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    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
    LinkedIn
    Scott Kahan, CFP®
    Chairman
    Financial Asset Management Corporation
    President & Senior Financial Planner
    LinkedIn
    Kate Healy
    Vice Chairman
    TD Ameritrade Institutional
    Managing Director, Generation Next
    LinkedIn
    William C. Anderson
    Capital Group
    Senior Vice President
    Alexandra Armstrong, CFP®
    Armstrong, Fleming & Moore, Inc.
    Chairman & Founder
    LinkedIn
    David Canter
    Fidelity Investments
    Executive Vice President, Head of the RIA Segment
    LinkedIn
    Bernie Clark
    Schwab Advisor Services
    Executive Vice President
    LinkedIn
    Eric Clarke

    Orion Advisor Solutions, LLC
    CEO

    LinkedIn
    Jeff Concepcion
    Stratos Wealth Partners
    Founder and CEO

    LinkedIn
    Terri Fiedler
    AIG Financial Distributors
    President and CEO

    LinkedIn
    John Fodor



    LinkedIn
    Ben Harrison
    Pershing Advisor Solutions
    Managing Director, Business Development and Relationship Management
    LinkedIn
    Marty Kurtz, CFP®
    The Planning Center
    Founder/Sr. Financial Planner
    LinkedIn
    Kian Rafia
    d1g1t Inc.
    Managing Director, Head of U.S. Distribution
    LinkedIn
    Anthony Svach
    BlackRock
    Managing Director
    LinkedIn
    Laura Tarbox, CFP®
    Tarbox Family Office
    President
    LinkedIn
    Dr. Dave Yeske, DBA, CFP®
    Yeske Buie Inc.
    Managing Director
    LinkedIn