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.

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®
San Diego, CA

Grace Fuller, CFP®
Iselin, NJ

Kimberly S. Gannon
Edward Jones
St. Louis, MO

Thomas Harman
Morgan Stanley Smith Barney
New York, NY

Brian Harrison
Waltham, MA

Nicole James-Gilchrist
Ameriprise Financial, Inc.
Minneapolis, MN

Jeff Jeznach, CFP®
Boston, MA

Rusty Lunning, CFP®
AXA Equitable
Charlotte, NC

Lauren Marshall, CFP®
Atlanta, GA

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

Alana R. McMillan
Long Island City, NY

Theresa O'Hara
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
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


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.

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 himself 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.