Committed to Our Mission to Benefit Society
Our leadership team brings diverse experience from decades in financial services, academia, and for- and nonprofit organizations. Their perspectives and expertise help accelerate our impact.
College Leadership
Stewards of Our Mission and Vision
Joe Bergan, CFP® Wallace E. Boston, Ed.D. Brandon Carter, CLU®, ChFC®, CFP® Lisa Davis, MSM Edward G. Deutschlander, CLU®, CLF® Kristin Ferguson |
Matt Foran Ellen Rinaldi, CLU® Timothy J. Gerend, JD Salene Hitchcock-Gear, JD John M. Howard Michael V. James Michelle D. Johnson |
Cheri Lytle Brad Montgomery, CPCU®, RICP®, FLMI®, HIA, CASL George Nichols III, CAP® Kristi Martin Rodriguez Todd M. Schoon, JD, CLU®, ChFC® Matthew Spriggs |
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Supporters of Our Mission and Vision
George I. Connolly, JD, CLU®, ChFC®, Securian Susan M. Cooper, MSM, CLU®, ChFC®, CFP®, CAP®, RICP®, Prudential Mike Corey, LUTCF®, MJC Venture, Inc. Patrick Corey, The Corey Search Group J. Scott Davison, CLU®, ChFC®, OneAmerica Michael C. Davidson, MSM, CLU®, CAP®, State Farm (Ret) Louis P. DiCerbo II, LUTCF®, CLU®, ChFC®, DiCerbo P.C.P. and Associates, Inc. John DiMonda, CLU®, ChFC®, Lincoln Financial Anthony J. Domino, Jr., MSFS, CLU®, ChFC®, CAP®, Associated Benefit Consultants, LLC Harris Fishman, CLU®, ChFC®, MassMutual R. David Fritz, Jr., CLU®, Executive Benefits Network Nic Gorey, Rocketer |
Randall H. Harbert, CLU®, State Farm (Ret) Rodger K. Johnson, MSFS, ChFC®, CLU®, CFP®, CAP®, RICP®, Johnson Financial Group Fred Jonske, CAP®, Insurex Joseph W. Jordan Gloria LaGrassa, CLU®, ChFC® Paul A. LaPiana, CFP®, MassMutal Leon L. Levy, CLU®, Leon L. Levy & Associates Richard A. Liddy, CLU®, General American Life (Ret) James J. Meehan, MSM, 1847 Financial (Ret) James A. Mitchell, CLU®, ChFC®, IDS Life Insurance Company (Ret) Knut A. Olson, CLU®, Federal Life Insurance Company Robert B. Plybon, CLU®, ChFC®, Plybon & Associates, Inc. J. Greg Reber, Pacific Life |
Michael “Mickey” Rosenzweig, CLU®, ChFC®, Rosenzweig Financial Services Albert J. (Bud) Schiff, CAP®, CLU®, RICP®, Alvarez & Marsals Mike Scovel, MSM, CLU®, ChFC®, New York Life Joel A. Shapiro, MSFS, CLU®, ChFC®, Bartmon, Shapiro and Associates, Inc. Frederick J. Sievert, MSM, Ret. New York Life Joseph Sparacio, LUTCF®, CLU®, CLF®, MassMutual |
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Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC, President, Nabell Winslow Wealth Management Michaela Scott, MSFS, CFP®, CLU®, ChFC®, RICP®, Vice President Borislow Insurance Terry E. Parham Jr., CFP®, ChFC®, CLU®, WMCP®, Secretary, Innovative Wealth Building Heather Welsh, CFP®, AEP®, MSFS Michael Bitton, CFP®, CLU®, RICP®, CIMA®, CPWA®, Pacific Life Leslie Calkins, CLU®, ChFC®, CASL®, RICP®, MSFS, CAP®, State Farm Darin S. Fass, CLU®, CLF®, New York Life Joshua A. Gonzalez, CFP®, ChFC®, CLU®, Modern Wealth Strategies |
Maurice Miller, Jr., CFP®, ChFC®, Mass Mutual Juliet A. Pinkerton, ChFC®, CLU® Soraya Morris, ChFC®, LPL Financial Jay Mota, CFP®, CDFA®, ChFC®, WMCP®, Ameriprise Jim Petersen, Ph.D., MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®, CPMBC, Emeritus Member, The American College Matthew Price, CLU®, ChFC®, Priceless Coaching Kimberlee Riley, CAP®, The Catholic Foundation of Central Florida John Rocco, MSFS, CLU®, Emeritus Member, New York Life |
Jason Austell, MSFS, ChFC®, CLU®, CASL®, RICP®, CAP®, ChSNC® Christopher Sitek, CLU®, ChFC®, RHU®, REBC®, CASL®, CLTC®, North Star Resource Group Wendy Swanson, RICP®, CLTC®, NSSA certificate holder, Senior Market Sales Stephanie Tsang, CFP®, ChFC®, CPA, North Star Resource Group Beady Waddell III, JD, MCA, LL.M, MS, ChFC®, CLU®, Western & Southern Financial Group Maxwell Waletich, CFP®, ChFC®, RICP®, Allianz Life Lauren Yamaoka, CAP®, The Fuller Foundation |
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