Workforce Development Advisory Group
Group Members
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.

Chair
Mark Tibergien Insights, LLC
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