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 Hamburger is an entrepreneur, attorney, strategic advisor, speaker, and industry commentator who has spent more than 26 years helping shape the business, strategic, and regulatory landscape of the wealth management profession.

As founder and CEO of MarketCounsel and founder and chief counsel of The Hamburger Law Firm, Brian helps founders, CEOs, and leadership teams build enduring businesses across the wealth management ecosystem. He has advised many of the profession's most successful entrepreneurial firms on the strategic decisions that define their futures—from growth strategy and advisor recruiting to mergers and acquisitions, succession planning, governance, enterprise risk, and crisis management—helping clients navigate the execution of their most consequential strategic initiatives.

Brian founded MarketCounsel and The Hamburger Law Firm to serve entrepreneurial firms through a highly coordinated combination of strategic counsel, legal guidance, and business advisory services. Today, he works at the intersection of business strategy, law, regulation, and innovation, helping wealth management firms and the innovators serving them navigate complexity, seize opportunity, bring innovative ideas to market, and scale them successfully.

Brian is deeply committed to strengthening the future of the wealth management profession by expanding opportunity for the next generation of leaders. Throughout his career, he has championed entrepreneurship, mentorship, and professional development, believing that the profession's long-term success depends on investing in emerging talent. As a member of the FinServ Foundation Board of Directors, he is proud to support the Foundation's mission of helping students and young professionals build meaningful careers in financial planning and wealth management.

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.

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.

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.

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.