Recognizing the TPCP^® Inaugural Class of 2025

With tax planning a growing demand amid the increasing complexity of financial decision-making, the TPCP® Program was created to provide financial professionals with the knowledge and skill to deliver tax-informed advice and to help their clients keep more and pay less.

The program was a tremendous success, and professionals from across the country answered the call, exceeding Zoom capacities and making headlines for taking on this groundbreaking designation. As TPCP® holders know and others soon will learn, a strong understanding of tax policy and regulations can improve all aspects of financial planning. From retirement planning or special needs planning to legacy and estate planning, tax planning touches all components of a client’s comprehensive financial planning.

The TPCP^® Inaugural Class

Below is a list of the 330 professionals who earned their TPCP® in 2025, becoming the first financial professionals to hold the designation and demonstrating their commitment to ongoing learning and superior client service.

• Maimoona Ahmed, TPCP®
• Robert Alderfer, JD, CFP®, MSFS, WMCP®, QPFC, CAIA®, TPCP®
• Nicholas Alfino, TPCP®
• Joseph Alfonso, CFP®, ChFC®, EA, RICP®, RSSA®, TPCP®
• Erik Almquist, CEPA®, CFP®, ChFC®, CLU®, RICP®, TPCP®
• Bryan Anderson, TPCP®
• Hugh Arant, CFP®, ChFC®, CLU®, RICP®, TPCP®
• Justin Archote, CFP®, CRPC®, TPCP®
• Christopher Arnold, TPCP®
• Jeffrey Aron, CFP®, TPCP®
• Thomas Austell, AEP®, CFP®, CPA, CASL®, ChFC®, CLU®, RICP®, TPCP®
• Brandon Baiamonte, TPCP®
• Deborah Baker, TPCP®
• Jesse Bargstadt, TPCP®
• Andrew Barnes, TPCP®
• Beau Barrett, CFP®, CRPC®, TPCP®
• David Bass, TPCP®
• Aimee Bauman, CFP®, ChFC®, CLU®, TPCP®
• Robert Bennett, CFP®, ChFC®, RICP®, CLU®, WMCP®, TPCPTPCP®
• Colby Berg, CFP®, CFA, TPCP®
• Michael Bins, CFP®, RICP®, TPCP®
• Eric Blattner, CFP®, CIMA®, TPCP®
• Rebecca Blevins, CFP®, CPWA®, TPCP®
• Kay Blunck, CFP®, CAP®, CRPC®, ChFC®, AEP®, TPCP®
• Thomas Bodin, CFP®, CFA, TPCP®
• Steve Boeckmann, CFP®, ChFC®, CRPC®, TPCP®
• Dorothy Bourlier, CFP®, TPCP®
• John Brazel, TPCP®
• Nathan Brenaman, TPCP®
• Christopher Briscoe, CFP®, TPCP®
• Ryan Brody, TPCP®
• Eric Bronnenkant, CPA, CFP®, TPCP®
• Wesley Brown, ChFC®, CLU®, TPCP®
• Dustin Burns, TPCP®
• Peter Byrd, TPCP®
• Pedro Campos Mejorado, TPCP®
• Lou Cannataro, ChFC®, WMCP®, REBC®, AEP®, CASL®, TPCP®
