Meet Our FinServe Network
Champions for Professional Excellence
As a select group of doers, difference-makers, and alumni, members of our FinServe Network serve as advocates for The College and its programs and initiatives, amplifying our mission.
Deeper Expertise for Deeper Value
Stand Out as a Specialist
Join our FinServe Network ambassadors in accelerating growth with advanced proficiency in the complex planning areas your clients need most.
FinServe Ambassadors
Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
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Ande Frazier
CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
FinServe Network Ambassador
Connect on LinkedIn
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Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
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Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
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Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
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Sahar Pouyanrad
EMBA, CTFA, AEP®, CEP®, ChSNC®
FinServe Network Ambassador
Connect on LinkedIn
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Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
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Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
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Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
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Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
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Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
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Siu Lung Wu
EA, NSSA®, CTRS, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
01 / 00
Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
Read Bio
Ande Frazier
CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
Read Bio
Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
Read Bio
Sahar Pouyanrad
EMBA, CTFA, AEP®, CEP®, ChSNC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
Read Bio
Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Read Bio
Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
Read Bio
Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Siu Lung Wu
EA, NSSA®, CTRS, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Related Insights
Insights
FinServe Network Convenes for 2025 Summit
The College held its third annual FinServe Network Summit on October 8 and 9, 2025 — a gathering of financial professionals dedicated to advancing our mission across the industry.
November 06, 2025
Insights
President and CEO George Nichols III, CAP®, introduces The College’s first-ever consumer awareness and engagement campaign.
October 08, 2025
Insights
Why Employee Financial Literacy is Good for Business
With financial security becoming more do-it-yourself for many Americans, a baseline of financial knowledge for employees seems needed — especially considering the business benefits.
September 26, 2025
Podcasts
Working With Clients on Retirement Income Strategies
Retirement is a phase of life that many clients spend their working years dreaming about. However, without the proper level of preparedness, it can be difficult for clients to achieve this dream.
August 21, 2025
On-Demand Webcasts
Advanced Insights for Special Needs Planning
Join industry experts as they take an in-depth look at several key topics and share knowledge from the field of special needs planning.
November 12, 2025
01/03
Ready to Learn More?
Join the community of College amplifiers or delve deeper into this exclusive program, the FinServe Network, consisting of a dynamic cross-section of leaders and rising stars. Ready, Set, Amplify!
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