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Committee Members

Karen P. Schaeffer, CFP®, Schaeffer Financial, LCC (Committee Chair)

Susan Baran, CFP®, PNC Wealth Management

Eleanor Blayney, CFP®

David Canter, Fidelity Investments

Cary Carbonaro, CFP®, United Capital Advisors

Marguerita Cheng, CFP®, Blue Ocean Global Wealth

Marilyn Capelli Dimitroff, CFP®

Charlie Fitzgerald, CFP®, Moisand Fitzgerald Tomayo, LLC

Charles Goldman, AssetMark

Kate Healy, TD Ameritrade Institutional

Mark Johannessen, CFP®, Sullivan, Bruyette Speros & Blayney LLC

Nancy Johnson Jones, CFP®, HDVest

Tim Kochis, CFP®, Kochis Global