Task Force

Richard J. Busillo, CFP®, RPA

Task Force Chair
RTD Financial Advisors, Inc.
Philadelphia, PA

Lee A. Baker, CFP®

Board Liaison
Apex Financial Services
Tucker, GA

Tracey A. Baker, CFP®

CJM Wealth Advisers, Ltd.
Fairfax, VA

William B. Bissett, CFP®

Pinnacle Advisory Group, Inc.
Columbia, MD

Saundra M. Davis, MSFP

Sage Financial Solutions, LLC
San Fransisco, CA

Mark D. Van Drunen, CFP®, MS

Ownership Advisors, Inc.
Cleveland, OH

Bud M. Elsea

Habersham Funding, LLC
Atlanta, GA

Emily A. Guadagnoli

Commonwealth Financial Network
Waltham, MA

Jeffrey N. Tomaneng, CFP®, CLU, ChFC

Lincoln Investment Planning
Waltham, MA

Evelyn Zohlen, CFP®, MS

Inspired Financial
Huntington Beach, Calif.

FPA


Jean Cantey

FPA Staff Liaison
Denver, CO

Joette Cross

FPA Staff Liaison
Denver CO