Volunteer Recognition

CFP Board is grateful to the many CFP® professionals and other individuals who have donated their efforts on its boards, committees and in other capacities during the past year. The following persons have given generously of their time to serve CFP Board's public mission and advance the financial planning profession.

2009 Board of Directors
Past Board of Directors Chairs
2009 Council on Education
2009 Council on Examinations
      2009 Examination Content Specialists
      2009 Examination Subject Matter Experts
2009 Disciplinary and Ethics Commission
      2009 Hearing Panel Volunteers
      2009 Probable Cause Determination Volunteers
2009 Public Policy Council
2009 Business Model Working Group
2009 Grants Advisory Group
2009 Job Analysis Task Force
2009 Trends in Financial Planning Task Force

2009 Board of Directors
Chair
Marilyn Capelli Dimitroff, CFP®
 
Theodore R. Daniels
V. Raymond Ferrara, CFP®
Robert J. Glovsky, J.D., LLM, CFP®, CLU, ChFC
Alan Goldfarb, ®
Nancy Johnson Jones, ®
James A. Kaitz
Nancy A. Kistner, ®
Terry Lister, JD
Charles A. Moran, ®, CEBS, JD Charles D. Robinson, ®
Joan S. Wise

Past Board of Directors Chairs

E. Denby Brandon, Jr., CFP®, CLU, ChFC - (Chair '89-90)
H. Oliver Welch, CFP® (Chair '91-'92)
Tom L. Potts, Ph.D., CFP® (Chair '93)
Bill E. Carter, CFP® (Chair '94)
John T. Blankinship, Jr., CFP® (Chair '95)
S. Timothy Kochis, CFP® (President '95)
Donna G. Barwick, J.D., CFP® (Chair '96-'97)
Harold R. Evensky, CFP® (Chair '98-'99)
Patricia P. Houlihan, CFP® (Chair '00-'01)
Elaine E. Bedel, CFP® (Chair '02)
Fredrick E. "Rick" Adkins, CFP® (Chair '03)
David H. Diesslin, MBA, CFP® (Chair '04)
Glenn M. Pape, CFP® (Chair '05)
Barton C. Francis, CFP®, CPA/PFS, CIMA (Chair '06)
Karen P. Schaeffer, CFP® (Chair '07)
David G. Strege, CFP®, CFA® (Chair '08)
Marilyn Capelli Dimitroff, CFP® (Chair '09)

2009 Council on Education
Chair
Ivan C. Roten, PhD, CFP®
 
Jacqueline Callahan
Kacy Gott, CFP®
Mark H. Kordes, CFP®, AEP, ChFC, CLU
Carolyn J. Lee, CFP®
Rosilyn H. Overton, PhD, CFP®, CRPS, RFC
Carolynn B. Tomin, CFP®

2009 Council on Examinations
Chair
I. Richard Ploss, CFP®, JD, CPA, MBA
 
J. David Ashby, DBA, CFP®, CPA
Philip Fazio, CFP®, MBA
Mark J. McGaunn, CFP®, CPA

2009 Examination Content Specialists
Trisha Arndt, CFP®
Kate Cardillo, CFP®
Margie Carpenter, CFP®
David Cordell, CFP®
Yvonne Dean, CFP®
Kara Elbert, CFP®
Kojo Gyabaah, CFP®
Darryl Hinkle, CFP®
Kim Howard, CFP®
Craig Lebouef, CFP®
Craig Lemoine, CFP®
Michael Mays, CFP®
Charles McDonald, CFP®
Dean Mioli, CFP®
Josh Schneider, CFP®
Debra Stotler, CFP®
Charles Terry, CFP®
Clyde Thomas, CFP®
Grace Wellwerts, CFP®
Robert Womack, CFP®
Mark Wilson, CFP®

2009 Examination Subject Matter Experts
Mark Ahmadi, CFP®
Angus Blackwood, CFP®
Jon Drinkwater, CFP®
James Goldman, CFP®
Matthew Hamilton, CFP®
Jason Hyrne, CFP®
Jon Kennedy, CFP®
Margaret Kimmel, CFP®
Jeff Nauta, CFP®
George Martin Poole, CFP®
Mark J. Potter, CFP®
Gregory Powers, CFP®
George Vornehm, CFP®
Howard Weiss, CFP®
Holly Whittle, CFP®
Steven Willis, CFP®

2009 Disciplinary and Ethics Commission
Chair
Jack C. Harmon, CFP®
 
Patricia Coriden, CFP®
Yvonne Dean, CFP®
Robert Fleming, Esq.
James M. Knaus, CFP®
Edward Mora, CFP®, ChFC
W. Glenn Parker, CFP®, CIMA
Michael Ross, CFP®
Martin Siesta, CFP®

