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Meet the Next Generation of Industry Leaders

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Building the Future of Financial Planning

Our NextGen Advisory Task Force represents the future leaders of financial services. They work to build awareness of the financial planning profession, establish best practices for the future, and attract tomorrow’s clients.

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NextGen Advisory Task Force

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Ashton Lawrence

CFP®, ChFC®, AIF®

Member, NextGen Advisory Task Force

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Christopher Seabrook

MBA, RICP®

Member, NextGen Advisory Task Force

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Deja Foster

CFP®

Member, NextGen Advisory Task Force

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Julie Ragatz

PhD

Advisor, NextGen Advisory Task Force

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Kristin Dorm

Advisor, NextGen Advisory Task Force

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Amber Stitt Headshot

Amber Stitt

ACP, ChFC®, GALLUP®

Advisor, NextGen Advisory Task Force

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Alanah Phillips

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

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Liv Gagnon

Leader, NextGen Advisory Task Force

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Stephanie Hohenshell

RICP®, LACP®, LUTCF®

Member, NextGen Advisory Task Force

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Sid Misra Headshot

Sid Misra

CFP®

Member, NextGen Advisory Task Force

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Padric Scott

Padric H.B. Scott

AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®

Member, NextGen Advisory Task Force
FinServe Network Ambassador

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Nicole Casperson

Member, NextGen Advisory Task Force

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Michael Sise

CFP®, ChFC®, CPFA®, AIF®, CRPC®

Member, NextGen Advisory Task Force

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Matt Riley

ChFC®, ChSNC®

Member, NextGen Advisory Task Force

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Matt Aaron

CFP®, RICP®, ChFC®

Member, NextGen Advisory Task Force

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Mariel Walker

Member, NextGen Advisory Task Force

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Mariana Llamas

Member, NextGen Advisory Task Force

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LeTian Dong

CFP®, WMCP®, RICP®, ChFC®, RMA®

Member, NextGen Advisory Task Force

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Lea Landaverde

MSF

Member, NextGen Advisory Task Force

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Kyle Kuyat

CFP®, ChFC®, RICP®

Member, NextGen Advisory Task Force

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Joshua C. Rosenberg

ChFC®, CLU®, CCFC®

Member, NextGen Advisory Task Force

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Jessica Flynn

Member, NextGen Advisory Task Force

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Jackie Wilke

Member, NextGen Advisory Task Force

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Crystal Roseman

Member, NextGen Advisory Task Force

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Morgan Marlin

CRPS®, WMCP®

Member, NextGen Advisory Task Force

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Anna Kareis

Member, NextGen Advisory Task Force

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Lindsey Lewis

MBA, ChFC®, CFP®

Director and Chair, The American College Center for Women in Financial Services

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