, CFP ® Karl Barnes, CFP ® Patrick Barrett, CFP ® Stacey Barrick, CFP ® Christopher Bartlett, CFP ® Bryan Bastoni, CFP ® Christian Batchelder, CFP ® Jason Bauerly, CFP ® Benjamin Baum, CFP ® Rick Beaumont, CFP ® Judith Beckman, CFP ® Patricia Beckwith, CFP ® Larry Behage, CFP ® Thomas Belding, CFP ® Thomas Belisari, CFP ® Thomas Bell Michael Bell, CFP ® Daniela Belloli, CFP ® Shannon Bennett, CFP ® Richard Bennett, CFP ® Michael Benoit, CFP ® Daniel Benson, CFP ® D. William Bergner, CFP ® Matthew Bernstein, CFP ® Robert Bernstein, CFP ® Barbara Birdsall, CFP ® Michael Bischoff, CFP ® Gwyn-Anne Bissonette, CFP ® William Bivin, CFP ® Jonathan Black Nancy Blackwell, CFP ® Scott Blaesing, CFP ® Thomas Blair, CFP ® Daniel Blamer, CFP ® Amy Blodgett, CFP ® Richard Blonstein, CFP ® John Bodnar, CFP ® Richard Boehm, CFP ® Donna Boender, CFP ® Bradley Bofford, CFP ® Kenneth Bogert, CFP ® Mary Anne Bohlinger, CFP ® Goran Bojovski, CFP ® David Bonebrake, CFP ® Michael Bonevento, CFP ® Joseph Bert, CFP ® Brad Bestgen, CFP ® Glenn Bianco, CFP ® Michael Booker, CFP ® John Borchers, CFP ® Malcolm Bosse, CFP ® Timothy Bosworth, CFP ® Erica Bouchard, CFP ® Beverly Bowers, CFP ® Charles Bowes, CFP ® James Boyd, CFP ® Matthew Bradley, CFP ® Susan Bradley, CFP ® Scott Brady, CFP ® Paul Brahim, CFP ® Robert Brailsford, CFP ® Brian Branda, CFP ® Jason Branning, CFP ® Rosanne Braxton, CFP ® David Bretz, CFP ® Charles Brewster, CFP ® Christopher Briamonte, CFP ® Ethan Bridgewater, CFP ® Max Bri gg s, CFP ® John Brinkerhoff, CFP ® Michael Broderick, CFP ® Allison Brown Douglas Brown, CFP ®
Gregory Brown, CFP ® Hunter Brown, CFP ® Paul Brown, CFP ® Raymon Brown, CFP ® George Brownell, CFP ® Jim Bruno, CFP ® Lorren Bryant, CFP ® Nicholas Buccino, CFP ® Paul Buck, CFP ® Elissa Buie, CFP ® Reba Bunt, CFP ® Philip Burger, CFP ® Jennifer Burgio, CFP ® Theodore Burgoon, CFP ® Matthew Burke, CFP ® Jason Burkett, CFP ® Peter Bush, CFP ® James Butler, CFP ® Todd Butler, CFP ® Michael Buxbaum, CFP ® Scarlott Cagle, CFP ® Kevin Calandro, CFP ® Angela Calvin, CFP ® Keith Cameron, CFP ® Edward Camp, CFP ® Shawn Campas, CFP ® Ronald Campbell, CFP ® Mark Campisano, CFP ® William Canale, CFP ® Mia Cardwell, CFP ® Gordon Carlson, CFP ® Sten Carlson, CFP ® Stephanie Carmel, CFP ® Brian Carney, CFP ® Craig Carnick, CFP ® Jay Carpenter, CFP ® James Carr, CFP ® Richard Carriere, CFP ® Patrick Carroll, CFP ® Charlene Carter, CFP ® Kim Carter, CFP ® Larry Carter, CFP ® Mary Carter, CFP ® William Cartwright, CFP ® Fernando Navarro Castillo, CFP ® Raymond Catania, CFP ® Chris Cates, CFP ® Raoul Celerier, CFP ® Lisa Cerbone-Montalto, CFP ® Thomas Chancellor, CFP ® Juliann Chapman, CFP ® Sandra Chapman, CFP ® Michael Chasnoff, CFP ® John Checki, CFP ® Eric Chen, CFP ® Marguerita Cheng, CFP ® Christopher Chiarella, CFP ® Anthony Chirchirillo, CFP ® Shelly Christian, CFP ® Quyen Chung, CFP ® Gary Ciampitti, CFP ® Thomas Ciesla, CFP ® Franco Cirelli, CFP ® John Clark, CFP ® David Clark, CFP ® Raymond Clark, CFP ® Dennis Clavin, CFP ® Elizabeth Clough, CFP ® Heidi Clute, CFP ® Joseph Codrick, CFP ® Frances Coet, CFP ® Daniel Cohen, CFP ® Bryan Cole, CFP ® Kay Cole, CFP ® Randall Cole, CFP ® Keith Colonna, CFP ® Matthew Condon, CFP ® John Connaughton, CFP ®
John Connealy, CFP ® Brian Connolly, CFP ® Mark Conway, CFP ® Patricia Conway, CFP ® Richard Conway, CFP ® James Cook, CFP ® Catherine Coombe, CFP ® Jeffrey Cooper, CFP ® Lisa Cooper, CFP ® Christiane Copeland, CFP ® Greg Cornelius, CFP ® William Cortus, CFP ® John Costello, CFP ® Richard Cox, CFP ® Barbara Crabtree, CFP ® Bryan Crabtree, CFP ® Kevin Crain, CFP ® Judith Crampton, CFP ® Kelly Crane, CFP ® David Crapser, CFP ® Lisa Cremonini, CFP ® Vincent Crivella, CFP ® Stephen Crone, CFP ® Richard Crouse, CFP ® Blake Crousore, CFP ® James Cruice, CFP ® Kevin Crumly, CFP ® Dane Crunk, CFP ® Peiliang Cui, CFP ® Elisabeth Cullington, CFP ® Guy Cumbie, CFP ® James Curran, CFP ® James Curtis, CFP ® Jody D’Agostini, CFP ® Richard Dahling, CFP ® George Dale, CFP ® Ron Dale, CFP ® Richard Dallen, CFP ® Beth D’Andrea, CFP ® Marc Daner, CFP ® Konstantin Danias, CFP ® Gregory Daniel, CFP ® John Dardis, CFP ® James Darlington, CFP ® Faron Daugs, CFP ® Keith Davenport, CFP ® Gerard Davidse, CFP ® Lloyd Davis, CFP ® Melinda Davis, CFP ® Theodore Davis, CFP ® Joseph Davison, CFP ® Brian Dawidowicz, CFP ® James Dawson, CFP ® Joseph Dazey, CFP ® Eleanor Dean, CFP ® Gary Deardorff, CFP ® Margaret Dechant, CFP ® Richard DeGroot, CFP ® R Deinlein, CFP ® Erica Dekko, CFP ® Thomas DelPup, CFP ® David Demming, CFP ® Lynn DeNucci, CFP ® Anthony DePalma, CFP ® Kimberly DeProspero, CFP ® J. Troy Devers, CFP ® Thomas Dickinson, CFP ® David Diesslin, CFP ® Matthew DiGiacomo, CFP ® James Dinsmore, CFP ® David DiPalma, CFP ® Louis Dissel, CFP ® Marijo Dluzak, CFP ® Andrew Dodds, CFP ® Patrick Doland, CFP ® Michael Donnelly, CFP ® Ryan Donovan, CFP ® James Dotzman, CFP ®
Julie Douglas, CFP ® Michael Douvadjian, CFP ® John Downey, CFP ® Edwin Drake, CFP ® Donna Drosner, CFP ® John Dubel, CFP ® Michael Dubensky, CFP ® Andrea Kotch Duda, CFP ® Darryl Duerbusch, CFP ® John Duerr, CFP ® Thad Dunn, CFP ® James Dy, CFP ® Michael Dymkowski, CFP ® Lauren Eastburn, CFP ® Casey Eden, CFP ® Frank Edgar, CFP ® Robert Edgar, CFP ® Michael Egan, CFP ® Don Eidam, CFP ® Jeffrey Eisfelder, CFP ® Sharon Ellis- Champagne, CFP ® Michael Emser, CFP ® James Englert, CFP ® Richard Enna, CFP ® Brian Enoka, CFP ® Brent Esplin, CFP ® John Estes, CFP ® James Evans, CFP ® Brad Ewerth, CFP ® Paul Ewing, CFP ® Roy Fabbrini, CFP ® Jerald Facey, CFP ® Frederick Fadel, CFP ® Mary Ann Fahrmeier, CFP ® Charles Failla, CFP ® Roy Fakoury, CFP ® Mark Farley, CFP ® Curtis Farrell, CFP ® Hassan Fawaz, CFP ® Jeffrey Febbo, CFP ® William Feller, CFP ® Jerry Felts, CFP ® Wendy Feng, CFP ® David Fernandez, CFP ® Frank Festi, CFP ® Stefani Fiedler, CFP ® Mark Finke, CFP ® Francis Finn, CFP ® Frederick Fisher, CFP ® Karl Fisher, CFP ® Laura Fish-Kelly, CFP ® Michael Fitzhugh, CFP ® Mark Fitz-Patrick, CFP ® Steven Fla gg , CFP ® Shon Flaharty, CFP ® Edwin Fleming, CFP ® Steven Flodder, CFP ® Pamela Flournoy, CFP ® Lorraine Flowers, CFP ® Addison Fluent, CFP ® Edward Foley, CFP ® Anita Fong-Chao, CFP ® Harry Forst, CFP ® Ryan Forster, CFP ® Paul Fox, CFP ® Christopher Fraga, CFP ® Steven Frank, CFP ® Alan Frankel, CFP ® Mary Beth Franklin, CFP ® Edwin Free, CFP ® Robert Freeman, CFP ® Erik Frias James Friddell, CFP ® Jeffry Fruchtenicht, CFP ®
Stephanie Gale, CFP ® Yekaterina Galkina, CFP ® Edward Gallagher, CFP ® Holly Gallagher, CFP ® Gre gg Galloway, CFP ® Paul Games, CFP ® Brian Ganger, CFP ® Lonnie Garber, CFP ® Freddy Garcia, CFP ® Sanae Garcia, CFP ® David Garelick, CFP ® Hari Garhwal, CFP ® David Garrett, CFP ® Michael Garrison, CFP ® David Garrison, CFP ® Mark Gasbarra, CFP ® Harry Gaskin, CFP ® David Gates, CFP ® Edwin Gauld, CFP ® Gary Gaulden, CFP ® Debra Gauthier, CFP ® James Gazis, CFP ® Michael Genovese, CFP ® Michael Geri, CFP ® Lawrence Giambelluca, CFP ® Adam Giammarinaro, CFP ® Hollis Gieger, CFP ® John Gifford, CFP ® Dorothy Gilbert, CFP ® Wendy Gillespie, CFP ® Barbara Gilliard, CFP ® Francis Girard, CFP ® Krista Girrbach, CFP ® Peter Glaab, CFP ® Barry Glassman, CFP ® Yechiel Goldberg, CFP ® Edward Goldberg, CFP ® Sean Goodrich, CFP ® Tim Goodwin, CFP ® Robert Gorman, CFP ® Kathleen Grace, CFP ® Kenneth Graci, CFP ® Gudrun Granholm, CFP ® Blanchard Granville, CFP ® Charles Gray, CFP ® Patricia Green, CFP ® Joshua Gregory, CFP ® Christopher Grella, CFP ® Adam Grenier, CFP ® Joseph Gribben, CFP ® Mitchell Griep, CFP ® Sally Gries, CFP ® Thomas Grimes, CFP ® Deborah Grose, CFP ® Kenneth Gross, CFP ® Charles Grotyohann, CFP ® Kevin Grunawalt, CFP ® Joseph Guarneri, CFP ® Carlos Guerra, CFP ® Maria Guhit, CFP ® Kenneth Gunsberger, CFP ® Barton Gunter, CFP ® Robert Gurman, CFP ® J.Tyler Haberling, CFP ® William Hadley, CFP ® Alvin Hailstorks, CFP ® Bryan Grisak, CFP ® James Groce, CFP ®
