Our Board Of Directors

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United States Naval Academy graduate, former two-sport NCAA Division 1 athlete, applied mathematician, cryptologist, cyber security specialist, and robotic general surgeon all before the age of 35, Dr. David Rhoiney arose from poverty and homelessness as a child to create a type of success that serves as a blueprint for others to follow. Dr. David is a passionate advocate for the voiceless who uses his life experience and talents to help others navigate the complexities of life and achieve their dreams. His life’s mission is to leave a lasting legacy that helps decrease the wealth gap and ease the barriers to a successful life that exists in the United States.

Brian is an entrepreneur, attorney, consultant, speaker, columnist and outspoken industry advocate for independent investment advisers and wealth management firms. For more than 25 years, he has served at the helm of the MarketCounsel companies and the Hamburger Law Firm.

Brian is the founder, president and CEO of MarketCounsel Consulting, the leading business and regulatory compliance consultancy to the country’s preeminent entrepreneurial independent investment advisers. He is also the founder and chief counsel of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. Hamburger is also the president of MarketCounsel Productions, a company that has built community within the wealth management profession by hosting events such as The MarketCounsel Summit, MarketCounsel Supper Clubs and MarketCounsel After-Hours. The MarketCounsel Summit is the industry’s capstone event of the year and a forum for debate and dialogue on some of the most critical issues facing leaders of wealth management firms.

Hamburger has been at the forefront of the movement of financial advisors leaving career employment with global financial institutions to launch independent wealth management firms and has had a profound impact on the profession. In 2020, Brian was named to The IA25, Investment Advisor Magazine’s Annual List of the Top Influential People in the Industry. Earlier that year, InvestmentNews named Brian to their class of Icons & Innovators, recognizing visionaries who have shaped and transformed the financial advice profession. Prior to that, Wealth Management named Brian as one of the top thought leaders in wealth management, “Over the past decade, Hamburger has been the architect behind almost all the highest-profile breakaway deals in the industry, helping advisors navigate the legal thicket of transitioning away from brokerages and into independent business models. As such he’s been a central, but often unheralded, force in the evolution of the RIA industry.” Its predecessor publication, REP. Magazine, featured Brian on its cover as “The Engineer: Brian Hamburger and the RIA Evolution” and profiled, “how Brian Hamburger became the man behind the curtain in almost every major breakaway deal and helped define the industry.” Financial Advisor Magazine ran a cover story on its cover called, “Exodus: Lawyer Brian Hamburger ensures advisors … exit wirehouses the right way.” An early profile by ThinkAdvisor recognized Brian as “The Real Deal: one of those rare folks who is an expert in his own field, truly understands the business of independent advice, and clearly sees how the former supports the latter.”

Brian is a fixture on the conference circuit and has served as keynote, moderator and panelist throughout the country as well as being omnipresent at his own annual gathering of the industry’s top executives and thought leaders. He is a contributor for CNBC and various industry publications. He’s also been regularly and widely quoted by financial press including The Wall Street Journal, New York Times, Bloomberg BusinessWeek, Barron’s, Dow Jones, and Reuters and is a go-to source for virtually every investment industry publication such as InvestmentNews, WealthManagement, RIABiz, Citywire, Financial Advisor IQ, AdvisorHUB, ThinkAdvisor, and Financial Planning.

Erin Wood brings over 20 years of experience humanizing financial planning. As SVP of Advanced Planning, Erin leads innovation for AssetMark's new wealth solutions,
secures strategic industry relationships, and oversees a team of specialists who work directly with advisors and their high-net-worth clients.

Erin's career spans both practice ownership and enterprise leadership. After beginning
as a financial planner in Milwaukee, she built her own advisory firm for over a decade, developing deep insight into advisors' and clients' needs. She later transitioned to
building high-performing financial planning teams at enterprise firms, most recently
serving as Head of Financial Planning & Advanced Solutions at Carson Group before joining AssetMark.

Named "Thought Leader of the Year" at WealthManagement.com's 2023 "Wealthies" awards and a 2024 InvestmentNews Women to Watch Financial Literacy Champion, Erin's expertise has been featured in The Wall Street Journal, Barron's, and NASDAQ.

She regularly contributes to Kiplinger, TheStreet, and HerMoney. She has served with the CFP's Financial Advice Working Group and as an advisor for the Women in Leadership Program at the University of North Dakota.

Erin holds a B.S. in communications and finance, the CERTIFIED FINANCIAL PLANNER® designation, and a graduate certificate in financial psychology and behavioral finance.

Kate Healy is CEO and Founder of AdvoKate IQ, LLC, a consultancy firm designed to help wealth management create growth strategies to take advantage of demographic changes affecting talent and client acquisition, helping firms purposely build their brand.

