Emily A. Guadagnoli
Task Force Chair
Commonwealth Financial Network
Waltham, Mass.
Stephanie L. Bogan
Quantuvis Consulting
Redlands, Calif.
Joel P. Bruckenstein, CFP®
Technology Tools for Today Newsletter
Miramar, Fla.
Bud Elsea
Habersham Funding, LLC
Atlanta, Ga.
Susan L. Kendall, CPA, CFP®
Kendall Financial Services
Pacific Grove, Calif.
Duncan MacPherson
Pareto Systems
Kelowna, British Columbia
Lena Mandelis, CFP®, J.D.
ALENA Wealth, LLC
Lexington, Mass.
Jeffrey N. Tomaneng, CFP®, CLU, ChFC
Lincoln Investment Planning, Inc.
Waltham, Mass.
Kathryn Votava, Ph.D.
GOODCARE.com
Washington, D.C.
Evelyn M. Zohlen, CFP®
Inspired Financial
Huntington Beach, Calif.
Karin Maloney Stifler, CFP®
Board Liaison
True Wealth Advisors, LLC
Hudson, Ohio
FPA
Jean Cantey
FPA Staff Liaison
Denver, CO
Joette Cross
FPA Staff Liaison
Denver CO
