The Business Model Council serves an advisory role on the effect of CFP Board's Standards of Professional Conduct ("Standards") on the different business models of firms that employ or contract with CFP® professionals and the regulatory environment in which these firms operate. The Business Model Council also contributes to the development of guidance relating to compliance with the Standards.
2013 Members
Kim Cappachione, CFP®
JP Morgan
New York, NY
Pat Daxon, CFP®
Raymond James
St. Petersburg, FL
Devin DeStefano, CFP®
Wells Fargo Advisors
St. Louis, MO
Kevin Fox, CFP®
LPL
San Diego, CA
Grace Fuller, CFP®
MetLife
Iselin, NJ
Kimberly S. Gannon
Edward Jones
St. Louis, MO
Thomas Harman
Morgan Stanley Smith Barney
New York, NY
Brian Harrison
Commonwealth
Waltham, MA
Nicole James-Gilchrist
Ameriprise Financial, Inc.
Minneapolis, MN
Jeff Jeznach, CFP®
Fidelity
Boston, MA
Rusty Lunning, CFP®
AXA Equitable
Charlotte, NC
Lauren Marshall, CFP®
Suntrust
Atlanta, GA
Jim Matol, CFP®
TIAA-CREF | Financial Services
New York, NY
Alana R. McMillan
Citigroup
Long Island City, NY
Theresa O'Hara
Vanguard
Valley Forge, PA
Peter O'Neill
Charles Schwab
Towson, MD
Susan Owens, CFP®
UBS Financial Services, Inc.
Weehawken, NJ
Matt Reeves
Waddell & Reed
Overland Park, KS
Peter Richardson
Northwestern Mutual
Milwaukee, WI
Ron Shapira
Merrill Lynch
New York, NY
Jeff Sills
USAA
San Antonio, TX
Seth Wolnek, CFP®
Lincoln Financial
Birmingham, AL
Staff Liason
Michael P. Shaw, Esq.
CFP Board, Managing Director, Professional Standards & Legal
Washington, DC
Consultant
Dan Candura, CFP®
PennyTree Advisers LLC
Braintree, MA
Interested in contributing to CFP Board's work through service on the Business Model Council or other important advisory and working groups? Submit a volunteer application.