TheStandard CFP Board2024

Recognition

Barkley Harris, CFP ® Richard Harris, CFP ® Janet Hart, CFP ® Michael Hartley, CFP ® Thomas Hartman, CFP ® Winfred Hasty, CFP ® Michael Hatch, CFP ® Aimee Hatlestad, CFP ® Bruce Haydu, CFP ® David Hayes, CFP ® Wende Headley, CFP ® Jennifer Heal, CFP ® John Heavey, CFP ® Barbara Hedblom, CFP ® William Heichel, CFP ® Thomas Helman, CFP ® Rhys Helt, CFP ® Michael Helveston, CFP ® Carolyn Hemann, CFP ® Robert Henderson, CFP ® Mark Henke, CFP ® Marc Henn, CFP ® Kathryn Henningsen, CFP ® George Henry, CFP ® Judith Henry, CFP ® Patrick Henry, CFP ® Janet Henseler, CFP ® Jaime Hernandez, CFP ® John Hetzel, CFP ® Jacqueline Hewett, CFP ® Jay Hi gg ins, CFP ® Timothy Hi gg ins, CFP ® Debra Hild, CFP ® W. Scott Hinde, CFP ® Gregory Hinkson, CFP ® John Hinz, CFP ® Scott Hirschberger, CFP ® Tyler Hirth, CFP ® Gene Hitchcock, CFP ® Raymond Hobson, CFP ® Clarissa Hobson, CFP ® Jay Hochheiser, CFP ® J. Derieck Hodges, CFP ® Robin Hodgskin, CFP ® William Hoeffer, CFP ® Ellen Holden, CFP ® Henry Holland, CFP ® Jill Hollander, CFP ® Kevin Hollis, CFP ® Guy Holman, CFP ® Brian Holmes, CFP ® Karen Holmes, CFP ® Millicent Holmes, CFP ® William Holt, CFP ® Craig Homchick, CFP ® David Hood, CFP ® Patricia Houlihan, CFP ® Barbara Huffman, CFP ® Breg Hughes, CFP ® Ronald Hughey, CFP ® James Hulsey, CFP ® James Hunter, CFP ® Jesse Hurst, CFP ® Cathy Hyams, CFP ® Joshua Hyman, CFP ® Edmund Iannaccone, CFP ® Alan Ioffredo, CFP ® N. Abraham Issa, CFP ® Sharon Jaccoma, CFP ® Lyman Jackson, CFP ® Matthew Jacksteit, CFP ® Matthew Jacob, CFP ® Mikael Jacobs, CFP ® Pamela Jacobs, CFP ® Amy Jamrog, CFP ® Royal Jaros, CFP ® Connor Jarvis, CFP ® Jefferey Jaworski, CFP ®

Peter Jaworski, CFP ® Randall Jensen, CFP ® Suzanne Johannsen, CFP ® Carl Johns, CFP ® Todd Johnson, CFP ® Carolie Johnson, CFP ® Jeffrey Johnson, CFP ® Kenneth Johnson, CFP ® Margherita Johnson, CFP ® Willis Johnson, CFP ® Robert Johnston, CFP ® Andrew Jones, CFP ® Brian Jones, CFP ® Chris Jordheim, CFP ® Melissa Joy, CFP ® Russell Judah, CFP ® Cathy Juilfs, CFP ® Kelly Just, CFP ® Brent Kalka, CFP ® Barry Kampe, CFP ® Rod Kamps, CFP ® Alan Kane, CFP ® Candace Kaplan, CFP ® Sharon Kaplove, CFP ® Gabriel Katzner, CFP ® Jordan Kaufman, CFP ® Maureen Keating, CFP ® Douglas Keegan, CFP ® Thomas Keller, CFP ® Thomas Kelley, CFP ® Nicholas Kemp, CFP ® Haynes Kendall, CFP ® John Kennedy, CFP ® J. Christopher Kerckhoff, CFP ® Christopher Kerstin, CFP ® Muhammad Khaki, CFP ® William Kiernan, CFP ® Sean Kilduff, CFP ® Douglas Kinsey, CFP ® Keith Kinsey, CFP ® Ann Kirchner, CFP ® Mark Kleiderlein, CFP ® Marcus Kline, CFP ® John Kloecker, CFP ® Chris Knapp, CFP ® Gregory Knisely, CFP ® Kevin Knobloch, CFP ® Gerald Knotek, CFP ® Lincoln Koike, CFP ® Michael Kolb, CFP ® Richard Kolb, CFP ® Gerald Koler, CFP ® Michael Koler, CFP ® Ken Kondo, CFP ® Harmon Kong, CFP ® Kristin Kornemann, CFP ® Patrick Kowalczyk, CFP ® Kenneth Kozlowski, CFP ® David Kranz, CFP ® Peter Kraus, CFP ® Kirk Kreikemeier, CFP ® Steven Krekeler, CFP ® William Krempa, CFP ® Robert Krim, CFP ® John Krol, CFP ® Clark Krueger, CFP ® Dustin Kuhn, CFP ® Michael Kuhn, CFP ® James Kull, CFP ® Steven Kumagai, CFP ® Mark Kuntz, CFP ® Katarzyna Kusmierz, CFP ® Gregory Kutrow, CFP ® H. David Kwinter, CFP ® Renee Kwok, CFP ® John Lackey, CFP ® Yangchen Lama, CFP ® Christopher Lamal, CFP ®

