Board of Directors

Chairman

Terri R. Munro
BT Wealth Management 

President

Chris Hardy
Paramount Investment Advisors, Inc 

President Elect

Malik S. Lee
Felton & Peel Wealth Management 

Secretary

Tracey Ann
Paramount Investment Advisors 

Member Engagement Director

B. Brandon Mackie
Felton & Peel Wealth Management 

Partnership Director
Cromwell S. Baun
UBS Financial Services Inc 

Public Relation Director

Jacqueline Schadeck

Community Outreach

Kristin M. Pugh
TrueWealth, LLC 

Advocacy
LaToya K. Parker
Phoenix Associates 

NextGen Director
Jarrod M. Freeman
Homrich Berg 

Treasurer
Anitha G. Rao
Financial Architects, LLC 

Diversity & Inclusion Director

Serina Shyu
Jon Baker Financial Group