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Meet the Rising Generation of Industry Leaders

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Building the Future of Financial Planning

Our NextGen Advisory Task Force represents the rising 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 Members

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Ashton Lawrence

CFP®, ChFC®, AIF®

Member, NextGen Advisory Task Force

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Amber Stitt Headshot

Amber Stitt

ACP, ChFC®, CLTC®, CLU®, GALLUP®

Advisor, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Katlyn Orton

Katlyn Orton

RICP®, Series 6, Series 63, SIE

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Panos Leledakis

Panos Leledakis

LUTCF®, IRMA, BRMA

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Michael R. Acosta headshot

Michael R. Acosta

CFP®, ChFC®, RICP®, CSLP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Nabia Jenkins-Johnston Headshot

Nabia Jenkins-Johnston

Member, NextGen Advisory Task Force

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Jason Ellis headshot

Jason Ellis

CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Brian K. Seymour headshot

Brian K. Seymour

CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Adam Harz headshot

Adam Harz

Series 7, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Kay Blunck headshot

Kay Blunck

CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Hannah Kanstroom headshot

Hannah Kanstroom

CAP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
CJ Stermetz headshot

CJ Stermetz

CFP®, CEP, Series 65

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Gloria S. Garcia Cisneros headshot

Gloria S. Garcia Cisneros

CFP®, Series 65

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Chandress Williams headshot

Chandress Williams

CPWA®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Vib Arya headshot

Vib Arya

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Liv Gagnon

Leader, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Alanah Phillips

MBA

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

Connect on LinkedIn Read Bio
Sid Misra Headshot

Sid Misra

CFP®, Series 7, Series 65, Series 63

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Matt Riley

ChFC®, ChSNC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Padric Scott

Padric H.B. Scott

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

Member, NextGen Advisory Task Force
FinServe Network Ambassador

Connect on LinkedIn Read Bio

Matt Aaron

CFP®, RICP®, ChFC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Mariana Llamas

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
LeTian Dong Headshot

LeTian Dong

CFP®, WMCP®, RICP®, ChFC®, RMA®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Joshua C. Rosenberg

ChFC®, CLU®, CCFC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Jackie Wilke

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Morgan Marlin

CRPS®, WMCP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Anna Kareis

APMA®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Lindsey Lewis

MBA, ChFC®, CFP®

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

Connect on LinkedIn Read Bio
Paxon Stofcheck headshot

Paxon Stofcheck

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Diana Cabrices headshot

Diana Cabrices

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Christopher Seabrook

MBA, RICP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Deja Foster

CFP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Julie Ragatz

PhD

Advisor, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Kristin Dorm

Advisor, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Stephanie Hohenshell

RICP®, LACP®, LUTCF®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Nicole Casperson

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Michael Sise

CFP®, ChFC®, CPFA®, AIF®, CRPC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Mariel Walker

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Lea Landaverde

MSF

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Kyle Kuyat

CFP®, ChFC®, RICP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Jessica Flynn

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Crystal Roseman

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

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Bio Photo

Ashton Lawrence

CFP®, ChFC®, AIF®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Amber Stitt Headshot

Amber Stitt

ACP, ChFC®, CLTC®, CLU®, GALLUP®

Advisor, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Katlyn Orton

Katlyn Orton

RICP®, Series 6, Series 63, SIE

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Panos Leledakis

Panos Leledakis

LUTCF®, IRMA, BRMA

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Michael R. Acosta headshot

Michael R. Acosta

CFP®, ChFC®, RICP®, CSLP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Nabia Jenkins-Johnston Headshot

Nabia Jenkins-Johnston

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Jason Ellis headshot

Jason Ellis

CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Brian K. Seymour headshot

Brian K. Seymour

CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Adam Harz headshot

Adam Harz

Series 7, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Kay Blunck headshot

Kay Blunck

CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Hannah Kanstroom headshot

Hannah Kanstroom

CAP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
CJ Stermetz headshot

CJ Stermetz

CFP®, CEP, Series 65

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Gloria S. Garcia Cisneros headshot

Gloria S. Garcia Cisneros

CFP®, Series 65

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Chandress Williams headshot

Chandress Williams

CPWA®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Vib Arya headshot

Vib Arya

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Liv Gagnon

Leader, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Alanah Phillips

MBA

FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair

Connect on LinkedIn Read Bio
Sid Misra Headshot

Sid Misra

CFP®, Series 7, Series 65, Series 63

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Matt Riley

ChFC®, ChSNC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Padric Scott

Padric H.B. Scott

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

Member, NextGen Advisory Task Force
FinServe Network Ambassador

Connect on LinkedIn Read Bio

Matt Aaron

CFP®, RICP®, ChFC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Mariana Llamas

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
LeTian Dong Headshot

LeTian Dong

CFP®, WMCP®, RICP®, ChFC®, RMA®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Joshua C. Rosenberg

ChFC®, CLU®, CCFC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Jackie Wilke

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Morgan Marlin

CRPS®, WMCP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Anna Kareis

APMA®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Lindsey Lewis

MBA, ChFC®, CFP®

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

Connect on LinkedIn Read Bio
Paxon Stofcheck headshot

Paxon Stofcheck

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Diana Cabrices headshot

Diana Cabrices

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Christopher Seabrook

MBA, RICP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Deja Foster

CFP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Julie Ragatz

PhD

Advisor, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Kristin Dorm

Advisor, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Stephanie Hohenshell

RICP®, LACP®, LUTCF®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Nicole Casperson

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Michael Sise

CFP®, ChFC®, CPFA®, AIF®, CRPC®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Mariel Walker

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Lea Landaverde

MSF

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Kyle Kuyat

CFP®, ChFC®, RICP®

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio

Jessica Flynn

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio
Bio Photo

Crystal Roseman

Member, NextGen Advisory Task Force

Connect on LinkedIn Read Bio