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®, TPCP®
FinServe Network Ambassador
Alumni Council Member
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Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
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Carolyn Humphrey
RICP®, TPCP®, WMCP®, ChSNC®, CLF®, RSSA®
FinServe Network Ambassador
Connect on LinkedIn
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Terry Parham Jr.
AEP®, CEPA, CFP®, ChFC®, CLU®, EA RICP®, TPCP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
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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 (Philip) Wu
EA, NSSA®, CTRS, RICP®, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn
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Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®, TPCP®
FinServe Network Ambassador
Alumni Council Member
Read Bio
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
Read Bio
Carolyn Humphrey
RICP®, TPCP®, WMCP®, ChSNC®, CLF®, RSSA®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Terry Parham Jr.
AEP®, CEPA, CFP®, ChFC®, CLU®, EA RICP®, TPCP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
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 (Philip) Wu
EA, NSSA®, CTRS, RICP®, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn
Read Bio
Our Ambassadors Emeriti
- Mónica Clesse Meléndez, MBA, FPA
- Nancy (Xiuhong) Du, MBA, RICP®, CFP®
- Mary Fischer-Nassib, CAP®
- Ande Frazier, CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
- Centario Grier
- Rick Peck, CFP®, ChFC®, CAP®, IPA
- Alanah Phillips, MBA
- Andrew Tudor, CFP®, RICP®, CAP®
- Marco Williams, CFP®
Related Insights
Insights
Essential Considerations for Rising Leaders in Financial Services
For many, financial planning is understood as science dominated by strategies, numbers, and figures. But for advisors, important planning decisions often come down to people.
June 16, 2026
Insights
Five Questions With Siu Lung (Philip) Wu
As an advisor, earning trust is about more than technical skill; it’s about expertise, approach, and the ability to connect meaningfully with clients.
April 15, 2026
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Crafting Long-Term Care Conversations
For many, the subject of long-term care can be a difficult topic to broach. For financial advisors, it’s all in the line of work.
February 11, 2026
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
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
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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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