Task Force

Emily A. Guadagnoli

Task Force Chair
Commonwealth Financial Network
Waltham, Mass.

Stephanie L. Bogan

Quantuvis Consulting
Redlands, Calif.

Jude Boudreaux

Upperline Financial Planning
New Orleans, LA

Joel P. Bruckenstein, CFP®

Technology Tools for Today Newsletter
Miramar, Fla.

Bud Elsea

Bud Elsea Productions
Atlanta, Ga.

Lena Mandelis, CFP®, J.D.

ALENA Wealth, LLC
Lexington, Mass.

Jeffrey N. Tomaneng, CFP®, CLU, ChFC

Lincoln Investment Planning, Inc.
Waltham, Mass.

Kathryn Votava, Ph.D.

GOODCARE.com
Washington, D.C.

Evelyn M. Zohlen, CFP®

Inspired Financial
Huntington Beach, Calif.

 

FPA

Jean Cantey

FPA Staff Liaison
Denver, Colo.

Joette Cross

FPA Staff Liaison
Denver, Colo.

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