Board of Directors

President

Stephanie Sanderson-Braem, Esq.
Stradley Ronon Stevens & Young, LLP

Vice President

Christopher Borden, CFP®
Stedmark Partners at Janney Montgomery Scott LLC

Treasurer

Jacklynn Barras, JD, LLM
BNY Mellon Wealth Management

Secretary

Alan Weissberger
Hirtle, Callaghan & Co.

Immediate Past President

James Revels, CPA, MST, AEP®
KPMG LLP

Michael DeFillipo, CLU, ChFC
1847 Private Client Group

Kim V. Heyman, JD, LLM (tax), AEP®
Veritable, LP

Thomas R. McDonnell
Andersen Tax

Erin McQuiggan, Esq.
Duane Morris LLP

James C. Kelly, JD, MBA, LLM(tax), CFP®, CTFA, AEP, CEPA

Josh Niles
Haverford Trust Company

Bradley D. Terebelo, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.

Tim Zeigler
Kamelot Auction House

Fareeha Arshad, CFA, CFP®
Glenmede Trust Company, N.A.

Leanne Evans, CFP®
Raymond James & Associates

Sharon Greenberg, MS, CPA
Isdaner & Company

Matthew Levitsky, Esq.
Fox Rothschild LLP

Richard Bell
Planning Capital Management Corp.

Jillian Kukucka
Glenmede Trust Company, N.A.

Shane Johnson, CLU, ChFC
Perspective Financial Group, an Alera Group Company