Trusted Charitable Advisor Program Graduates

Dana Green
Estate Planning, Trust Administration, Elder Law, Pre and Post Nups, MSAs
The Law Office of Dana L. Green, APC
www.DanaGreenLaw.com

DeEtte L. Loeffler, Esq.
Estate and Tax Planning
Thoughtful Legal Planning
www.TLP-SD.com

Grant Puleo
Real Estate and Finance
Duane Morris LLP
www.duanemorris.com

Alexandra E. Reeves, Esq.
Trust and Estates Attorney
Sullivan, McGibbons, Crickard and Associates LLP
www.smalawsd.com

Martina M. Roland, Esq.
Certified Specialist in Estate Planning, Trust, and Probate Law
Brennan & Roland, APC
www.brennanroland.com

David L. Stone
Real Estate
King & Spaulding LLP
www.kslaw.com/people/david-stone

Daniel R. Weiner, Esq.
Estate Planning, Probate, Litigation, Trust Administration, Litigation
Weiner Law
www.weinerlegacylaw.com

Michael Weiner, Esq.
Corporate Transactions and Estate Planning
Law Offices of Michael H. Weiner, APC
www.mhweinerlaw.com

Daniel J. Wilson
Estate Planning, Probate, Trust Law
Robinson & Wilson, ALC
www.trustlaw.us

Belinda Kraemer Barry
Life Insurance
Kraemer Insurance Solutions
www.kraemerinsurancepartners.com

Jack W. Berdy
Insurance and Retirement Planning
Goldbook Financial
www.goldbookfinancial.com/our-team/jack-berdy

Scott Schechter, CFP®, CAP®
Insurance and Financial Planning
Financial Advisor, Eagle Strategies LLC
Agent, New York Life
CA Insurance Lic. #0E52859
www.sschechter.com

Tara Cordato
CPA and Wealth Management
Pathview Wealth Advisors
www.pathview.com

Magali Domingue, CPA
Tax Preparation + Planning
Golden Years Tax Strategy
www.GoldenYearsTaxStrategy.com

Adriana Kubashack
Nonprofit Organizations, Real Estate
Eisner Advisory Group LLC
www.eisneramper.com

Jackie Padilla
Enrolled Agent
Pathview Wealth Advisors
www.pathview.com

Victor Shlionsky
Tax Compliance and Consulting services for closely held businesses, High Net Worth Individuals, Trusts, Estates
Lavine, Lofgren, Morris, Engelberg, LLP
www.llme.com

William Super
Estate Planning, Income Tax Planning, and Business Consulting
William Super CPAs & Consultants

Janet Acheatel, CFP®, CDFA®, RICP®, MBA
Wealth Management, Retirement Planning, and Philanthropy
Focus Partners Wealth
www.focuspartnerswealth.com

Juan Aguilar
Financial Services
Pathview Wealth Advisors
www.pathview.com

Goli Alavi
Estate Planning and Wealth Management
U.S. Bank, Private Wealth Management
www.privatewealth.usbank.com

Omar Almaraz, CFP®
Tax-Efficient Financial Planning
Pathview Wealth Advisors
www.pathview.com

Bill Boggs, CFP®, CEPA
Tax & Estate Planning
Pence Wealth Management
www.pencewealthmanagement.com

Daniel Brecher
Financial Advisor – Senior Vice President, Investments
Wells Fargo Advisors
www.wellsfargoadvisors.com

Rick Brooks, CFA, CFP®
Senior Financial Advisor
Blankinship & Foster, LLC
www.bfadvisors.com

Aubrey Brown, CFP®, EA, M.S.
Investment Management / Financial Planning
Weatherly Asset Management
www.weatherlyassetmgt.com

David Cariani, CFA, CFP®
Advanced Wealth Advisory
Private Advisor Group
www.privateadvisorgroup.com

Hope Carlson, CFP®, CAP®
Partner and Wealth Advisor
Corient
www.corient.com

Nimai Chokshi
Financial Planning
Chokshi & Queen Wealth Advisors
www.cq-wa.com

Kevin D. Christensen, CFP®
Charitable Planning & Financial Planning
Aligned Financial Planning
www.alignedfinancialplanning.com

Felicia Corbett
Retirement Investment & Income and Long-Term Care
Corbett Capital Financial Wellness Solutions
www.corbettcapitalfws.com

Krysta Cordill
Investment Management
D’Arcy Capital Management LLC
www.darcycapital.com

Brian Crow
Wealth Management
UBS Financial Services Inc.
www.advisors.ubs.com/rkg/

Brian Davis, RICP
Retirement Income Planning
Northwestern Mutual
www.briandavis.nm.com

Anna E. Diaz, CFP®, CEPA, CPWA®
Partner, Wealth Advisor
Corient
www.linkedin.com/in/anna-diaz-schultz

Steve Doster, CFP® 
Senior Wealth Advisor
Pathview Wealth Advisors
www.pathview.com

Barry Edney, CEP, CFBS, CEPA
Business Succession & Estate Planning
Estate Resource Group
www.estateresourcegroup.com

Jake Erlendson, CFP ® , CFA
HNW Individuals + Families
Corient
www.corient.com

Ron Ferrari
Senior Wealth Strategist
Northern Trust
www.northerntrust.com

Richard Fogg, CFP®
Private Wealth Advisor
Pacific Coast Private Wealth / Ameriprise Financial
www.ameripriseadvisors.com