Major Gifts $20,000+ V. Raymond Ferrara, CFP ® Charles & Judith Goldman Scott M. Kahan, CFP ® Pe gg y Miller Ruhlin, CFP ® , CPA Juliane M. Sullivan & Robert J. Sullivan, CFP Board Emeritus ® President $10,000+ Terri Kallsen, CFP ® & Scott Kallsen Kevin R. Keller, CAE & Keith Brengle Tim Kochis, JD, CFP ® S.M. Lieu Elizabeth K. Miller, CFP ® , CFA ® & Ian M. Miller Peter Rohr, CFP ® Champion $5,000+ Matthew Boersen, CFP ® & Madeline Boersen Cynthia L. Conger, CPA, CFP ® Lisa Davis & Robert Shapiro Charlie Fitzgerald, III, CFP ® & Lisa Fitzgerald Derek Hartley Mark Johannessen, CFP ® & Mindy Johannessen Mike Masur, CFP ® Dan Moisand, CFP ® & Kelly Moisand Charles Moran, JD, CFP ® Richard Shaw, CFP ® & Jackie Shaw K. Dane Snowden & Spencer W. Hurd Kimberly Sterling, CPA, CFP ® Elisse B. Walter, JD & Ronald Stern Adam Way, CFP ® Stewart H. Welch, III, CFP ® Sustainer $2,500+ Teri Kelley, CFP ® Linda Y. Leitz, Ph.D., CFP ® Richard C. Salmen, CFP ® Patron $1,000+ Richard Busillo, CFP ® Jamie Clark, CFP ® Lisa Kirchenbauer, CFP ® Beth Ann Mahanger, CFP ® Eric Moleski, CFP ® Steve and Sheri Montoya Jerry Murphy, CFP ® Kevin Roth Pe gg y Miller Ruhlin, CPA, CFP ® Martin Schamis, CFP ® Tom Sporkin Jonathan W. Stoller, CFP ® Benita Creacy, CFP ® Gregory Furer, CFP ® James Katsaounis
Kevin Yea Steven Zimmerman, CFP ® Annual Fund Supporter $500+ Jeffrey Adams, CFP ® Sean Ali, CFP ® James Armstrong, CFP ® Kenneth Baer, CFP ® Juan Barrowes, CFP ® Milo Benningfield, CFP ® Avais Bhurgri, CFP ® Christopher Brown, CFP ® Andrew Buchta, CFP ® Reginald Burroughs, CFP ® Jeffrey Burrow, CFP ® Christine Callaway Kurt Cambier, CFP ® John Chrin, CFP ® Carl Christie, CFP ® Tiffani Clarke Gre gg Clarke, CFP ® Bryan Cogliano, CFP ® Daniel Corrigan, CFP ® Crystal Cox, CFP ® Craig Darnell, CFP ® Beth Deal, CFP ® Eddy Demirovic James Dobbs, CFP ® Jeffrey Dollarhide, CFP ® Ford Droegemueller, CFP ® Deborah Edwards, CFP ® Michael Ellis, CFP ® Nicholas Enea, CFP ® George Enone, CFP ® James Ferrell, CFP ® Claudia Fitch, CFP ® Karen Foley, CFP ® Geoffrey Frazier, CFP ® Gerald Gasber, CFP ® Jordan Gibbs, CFP ® Diana Harrison, CFP ® Sandra (Samantha) Heers, CFP ® Jonathan Hylton, CFP ® Robert Imparato, CFP ® Qiong Jackson, CFP ® Dennis Jackson, CFP ® Karen Jeske, CFP ® Audrey Wehr Jones, CFP ® Frank Kelly, CFP ® Charles Kiker, CFP ® Kenneth Klegon, CFP ® Erin Koeppel Jennifer Lane, CFP ® Diahann Lassus, CFP ® Douglas Lewis, CFP ® Jovita Honor, CFP ® Nancy Hurst, CFP ®
David Hale, CFP ® Preal Haley, CFP ® Marietta Hall, CFP ® William Hall, CFP ®
Marc Linsky, CFP ® Albert Lopez, CFP ® J. Wade Lopez, CFP ® Nasir Majid, CFP ® Ross Mayer, CFP ® Keith Meyer, CFP ®
Richard Hammond, CFP ® Caroline Hansen, CFP ® Michael Hansen, CFP ® Sri Haran, CFP ® Harold Harper, CFP ® Aric Harrington, CFP ®
Eric Furstner, CFP ® Angela Furubotten- LaRosee, CFP ®
THE STANDARD
A LOOK AT 2024
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