Amy Richardson, CFP

Amy Richardson, CFP, has more than 15 years of experience in the financial services industry. She serves as Director of Advisory Services at TCI…

Amyr Rocha Lima, CFP

Amyr Rocha Lima, CFP, has nearly 20 years of experience in financial planning and wealth management.

Based in the United Kingdom, Lima currently…

Marcia Dessen, CFP

Marcia Dessen, CFP, brings a wealth of experience from a distinguished 24-year career with Citibank, where she held leadership roles in the treasury…

Jan Karsten, CFP, CFA

Jan Gunnar Karsten, CFP, CFA, has more than 30 years of experience in the Wealth Management/Asset Management industry. From 2016 to 2022, he served as…

Yu Gao

Yu Gao has more than 20 years of experience in the financial services industry in the U.S. and Asia. He has held several leadership roles with Morgan…

Colin Slabach, Ph.D., CFP

Colin Slabach, Ph.D., CFP, is a Clinical Assistant Professor at New York University, where he teaches and develops programs in financial planning. He…

Eunice Chan, Chartered Banker, CFP, IFP

Malaysia

Eunice Chan, Chartered Banker, CFP, IFP, has more than 28 years of experience in the banking, mutual fund management, securities and trust…

Dante De Gori, CFP

Dante De Gori, CFP, is the Chief Executive Officer of the Financial Planning Standards Board Ltd. (FPSB).

Prior to this, De Gori served as chief…

Caroline Dabu

Canada

With over 25 years of experience in wealth management, Caroline Dabu is Principal at VSGS Advisory Services, Inc. and specializes in driving…

Darren McShane

Darren McShane, an experienced public policy professional from Australia, is a consultant who works with financial services regulators and industry…