Business Model Council - CFP Board

About CFP Board


Business Model Council

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.

2015 Members

Pat Daxon, CFP®
Raymond James
St. Petersburg, FL

Devin DeStefano, CFP®
Wells Fargo
St. Louis, MO

Justin Duft, CFP®
Waltham, MA

Cathy Egan, CFP®
New York Life
New York, NY

David Foegal, CFP®
Downington, PA

Tad Fryer, CFP®
Edward Jones
St. Louis, MO

Grace Fuller, CFP®
Iselin, NJ

Steven Gensler, CFP®
San Diego, CA

Matthew Gibson, CFP®
Roslyn, NY

Andrew Gorman
Weehawken, NJ

Thomas Harman
Morgan Stanley Smith Barney
New York, NY

Brian Leitner, CFP®
Mariner Wealth Advisors
Leawood, KS

Paul Lofties, CFP®
Securities America
Omaha, NE

Lauren Marshall, CFP®
Atlanta, GA

Jim Matol, CFP®
TIAA-CREF | Financial Services
New York, NY

Alana R. McMillan
Long Island City, NY

Annie Messer
Fairfield, IA

Rockell Metcalf
New York

Susan Owens, CFP®
Weehawken, NJ

Matt Reeves
Waddell & Reed
Overland Park, KS

Peter Richardson
Northwestern Mutual
Milwaukee, WI

Bill Schwartz, CFP®
Highline Wealth Management
Rockville, MD

Stan Smiley
El Segundo, CA

Rob Studin, CFP®
Lincoln Financial
Fort Wayne, IN

Christopher Thom, CFP®
Charles Schwab
Orlando, FL

Staff Liaison

Leo Rydzewski, Esq.
CFP Board, General Counsel
Washington, DC


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.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.