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Andrew Turner
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CERTIFIED FINANCIAL PLANNER, DIRECTOR – Trustees, MEMBER show details and sources... |
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Boon Yeong Siew
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CERTIFIED FINANCIAL PLANNER, MEMBER show details and sources... |
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Brian Fisher
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EXECUTIVE VICE PRESIDENT, PARTNER, INVESTMENT OFFICER – for Independence Portfolio, DIRECTOR, INVESTMENT OFFICER – for Independence Portfolio Partners show details and sources... |
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Bruce H Brownell
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MEMBER, CERTIFIED FINANCIAL PLANNER, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Carey Hale McNeal
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ADVISORPAST, MEMBER – Southwest Idaho Planned Giving CouncilPAST, MEMBER – Southwest Idaho Planned Giving CouncilPAST, MEMBERPAST show details and sources... |
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Christine M Parisi
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MEMBER, AFFILIATE, ADVISER, AFFILIATE show details and sources... |
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Clare Margaret Hansen
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MEMBER – Washington Planned Giving Council, MEMBER – Washington Planned Giving Council, ANALYST, ASSOCIATE MEMBER – Seattle Society show details and sources... |
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Daniel F Yasharel
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PRESIDENT – Digital Coast Chapter, MEMBER, MEMBER – Society, MEMBER – Society show details and sources... |
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David G Strege
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PRESIDENT – Central Iowa chapter, MEMBER – CFA Institute, MEMBER – CFA Institute the National AssociationPAST show details and sources... |
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David S Forbes
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MEMBER – Ultimate Gift Experience, CERTIFIED FINANCIAL PLANNER, CERTIFIED FINANCIAL PLANNER, AMBASSADOR – Financial Planning Association, MENTOR – Legacy Wealth Coaching Network, MENTOR – Legacy Wealth Coaching Network, MEMBER – Ultimate Gift Experience, MEMBER show details and sources... |
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Diana B Mandarino
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MEMBER – Silicon Valley ChapterPAST, MEMBER – Silicon Valley Chapter, INVESTOR, PRESIDENT – Silicon Valley ChapterPAST, DIRECTOR – Sales and Marketing show details and sources... |
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Edward Hortick
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CERTIFIED FINANCIAL PLANNER, MEMBER show details and sources... |
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Ian Mackenzie
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BusinessConnection, MANAGING DIRECTOR – Publishing and Institutional Relations, MANAGING DIRECTOR – businessPAST, CHIEF MARKETING OFFICER – salesPAST show details and sources... |
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James P Sandager
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MEMBER – At Large, CHAIRMAN, OFFICER – West Des Moines ChamberPAST, CHAIRMAN – Citizen Advisory Committee show details and sources... |
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Janet A Stanzak
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DIRECTOR, DIRECTOR – Member ServicesPAST, PRESIDENTPAST, MEMBER, DIRECTOR – IAFP OrlandoPAST show details and sources... |
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Janet Tighe
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BusinessConnection From: 4/18/2008, CERTIFIED FINANCIAL PLANNER, MEMBER, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Jeff Kanaly
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NonCorporateLeadership From: 7/3/2008, MEMBER, DIRECTOR, EXECUTIVE, MEMBER – Tax Sub CommitteePAST show details and sources... |
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John L Dixon
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GeneralEmployment PAST From: 4/2/2010, MEMBER – Board, MEMBER – Board, DIRECTOR, CHAIRMAN – TrusteesPAST show details and sources... |
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John Quincy Bird
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CERTIFIED FINANCIAL PLANNER, ADVISER – for DoctorsPAST, DIRECTOR – Utah Chapter, ADVISERPAST, DIRECTOR, MEMBER – Utah Estate Planning Council, CHAIRMAN – Western Region show details and sources... |
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Joy R Roberts
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MEMBER – SocietyPAST, MEMBER – SocietyPAST, DIRECTOR – Austin ChapterPAST, PRESIDENTPAST show details and sources... |
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Kai Wah Moo
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MANAGERPAST, CONSULTANTPAST, MEMBER – Committee Member and ManagerPAST, MEMBER show details and sources... |
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Ken Mitchell
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MEMBER – Association, FELLOW – Certified Practising Accountants, FELLOW – Chartered Institute, MEMBER, MEMBER – Education Committee, ADMINISTRATOR show details and sources... |
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Kevin A Rowell
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MEMBER – Mutual Fund Education, MEMBER – Executive Committee Member of the Mutual Fund Education Alliance, EXECUTIVE COMMITTEE MEMBER – Mutual Fund Education Alliance show details and sources... |
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L Nelson Wingert
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PRESIDENT – local Harrisburg Association, MEMBER, ADVISER, TREASURER, DIRECTOR – PA Association, PRESIDENT – PA Association show details and sources... |
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Leong Kok Looi
