Marc Freedman, CFP®
Task Force Chair
Freedman Financial Associates, Inc.
Peabody, MA
Tracey A. Baker, CFP®
CJM Wealth Advisers, Ltd.
Fairfax, VA
Laura Bos
AARP
Washington, DC
Susan Bradley, CFP®
Board Liaison
Sudden Money Institute
Palm Beach Gardens, FL
Michael A. Branham, CFP®
Cornerstone Wealth Advisors, Inc.
Edina, MN
Richard J. Busillo, CFP®, RPA
RTD Financial Advisors, Inc.
Philadelphia, PA
Herbert K. Daroff, CFP®, J.D.
Baystate Financial Services, LLC
Boston, MA
Emily A. Guadagnoli
Commonwealth Financial Network
Waltham, MA
Samuel P. Hull, CFP®
Northstar Financial Planning, Inc.
Londonderry, NH
Kevin M. Keefe
LPL Financial Services
Boston, MA
Robert J. Powell, III
Financial Planning Association
Swampscott, MA
Tara L. Scottino, CFP®, CSA
Carter Financial Management
Dallas, TX
Jeffrey N. Tomaneng, CFP®, CLU, ChFC
U.S. Wealth Management
Braintree, MA
Jean Cantey
Staff Liaison
