|
Representing the Attorney Discipline
|
 |
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
|
|
Katherine M. Sheehan, JD, AEP®
Crestwood Advisors, LLC
Boston, MA
Affiliated with Boston Estate Planning Council
|
 |
April D. Wise, JD, AEP®
Balch & Bingham, LLP
Montgomery, AL
Affiliated with Wiregrass Estate Planning Council
|
|
Representing the Accounting Discipline
|
|
Karly A. Laughlin, CPA, AEP®
Belfint, Lyons & Shuman, P.A.
Wilmington, DE
Affiliated with Delaware Estate Planning Council |
 |
Nimisha Patel, CPA, CAA, MSAT (Master in Accounting & Taxation), AEP®
Pinnacle Worldwide, Inc.
Vernon Hills, IL
Affiliated with Lake County Estate Planning Council |
|
Representing the Insurance & Financial Planning Professional Discipline
|
 |
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
|
 |
Harvey A. Hutchinson III, MBA, M.Acc., JD, LL.M. (taxation), CFP®, AEP®
CeriFi | Money Education
Alpharetta, GA
Affiliated with Estate Planning Council of Middle Tennessee
|
 |
Juan C. Ros, CFP®, CSPG, MBA, AEP®, CEPA®, CVGA
Forum Financial Management, LP
Thousand Oaks, CA
Affiliated with Conejo Valley Estate Planning Council
|
|
 |
Robert J. Ruelle, CLU®, ChFC®, CASL®, MSFS, AEP®, RICP®,RHU®, REBC®, FLMI
Apollon Wealth Management
Ritchefild, WI
Affiliated with Milwaukee Estate Planning Forum
|
|
Representing the Philanthropic Professional Discipline
|
|
Thomas M. Griffith, ChFC®, CAP®, AEP®
Central New York Community Foundation
Syracuse, NY
Affiliated with Estate Planning Council of Central New York |
|
|
Ginger F. Mlakar, JD, CPA, AEP®
The Cleveland Foundation
Cleveland, OH
Affiliated with Estate Planning Council of Cleveland |
|
Representing the Trust Professional Discipline
|
|
|
Remy Carpenter, JD, LL.M. (taxation), AEP®
Northern Trust
Phoenix, AZ
Affiliated with Central Arizona Estate Planning Council
 |
|
|
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
|
 |
Mavis McKenley, CTFA, AEP®, CFP®
AMG National Trust Bank
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council
|
 |
Sahar Pouyanrad, CTFA, CEP®, ChSNC, AEP®
JP Morgan Chase
Los Angeles, CA
Affiliated with San Fernando Valley Estate Planning Council |
|
Director Emeritus
|
