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Our Supporters
The Center relies on support from individual, corporate and organizational donors to pursue meaningful initiatives that create a more diverse and sustainable financial planning profession.
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Meet Our Supporters
Below, we recognize lifetime individual giving and 2025 annual giving from individual, corporate and organizational donors whose generosity supports our mission.
Lifetime Major Individual Donors
Lifetime giving recognizes individuals whose cumulative generosity of $25,000 or more, contributed through December 31, 2025, has made a lasting impact over time. These donors have demonstrated an enduring commitment to advancing the mission of the Center, helping to strengthen and sustain our work for the future.
Annual Corporate & Organizational Donors
We are grateful to the corporate and organizational donors who have supported the Center. The following donors are recognized for their generosity in 2025, including one-time gifts and annual contributions from multi-year pledge commitments. Donors are listed according to their total giving within the year.
Annual Individual Donors
We are grateful to the individual donors who supported the Center in 2025. This recognition includes one-time gifts and the full value of multi-year pledges made during the year. While this list recognizes donors at designated giving levels, we are deeply grateful to the thousands of additional supporters whose generosity makes our work possible. Together, these donors play a pivotal role in ensuring we have the resources to strengthen and expand our work.
Lifetime Major Individual Donors
Visionary Circle $500,000+
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- V. Raymond Ferrara, CFP®
- Charles & Judy Goldman
Chairs Circle $250,000+
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Robert Glovsky, CFP® & Susan Glovsky
Pinnacle Circle $100,000+
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- Eleanor Blayney
- David Canter & Lisa Strope
- Joseph A. Chornyak, CFP®
- Kevin R. Keller, CAE & Keith Brengle
- Tim Kochis, JD, CFP® & Penelope Wong
- Elizabeth K. Miller, CFP®, CFA® & Ian M. Miller
- Dina Pruzansky
- Peter Rohr, CFP® & Megan Rohr
- Peggy Miller Ruhlin, CFP®, CPA
- Karen P. Schaeffer, CFP® & Richard W. Schaeffer, CFP®
- Juliane M. Sullivan & Robert J. Sullivan, CFP Board Emeritus®
Leaders Circle $50,000+
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- Alexandra Armstrong, CFP®
- Cynthia L. Conger, CPA, CFP®
- Kathryn M. Cullen-Huebschen, CFP®
- Charlie Fitzgerald, III, CFP® & Lisa Fitzgerald
- Marjorie L. Fox In Memoriam
- Mark Johannessen, CFP® & Mindy Johannessen
- Susan MacMichael John, CFP®
- Mike Masur, CFP®
- Edward P. Moore, CFP®
- Richard Rojeck, CFP® & Joji Rojeck
- Richard C. Salmen, CFP®
- Kimberly Sterling, CFP®, CPA
- Gregory Sullivan, CFP®, CPA
- Stewart H. Welch, III, CFP®
- Rosalie Wolf
Benefactors Circle $25,000+
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- Blaine F. Aikin, CFP®, CFA
- Joel S. Beam
- Matthew Boersen, CFP® & Madeline Boersen
- Norman M. Boone, CFP Board Emeritus® & Linda Lubitz Boone
- Jack Brod, CFP® & Ilene Brod
- Elissa Buie, CFP® & Dave Yeske, CFP®
- Cary Carbonaro, CFP® & Stephen Leeds
- Mike Davis, CFP® & Terry Davis
- Marilyn Capelli Dimitroff
- Jeff Farrar, CFP® & MJ Farrar
- Mike Greene, CFP® & Stephanie Greene
- Scott M. Kahan, CFP®
- Terri Kallsen, CFP® & Scott Kallsen
- Douglas S. King, CFP® & Kathryn W. King
- Nancy A. Kistner, CFP®
- Tracy Lasecke, CFP®
- Diahann W. Lassus, CFP®
- John Ledford, CFP®
- Dan Moisand, CFP® & Kelly Moisand
- Charles A. Moran, JD, CFP®
- Randy Morris, CFP® & Nancy Morris
- Emilia Palaveeva In Memoriam
- David R. Petersen, CFP®
- Lydia P. Sheckels, CFP Board Emeritus®
- K. Dane Snowden & Spencer W. Hurde
- Neal J. Solomon, CFP® & Robin M. Solomon
- Richard Stone, CFP®
- Mark Tibergien & Kim Dellarocca
- Maureen Tsu, CFP®
- Cornelius Henry Van Zutphen, Jr., CFP®
- Bob Wacker In Memoriam & Debbie Wacker, CPA
- Randolph Waesche, CFP®
- Adam L. Way, CFP®
- Natalie & Brad Wolfsen
Annual Corporate and Organizational Donors
Leaders Circle $50,000+
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- AssetMark
- Ballentine Partners
- Edward Jones
- Equitable Foundation
- Key Wealth
- Morgan Stanley
Benefactors Circle $25,000+
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- The Association of African American Financial Advisors (Quad-A)
- CeriFi Dalton Education
- College for Financial Planning® — a Kaplan Company
Annual Individual Donors
Pinnacle Circle $100,000+
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Karen P. Schaeffer, CFP® & Richard W. Schaeffer, CFP®
Benefactors Circle $25,000+
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- Charles & Judy Goldman
- Lydia P. Sheckels, CFP Board Emeritus™
President $10,000+
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- Alexandra Armstrong, CFP®
- Robert Glovsky, CFP® & Susan Glovsky
- Mark Johannessen, CFP® & Mindy Johannessen
- Susan M. John, CFP®
- Terri Kallsen, CFP® & Scott Kallsen
- Elizabeth K. Miller, CFP®, CFA® & Ian M. Miller
- Peter Rohr, CFP® & Megan Rohr
- Martin Seay, CFP® & Katie Seay, CFP®
- Richard Shaw, CFP® & Jackie Shaw
Champion $5,000+
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- Lisa Davis, JD & Robert Shapiro, JD
- V. Raymond Ferrara, CFP®
- Craig Jones, JD
- Tim Kochis, JD, CFP® & Penelope Wong
- Linda Y. Leitz, CFP®
- Catherine M. Seeber, CFP®
- K. Dane Snowden & Spencer W. Hurd
- Elisse B. Walter, JD & Ronald Stern
- Natalie Wolfsen
Sustainer $2,500+
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- Chia-Li Chien, CFP®
- Debbie Wacker, CPA
Patron $1,000+
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- Louis Barajas, CFP®
- Maxwell Bautch, CFP®
- Matthew Boersen, CFP® & Madeline Boersen
- Marguerita Cheng, CFP®
- Robert Jazwinski, CFP®
- James Katsaounis
- Kevin R. Keller, CAE
- Malik S. Lee, CFP®
- Scott McCaskill, CFP®
- Brent Neiser, CFP®
- Stephen Overstreet, CFP®
- Rose Palazzo
- Kevin Roth
- Martin Schamis, CFP®
- Tom Sporkin, JD
- Adam Way, CFP®
- Sherri Weintrop, CFP®
- Lauren Williams, CFP®
- Kevin Yea, CPA