David LaMay, CFP ® Edward Lambert, CFP ® Joseph Lamberti, CFP ® James LaMotta, CFP ® John Landsell, CFP ® Thomas Lane, CFP ® Edwin Langley, CFP ® E. Ronald Lara, CFP ® Carolyn LaRocco, CFP ® Kayle Larsen, CFP ® William Lascelle, CFP ® Lisa LaVecchia, CFP ® Robert Law, CFP ® Ibidun Layi-Ojo Joseph LeBlanc, CFP ® Tina Wells Lee, CFP ® William Leeb, CFP ® Archie LeGrone, CFP ® Dennis Lehman, CFP ® Douglas Lennick, CFP ® James Lentz, CFP ® Klara Leon, CFP ® Alex Lebron, CFP ® Connell Lee, CFP ® James Lee, CFP ®

Therese Martin, CFP ® Thomas Martin, CFP ® Eric Martin, CFP ®

Rhonda Murray, CFP ® Edward Muse, CFP ® Dennis Nagdeman, CFP ® Edward Nagle, CFP ® Donald Nalls, CFP ® Amanda Neal, CFP ® Michelle Neiswender, CFP ® Terry Nelson, CFP ® Mark Nerderman, CFP ® Christopher Neubert, CFP ® Jeffrey Neumeyer, CFP ® Darryl Newman, CFP ® Donald Newsholme, CFP ® Yuk Ngai, CFP ® Pierre Ngo, CFP ® Phong Nguyen, CFP ® Walter Niemczura, CFP ® Camilo Nino, CFP ® Alan Nishimoto, CFP ® Nannette Nocon, CFP ® Charles Noparstak, CFP ® Eric Norberg, CFP ® Kristin Nordahl, CFP ® Robert Nordeen, CFP ® Rene Nourse, CFP ® Bradley Novak, CFP ® Phyllis Nye, CFP ® Allen O’Brian, CFP ® James O’Brien, CFP ® Sean O’Brien, CFP ® Tom O’Bryon, CFP ® Cynthia Ochal, CFP ® William O’Connor, CFP ® Phillip O’Dell, CFP ® Robert O’Hara, CFP ® Heather Oliver, CFP ® April Oliver, CFP ® Beth Olmstead, CFP ® Robert Omohundro, CFP ® Angela Ostendarp, CFP ® Kristina Oswald, CFP ® Wayne Pahssen, CFP ® Aaron Palmer, CFP ® Mark Palmer, CFP ® Larry Palmer, CFP ® Philip Palumbo, CFP ® David Ondo, CFP ® Ann Ortigara, CFP ® Carlo Panaccione, CFP ® Paul Papapostolou, CFP ® Demetrios Paraskevopoulos, CFP ® Thomas Parker, CFP ® Michael Parker, CFP ® John Parkinson, CFP ® Carolyn Parsons, CFP ® David Parsons, CFP ® Christopher Pascale, CFP ® Ronald Patberg, CFP ® Gerard Patin, CFP ® David Patterson, CFP ® Lisa Pauls, CFP ® William Paxton, CFP ® Valerie Peck, CFP ® Thomas Peekema, CFP ® John Pelham, CFP ® David Peloquin, CFP ® Adam Peltzman, CFP ® J. Anthony Pena, CFP ® Robert Perez, CFP ® Paul Perino, CFP ® David Perkins, CFP ® David Perry, CFP ® William Perryman, CFP ® Brian Parker, CFP ® Bryan Parker, CFP ® Chad Parker, CFP ®

