Workforce Development Advisory Group
Formed in 2017, the Workforce Development Advisory Group is responsible for advising the Center’s efforts to improve the health of the talent pipeline by attracting and developing 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 and researchers. Members of the group played an important role in developing the Center’s 2019 Financial Planning Career Paths guide for employers.
Yusuf Abugideiri, CFP®, Yeske Buie
Audra Bohannon, Korn Ferry Hay Group
Megan Carpenter, FiComm Partners
Dr. Luke Dean, Utah Valley University
Roy Diliberto, CFP®, RTD Financial Advisors, Inc.
Kate Healy, TD Ameritrade Institutional
Kathleen Sindell, University of Maryland University College
Kathy Tague, Northwestern Mutual
Connie Thanasoulis, SixFigureStart®
Mark Wernig, CFP®, Dowling & Yahnke