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Advisory Council members

The Center’s Advisory Council, created in 2016, is the overarching advisory body for the Center. It provides guidance and recommendations concerning the Center’s programmatic initiatives, including the need for particular initiatives, the prioritization of proposed initiatives and the measurements of success. This work is done in collaboration with the Center’s other advisory groups. Advisory Council members are leaders in the profession, subject matter experts, key patrons, or academicians who possess experience relevant to the Center’s mission, financial planning profession or the financial services industry.

Robert J. Glovsky, CFP®
The Colony Group

  • Stuart Armstrong, CFP®, Centinel Financial Group
  • Sandy Botcher, Northwestern Mutual
  • Carol Fishman Cohen, iRelaunch
  • Frank Dobbin, Ph.D., Harvard University
  • Danny Harvey, Prairie View A&M University
  • Kate Healy, TD Ameritrade Institutional
  • Judy Marlinski, Fidelity Institutional Asset Management
  • Grant Rawdin, CFP®, Wescott Financial Advisory Group
  • Cy Richardson, National Urban League
  • Karen P. Schaeffer, CFP®, Schaeffer Financial, LLC
  • Mark Tibergien, Retired CEO, BNY Mellon’s Pershing