David Petersen, CFP ® Douglas Peterson, CFP ® John Peterson, CFP ® Stephen Peterson, CFP ® Kathryn Peyton, CFP ® Meagan Phelps, CFP ® David Pickler, CFP ® J. Michael Pierce, CFP ® Shellee Pietras, CFP ® Nick Pietrocola, CFP ® Serge Pinard, CFP ® Thomas Pitrone, CFP ® Titus Pittman, CFP ® Jonathan Plail, CFP ® Stephen Polk, CFP ® Kathryn Evans Pollin Ann Poloko, CFP ® Keith Pomeroy, CFP ® Vid Ponnapalli, CFP ® Misty Porter, CFP ® Robert Porter, CFP ® Ronald Posnack, CFP ® Lewis Post, CFP ® Kelly Potes, CFP ® Bruce Potter, CFP ® Stephen Potter, CFP ® Richard Potts, CFP ® Kim Potvin, CFP ® Stephen Poulton, CFP ® Timothy Powell, CFP ® John Power, CFP ® Sanjay Prasad, CFP ® Christopher Pratt, CFP ® Stephen Prichard, CFP ® John David Principe, CFP ® Peter Racen, CFP ® James Raiola, CFP ® Annamalai Rajendran, CFP ® Richard Rake, CFP ® Robert Rall, CFP ® Jeffrey Ramsey, CFP ® Jordan Raniszeski, CFP ® John Privitelli, CFP ® Tyler Qualio, CFP ® Susan Quigley, CFP ® Keka Rath, CFP ® Lytle Rather, CFP ® John Rearden, CFP ® Alyssa Reed, CFP ® Stephen Regouby, CFP ® Marvin Reinglass, CFP ® Kelly Renner, CFP ® John Reutemann, CFP ® William Reuter, CFP ® Holly Revelas, CFP ® Matthew Reynolds, CFP ® Nancy Rhew, CFP ® S. Neal Rhoney, CFP ® Donald Rice, CFP ® Steven Richardson, CFP ® Wesley Richardson, CFP ® Richard Riegle, CFP ® Zachary Riffett, CFP ® Meg Riley-Jamison Thomas Rishovd, CFP ® Jodi Ristau, CFP ® Nathaniel Ritchison, CFP ® Karl Ritland, CFP ® Hugues Rivard, CFP ® Christine Rizk Gerard Rizza, CFP ® Richard Robb, CFP ® Douglas Robbins, CFP ® John Robbins, CFP ® Atricia Roberts, CFP ® George Robertson, CFP ® Scott Robertson, CFP ® Angela Robinson, CFP ®

David Robinson, CFP ® Peter Robinson, CFP ® Christopher Rohan, CFP ® Joyce Rolfes, CFP ® Harry Romain, CFP ® David Root, CFP ® Todd Rosenfeld, CFP ® David Rosenthal, CFP ® Jared Roskelley, CFP ® George Ross, CFP ® Robert Ross, CFP ® Benjamin Roth, CFP ® Edward Roth, CFP ® Sharla Rountree, CFP ® Mark Russell, CFP ® Steve Russell, CFP ® Gregory Rutherford, CFP ® David Rutkowski, CFP ® William Ryan, CFP ® Leo Rydzewski Joseph Sabelhaus, CFP ® Joseph Saccon, CFP ® Brooks Sackett, CFP ® Kirk Sadilek, CFP ® Dean Sa gg au, CFP ® Michael Salerno, CFP ® Toi Salter, CFP ® Amaury Sanchez-Cifuentes, CFP ® David Santoro, CFP ® Zhee Sarabia, CFP ® Bryan Sarff, CFP ® John Sartaine, CFP ® Jonathan Satovsky, CFP ® Tim Satre, CFP ® Nancy Sawicki, CFP ® Timothy Scannell, CFP ® Salvatore Schibell, CFP ® Daniel Schiffman, CFP ® Mark Schild, CFP ® Gregory Schill, CFP ® Leo Schlangen, CFP ® Stephen Schliesser, CFP ® Randall Schmailzl, CFP ® Neil Schmerling, CFP ® Elizabeth Schneider, CFP ® Larry Schneider, CFP ® Ronald Schneider, CFP ® Jonathan Schneiderman, CFP ® Richard Schoenfeld, CFP ® Irvin Schorsch, CFP ® E. Andrew Schrag, CFP ® Allen Rowe, CFP ® Robert Roy, CFP ® Samantha Sennett, CFP ® Nora Seoane-Jobson, CFP ® Clint Sepolio, CFP ® Andrew Serafini, CFP ® Gabriel Shahin, CFP ® Glenn Shaikun, CFP ® Ryan Shanley, CFP ® Joshua Shaver, CFP ® Anthony Shea, CFP ® John Sheets, CFP ® Scott Sheffield, CFP ® Kirk Sheldon, CFP ® Frederick Shermock, CFP ® Joseph Shiman, CFP ® Jon Shuler, CFP ® Karen Shute, CFP ® Stephen Sigmon, CFP ® Phyllis Silverstein, CFP ® Craig Siminski, CFP ® Mark Schulten, CFP ® Stuart Schultz, CFP ® George Schulz, CFP ® Brian Schwartz, CFP ® Louis Scipione, CFP ® Patricia Selin, CFP ®

