Business Model Council - CFP Board

About CFP Board

MAXXCAT_START

Business Model Council

The Business Model Council serves an advisory role on the effect of CFP Board's ethical 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 ethical standards.

2018 Members

Robert Banner
Northwestern Mutual
Milwaukee, WI

Alex Benke, CFP®
Betterment, LLC
New York, NY

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

Justin Duft, CFP®
Commonwealth
Waltham, MA

Howard Welsch
New York Life
New York, NY

Jim Creel
Vanguard
Scottsdale, AZ

Matt Doran
Edward Jones
St. Louis, MO

Marcia Wooley, CFP®
Mass Mutual
Somerset, NJ

Steven Gensler, CFP®
LPL
San Diego, CA

Matthew Gibson
Fidelity
Roslyn, NY

Christine Lombardi, CFP®
UBS Financial Services, Inc.
Weehawken, NJ

Elliot Kathreptis
Morgan Stanley Smith Barney
New York, NY

Kirk Hulett
Securities America
Omaha, NE

Brian Leitner, CFP®
Mariner Wealth Advisors
Leawood, KS

Jim Matol, CFP®
TIAA Financial Services
New York, NY

Alana R. McMillan
Citigroup
Long Island City, NY

Annie Messer
Cambridge Investment Research, Inc.
Fairfield, IA

Scott Allison, CFP®
USAA
Vienna, VA

Joseph Sicchatano, CFP®
Suntrust
Atlanta, GA

Andrew Porter
Merrill Lynch
New York, NY

Timothy Hughes, CFP®
Bronfman E.L. Rothschild
Reston, VA

Stan Smiley
Cetera Financial Group
El Segundo, CA

Rob Studin, CFP®
Lincoln Financial
Fort Wayne, IN

Tim Sturr
Wells Fargo Advisors
St. Louis, MO

Alisha Telci
Ameriprise Financial, Inc.
Minneapolis, MN

Christopher Thom, CFP®
Charles Schwab
Orlando, FL

Craig Birk, CFP®
Personal Capital
San Francisco, CA

Richard Scarpelli
First Republic Bank
New York, NY

Joe Miller, CFP®
US Bancorp
Glen Allen, VA

Staff Liaison

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


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.

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

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.