Workforce Development Advisory Group

The Workforce Development Advisory Group is responsible for driving the Center’s efforts to improve the health of the profession’s talent pipeline by attracting and retaining the next generation of financial planners. The group is composed of experts on talent acquisition and retention, leaders from financial services firms, heads of CFP Board Registered Programs, and outside experts. Members of the group played an important role in developing the Center’s 2021 Guide to Careers in Financial Planning for students, graduates and career changers.

Amber Abert, CLU, Northwestern Mutual

Yusuf Abugideiri, CFP®, Yeske Buie

Megan Carpenter, FiComm Partners

Katie Cullen, CFP®, BlackRock

Dr. Luke Dean, Utah Valley University

Chris Elliott, Charles Schwab

Kathleen Sindell, Ph.D., University of Maryland Global Campus 

Connie Thanasoulis, SixFigureStart®

Mark Wernig, CFP®, CI Dowling & Yahnke Private Wealth