Julie Simmons, CFP ® Stephen Simon, CFP ® Tracey Simonson, CFP ® Keith Singer, CFP ® Neeta Singh, CFP ® Patrick Sirayathorn, CFP ® Frank Sisti, CFP ® Phillip Sitar, CFP ® Elizabeth Skrinak, CFP ® Rachel Sloan, CFP ® Phillip Smiley, CFP ® Heather Smith, CFP ® Denzel Smith, CFP ® Eric Smith, CFP ® Todd Smith, CFP ® James Soft, CFP ® Edward Sokolowski, CFP ® Robert Somma, CFP ® Al Soricelli, CFP ® Paul Sortino, CFP ® Michelle Soto, CFP ® Lisa Spadoni, CFP ® Jerod Spaeth, CFP ® Dave Spano, CFP ® Jerry Sparks, CFP ® Marcia Spellman, CFP ® Danny Spiegel, CFP ® Lawrence Stack, CFP ® Robert Stafford, CFP ® Paul Stage, CFP ® Frederick Starr, CFP ® Dennis Stavinoha, CFP ® Myron Stayman, CFP ® George Smith, CFP ® Jason Smith, CFP ® KC Smith, CFP ® Maria Smith, CFP ® Robert Smith, CFP ® Mary Stockton, CFP ® Hunter Stollman, CFP ® David Stone, CFP ® Ronald Stoner, CFP ® Harlan Storey, CFP ® Thomas Storrie, CFP ® Kelly Straub, CFP ® Roy Straub, CFP ® Paul Strebel, CFP ® Samuel Stroud, CFP ® Russell Stuart, CFP ® Joseph Stutz, CFP ® John Suh, CFP ® Michael Sullivan, CFP ® Timothy Sutton, CFP ® Lisa Svensson, CFP ® Jared Sweitzer, CFP ® Matthew Talbot, CFP ® Frederick Tan, CFP ® Melanie Tanaka, CFP ® Sara Tanner, CFP ® Randall Tarter, CFP ® Keith Tatlock, CFP ® John Tattersall, CFP ® Benjamin Taylor, CFP ® Joshua Taylor, CFP ® Mark Taylor, CFP ® Patrick Taylor, CFP ® Robert Taylor, CFP ® Mark Teague, CFP ® Shawn Steel, CFP ® Arthur Stein, CFP ® Jeffrey Stein, CFP ® Michael Stein, CFP ® Paul Stein, CFP ® Mark Stein, CFP ® Deborah Stelly, CFP ® Charles Stephens, CFP ® Susan Stiles, CFP ® Christopher Stimming, CFP ®

Frank Tehel, CFP ® David Templin, CFP ® Christine Tenbarge, CFP ® Mark Tepper, CFP ® Anita Testa, CFP ® Kevin Testa, CFP ® Steven Testino, CFP ® Kenneth Thomalla, CFP ® Christopher Thomas, CFP ® Christopher Thomas, CFP ® M. Justin Thomas, CFP ® Robert Thompson, CFP ® Alexander Thomson, CFP ® Shawn Thomson, CFP ® Herman Tiemens, CFP ® Janet Tighe, CFP ® Ann Robinson Timoney, CFP ® Brian Tinker, CFP ® Keith Todhunter-Schaafsma, CFP ® Lamberto Torres, CFP ® Vincent Toscano, CFP ® Marwan Touma, CFP ® Angie Trandai, CFP ® Vincent Traphagen, CFP ®

