Advisory Council
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.

Chair
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