Professional Members:

Richard Rojeck, CFP®, Chair
Managing Director
Sagemark Consulting

Reo Carr
Editor-in-Chief
San Diego Daily Transcript

Quinton Ellis, CFP®
Managing Director
Merrill Lynch

Robert Gellman, CPA
Principal, Compass Advisors
Nation, Smith, Hermes, Diamond

Jeanni Harrison, CFP®
Harrison-De-Charon

Aubrey Morrow, CFP®
Registered Investment Advisor
Financial Designs, Ltd.

Ann Perry
Journalist

William Pollakov, CLU, ChFC
President
The Polakov Financial Group

David Rivkin

Jean Sinclair, CFP®
Principal
Avenue Advisors, LLC

Kent Thompson, CFP®
Senior Financial Adviser
American Express Financial Advisers

Academic Members:

Thomas Warschauer, Ph.D., CFP®
Director, SDSU Financial Planning

Professor of Finance John Bost, JD
Professor of Financ