Meet exemplary professionals advocating for our mission and vision
Champions for Professional Excellence
As a select group of doers, difference-makers, and alums, members of our FinServe Network serve as advocates for The College and its programs and initiatives, amplifying our benefit to society.
FinServe Ambassadors
Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
Ande Frazier
CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
FinServe Network Ambassador
Connect on LinkedIn
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
Sahar Pouyanrad
EMBA, CTFA, AEP®, CEP®, ChSNC®
FinServe Network Ambassador
Connect on LinkedIn
Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Siu Lung Wu
EA, NSSA®, CTRS, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedIn01 / 00
Jason Austell
MSFS, CFP®, ChFC®, CLU®, CASL®, RICP®, AEP®, CAP®, ChSNC®, CPFA®
FinServe Network Ambassador
Alumni Council Member
Ande Frazier
CFP®, CLU®, ChFC®, RICP®, BFA™, ChSNC®, CDFA®, CEPA, CExP
FinServe Network Ambassador
Connect on LinkedIn
Drew Gerling
MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
FinServe Network Ambassador
Terry Parham Jr.
CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP
FinServe Network Ambassador
Connect on LinkedIn
Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
Sahar Pouyanrad
EMBA, CTFA, AEP®, CEP®, ChSNC®
FinServe Network Ambassador
Connect on LinkedIn
Irv Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®, AIF®
FinServe Network Ambassador
Connect on LinkedIn
Angie Ribuffo
CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®
FinServe Network Ambassador
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Heather Welsh
CFP®, AEP®, MSFS
FinServe Network Ambassador
Alumni Council Member
Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Connect on LinkedIn
Siu Lung Wu
EA, NSSA®, CTRS, TPCP®, AFSP, CETF®
FinServe Network Ambassador
Connect on LinkedInInsights from the FinServe Network
Insights
Finding Financial Balance: Navigating College Costs and Retirement Savings
Parents you work with may face a difficult trade-off: saving for their children’s education and protecting their own financial future.
October 24, 2025
Podcasts
Taxes, Estate Planning, and the OBBBA: What You Need to Know
The One Big Beautiful Bill Act (OBBBA) is a landmark piece of legislation for financial planners — especially in the area of tax and estate planning impacts.
By Mark McLennon, Steve Parrish
October 23, 2025
Insights
Rethinking Support for the Advisor Shift
A recent webcast explored how industry leaders are rethinking advisor development and the future of financial services.
October 23, 2025
On-Demand Webcasts
Fundamental Insights for Special Needs Planning
Join experts from The American College of Financial Services as they explore key insights and knowledge in the field of special needs planning.
By Joellen Meckley, Thomas M. Brinker, Jr.
October 20, 2025
Insights
Comparing Tax Credentials: Which One is Best for You?
In financial advising, tax is an important subject. Tax touches all aspects of a comprehensive financial plan, and it’s important you provide your clients with the best information.
October 16, 2025
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Join the community of College amplifiers or delve deeper into this exclusive program, the FinServe Network, consisting of a dynamic cross-section of leaders and rising stars. Ready, Set, Amplify!
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