2024 Board of Trustees
Andrew C. Lord,
CLU, ChFCPresidentAdrian P. Baker,
DipPFSImmediate Past PresidentAlessandro M. Forte,
FCII, CFPVice PresidentDavid C. Blake
SecretaryHeather Lindsley,
LUTCF, RICPTreasurer
Mohamad Manmohan Abdullah,
ChFC, CLUTrusteeJohn Benton, Jr.,
ChFC, CLTCTrusteeTimothy Daniel Clairmont,
CFP, MSFSTrusteeJohan Fanggara,
CFPTrusteeSimon John Gibson,
DipPFSTrusteeJulianne Hertel,
CLU, ChFCTrusteeThian Lung Jong
TrusteeMiliana Marten,
AEPPTrusteeAddie Murdock
TrusteeParesh B. Shah,
CFPTrusteeAurora L. Tancock,
FLMI, CFPTrusteeRoss Vanderwolf,
CFPTrusteeCheng Huann Yeoh,
ChFC, CLUTrusteePeggy Tsai,
RFP, CCFPExecutive Committee LiaisonMichele L. Stauff,
CFREExecutive Director