Meet the Next Generation of Industry Leaders
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.
NextGen Advisory Task Force
Alanah Phillips
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
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Stephanie Hohenshell
RICP®, LACP®, LUTCF®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Sid Misra
CFP®, Series 7, Series 65, Series 63
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®
Member, NextGen Advisory Task Force
FinServe Network Ambassador
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Michael Sise
CFP®, ChFC®, CPFA®, AIF®, CRPC®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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LeTian Dong
CFP®, WMCP®, RICP®, ChFC®, RMA®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Joshua C. Rosenberg
ChFC®, CLU®, CCFC®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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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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