Meet the Rising Generation of Industry Leaders
Building the Future of Financial Planning
Our NextGen Advisory Task Force represents the rising leaders of financial services. They work to build awareness of the financial planning profession, establish best practices for the future, and attract tomorrow’s clients.
NextGen Advisory Task Force Members
Katlyn Orton
RICP®, Series 6, Series 63, SIE
Member, NextGen Advisory Task Force
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Michael R. Acosta
CFP®, ChFC®, RICP®, CSLP®
Member, NextGen Advisory Task Force
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Jason Ellis
CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Brian K. Seymour
CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66
Member, NextGen Advisory Task Force
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Kay Blunck
CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66
Member, NextGen Advisory Task Force
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Gloria S. Garcia Cisneros
CFP®, Series 65
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
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Sid Misra
CFP®, Series 7, Series 65, Series 63
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
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LeTian Dong
CFP®, WMCP®, RICP®, ChFC®, RMA®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Joshua C. Rosenberg
ChFC®, CLU®, CCFC®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Lindsey Lewis
MBA, ChFC®, CFP®
Managing Director and Chair, The American College Center for Women in Financial Services
Connect on LinkedIn
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Stephanie Hohenshell
RICP®, LACP®, LUTCF®
Member, NextGen Advisory Task Force
Connect on LinkedIn
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Katlyn Orton
RICP®, Series 6, Series 63, SIE
Member, NextGen Advisory Task Force
Read Bio
Michael R. Acosta
CFP®, ChFC®, RICP®, CSLP®
Member, NextGen Advisory Task Force
Read Bio
Jason Ellis
CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66
Member, NextGen Advisory Task Force
Connect on LinkedIn
Read Bio
Brian K. Seymour
CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66
Member, NextGen Advisory Task Force
Read Bio
Kay Blunck
CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66
Member, NextGen Advisory Task Force
Read Bio
Gloria S. Garcia Cisneros
CFP®, Series 65
Member, NextGen Advisory Task Force
Connect on LinkedIn
Read Bio
Alanah Phillips
MBA
FinServe Network Ambassador
NextGen Advisory Task Force Co-Chair
Read Bio
Sid Misra
CFP®, Series 7, Series 65, Series 63
Member, NextGen Advisory Task Force
Connect on LinkedIn
Read Bio
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Read Bio
LeTian Dong
CFP®, WMCP®, RICP®, ChFC®, RMA®
Member, NextGen Advisory Task Force
Connect on LinkedIn
Read Bio
Joshua C. Rosenberg
ChFC®, CLU®, CCFC®
Member, NextGen Advisory Task Force
Connect on LinkedIn
Read Bio
Lindsey Lewis
MBA, ChFC®, CFP®
Managing Director and Chair, The American College Center for Women in Financial Services
Connect on LinkedIn
Read Bio
Stephanie Hohenshell
RICP®, LACP®, LUTCF®
Member, NextGen Advisory Task Force
Connect on LinkedIn
Read Bio
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