IRA SUCCESS
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FEATURED INSIGHT
Careers for Black Americans
Executive Education from the Leaders in Applied Ethics
FEATURED RESOURCE
RIA Thrival Guide
Featured Insights
2023-2024 President’s Report
Featured Campaign
Your Life's Work Campaign for The College
ADVOCATES AND AMBASSADORS
Engage the FinServe Network
Barbara A. Alston
DBA, MBA, SHRM-CP
Cydney F. Albert
MBA, MS, CPCU
Jim Petersen
PhD, MSM, MSFS, CFP®, CLF®, ChFC®, CLU®, CASL®, RICP®, WMCP®, CRPC®, CAP®, ChSNC®, AEP®, CPMBC, CPBC
Kirk S. Okumura
MSFS, ChFC®, RICP®
Jennifer Lehman
PhD, JD, CFP®, CAP®
James Karthaus
CFP®, CLU®, ChFC®, MA
Timi Joy Jorgensen
PhD
Sophia Duffy
JD, CPA, AEP®
Philip Cubeta
CLU®, ChFC®, AEP®, MSFS, CAP®