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, FSA, CFA, MAAA Matt Foran | Salene Hitchcock-Gear, JD Michael V. James Russell N. James, III, J.D., Ph.D., CFP® Michelle D. Johnson Paul A. LaPiana, CFP® Cheri Lytle Brad Montgomery, CLU®, ChFC®, CPCU®, RICP®, FLMI®, HIA, CASL | George Nichols III, CAP® Ellen Rinaldi, JD, LLM, ChFC®, CLU® John C. Roberts, CFA Kristi Martin Rodriguez Todd M. Schoon, JD, CLU®, ChFC® Matthew Spriggs Cary Stamp, CFP®, AIF®, RICP®, CAP®, AEP®, CDFA™ Sonali Virendra, CLU®, ChFC®, CLF®, and LUTCF |
Supporters of Our Mission and Vision
George I. Connolly, JD, CLU®, ChFC®, Securian Susan M. Cooper, MSM, CLU®, ChFC®, CFP®, CAP®, RICP®, Prudential (Ret) Mike Corey, LUTCF®, Corey Search Group Patrick Corey, 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®, Osaic Financial Advisors 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 | Randall H. Harbert, CLU®, State Farm (Ret) Thomas H. Harris, CLU®, ChFC®, Penn Mutual (Ret) Rodger K. Johnson, MSFS, ChFC®, CLU®, CFP®, CAP®, RICP®, Johnson Financial Group Fred Jonske, CAP®, Insurex Joseph W. Jordan Gloria LaGrassa, CLU®, ChFC® Leon L. Levy, CLU®, Leon L. Levy & Associates Richard A. Liddy, CLU®, General American Life (Ret) Reed J. Lloyd, Pacific Life James J. Meehan, MSM, 1847 Financial (Ret) James A. Mitchell, CLU®, ChFC®, IDS Life Insurance Company (Ret) Linda S. Need, MSFS, CAP®, CFP®, FSA, MAAA, CFA Knut A. Olson, CLU®, Federal Life Insurance Company | Michael “Mickey” Rosenzweig, CLU®, ChFC®, Stratus Associates 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, New York Life (Ret) Joseph Sparacio, LUTCF®, CLU®, CLF®, National Life Group |
Leslie Susanne Calkins, MSFS, CLU®, ChFC®, CASL®, RICP®, CAP®, President, State Farm Insurance Carolyn A. Humphrey, CLF®, RICP®, WMCP®, TPCP®, Vice President, Empowered Financial Strategies Heather L. Welsh, CFP®, AEP®, MSFS, Secretary, Sequoia Financial Group Terry E. Parham, MSFP, CFP®, ChFC®, CLU®, WMCP®, RICP®, Immediate Past President, Innovative Wealth Building Thomas Jason Austell, MSFS, ChFC®, CLU®, CASL®, RICP®, CAP®, CFP®, ChSNC®, MassMutual Life Ins Co Colleen M. Cashman, CAP®, Vanguard Charitable Terrell Dinkins, MBA, ChFC®, RICP®, OBN Wealth Advisors Bradley E. DuFrane, LUTCF®, CLF®, CLU®, ChFC®, FSCP®, St. Lawrence-Franklin ALU Caroline Marian Elrod, CLU®, Pacific Life Insurance Co | Darin S. Fass, CLU®, CLF®, RICP®, New York Life Insurance Co Chad W. Franks, LUTCF®, ChFC®, CLF®, CLU®, FSCP®, New York Life Insurance Co Michele Godfrey, MBA, ChFC®, AFC®, JP Morgan & Chase Joshua A. Gonzalez, CLU®, ChFC®, CFP®, New York Life Insurance Co Teresa McDermott, ChFC®, CLU®, RICP®, CAP®, Fortis Family Office Maurice E. Miller Jr., ChFC®, Prudential Advisors Tia Nichole Victoria McMillen, MSM, MSFP, Edward Jones James A. Petersen, PhD, MSM, MSFS, CPMBC, CFP®, CLF®, CPBL, ChFC®, CLU®, CASL®, RICP®, WMCP®, ChSNC®, CRPC®, CAP®, AEP®, CEPA®, The American College Julie A. Pinkerton, CLU®, ChFC®, LUTCF®, Evozen | Sahar Pouyanrad, ChSNC®, AEP, JPMorgan Chase Bank, NA David Jeremy Pugliese, CExP, RICP®, WMCP®, TPCP®, Planning Alliance Kimberlee Marie Riley, CAP®, Seniors First, Inc. Amy Salo CFP®, CAP®, CExP™, RICP®, Forest Hills Financial Group Peter D. Schenck, RICP®, ChFC®, WMCP®, First Command Padric H.B. Scott, MSFP, CFP®, ChFC®, CLU®, AEP, CAP®, WMCP®, CCFC, IPA, Crossroad Capital Partners Kimberly Leander Turner, MSFS, PhD, LUTCF®, ChFC®, CAP®, CLU®, WMCP®, Retirement Planning Doctors Beady B. Waddell III, JD, LLM, MBA, MS, RICP®, CLU®, ChFC®, W&S Financial Group Distributors Scott A. Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC®, Nabell Winslow Wealth Management |