2009 Hearing Panel Volunteers
Eleanor Blayney, CFP®
Judith Cohart, Esq.
Linda C. Crouse, CFP®>, CPA/PFS
Tom Grzymala, CFP®
Mary McFadden Hastings, CFP®
Rebecca Lane Kohler, CFP®
Richard Lavine, PhD
Matthew Murphy, CFP®
Deborah O’Neil, CFP®, JD
Mary Frances Ray, CFP®
G. Mark Shalloway, Esq.
W. Scott Simons, JD, CFP®, AIFA®

2009 Probable Cause Determination Volunteers
Chris Beard, CFP®
Eleanor Blayney, CFP®
Gregory Burie, CFP®
Sally Jo Button, CFP®
Renee Caputi
Phillip Carlsen, CFP®
Judith Cohart, Esq.
Linda Crouse, CFP®, CPA/PFS
Herbert Daroff, CFP®
Yvonne Dean, CFP®
Raymond Forgue, PhD
Thomas Grzymala, CFP®
Renee Hanson, CFP®
Mary McFadden Hastings, CFP®
Charles Hughes, CFP®
Peter Jennings, CFP®
Rebecca Kohler, CFP®
Roberta Lee-Driscoll, CFP®
Tom Luing, CFP®
Jack McDowell, CFP®
Edward Mora, CFP®
Matthew Murphy, CFP®
Deborah O’Neil, CFP®
James Pearman, Jr., CFP®
I. Richard Ploss, CFP®
Mary Frances Ray, CFP®
Jeanne Robinson, CFP®
G. Mark Shalloway, Esq.
Martin Siesta, CFP®
W. Scott Simon, CFP®
James Southard, CFP®
Terrence Tait, CFP®
Debby Vinyard, CFP®
Lila Washington, CFP®

2009 Public Policy Council
Chair
Karen Schaeffer, CFP®
 
Brian T. Borders
Mercer E. Bullard
Nancy Johnson Jones, CFP®, AIF®, CSCP™
Ron Klink
Terry L. Lister
Mark J. Ugoretz

2009 Business Model Working Group
Kim Cappachionne, CFP®, Chase
John J. Ciesla, JPMorgan Chase Bank
Pat Daxon, CFP®, Raymond James
Christine S. Fahlund, PhD, CFP®, T. Rowe Price Investment Services, Inc.
Dan Flynn, MetLife Financial Services
Grace C. Fuller, MetLife Financial Services
Susan L. Hartman, CFP® , JD, Raymond James
Jeffrey O. Himstreet, Ameriprise Financial, Inc.
Edmund M. Laskowski, Fidelity Investments
Kenneth Levesque, Mass Mutual
Bruce Maisel, Thrivent Financial
Robert J. Mandel, Citigroup Global Markets Inc.
Gregory Merz, Legg Mason
Theresa O’Hara, CFP®, The Vanguard Group
Deborah L. O'Neil, CFP®, AXA Advanced Markets
David Potel, Fidelity Investments
David R. Quinn, State Farm Insurance
Peter Richardson, Northwestern Mutual
Gerard A. Rocchi, NYLIFE Securities Inc.
Robert M. Rosh, New York Life Insurance Company
Nate Saint-Victor, Morgan Stanley Smith Barney
Gary Ward, CFP®, Hartford Life
Marcia Wooley, CFP®, MetLife

2009 Grants Advisory Group
Theresa M. Brion, CFP®
Phillip David Carlsen, CFP®
Marguerite C. Carpenter, CFP®
John Loyd, CFP®
Victor A Puleo, Jr., CFP®, PhD

2009 Job Analysis Task Force
Trisha Arndt, CFP®
David Ashby, CFP®
Bruce Gekko, CFP®
Annette Jaaskelainen, CFP®
Margaret Kimmel, CFP®
Charles McDonald, CCFP®
Frederick H. Miller, CFP®
I. Richard Ploss, CFP®
Ivan Roten, CFP®
Neal Solomon, CFP®
Pei-Yung Song, CFP®
Charles Terry, CFP®
Lila D. Washington, CFP®
Steven Willis, CFP®

2009 Trends in Financial Planning Task Force
David Ashby, CFP®
Zvi Bodie
Bill E. Carter, CFP®
Francois Gadenne
John Grable, CFP®
Paula Hogan, CFP®
Deena Katz, CFP®
S. Timothy Kochis, CFP®
Frederick H. Miller, CFP®
I. Richard Ploss, CFP®
Ivan Roten, CFP®
Pam Shortal, CFP®
Neal Solomon, CFP®
Richard Wagner, CFP®

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