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
- Megan Carpenter, FiComm Partners
- David Coyne, Fidelity Investments
- Frank Dobbin, Ph.D., Harvard University
- Danny Harvey, Prairie View A&M University
- Mark Johannessen, CFP®, Creative Planning
- Nancy Kistner, CFP®, Bank of America
- Grant Rawdin, CFP®, Wescott Financial Advisory Group
- Cy Richardson, National Urban League
- Lisa Salvi, Charles Schwab
- Karen P. Schaeffer, CFP®, Schaeffer Financial, LLC
- Kathy Tague, Northwestern Mutual
- Mark Tibergien, Retired CEO, BNY Mellon’s Pershing