Personal Financial Planning Thought Leadership Committee
The Personal Financial Planning Thought Leadership
Committee identifies members’ needs and works to enhance their skills in the
estate and personal financial planning arena through the development of a
technical conference and
other educational opportunities. Committee activities include the planning of an annual conference and submission of content through blogs, podcasts, and articles for the Pennsylvania CPA Journal. This group meets 2-3 times per year.
other educational opportunities. Committee activities include the planning of an annual conference and submission of content through blogs, podcasts, and articles for the Pennsylvania CPA Journal. This group meets 2-3 times per year.
Member List
| Name | Term | Role | |
|---|---|---|---|
| Rubin, Marsha | mrubincpa@comcast.net | 2023 | Member |
| Hay, James | jfhay@hotmail.com | 2023 | Member |
| Briglia, Michael | mbriglia@pillarwealthadvisors.com | 2023 | Member |
| Moore, Douglas | douglas.moore@wellsfargoadvisors.com | 2023 | Member |
| Schapire, Alan | aschapire@buckinghamgroup.com | 2023 | Member |
| Brosious, Kevin | kevin@wealthmanagement1.com | 2023 | Member |
| Margolit, Hal | hmargolit@gmail.com | 2023 | Member |
| Portnoff, Lawrence | larry@aiadvisor.com | 2023 | Member |
| Herr, Jeffrey | Jeffrey.k.herr@ml.com | 2023 | Member |
| Basso, Jacquelyn | jmbasso1@comcast.net | 2023 | Member |
| Cunningham, Joseph | jcunningham21@verizon.net | 2023 | Member |
| Krcelich, Colleen | colleen@bizsupportllc.com | 2023 | Member |
| Smith, Brian | bsmith@steelledgeradvisors.com | 2023 | Member |
| Markle, David | david@marklewealth.com | 2023 | Member |
| Russo, Tami Noll | taminollrusso@comcast.net | 2023 | Member |
| Jud, Christopher | Chris.Jud@RaymondJames.com | 2023 | Member |
| Olear, Christina | cmo16@psu.edu | 2023 | Member |
| Stuckey, Kyle | KStuckey@VerityWA.com | 2023 | Chair |
| Velekei, William | willvelekei@gmail.com | 2023 | Member |
| Gibbon, Sean | sgibbon@jfswa.com | 2023 | Member |
| Tarampi, Natasha | natasha.tarampi@gmail.com | 2023 | Member |
| D'Amico, Jessica | jdamico@picpa.org | 2023 | Member |
| Sirolli, Philip | p.sirolli@gmail.com | 2023 | Member |
| Batchelor, Adam | abatchelor@picpa.org | 2023 | Member |
| Meck, Benjamin | bmeck@baldwinmgt.com | 2023 | Member |
| Wild, Zachary | zac.wild@edwardjones.com | 2023 | Member |
| Peplau, Allie | apeplau@picpa.org | 2023 | Member |
| Balduzzi, Brian | brianbalduzzi@gmail.com | 2023 | Member |
| Hughes, Kerri | khughes@picpa.org | 2023 | Staff Liaison |
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