THE BOTTOM LINE
Ring that Bell!
The New York Stock Exchange pillars proclaim, “It’s Gotta Be A CFP ® ” on Dec. 13, 2024. From Left: James Katsaounis, CFP Board Managing Director, Marketing & Communications; Michael Donnelly, CFP ® , CFP Board Account Director, Corporate Growth; Judith Lee, CFP ® , Senior Vice President, Resident Director, The Lee Casey Group, Merrill, A Bank of America Company; Peter Rohr, CFP ® , Board Director; Kevin R. Keller, CAE, CFP Board CEO; Simone Lee, CFP ® , Financial Advisor, The Lee Casey Group, Merrill, A Bank of America Company; Matt Boersen, CFP ® , CFA ® , 2024 CFP Board Chair; Liz Miller, CFP ® , CFA ® , CFP Board 2024 Board Chair-Elect; Terri Kallsen, CFP ® , CFP Board 2025 Board Chair-Elect; Richard Shaw, CFP ® , Board Director; and K. Dane Snowden, CFP Board Chief Operating Officer.
Photo by Gus Aronson with permission of NYSE Group, Inc. © 2025
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