• Louis James Cannataro, CFP®, ChFC®, CLU®, CDFA®, WMCP®
• Widmark Cano, CRPC®, TPCP®
• Timothy Cantrell, CFP®, TPCP®
• Jenny Cao, TPCP®
• Brian Carr, TPCP®
• Austin Carroll, TPCP®
• Kathleen Cashatt, CFP®, CPA, PFS, TPCP®
• Peter Castro, TPCP®
• David Chaney, ChFC®, CLU®, TPCP®
• Joshua Chebul, CFP®, TPCP®
• Michael Chong, CDFA®, CFP®, TPCP®
• Chad Chubb, CFP®, TPCP®
• Heather Church, TPCP®
• Chris Coffin, CRPC®, TPCP®
• Jordan Cohne, RICP®, TPCP®
• Andrew Colascione, TPCP®
• Katherine Collins, TPCP®
• Sammie Conger, TPCP®
• Richard Cook, TPCP®
• James Cornfeld, CFP®, TPCP®
• Michael Cutbirth, CRPC®, CFP®, ChFC®, CLU®, RSSA®, TPCP®
• Justin D'agostino, AIF®, CFP®, ChFC®, CRPC®, TPCP®
• Beth D'Andrea, TPCP®
• Zachary Daniels, ChFC®, TPCP®
• Jonathan Davis, CFA®, CFP®, CTFA™, ChFC®, TPCP®
• Bryan Dearolf, TPCP®
• Heather Denardo, CFP®, TPCP®
• John Depaola, BFA, ChFC®, CFP®,TPCP®
• Peter Dillon, CFP®, TPCP®
• Brandon Dingman, TPCP®
• Luke Dobrich, TPCP®
• Jeff Donham, CFP®, CLU®, TPCP®
• Harris Doobrow, CFP®, TPCP®, RICP®, ChFC®, MBA
• Tandon Dorn, CFP®, TPCP®
• Joseph Dowdall, TPCP®
• Wendy Dudley, ChFC®, TPCP®
• Robert Duncan, CFP®, TPCP®
• Charles Ehrenfried, CFP®, CASL®, ChFC®, CLU®, RICP®, TPCP®
• James Ennis, CASL®, ChFC®, RICP®, TPCP®
• Christopher Erlewine, CFP®, CRPC®, TPCP®
• Simeon Esprit, TPCP®
• Mary Claire Leach Evers, TPCP®
• Shawn Ewasyshyn, TPCP®
• Tanner Fedell, TPCP®
• Paul Fenner, CFP®, ChFC®, CRPS®, TPCP®
• Frederick Ferrara, CFA, CMFC®, CRPC®, TPCP®
• Cole Ferrier, MSFP, ChFC®, RICP®, TPCP®
• Gregory Finke, TPCP®
• Erik Fischer, CFP®, RICP®, TPCP®
• Michael Fontanini, CFP®, CLU®, TPCP®
• Derrick Fort, AAMS®, TPCP®
• Nolin Frias, CFP®, CPWA®, TPCP®, CIMA®, CSRIC
• Philip Friedrich, CFP®, ChFC®, TPCP®
• Kevin Gaines, TPCP®
• Frank Gargano, ChFC®, CLU®, TPCP®
• Kasey Gartner, CFP®, CASL®, ChFC®, CLU®, RICP®, TPCP®
• Charbel Ghaby, TPCP®
• Adam Goodman, RICP®, TPCP®
• Ryan Goosen, TPCP®
• Margaret Graff, CFP®, ChFC®, CLU®, TPCP®
• Dave Grant, TPCP®
• Kristen Gratton, CFP®, ChFC®, RICP®, TPCP®
• Kevin Grelle, RICP®, TPCP®
• John Gugle, CFP®, CRPC®, TPCP®
• Peter Hackenbrack, AIF®, CFP®, CRPC®, TPCP®
• Kinsey Hagedorn, TPCP®
• Cooper Hanning, TPCP®
• Ryan Harris, TPCP®
• Gregory Harris, JD, MBA, TPCP®
• Barkley Harris, CFP®, CASL®, ChFC®, RICP®, TPCP®
• Gerri Harrison, TPCP®
• Joe Hart, TPCP®
• Justin Hearty, CFP®, TPCP®
