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Representing the Attorney Discipline
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Monique Lavender Greenberg, JD, LL.M. (estate planning), AEP®, Board Certified in Wills, Trusts & Estates
Lavender Greenberg PLLC
Coral Gables, FL
Affiliated with Coral Gables / South Dade Estate Planning Council
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Katherine M. Sheehan, JD, AEP®
Crestwood Advisors, LLC
Boston, MA
Affiliated with Boston Estate Planning Council
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April D. Wise, JD, AEP®
Balch & Bingham, LLP
Montgomery, AL
Affiliated with Wiregrass Estate Planning Council
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Representing the Accounting Discipline
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Karly A. Laughlin, CPA, AEP®
Belfint, Lyons & Shuman, P.A.
Wilmington, DE
Affiliated with Delaware Estate Planning Council |
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Nimisha Patel, CPA, CAA, MSAT (Master in Accounting & Taxation), AEP®
Pinnacle Worldwide, Inc.
Vernon Hills, IL
Affiliated with Lake County Estate Planning Council |
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Representing the Insurance & Financial Planning Professional Discipline
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Lawrence K. Bogar, AEP®, AWMA, ChFC®, AAMS, LUTCF
Bogar LK Financial, LLC
Montclair, NJ
Affiliated with Bergen County, New York City, and Northern New Jersey Estate Planning Councils
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Michael E. Mader, CFP®, CIMA®, AEP®
United Capital Financial Advisors
Fort Lauderdale, FL
Affiliated with Broward County Estate Planning Council |
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Juan C. Ros, CFP®, CSPG, MBA, AEP®, CEPA®, CVGA
Forum Financial Management, LP
Thousand Oaks, CA
Affiliated with Conejo Valley Estate Planning Council
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Robert J. Ruelle, CLU®, ChFC®, CASL®, MSFS, AEP®, RICP®,RHU®, REBC®, FLMI
Apollon Wealth Management
Ritchefild, WI
Affiliated with Milwaukee Estate Planning Forum and Waukesha County Estate Planning Council, Ltd.
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Representing the Philanthropic Professional Discipline
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Thomas M. Griffith, ChFC®, CAP®, AEP®
Central New York Community Foundation
Syracuse, NY
Affiliated with Estate Planning Council of Central New York |
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Lynn Watson Neumann, JD, AEP®
Hampton Roads Community Foundation
Norfolk, VA
Affiliated with Hampton Roads Estate Planning Council |
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Representing the Trust Professional Discipline
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Remy Carpenter, JD, LL.M. (taxation), AEP®
Northern Trust
Phoenix, AZ
Affiliated with Central Arizona Estate Planning Council
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John W. Clidas, CPA/PFS, MST, AEP®, CFP®, ChFC®, CEPA, RICP
Fort Lauderdale, FL
Affiliated with Greater Boca Raton Estate Planning Council & Estate Planning Council of Broward County
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Mavis McKenley, CTFA, AEP®, CFP®
AMG National Trust Bank
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council
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