Skip to main content

Group Members

Formed in 2017, the Workforce Development Advisory Group is responsible for advising the Center’s efforts to improve the health of the talent pipeline by attracting and developing the next generation of financial planners. The group is composed of experts on talent acquisition and retention, leaders from financial services firms, heads of CFP Board Registered Programs, and outside experts and researchers. Members of the group played an important role in developing the Center’s 2019 Financial Planning Career Paths guide for employers.

Mark Tibergien
BNY Mellon Pershing (Retired CEO)

Yusuf Abugideiri, CFP®, Yeske Buie 

Audra Bohannon, Korn Ferry Hay Group

Megan Carpenter, FiComm Partners

Dr. Luke Dean, Utah Valley University

Roy Diliberto, CFP®, RTD Financial Advisors, Inc.

Kate Healy, TD Ameritrade Institutional

Kathleen Sindell, University of Maryland University College

Kathy Tague, Northwestern Mutual

Connie Thanasoulis, SixFigureStart®

Mark Wernig, CFP®, Dowling & Yahnke