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Group Members

The Workforce Development Advisory Group is responsible for driving the Center’s efforts to improve the health of the profession’s talent pipeline by attracting and retaining 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. Members of the group played an important role in developing the Center’s Guide to Careers in Financial Planning for students, graduates and career changers.

Megan Carpenter 
Megan Carpenter – Chair
Chief Executive Officer and Co-Founder
FiComm Partners

Yusuf Abugideiri, CFP®
Partner & Senior Financial Planner
Yeske Buie

Katie Cullen, CFP®
Director, U.S. Wealth Advisory, Advisor Insights

Luke Dean, Ph.D.
Associate Professor of Financial Planning
Utah Valley University

Kedisha Ebanks
Ernst & Young Financial Services

Chris Elliott
Vice President, HR and Talent Acquisition
Charles Schwab

Annie Haehl
Senior Director, Field Talent Acquisition and Growth Initiatives
Northwestern Mutual

Craig Jones, JD, MBA, CPWA
Managing Director and Chief Diversity Officer
The Colony Group

Kathleen Sindell, Ph.D.
Program Director, Finance and Economics Departments
University of Maryland Global Campus 

Mark Tibergien
Mark Tibergien Insights, LLC