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Scholarship programs provide valuable financial assistance to aspiring CFP® professionals. Made possible through the generosity of corporations and educational institutions, scholarships are a key initiative to developing and sustaining a diverse financial planning workforce. Volunteers who serve on the Scholarship Review Panel review applications and select deserving recipients who are in the process of completing the education requirement for CFP® certification.The panel is assembled from dedicated, seasoned professionals and convenes twice annually, once each in the Spring and Fall scholarship cycles. Many return to serve throughout the years.

The CFP Board would like to thank the following volunteers who served on the Scholarship Review Panel for Spring 2022.

Nicholas Agostino, CFP®, Cetera Advisor Networks, LLC

Raffi Andonian, CFP®, Orchestrate Business, LLC

Emily Baker, CFP®, Wedgewood Investors, Inc.

Ginnie Baker, CFP®, Beaird Harris Wealth Management, LLC

Brian Balduzzi, CFP®, Faegre Drinker Biddle & Reath, LLP

Cassandra Bartlett, CFP®, Charles Schwab & Co., Inc.

Andrew Beaudry, CFP®, Private Financial Design, LLC

Michael Bozzone, CFP®, Cornerstone Planning Group, LLC

Joseph Brady, CFP®, Rock Financial Planning

Scott Campbell, CFP®, Grand Canyon University

Guy Clanton, CFP®, Truepoint Wealth Counsel

Jamie Clark, CFP®, Arrivity Financial Planning

Dani Converse, CFP®, Northwestern Mutual

Drew Cook, CFP®, Carolina Retirement Solutions

Leslie Cool, CFP®, Fidelity Investments

Jared Costigan, CFP®, Wealthspire Advisors

Brandon Dixon-James, CFP®, Resilient Wealth Management Inc.

Ty Draper, CFP®, Beacon Capital Management, LLC

Elijah Essa, CFP®, Coats Financial Planning

Heather Failla, CFP®, Citizens Bank Wealth Management

Rhonda Farrell, CFP®,  Edward Jones

Eric Ferry, CFP®, Next Financial Group, Inc.

Kassi Fetters, CFP®, Artica Financial Services

Philip Gibson, CFP®, Winthrop University

Joshua Gonzalez, CFP®, Modern Wealth Strategies, LLC

Carmine Greco, CFP®, Fidelity Investments

Ron Guay, CFP®, Rivermark Wealth Management

Anne Hagen, CFP®, Sigma Financial

Victoria Handley Araj, CFP®, WealthShield Partners, LLC

Sally Hanley-Whitworth, CFP®, Advus Financial Partners

Leilani Harwood, CFP®, F.A.I.T.H. Driven Planning

Blane Heisler, CFP®, Diversified Financial Advisors

George Henderson, CFP®, Wells Fargo Advisors

Anthony Hinds-Fritz, CFP®, Evolution Retirement Solutions, LLC

Neha Jadhav, CFP®, Revolution Capital Group

Amit Josef, CFP®, Avitas Wealth Management

Mindy Joseph, CFP®, Centurion Wealth Management

Joseph Kelly, CFP®, Truist Wealth

Mike Kittelson, CFP®, Cetera Investment Services, LLC

Thomas Korankye, CFP®, University of Arizona

Ross Krause, CFP®, LPL Financial

Terence Lim, CFP®, Aberdeen Standard Investments

Jontue Long, CFP®, Merrill Lynch

Michael Macco, CFP®, Macco Financial Group, Inc.

Ali Mahbod, CFP®, Truist Wealth

Leo Marte, CFP®, Abundant Advisors

Gene McGovern, CFP®, McGovern Financial Advisors, LLC

Ryan McGrath, CFP®, eMoney Advisor, LLC

Marc Milic, CFP®, Douglas C. Lane & Associates

Michael Miller, CFP®, Miller Premier Investment Planning, LLC

Douglas Mollin, CFP®, EMCR Advisors

Kathy Oakley, CFP®, Rice University

Brian O'Neill, CFP®, Winged Wealth Management and Financial Planning, LLC

Anne Perley, CFP®, RBC Wealth Management

Kimberly Pittman, C FP®, State Employees’ Credit Union of North Carolina

Stacey Pittman, CFP®, Bank of Tampa

Jesica Ray, CFP®, Brighton Jones, LLC

David Rosenthal, CFP®, UBS Global Wealth Management

Dennis Sakurai, CFP®, McNally Financial Services

Heather Saunders, CFP®, Ameriprise Financial

Jessica Scott, CFP®, LegacyPCS

Leigh Shimamoto, CFP®, Wealth Architects

Joyce Streithorst, CFP®, Frisch Financial Group, Inc.

Kathleen Tillman, CFP®, Northwestern Mutual Investment Services, LLC

David Uhlmann, CFP®, Synergos Advisory, LLC

Jessica Urbanski, CFP®, AMG National Trust

Brian Wal, CFP®, Huntington Private Bank

Nicole Wirck, CFP®, Prosperity Wealth Strategies

Darrell Woodcock, CFP®, Apex Financial Planning