Executive Committee President – Josef Rosen Vice President – Anthony Cavallaro Treasurer – Taylor Bandy Secretary – David Spero Immediate Past President – Bart McDonald
Nominating Committee Executive Committee Members
Financial Affairs Oversight Committee Eric Siber, Chair Executive Committee Members
Membership Committee Bart McDonald, Chair
Hank Sanchez, Co-Chair
Andy Hirsch Dionne Fajardo Don Lee Sarahy Poncela Vivian Velazquez
Diversity & Inclusion Committee
Vivian Velazquez, Chair
Heather Cooper Kacy Donlon
Rose Flores
Julia Richardson
Legislative Committee Dan Newman, Chair Taylor Bandy John Cronin
Louis Dempsey
Kacy Donlon Rob Jamieson
David Johnson
Bill Reilly Hank Sanchez
Andy Shipe
Sean Stafford
Education Committee
Julia Richardson, Chair
Subcommittee-Elder Fraud Anthony Cavallaro, Chair Louis Dempsey
Rhena Griffin Lia Skelton Matthew Strope
Tim Ratty
Julia Richardson
Lia Skelton
Sarahy Poncela
Subcommittee-Industry Outreach & Financial Literacy NormAshkenas, Co-Chair Louis Dempsey, Co-Chair
Julia Richardson, Co-Chair Chad Bostak
Beth Lockridge
Josh Cefkin
Louis Dempsey
Rose Flores
Robert Jamieson
Don Lee
Josef Rosen Eric Siber
Marketing Committee Jaclyn Masson, Co-Chair Jennifer Stout, Co-Chair Louis Dempsey Bart McDonald
Sarahy Poncela
Mitch Atkins
Scholarship Committee Laura Hawley, Chair
Deena Bryan