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MEMBER – Certified Public, ACCOUNTANT – Australia, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Marjorie L Fox
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MEMBER – Northern Virginia Estate Planning Council, MEMBER – Northern Virginia Estate Planning Council, DEAN – 9th Annual ICFP Mid Atlantic RetreatPAST show details and sources... |
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Mark Edward Dowling
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CERTIFIED FINANCIAL PLANNER, ADVISER, ANALYST – Society, CERTIFIED FINANCIAL PLANNER, MEMBER – National Association, MEMBER – National Association show details and sources... |
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Mark S La Spisa
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MANAGER, MEMBER, MANAGER show details and sources... |
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Mark Wayne
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ACTUARY – Society, SPEAKER – for the American Society, ADMINISTRATOR, MEMBER show details and sources... |
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Matthew S Olver
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ADVISER, MEMBER – National Association, BUILDER – Class, MEMBER – National Association, MEMBER – JCU Entrepreneurs Association show details and sources... |
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Michael Brooks
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TRUSTEE, MEMBER – Society, ADVISER – Association, MEMBER – Society show details and sources... |
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Mitch Vigeveno
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ADVISOR – Institute, OFFICER – Tampa Bay Chapter, INVESTMENT ADVISOR – MagazinePAST, REGISTERED REPRESENTATIVEPAST, MEMBER – Tampa Bay Chapter, DIRECTOR, ADVISER – Institute, MEMBER – Tampa Bay Chapter, DIRECTOR – Wealth show details and sources... |
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Nancy Elizabeth McColgan
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MEMBER – Maryland Chapter, CERTIFIED FINANCIAL PLANNER, MEMBER – Maryland Chapter, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Peter C Speros
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MEMBER – Institute, CERTIFIED FINANCIAL PLANNER, CERTIFIED FINANCIAL PLANNER, MEMBER – Institute show details and sources... |
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Peter Douglas
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ANALYST – Association, DIRECTOR – Chartered Alternative Investment, TREASURER, SECRETARY, SPECIAL ADVISOR show details and sources... |
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Peter Ip
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CERTIFIED FINANCIAL PLANNER, MEMBER, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Raymond Vincent Padron
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MEMBER – North Point Community Church, DIRECTORPAST, MINISTRY, CHAIRMAN show details and sources... |
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Richard J Busillo
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MENTORPAST, PRESIDENTPAST, CHAIRMANPAST, MENTOR – Residency ProgramPAST, DIRECTOR show details and sources... |
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Rick Loudenback
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General Agent, MEMBER – Centennial Association, MEMBER – Centennial Association, AGENT show details and sources... |
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Robert J Klosterman
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BusinessConnection PAST From: 1993 To: 1999, CHAIRMAN – Certified Financial Planners PastPAST, CHAIRMANPAST, DIRECTOR – NationalPAST, PRESIDENT – InstitutePAST, DIRECTORPAST show details and sources... |
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Ronald Tamayo
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EXECUTIVE, CHAIRMAN, MEMBER – Editorial Review Board, DIRECTOR, MEMBER – Executive Committee Member of the Central Florida Estate Planning Council, MEMBER – Executive Committee Member of the Central Florida Estate Planning Council, MEMBER – Editorial Review Board show details and sources... |
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Sharon E Cohen
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CERTIFIED FINANCIAL PLANNERPAST, MEMBER, CERTIFIED FINANCIAL PLANNERPAST show details and sources... |
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Skip Schweiss
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MEMBER, VICE PRESIDENT – Association, ANALYST show details and sources... |
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Steven I Levey
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LEADER – for continuing education programs, Certified Public AccountantsPAST, EXECUTIVE, LEADER – for continuing education programs show details and sources... |
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Susan J Chesley
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MEMBER, AFFILIATE – National Association, ADVISER, AFFILIATE show details and sources... |
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Swee Leng Cheah
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PRESIDENTPAST, MEMBER – Malaysian Institute, MEMBER – Investment CommitteePAST, DIRECTOR – Governors, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Terri Rae Kallsen
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BusinessConnection, CERTIFIED FINANCIAL PLANNER, MEMBER, CERTIFIED FINANCIAL PLANNER show details and sources... |
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Van C Elliott
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MEMBER – Executive Committee, MEMBER – Audit Committee, MEMBER – Executive Committee, MEMBER show details and sources... |
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Viktor Szucs
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MEMBER – Dallas Estate Planning Council, DIRECTOR – for the Dallas Forth Worth Chapter, DIRECTOR, PRESIDENT show details and sources... |
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Ya'acob Bin Abdullah
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MEMBER – Executive Board, PRESIDENT, CHAIRMAN – National Insurance Association show details and sources... |
