Task Force

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.

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, Colo.

Joette Cross

FPA Staff Liaison
Denver, Colo.

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