• Michael Heiser, CFP®, CRPC®, TPCP®
• Orie Helaire, CPA, ChFC®, PFS™, RICP®, TPCP®
• Benjamin Hicks, TPCP®
• Josh Hill, TPCP®
• Bradley Hilton, TPCP®
• Daniel Holl, AEP®, ChFC®, CLU®, LUTCF®, RICP®, TPCP®
• Robert Hope, CFP®, TPCP®
• Manoj Hota, TPCP®
• Kym Housley, TPCP®
• Travis Hughes, AEP®, AIF®, CFP®, ChFC®, CLU®, TPCP®
• Carolyn Humphrey, RICP®, TPCP®
• Stuart Hunsicker, CFF®, ChFEBCSM, CEPA®, ASBC®, TPCP®, NSSA®, IRMAACP
• Kevin Hurd, TPCP®
• Terrance Hutchins, CFP®, CLU®, RICP®, TPCP®
• Michael Indart, CFP®, TPCP®
• Aric Jacobson, JD, LLM, CFP®, TPCP®
• Abdulai Jalloh, TPCP®
• Jason Jenkins, ChFC®, TPCP®
• Derek Johnson, TPCP®
• Carol Johnson, CFP®, TPCP®
• Nicole Jones, TPCP®
• Benjamin Jones, CFP®, TPCP®
• Christian Karcher, TPCP®
• Troy Katterheinrich, TPCP®
• Samuel Katuzienski, CFP®, TPCP®
• Heath Kaydo, FIC, RICP®, CLTC, TPCP®
• Sean Keating, AWMA®, CDFA®, CFP®, ChFC®, CRPC®, CRPS®, TPCP®
• Tyler Keenan, TPCP®
• Melissa Keiss, TPCP®
• Kevin Kennedy, TPCP®
• Clinton Kersting, CFP®, TPCP®
• Steven Kibbel, CFP®, ChFC®, RICP®, CLU®, TPCP®
• Elizabeth King, CFP®, TPCP®
• Benjamin Kleck, TPCP®
• John Knoll, CFP®, ChFC®, RICP®, TPCP®
• James Koford, TPCP®
• Scott Kunz, TPCP®
• Joseph Kusar, CFP®, RICP®, TPCP®
• Ivan Lancaster, TPCP®
• Chris LaRocca, AEP®, CFP®, TPCP®
• Leo Lavezza, CFP®, TPCP®
• Trevor Lawson, TPCP®
• Richard Lee, TPCP®
• Brian Leslie, CFP®, CMFC®, TPCP®
• Paul Levin, CFP®, ChFC®, RICP®, TPCP®
• Charles Lewandowski, CFP®, TPCP®
• Traci Lewis, AIF®, CFP®, TPCP®
• Jennifer Li, CFP®, TPCP®
• James Lingelbach, CFP®, CASL®, ChFC®, CLU®, RICP®, TPCP®
• Tyson Long, TPCP®
• Julio Lopez-Brito, MBA, RICP®, TPCP®
• Austin Luckie, TPCP®
• Lori Lustberg, TPCP®
• Jonathan Lustig, CFP®, TPCP®
• David Lynch, TPCP®
• Steven Lynds, TPCP®
• Alexis Maafoh, CDFA®, CFP®, TPCP®
• Sacha Mackels, CFP®, ChFC®, CLU®, RICP®, TPCP®
• David Mackey, TPCP®
• Jon Maitz, ChFC®, ChSNC®, CLU®, ChSNC®, RICP®,TPCP®
• Randy Malloy, CFP®, TPCP®
• Timothy March, CFP®, TPCP®
• Elizabeth Marks, CLU®, ChFC®, TPCP®
• Bernadette Mashas, CPA, TPCP®
• Abduhl Mashhoon, CFP®, TPCP®, CEPA®, CRPSSM
• Patrick Masso, TPCP®
• Sean Matassa, AAMS®, CFP®, ChFC®, CRPC®, TPCP®
• Jon Matlock, TPCP®
• Jason Matthews, TPCP®
• Ryan McCarty, CFP®, TPCP®
• Devin McCombs, CFP®, TPCP®
• Tyler McConville, TPCP®
• Brian McKinney, CFP®, RICP®, TPCP®
• Ryan McLin, CFP®, TPCP®
• Matthew McManus, TPCP®
• Lena McQuillen, TPCP®
