Co-President
Lori Lustberg, JD, CFP®, CDFA™
Email: lori@pathwayadvisors.com
Co-President
Lili A. Vasileff, CFP®, MAFF™, CDFA™
Email: lili@wealthprotectionmanagement.com
Director
Lisa Anderson, CPA
Email: landerson@morseandco.com
Director
Bob Bordett, CFP®, CDFA™
Email: bob@u2agree.com
Director
Marguerita Cheng, CFP®, CDFA™
Email: mcheng@bluseoceanglobalwealth.com
Director
Michelle Cortes-Harkins, MSW, CDFA™, CRPC®
Email: michelle@harkinswealth.com
Director
Ivy Menchel, CFP®, CDFA™
Email: ivy@familywealthpp.com
Director
Ken Neumann, Ph.D.
Email: kenneumann@teammediation.org
Director
Andrew Samalin, CFP®, EA, CDFA™
Email: andrew.samalin@sicounsel.com
Director
Pamela Friedman CFP®, CDFA™
Email: pam.friedman@rscapital.com
Cheryl Glazer, MST
Immediate Past President