Chairman

Malik S. Lee
Felton & Peel Wealth Management 
Biography 
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President

Kristin M. Pugh
Creative Planning 
Biography 
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President Elect

Wayne Conway Ewan
T. Rowe Price 
Biography 
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Secretary

Eileen Scherberger
The Zeist Company, LLC 
Biography 
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Member Engagement Director

Kevin Allman
Biography 
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Partnership Director

Michael N. Turgeon
Thrivent Financial 
Biography 
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Education Director

Wayne Conway Ewan
T. Rowe Price 
Biography 
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Education Director

James D. Loftin
GER Loftin Wealth Advisors, LLC 
Biography 
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Public Relations Director

Serina Shyu
Delta Community Retirement & Investment Services 
Biography 
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Career Development

Andrew Windham
Biography 
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Allied Partners Director

Stephen Emert
Emert Law Firm, LLC 
Biography 
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Advocacy

LaToya K. Maddox
Phoenix Associates 
Biography 
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NextGen Director

Sarah Howard
Resource Planning Group 
Biography 
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Treasurer

B. Brandon Mackie
Felton & Peel Wealth Management 
Biography 
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Diversity & Inclusion Director

Keith Kim
Biography 
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