Board of Directors

Chairman

Malik S. Lee
Felton & Peel Wealth Management 
Biography 
LinkedIn 

President Elect

Wayne Conway Ewan
T. Rowe Price 
Biography 
LinkedIn 

Secretary

Eileen Scherberger
The Zeist Company, LLC 
Biography 
LinkedIn 

Member Engagement Director

Kevin Allman
Biography 
LinkedIn 

Partnership Director

Michael N. Turgeon
Thrivent Financial 
Biography 
LinkedIn 

Education Director

Wayne Conway Ewan
T. Rowe Price 
Biography 
LinkedIn 

Education Director

James D. Loftin
GER Loftin Wealth Advisors, LLC 
Biography 
LinkedIn 

Public Relations Director

Serina Shyu
Delta Community Retirement & Investment Services 
Biography 
LinkedIn 

Career Development

Andrew Windham
Biography 
LinkedIn 

Allied Partners Director

Stephen Emert
Emert Law Firm, LLC 
Biography 
LinkedIn 

Advocacy

LaToya K. Maddox
Phoenix Associates 
Biography 
LinkedIn 

NextGen Director

Sarah Howard
Resource Planning Group 
Biography 
LinkedIn 

Treasurer

B. Brandon Mackie
Felton & Peel Wealth Management 
Biography 
LinkedIn 

Diversity & Inclusion Director

Keith Kim
Biography 
LinkedIn