Council on Examinations

The Council on Examinations is a volunteer group of CFP® professionals that serves as primary subject matter experts for the CFP® exam and provides CFP Board with recommendations regarding the development, administration and scoring of the exam consistent with best practices in high stakes testing and certification organizations.

Generally, individuals selected to serve on the Council on Examinations have previously participated in other exam-related volunteer activities.

Areas of Responsibility

Business conducted during the "in-person" Council on Examinations meetings include discussion of relevant business issues, review of the upcoming CFP® Certification Examination, and activities required to maintain and enhance the test question bank. In addition, Council members participate in three conference calls per year following each CFP® Certification Examination and other conference calls, as needed, to conduct CFP Board business.

2026 Council on Examinations Members

Chair
Sergio Garcia, CFP®
Frontier Investment Management Company
Dallas, TX

Kenny Davin, CFP®
Fidelity Investments
Ft. Lauderdale, FL

Tais De Rada, CFP®
Charles Schwab
San Diego, CA

Paula Fedirchuk, CFP®
Edward Jones
Seattle, WA

Emma Foulkes, CFP®
Collective Wealth Partners
Atlanta, GA

Sabrina Garza, CFP®
Austin Asset
Austin, TX

Ted Haley, CFP®
Advanced Wealth Management
Portland, OR

Reginald Harwell, CFP®
Voya Financial
Granby, CT

Richard Juergensen, CFP®
Ameriprise Financial Services, LLC
Hunt Valley, MD

Katherine Medina, CFP®
Merrill Lynch Pierce, Fenner & Smith, Inc.
Wilmington, NC

Daniel Monahan, CFP®
UBS Financial Services
Minneapolis, MN

Ellen Shiery, CFP®
Merrill Lynch Wealth Management
Annapolis, MD