Board of Trustees

    “I’ve always had a passion for pro bono work, because I believe it’s important that all people – no matter their financial circumstances – can access quality financial advice when they need it most.”
    Scott Kahan, CFP®, Chairman

    Kenneth “Kacy” Gott, CFP®
    Immediate Past Chairman
    Meritas Wealth Management
    Senior Financial Planner
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    Scott Kahan, CFP®
    Chairman
    Financial Asset Management Corporation
    President & Senior Financial Planner
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    Kate Healy
    Vice Chairman
    TD Ameritrade Institutional
    Managing Director, Generation Next
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    William C. Anderson
    Capital Group
    Senior Vice President
    Alexandra Armstrong, CFP®
    Armstrong, Fleming & Moore, Inc.
    Chairman & Founder
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    Elissa Buie, CFP®
    Yeske Buie Inc.
    Chief Executive Officer
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    David Canter
    Fidelity Investments
    Executive Vice President, Head of the RIA Segment
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    Bernie Clark
    Schwab Advisor Services
    Executive Vice President
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    Terri Fiedler
    AIG Financial Distributors
    President and CEO

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    John Fodor



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    Ben Harrison
    Pershing Advisor Solutions
    Managing Director, Business Development and Relationship Management
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    Dan Moisand, CFP®
    Moisand Fitzgerald Tamayo, LLC
    Principal and Financial Advisor

    Kian Rafia
    Morningstar, Inc.
    Head of Advisor Solutions
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    Anthony Svach
    BlackRock
    Managing Director
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    Laura Tarbox, CFP®
    Tarbox Family Office
    President
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    Dr. Dave Yeske, DBA, CFP®
    Yeske Buie Inc.
    Managing Director
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