• Michael Meilleur, TPCP®
• James Menis, CEPA®, ChFC®, CLU®, TPCP®
• Alfredo Mesa, TPCP®
• Alisdair Micheli, CFP®, ChFC®, CLU®, RICP®, TPCP®
• Wayne Midro, CASL®, ChFC®, CLU®, RICP®, TPCP®
• Daniel Miele, TPCP®
• Barbara Misener, TPCP®
• Cynthia Mittlestaedt, TPCP®
• Stephanie Monroe, TPCP®
• Osvaldo Morales, JD, MSFS, ChFC®, CLU®, TPCP®
• Katrina Morris, TPCP®
• Thomas Mullarkey, TPCP®
• Carl Nadwodny, TPCP®
• Nicholas Nauta, CFP®, CLU®, TPCP®
• Phong Nguyen, TPCP®
• Alexander Nolan, AIF®, CFP®, TPCP®
• Beth Nori, TPCP®
• Ryan O'Connor, CFP®, TPCP®
• Aaron Odom, CFP®, ChFC®, CLU®, TPCP®
• Amanda Oestreich, TPCP®
• Grace Ong, TPCP®
• Brian Pablo, ChFC®, RICP®, TPCP®
• Hong Kun Pan, TPCP®
• Andrew Panko, CFP®, RICP®, TPCP®
• Terry Parham, CFP®, ChFC®, CLU®, RICP®, TPCP®
• Aaron Parrish, CFP®, TPCP®
• Matthew Peck, TPCP®
• Vincent Penna, TPCP®
• Evan Perduk, TPCP®
• Ryan Pergola, TPCP®
• John Peterson, TPCP®
• Malcolm Pfenninger, TPCP®
• Timothy Pilczak, TPCP®
• Brad Pistole, RICP®, TPCP®, CFF®, CAS®, IRMAACP
• Jay Porter, TPCP®
• Neil Portus, CFA, TPCP®
• Arthur Potter, ChFC®, TPCP®
• Jessica Powell, CFP®, TPCP®
• Patricia Prehle, TPCP®
• David Pugliese, RICP®, TPCP®
• Matthew Ramaekers, CFP®, ChFC®, TPCP®
• Clark Randall, CFP®, MJur, AIF, CRPC®, CLU®, AEP®, RSSA®, TPCP®
• Troy Randall, CEPA®, CFP®, ChFC®, CLU®, CRPS®, RICP®, TPCP®
• Brian Randolph, AAMS®, TPCP®
• Devon Rauth, CFP®, TPCP®
• Zachary Recker, TPCP®
• Christopher Reddick, CFP®, RICP®, TPCP®
• Lucia Reed, CFP®, TPCP®
• Kory Reid, TPCP®
• Ryan Reming, TPCP®
• Shana Rivera, TPCP®
• Miguel Delgado Rivero, TPCP®
• Brent Robinson, CFP®, CASL®, ChFC®, CLU®, RICP®, TPCP®
• Michael Rodriguez, TPCP®
• Joseph RoosEvans, CTFA®, AEP®, CFP®, RICP®, ChFC®, CLU®, CLF®, CASL®, MBA®, CAPP®,CWPP®, CASL®, WMCP®, TPCP®
• Mary Rosai, CFP®, TPCP®
• Edward Rossi, CFP®, CPWA®, CTS™, CES™, NSSA®, TPCP®
• Richard Rosso, CFP®, CIMA®, TPCP®
• Keyana Russ, CFP®, RICP®, TPCP®
• Eric Sachetta, ChFC®, CFP®, TPCP®
• Brian Samec, CFP®, ChFC®, CLU®, TPCP®
• Jacob Sapia, TPCP®
• Scott Schaefer, TPCP®
• Brent Schafer, TPCP®
• Stuart Schiffman, ChFC®, TPCP®
• Zachary Schlegel, TPCP®
• Kathleen Schroeder, CFP®, TPCP®
• Daniel Schuh, ChFC®, TPCP®
• Tatum Schuler, TPCP®
• April Schultz, CFP®, TPCP®
• Brandon Schumacher, CFP®, TPCP®
• Michael Schutza, TPCP®
• Maria Sciuto, TPCP®
• Padric Scott, CFP®, ChFC®, CLU®, TPCP®
