Scholarship Review Panel
Scholarship programs provide valuable financial assistance to aspiring CFP® professionals. Made possible through the generosity of corporations and educational institutions, scholarships are a key initiative to developing and sustaining a diverse financial planning workforce. Volunteers who serve on the Scholarship Review Panel review applications and select deserving recipients who are in the process of completing the education requirement for CFP® certification.The panel is assembled from dedicated, seasoned professionals and convenes twice annually, once each in the Spring and Fall scholarship cycles. Many return to serve throughout the years.
The CFP Board would like to thank the following volunteers who served on the Scholarship Review Panel for Spring 2022.
Nicholas Agostino, CFP®, Cetera Advisor Networks, LLC
Raffi Andonian, CFP®, Orchestrate Business, LLC
Emily Baker, CFP®, Wedgewood Investors, Inc.
Ginnie Baker, CFP®, Beaird Harris Wealth Management, LLC
Brian Balduzzi, CFP®, Faegre Drinker Biddle & Reath, LLP
Cassandra Bartlett, CFP®, Charles Schwab & Co., Inc.
Andrew Beaudry, CFP®, Private Financial Design, LLC
Michael Bozzone, CFP®, Cornerstone Planning Group, LLC
Joseph Brady, CFP®, Rock Financial Planning
Scott Campbell, CFP®, Grand Canyon University
Guy Clanton, CFP®, Truepoint Wealth Counsel
Jamie Clark, CFP®, Arrivity Financial Planning
Dani Converse, CFP®, Northwestern Mutual
Drew Cook, CFP®, Carolina Retirement Solutions
Leslie Cool, CFP®, Fidelity Investments
Jared Costigan, CFP®, Wealthspire Advisors
Brandon Dixon-James, CFP®, Resilient Wealth Management Inc.
Ty Draper, CFP®, Beacon Capital Management, LLC
Elijah Essa, CFP®, Coats Financial Planning
Heather Failla, CFP®, Citizens Bank Wealth Management
Rhonda Farrell, CFP®, Edward Jones
Eric Ferry, CFP®, Next Financial Group, Inc.
Kassi Fetters, CFP®, Artica Financial Services
Philip Gibson, CFP®, Winthrop University
Joshua Gonzalez, CFP®, Modern Wealth Strategies, LLC
Carmine Greco, CFP®, Fidelity Investments
Ron Guay, CFP®, Rivermark Wealth Management
Anne Hagen, CFP®, Sigma Financial
Victoria Handley Araj, CFP®, WealthShield Partners, LLC
Sally Hanley-Whitworth, CFP®, Advus Financial Partners
Leilani Harwood, CFP®, F.A.I.T.H. Driven Planning
Blane Heisler, CFP®, Diversified Financial Advisors
George Henderson, CFP®, Wells Fargo Advisors
Anthony Hinds-Fritz, CFP®, Evolution Retirement Solutions, LLC
Neha Jadhav, CFP®, Revolution Capital Group
Amit Josef, CFP®, Avitas Wealth Management
Mindy Joseph, CFP®, Centurion Wealth Management
Joseph Kelly, CFP®, Truist Wealth
Mike Kittelson, CFP®, Cetera Investment Services, LLC
Thomas Korankye, CFP®, University of Arizona
Ross Krause, CFP®, LPL Financial
Terence Lim, CFP®, Aberdeen Standard Investments
Jontue Long, CFP®, Merrill Lynch
Michael Macco, CFP®, Macco Financial Group, Inc.
Ali Mahbod, CFP®, Truist Wealth
Leo Marte, CFP®, Abundant Advisors
Gene McGovern, CFP®, McGovern Financial Advisors, LLC
Ryan McGrath, CFP®, eMoney Advisor, LLC
Marc Milic, CFP®, Douglas C. Lane & Associates
Michael Miller, CFP®, Miller Premier Investment Planning, LLC
Douglas Mollin, CFP®, EMCR Advisors
Kathy Oakley, CFP®, Rice University
Brian O'Neill, CFP®, Winged Wealth Management and Financial Planning, LLC
Anne Perley, CFP®, RBC Wealth Management
Kimberly Pittman, C FP®, State Employees’ Credit Union of North Carolina
Stacey Pittman, CFP®, Bank of Tampa
Jesica Ray, CFP®, Brighton Jones, LLC
David Rosenthal, CFP®, UBS Global Wealth Management
Dennis Sakurai, CFP®, McNally Financial Services
Heather Saunders, CFP®, Ameriprise Financial
Jessica Scott, CFP®, LegacyPCS
Leigh Shimamoto, CFP®, Wealth Architects
Joyce Streithorst, CFP®, Frisch Financial Group, Inc.
Kathleen Tillman, CFP®, Northwestern Mutual Investment Services, LLC
David Uhlmann, CFP®, Synergos Advisory, LLC
Jessica Urbanski, CFP®, AMG National Trust
Brian Wal, CFP®, Huntington Private Bank
Nicole Wirck, CFP®, Prosperity Wealth Strategies
Darrell Woodcock, CFP®, Apex Financial Planning