Evelyn Zohlen, CFP^®

Task Force Chair
Inspired Financial
Huntington Beach, California

Rich Arzaga, CFP^®, CCIM

Cornerstone Wealth Management, Inc.
San Ramon, California

Bill Bachrach, CSP, CPAE

Bachrach & Associates, Inc.
San Diego, California

Shawn Brayman, ChFC^®, BSc, MES

PlanPlus Inc.
Ontario, Canada

Darryl Celkupa

Tamarac Inc.
Seattle, Washington

Bud Elsea

Bud Elsea Productions
Norcross, Georgia

David Lawrence, RFC, AIF

Global Practice Network
San Diego, California

Helen Modly, ChFC^®, CFP^®

Focus Wealth Management LTD
Middleburg, Virginia

Joseph D. Pitzl, CFP^®

Intelligent Financial Strategies
Edina, Minnesota

Eric Rabbanian, CFP^®

Rabbanian Financial Planning, Inc.
Austin, Texas

Ross Richardson, CFP^®

Pembroke Advisors, Inc
Houston, Texas

Casey Van Zutphen, CFP^®

Delta Ventures Financial Counsel, Inc.
Mesa, Arizona

Katy (Kathryn) Votava

GOODCARE.com
Washington, D.C.

Jim Lingelbach, CLU^® , ChFC^®, CFP^®, CASL^®

Chapter Liaison
San Diego, California