Christopher Wells, CFP ® Scott Wells, CFP ® Ryan Wempe, CFP ® Paul Wenstrom, CFP ® Al Whalen, CFP ® Frank Wheeler, CFP ® Andrew Wheeler, CFP ® Jeanette Wheeler, CFP ® Tessa White, CFP ® Kurt Whitesell, CFP ® Dennis Whyte, CFP ® Mark Wiegenstein, CFP ® Steve Wilcox, CFP ® Glenn Williams, CFP ® James Williams, CFP ® Ronald Williams, CFP ® Thomas R. Williams, CFP ® Thomas H. Williams, Jr., CFP ® R. B. Wilshire, CFP ® Daniel Wilson, CFP ® Robert Winkelman, CFP ® Emily Wirgin, CFP ® E. Forrest Wise, CFP ® Aaron Witten, CFP ® James Woelfel, CFP ® George Woerdeman, CFP ® Fredrick Wollman, CFP ® Lori Womack, CFP ® Ryan Wong, CFP ® Thomas A. Wood Thomas W. Wood, CFP ® Anthony Wyss, CFP ® Chang Xiong, CFP ® Robert Yahney, CFP ® Scott Yanker, CFP ® Robert Yarbrough, CFP ® E.C. Yegen, CFP ® Kathleen Youngerman, CFP ® Julia Zakarias, CFP ® Martin Zaklikowski, CFP ® Bradley Zapp, CFP ® Gerald Zelko, CFP ® Edward Zeller, CFP ® Hong Zhang, CFP ® Janet Zhang, CFP ® Sheree Ziemba, CFP ® David Zuckerman, CFP ® Patrick Zumbusch, CFP ® Steven Work, CFP ® James Worrell, CFP ® Sasha Wright, CFP ® Helen Wu, CFP ® Jay Wurtzler, CFP ®

Daniel Marting, CFP ® Barry Martzahl, CFP ® Gabriele Mastrobuono, CFP ®

Ronald Matsui, CFP ® Jay Matthews, CFP ® Blake Mattson, CFP ® William Maxey, CFP ® Jason May, CFP ® W. Craig Mayeux, CFP ® Gary Mayo, CFP ® Jaclyn Mazur, CFP ® Anne McCabe

Michael McCann, CFP ® Frank McCannon, CFP ® Stephen McCarthy, CFP ® David McCary, CFP ® Christopher McCauley, CFP ® Matthew McCaw, CFP ® John McConnell, CFP ® Dennis McCurdy, CFP ® Kevin McDevitt, CFP ® James McGlone, CFP ® Michael McGlothlin, CFP ® Daniel McLaughlin, CFP ® Michael McMeans, CFP ® Michael McNaughton, CFP ® Wilbert McZeal, CFP ® Robert Meaux, CFP ® Jesse Meehan, CFP ® A. Ray Me gg inson, CFP ® Bradley Melby, CFP ® Barry Mendelson, CFP ® Anthony Mento, CFP ® Jonathan Merck, CFP ® Jonathon Merickel, CFP ® Virginia Merkel, CFP ® Matthew Merwin, CFP ® Whitney Messerschmitt, CFP ® Jeffrey Mevorach, CFP ® Kyle McGowan, CFP ® John McIntosh, CFP ®

Walter Trapp, CFP ® Rolf Trautsch, CFP ® Mark Troutman, CFP ® Joseph Troy, CFP ® Carol Truluck, CFP ® Maureen Tsu, CFP ® Andrew Tufford, CFP ® Cris Tuft, CFP ® Angela Tullar, CFP ® Johanna Turner, CFP ® Derek Tuz, CFP ® Bradford Tyl, CFP ® Janice Tymesen, CFP ® Trace Udall, CFP ® Brian Ullrich, CFP ® John Paul Ulrich, CFP ® Robert Ungerer, CFP ® Nancy Unglaub, CFP ® James Urda, CFP ® Timothy Urie, CFP ® Ron Valpey, CFP ®

