Operating Board

  • Damon Bivek, Bivek Brubaker and Prescott, LLC, President
  • Helene Hopkins
  • Ron White, CFP, CDFA, AAMS, Merrill Lynch Wealth Mangement
  • Lynda Parker, Advanced Financial Strategies
  • Leron Rogers, Lewis Bisbois Bisgaard & Smith LLP
  • Steve Shewmaker, Shewmaker and Shewmaker
  • Mary Williams, Raymond James & Associates, Inc., Treasurer
  • Joe Schum, IRC Wealth, President-Elect
  • Dr. Deborah Wilder
  • Mary Ellen Moseley
  • Vincine Brown, Secretary
  • John Killeen, Bodker, Ramsey, Andrews, Winograd & Wildstein

Services Council

  • Lisa Decker, CDFA
  • Elissa Terris
  • Geraldine “Jerry” Connor, MS, LPC, Psychotherapist
  • Suzanne Durbin, CDFA
  • JoAnne Donner, Donner Mediation and Coaching, LLC
  • Arlene Ingram
  • Tricia Mulcare, CPA, CFP®, PFS, CFDP
  • Marsha Schechtman, LCSW
  • Steven Parker, CDPE, Realtor, Keller Williams
  • Dave Slovin, PracticeProfs, LLC
  • Sherry Richardson