Task Force

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