• Michael Seibert, TPCP®
• Brian Seymour, RICP®, TPCP®
• Michael Shafir, CFP®, CASL®, ChFC®, CLU®, RICP®, CLTC, TPCP®
• Kevin Shiltz, TPCP®
• Aleksandra Shteyn, TPCP®
• Daniel Side, TPCP®
• Eric Silk, TPCP®
• Mary Smith, TPCP®
• Kevin Smith, TPCP®
• Robert Smith, TPCP®
• Phillip Smith, AIF®, CRPC®, TPCP®
• Brandon Smith, ChFC®, CLU®, LUTCF®, TPCP®
• Willie Smith, FIC, TPCP®
• Andrew Spafford, ChFC®, ChSNC®, TPCP®
• Christopher Sparks, CLU®, ChFC®, RICP®, CRPC®, TPCP®
• Daniel Speer, CFP®, CIMA®, ChFC®, CLU®, RICP®, TPCP®
• Louis Spence, CFP®, RICP®, TPCP®
• William Spencer, CFP®, TPCP®, CFT™, FBS®
• Mark Spinosa, TPCP®
• Michael Staman, AWMA®, CFP®, TPCP®
• Daniel Stanush, AAMS®, ChFC®, TPCP®
• Adrienne Stark, CFP®, RICP®, TPCP®
• Jesse Studyvin, ChFC®, TPCP®
• David Stuehling, TPCP®
• Nicholas Sullivan, TPCP®
• Matthew Sumrall, CFP®, ChFC®, TPCP®
• Eric Swensen, CFP®, TPCP®
• Sima Tamaddon, CFP®, ChFC®, RICP®, TPCP®
• Natalie Taylor, TPCP®
• Brandon Terkeltaub, TPCP®
• John Ternus, ChFC®, TPCP®
• Angela Thames, TPCP®
• David Thiel, CFP®, FIC, TPCP®
• Benjamin Thiele, TPCP®
• Jacob Thompson, RICP®, CLTC, TPCP®
• Ashley Thon, JD, CLU®, TPCP®
• Juan Thorn, RICP®, TPCP®
• Kristi Tidwell, TPCP®
• Nicholas Timm, AIF®, CFP®, ChFC®, TPCP®
• Daniel Tobias, TPCP®
• Ryan Townsley, CFP®, RICP®, TPCP®
• Christopher Urban, TPCP®
• Madeline Valente, CFP®, TPCP®
• Daniel VanDusen, CFP®, TPCP®
• Ryne Vickery, CFP®, TPCP®
• Ashlee Vieregger, AEP®, CFP®, TPCP®
• Darren Violette, TPCP®
• Emma Von Weise, TPCP®
• Benjamin Wacek, CFP®, CKA, TPCP®
• Victoria Waldman, TPCP®
• Rock Wang, TPCP®
• Betty Wang, CFP®, RICP®, TPCP®
• Joseph Ward, TPCP®
• Susan Watson, TPCP®
• Grant Webster, TPCP®
• Mark Werner, CFP®, ChFC®, CLU®, RICP®, TPCP®
• Jonathan White, AAMS®, AWMA®, CFP®, CRPC®, TPCP®
• Elizabeth Whitteberry, AAMS®, AIF®, AWMA®, CFP®, CFA, ChFC®, CRPS®, TPCP®
• Alex Wieme, TPCP®
• Adam Wilkins, TPCP®
• Jeremiah Winters, CFP®, CPWA®, RICP®, TPCP®
• Timothy Wochok, CFP®, TPCP®
• Harrison Wolfe, TPCP®
• Siu Lung Wu, TPCP®
• Todd Yeiter, CFP®, CASL®, CEPA®, ChFC®, CLU®, TPCP®
• John-Mark Young, TPCP®
• Lindsey Young, CFP®, TPCP®
• Wai Ngan Yu, CFP®, TPCP®
• Tess Zigo, CFP®, CPA, TPCP®
• Josef Zorn, TPCP®

Want to join these trailblazing professionals? Start earning your TPCP® today and see how you can stand out as a specialist. 
 

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