Board of Trustees

Chairman
Kenneth “Kacy” Gott, CFP®
Meritas Wealth Management, LLC 

Immediate Past Chairman
Bernie Clark
Schwab Advisor Services

Alexandra Armstrong, CFP®
Armstrong, Fleming & Moore, Inc.

Lazetta Rainey Braxton, CFP®
Financial Fountains, LLC

Elissa Buie, CFP®
Yeske Buie Inc.

Marilyn Capelli Dimitroff, CFP®
Planning Alternatives

Terri Fiedler
AIG Financial Distributors

John Fodor

Ben Harrison
Pershing Advisor Solutions

Kate Healy
TD Ameritrade Institutional

Kristina Hooper, CFP®, CAIA, CIMA, ChFC
Invesco

Scott Kahan, CFP®
Financial Asset Management Corporation

Trisha Miller, CFP®
W.P. Carey Inc.

Dan Moisand, CFP®
Moisand Fitzgerald Tamayo, LLC

Laura Tarbox, CFP®
The Tarbox Group, Inc.

Stewart H. Welch, III, CFP®
The Welch Group, LLC

Staff:
Jon Dauphiné
Executive Director

$250,000 Plus Donors