Task Force

Timothy D. Welsh, CFP®
Chair
Nexus Strategy, LLC
Larkspur, CA

James A. Barnash, CFP®
Ameriprise Financial
Northbrook, IL

Stephanie Bogan
Quantuvis Consulting
Redlands, CA

Kim DellaRocca
Pershing LLC
Jersey City, NJ

Davis Janowski
InvestmentNews
New York, NY

Nancy Johnson Jones, CFP®
HighTower Advisors
Chicago, IL

Julie Littlechild
Advisor Impact
Toronto, ON

Diane MacPhee, CFP®
DMAC Consulting Services, LLC
Manahawkin, NJ

Richard C. Salmen, CFP®, CFA, CTFA, EA
Board Liaison
GTrust Financial Partners
Overland Park, KS

Steve Walmsley
Walmsley & Co.
Toronto, ON

Jean Cantey
Staff Liaison
Financial Planning Association
Denver, CO

Joette Cross
Staff Liaison
Financial Planning Association
Denver, CO