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
Scott Kahan, CFP®
Chairman
Financial Asset Management Corporation
President & Senior Financial Planner
President & Senior Financial Planner
Kate Healy
Vice Chairman
TD Ameritrade Institutional
Managing Director, Generation Next
Managing Director, Generation Next
William C. Anderson
Capital Group
Senior Vice President
Senior Vice President
Alexandra Armstrong, CFP®
Armstrong, Fleming & Moore, Inc.
Chairman & Founder
Chairman & Founder
Elissa Buie, CFP®
Yeske Buie Inc.
Chief Executive Officer
Chief Executive Officer
David Canter
Fidelity Investments
Executive Vice President, Head of the RIA Segment
Executive Vice President, Head of the RIA Segment
Bernie Clark
Schwab Advisor Services
Executive Vice President
Executive Vice President
Terri Fiedler
AIG Financial Distributors
Executive Vice President, Strategic Accounts
Executive Vice President, Strategic Accounts
John Fodor
Ben Harrison
Pershing Advisor Solutions
Managing Director, Business Development and Relationship Management
Managing Director, Business Development and Relationship Management
Dan Moisand, CFP®
Moisand Fitzgerald Tamayo, LLC
Principal and Financial Advisor
Principal and Financial Advisor
Kian Rafia
Morningstar, Inc.
Head of Advisor Solutions
Head of Advisor Solutions
Eileen M. Sharkey, CFP®
Sharkey, Howes & Javer, Inc.
Principal
Principal
Anthony Svach
BlackRock
Managing Director
Managing Director
Laura Tarbox, CFP®
Tarbox Family Office
President
President
Dr. Dave Yeske, DBA, CFP®
Yeske Buie Inc.
Managing Director
Managing Director