Board of Directors
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Chairperson
Elaine Bedel, CFP®
Bedel Financial Consulting, Inc. - Indianapolis, IN
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Alexandra Armstrong, CFP®
Armstrong Fleming & Moore - Washington, DC
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Kandis K. Bates
LPL Financial - Charlotte, NC
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Elissa Buie, CFP®
Yeske Buie Inc. - Vienna, VA
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Bernie Clark
Charles Schwab & Co. - San Francisco, CA
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Michael Durbin
Fidelity Institutional Wealth Services - Boston, MA
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Terri Fiedler
Invesco - Houston. TX
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Barry M. Freedman, CFP®
Freedman Financial Associates, Inc. - Peabody, MA
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Charles G. Goldman
Boulder Ventures - Boulder, CO
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Glenn G. Kautt, CFP®, EA
The Monitor Group, Inc. - McLean, VA
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Stephen Maginn
SunAmerica Retirement Markets - Los Angeles, CA
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Phillip Neugebauer
Allianz Global Investors - New York, NY
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Kris Petersen
Minneapolis, MN
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Tara L. Scottino, CFP®
Carter Financial Management - Dallas, TX
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James E. Stueve, CFP®, CIMA®
RidgeWorth Investments - Atlanta, GA
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Curt Weil, CFP®
Lasecke Weil Wealth Advisory Group, LLC - Palo Alto, CA
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Ex-offico
James A. Peniston
Executive Director
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