Development Committee

The Center’s Development Committee brings together key industry advocates and leaders to provide strategic guidance and help secure the resources needed to advance the Center’s programs. It supports the growth and long-term sustainability of the Center’s initiatives while cultivating enduring relationships with sponsors and donors. The committee also plays a central role in shaping and advancing the CFP Board’s annual fundraising strategy, driving continued growth and lasting impact.

See the full list of 2026 members below or here.

• Chair: Mark Johannessen, CFP®, January 2023-Present, Creative Planning
• Marilyn Capelli Dimitroff, CFP®
• Cary Carbonaro, CFP®, Advisors Capital Management, LLC, Head of Office
• Rita Cheng, CFP®, Blue Ocean Global Wealth, CEO
• Cynthia Conger, CPA/PFS, CFP®, Conger Wealth Management, President/CEO
• Ray Ferrara, CFP®, CSA, ProVise Management Group, LLC, Chairman/CEO/CCO
• Charles Fitzgerald, CFP®, Moisand Fitzgerald Tamayo, LLC, Principal
• Charles Goldman
• Bridget Grimes, CFP®, Wealth Choice, President
• Tim Kochis, CFP®, Kochis Global, Founder & CEO
• Karen Schaeffer, CFP®, Schaeffer Financial, LLC, Managing Member and Co-founder
• Catherine Seeber, CFP® CAPTRUST, Principal | Financial Advisor
• Robert Sullivan, CFP Emeritus, Avantica Capital, LLC