Healy is widely recognized as a leading advocate for the financial planning profession.

Wealthmanagement.com named her to the 2018 “Ten to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014

Impact Award winner for Leadership in Diversity and Inclusiveness.

She currently serves on the FinServ Foundation and is past board chair of the Foundation for Financial Planning. Kate supported the CFP Board's Center for Financial Planning in a variety of roles since inception. She was formerly managing director for TD Ameritrade Institutional, leading marketing and

Generation Next.

Healy is a frequent speaker at industry events including InvestmentNews, FA Magazine, Future Proof, FPA, NAPFA and TD Ameritrade’s LINC national conference. She is a contributor to industry publications

and podcasts, including Barron’s: The Way Forward, WealthManagement.com, and InvestmentNews.

Healy holds a Bachelor of Arts in Economics from Rutgers College.

Julien Franklin serves as VP, Endowments, Foundations, and Charitable at Bryn Mawr Trust. With over 15 years in the nonprofit and financial services sectors, Julien has worked with institutions, individuals, and charitable organizations, helping them harness capital to fulfill their missions and impact their communities for the long term.

Julien has served on numerous nonprofit boards and committees across the Philadelphia region including Junior Achievement of Southeastern PA and The Regional Foundation. As a lifelong financial literacy advocate, Julien is proud to help young financial professionals advance their careers and strengthen the future of the sector.

Julien holds a Chartered Advisor of Philanthropy (CAP) designation and has expertise in the utilization of charitable vehicles, strategic grantmaking, and nonprofit operations. He is a graduate of Trinity College.

Ashley Hardaway is a seasoned Wealth Advisor at Alexander Legacy Private Wealth Management, with extensive experience in personal financial planning and relationship management. With a proven track record in business development, she specializes in advising high-net-worth individuals and providing tailored financial strategies. Her background spans financial planning, client retention, and strategic marketing, all aimed at fostering long-term success for her clients. Additionally, she is deeply committed to mentoring young people and sharing her expertise in finance and business.

Anna is a passionate believer in the empowerment of women and minorities in America. She is the founder of Dare to Dream Financial Planning: a fee-only, virtual financial planning firm that serves the needs of 30/40 something women of color who want to live boldly and make a lasting impact on their family tree.  

She is also the host of the “First-Gen Realness” podcast. There, she engages in conversations with her fellow first-generation Americans in order to reinforce their value and immense contributions to the fabric of America. By fostering a sense of community, she hopes to remind her peers that they matter, their stories are important and they are not alone in attempting to navigate multiple cultures with grace.

 Anna is a native New Yorker; lover of everything related to food, the Gambia, Latino history, West African culture, and literature. When she doesn’t have her head buried in a spreadsheet, you can find her working out, re-reading literary classics, hanging with her husband and three daughters, or dreaming about her next adventure. 

As an Assistant Professor and Undergraduate Coordinator at the University of Georgia, I am dedicated to shaping the future of financial planning through dynamic teaching and impactful research in personal finance. My work focuses on equipping students with the knowledge and skills needed to navigate complex financial landscapes, while my research aims to advance understanding in personal finance to improve financial well-being.

Dr. Terrance K. Martin, Associate Professor and Director of the Center of Excellence in Financial Services at Winston-Salem State University, specializes in financial literacy and economic well-being. With a Ph.D. in Personal Financial Planning, he has led impactful programs, secured major grants, and authored research featured in Forbes. Originally from St. Kitts and Nevis, he is dedicated to empowering underserved communities through financial education.

Kellan Brown is the COO/CDO of 100 Women in Finance, where she helps lead a global network of more than 35,000 members across 33 locations. As the FinServ Foundation’s past Director of Mentorship, Kellan built and launched our mentorship program and later served as Interim Executive Director. Her leadership spans multiple industries, including senior roles at Income Lab, PrimeCo, and Finance of America.

Her work has earned significant recognition, including the Disruptor Award, the Ascension Award, Women to Watch by InvestmentNews, global recognition from WealthBriefing, and the Luminaries with a Heart honor from ThinkAdvisor.

Julie Ragatz is the Head of the Advanced Planning Team at Carson Group, where she leads a high-performing team dedicated to delivering sophisticated planning solutions for advisors and their clients. Under her leadership, the Advanced Solutions team serves as a strategic partner to advisors, providing expertise in estate and tax planning, business succession, risk management, and 401(k) solutions.

In addition to overseeing the Advanced Solutions team, Julie plays a pivotal role in developing and executing advisor growth initiatives aimed at driving organic growth and enhancing advisor productivity. She works closely with leadership, marketing, technology, and compliance to ensure growth strategies align with the evolving needs of advisors and the high-net-worth clients they serve.