Jeffrey Leonard, CFP ® Ronald Levenson, CFP ® Michael Levin, CFP ® Paul Levin, CFP ® Gerald Lewandowski, CFP ® Dorothy Lewis, CFP ® George Limperopoulos, CFP ® Thomas Lin, CFP ® Ralph Linarelli, CFP ® James Liotta, CFP ® Randal Lishka, CFP ® Thomas Livaccari, CFP ® Nicholas LiVecchi, CFP ® Frank Locatell, CFP ® Lauren Locker, CFP ® Robert Loeb, CFP ® Anthony Lofaso, CFP ® James Loftin, CFP ® Douglas Loftus, CFP ® Ryan Logan, CFP ® Dolores Loker James Lorenz, CFP ® Sabrina Lowell, CFP ® Marc Lowenberg, CFP ® Christopher Lowery, CFP ® Alan Lubner, CFP ® Peter Ludwig, CFP ® Gary Lukachinski, CFP ® Anahid Luke, CFP ® Monte Luzadder, CFP ® Robert Lyman, CFP ® N. Jennifer Macaraeg, CFP ® Samantha Macchia, CFP ® Roderick Macdonald, CFP ® Frederick MacLean, CFP ® James Magno, CFP ® John Mahoney, CFP ® Kevin Maltezo, CFP ® Elaine Manley, CFP ® William Mann Thomas Manzardo, CFP ® Matthew Marcello, CFP ® Jeffrey Marciniak, CFP ® Seth Marcus, CFP ® Steven Marlette, CFP ® Cheryl Marquez, CFP ® Kenneth Marshall, CFP ® Timothy Marshall, CFP ® Scott Marshall, CFP ® John Martin, CFP ® Scott Lollar, CFP ® Jean-Francis Lopez de Valdivia, CFP ®

Andrew Meyer, CFP ® Cynthia Meyer, CFP ® Douglas Meyer, CFP ® Lindsay Miceli, CFP ® Benjamin Miller, CFP ® David Miller, CFP ® Gary Miller, CFP ® Rainey Miller, CFP ® Troy Miller, CFP ® Cole Mills, CFP ® Matthew Mixon, CFP ® Ryan Modi, CFP ® Patricia Monat, CFP ® David Monckton, CFP ® Keith Moore, CFP ® David Moore, CFP ® Kevin Moore, CFP ® Tim Moore, CFP ® Richard Mootz, CFP ® Kenneth Moraif, CFP ® Craig Morgan, CFP ® John Morgan, CFP ® Ross Morgan, CFP ® David Moritz, CFP ® James Morris, CFP ® Kyra Morris, CFP ® Zachary Morris, CFP ® Steven Mortelliti, CFP ® Neil Moscicki, CFP ® Don Mosman, CFP ® James Mullins, CFP ® Claudia Mundahl, CFP ® Michael Murphy, CFP ® Patrick Murphy, CFP ®

Catherine van der Schans, CFP ® Elizabeth Van Hoever, CFP ® Emily Van Hoorickx, CFP ® Sundra Vann, CFP ® Ward VanSkiver, CFP ® James Verros, CFP ® Dave Vetta, CFP ® Michael Vicars, CFP ® Gary Vick, CFP ® Robert Villanova, CFP ® Walter Virden, CFP ® Nolan Vosler, CFP ® Robert Walsh, CFP ® Marc Walsh, CFP ® David Walter, CFP ® J. William Waltman, CFP ® Gary Ward, CFP ® Tammy Wardemann, CFP ® Michael Warren, CFP ® Amy Wasser, CFP ® Mindee Wasserman, CFP ® Jeremy Wassmer, CFP ® Mark Watson, CFP ® Philip Watson, CFP ® DeWitt Weaver, CFP ® Laura Webb, CFP ® Clifford Webster, CFP ® Robert Weckenman, CFP ® Charles Weeks, CFP ® K. Renee Weese, CFP ® Alyssa Weinberger, CFP ® Michael Weisman, CFP ® Wiilliam Welch, CFP ®

Getting it Right CFP Board makes every effort to properly list the names of its donors based on the contact information entered into our donor database. If you find an error, please let us know by contacting:

Lisa Davis Chief Program Officer 202-379-2286 ldavis@cfpboard.org

George Peters, CFP ® Ronald Peters, CFP ®

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