Operating Board

  • Geraldine “Jerry” Connor, MS, LPC, Psychotherapist (Policy Secretary)
  • Marilyn Dougherty, The Perfect Solution (Co-Chair)
  • Damon Bivek, Bivek Brubaker and Prescott, LLC
  • Ray Dunlap, CFP, CDFA, Dunlap Wealth Strategies Group
  • Danielle Johnson, Danielle Johnson and Associates
  • Helene Hopkins
  • Ron White, CFP, CDFA, AAMS, UBS Financial Services
  • David Miller, CFP®, Independent Wealth, Inc (Co-Chair)
  • Lynda Parker, Advanced Financial Strategies (Treasurer)
  • Sherry Richardson, Alan Cox Automotive (Secretary)
  • Elissa Terris
  • Margo Geller, Margo Geller & Associates
  • Jonathan Livnat,  RCS-D , Real Estate Agent
  • Steve Shewmaker, Shewmaker & Shewmaker
  • Jennifer Keaton, 2 Step Divorce

Advisory Board

  • Lisa Decker, CDFA
  • Suzanne Durbin, CDFA
  • JoAnne Donner, Donner Mediation and Coaching, LLC
  • Arlene Ingram
  • Marsha Schechtman, LCSW
  • Dave Slovin, PracticeProfs, LLC
  • Alyson Lemback, Esq.
  • Tricia Mulcare, CPA, CFP®, PFS, CFDP
  • Dotty Pritchett, Andrew Grace Associates, LLC
  • Jonathan Tuggle, Esq.
  • Karen Brown Williams, Esq.