Cindy Gatlin
Wealth Management
Aldrich Advisors
www.linkedin.com/in/cindygatlin

Ryan Goldenhar, CFA®, CFP®
Charitable Planning and Estate Planning
Wealth With Options
www.wealthwithoptions.com

Brett Gottlieb
Retirement Planning
Comprehensive Advisor, LLC
www.comprehensiveadvisor.com

Alexandria Harris, CFP®
Wealth Management + Financial Planning
LourdMurray
www.lourdmurray.com

Tyler Hewes, CFP®
Financial Planning, including: Insurance, Philanthropic, Retirement, Education, and Estate
Christopher Weil & Company
www.cweil.com

Matthew Hunt
Charitable Trusts
Ameriprise Financial
www.ameripriseadvisors.com

Chris Jaccard
Wealth Advisor
Financial Alternatives
www.financialalternatives.com

Greg Jackey
Wealth Management
Axion Wealth Advisors
www.axionwa.com

Greg Jankowski
Senior Wealth Advisor
LourdMurray
www.lourdmurray.com

Byron Kelly, CLTC®
Business Succession, Retirement Strategies, Long-Term Care, Legacy Strategies
World Financial Group, a Transamerica Company
www.agents.worldfinancialgroup.com/byron-kelly

Sean M. Kelly, CFP®, EA
Certified Financial Planner & Enrolled Agent
Kelly Financial Group, LLC
www.thekellyfinancialgroup.com

Dean Kernus, CFP®, CPA
Financial/PFS Advisor
Willow Creek Financial
www.willowcreekfinancial.com

Keon Khamsehpour
Wealth Management
Laird Norton Wetherby
www.lnwadvisors.com

Alex Klingensmith
Wealth Management
IDA Wealth
www.idawealth.com

Shalmali Kulkarni
Financial Planning, Wealth Management, Tax Planning
Pathview Wealth Advisors
www.pathview.com

Dominique Langerman, MPA
Financial Planning and Wealth Management
Mercer Advisors
www.merceradvisors.com

Barry P. Levine, CFP®, ChFC, CLU, CDFA
Senior Wealth Advisor
Northern Trust
www.northerntrust.com

April Lidot, AWMA
Senior Wealth Manager
Wilmington Trust
www.wilmingtontrust.com/wealth-advisory

Clint McCalla, CFP®
Wealth Management Through Life Transitions
MEIRA Wealth
www.meirawealth.com

Matthew Neal, CPA, CLPF
Professional Fiduciary
ProFiduciary, Inc.
www.profiduciary.com

Andy Nugent, CFA
Wealth Management
Sage Capital Advisors, LLC
www.sage-cap.com

Anna Peterson
Wealth Management & Multi-Family Office
Whittier Trust
www.whittiertrust.com

Elizabeth “Liza” Pillle
Multi-Generational Wealth Management
Morgan Stanley
www.advisor.morganstanley.com/the-horizons-group

Jeff Platt
Investment Management & Financial Planning
Platt Wealth Management
www.plattwealthmanagement.com

Andrew Ratner
Financial Advisor
UBS
www.advisors.ubs.com/rkg

Danny Recht
Wealth Management
WestPac Wealth Partners
www.westpacwealth.com/team/danny-recht

Brandon S. Robbins
Investment Planning and Management
Bernstein Private Wealth Management
www.bernstein.com

Margoth Romero, CFP®
Financial Advisor
LourdMurray San Diego
www.lourdmurray.com

Justin Ross, MBA
Financial Planning/Wealth Management
Wells Fargo Advisors
www.wellsfargoadvisors.com

Matt Ryan, CFA, CFP®
Widows and Widowers
Focused Mission Financial
www.focusedmissionfinancial.com

Lorenzo Sanchez, CFP®
Wealth Management
Pathview Wealth Advisors
www.pathview.com

Stuart A. Schiffman, CFP®, ChFC®, TPCP®
Retirement Planning
Compound Wealth Advisors, LLC
www.cwealthadvisor.com

Michael D. Shanahan
Financial Planning
High Bluff Private Wealth
www.highbluffpw.com

William Smith

Ashley Stroud
Associate Financial Planner
Pathview Wealth Advisors
www.pathview.com

Christian Tresse
Investment Planning Strategic Asset Allocation
Bernstein Private Wealth Management
www.bernstein.com

Norma E. Van Horn
Fiduciary Wealth Advisor
Comerica Bank
www.comerica.com

Gillian Vapnek, CFA
Financial Planning and Wealth Management
Alphacore Wealth Advisory
www.alphacore.com

Carrie Vilaplana
Full Balance Sheet Wealth Management
JP Morgan Private Bank
www.linkedin.com/in/carrie-vilaplana-1b4a877

Billy Walsh, CFP®
Wealth Advisor
Corient
www.corient.com

Curtis West
Wealth Management/Financial Planning
Platt Wealth Management
www.plattwealthmanagement.com

Yochanan Sebastian Winston
Investment Portfolio Management and Wealth Strategy
Merrill Lynch

Brian Wolff, CFP®, AIF®
Comprehensive Financial Planning and Wealth Management
Pure Financial Advisors, LLC
www.purefinancial.com

Andrew J. Zimmer, CIMA® CSRIC™
Retirement and Tax Planning
Aligned Financial Planning
www.alignedfinancialplanning.com