Meet Our State Chapters & Advisory Board Leaders
Driving Financial Education Impact Across the Nation

The NFEC is building a nationwide movement—state by state—through an expanding network of State Chapters and dedicated Advisory Board Members. These leaders are at the forefront of advancing financial education, shaping policy, expanding access to quality programming, and supporting communities in achieving long-term financial wellness.

NFEC Board Members are professionals, educators, entrepreneurs, public servants, and advocates united by a shared mission: to ensure everyone has the financial capacity and skills needed to thrive.

Board Members Supporting Local Impact

Our Board Members play a vital role in supporting each State Chapter’s success. Their expertise and insight help inform advocacy strategies, strengthen programming, and guide partnerships tailored to the specific needs of their communities.

By collaborating with educators, policymakers, and local organizations, they help ensure our efforts are responsive, inclusive, and effective. From school-based initiatives to statewide advocacy, their contributions help translate mission into measurable impact.

Meet NFEC Advisory Board Members Across 9 Regions and 26 States

New England Region Chapters: MA, CT, NH, ME

Ellis Cropper

Ellis Cropper

Financial Professional, New York Life Insurance, ChFC®, CLTC®, Major, U.S. Army, Retired

Mahendra Pattni

Mahendra Pattni

Head of Finance at Bill & Melinda Gates Medical Research Institute

Elizabeth Clark

Elizabeth Clark

Chief Information Officer (CIO) at Harvard Business School (HBS

Andrew Lendnal

Andrew Lendnal

Financial Wellness Expert, Banking and Financial Services Executive, Bestselling Author and Speaker

Kristina Ickes

Founder, Women’s Money Solutions

Benjamin Liff, Founder of Tributaries Educational Consulting

Benjamin Liff

Founder of Tributaries Educational Consulting

Daniel Bley, Banking Executive - Chief Risk Officer

Daniel Bley

Banking Executive – Chief Risk Officer

Sarah Morrissey, Director, Learning & Development, The Navigator Model

Sarah Morrissey

Director, Learning & Development, The Navigator Model

Terraine Patman, Accredited Financial Literacy Educator

Terraine Patman

Accredited Financial Literacy Educator

 

Thomas Charla, Marketing Director, MassMutual Financial Group

Thomas (Tom) Charla

Marketing Director, MassMutual Financial Group

 

Mideast Region Chapters: NY, VA, NJ, MD, DE

Dr. Mario DiFiore

Dr. Mario DiFiore

Dr., Professor, and Senior Assistant Dean at Fordham University’s Gabelli School of Business

Donna Cirillo

Donna Cirillo

Founder, Smart Money Changes Everything, MBA, APFI℠, CFEI®

Trinity Owen

Trinity Owen

Founder and CFO of The Pay at Home Parent, APFI℠, CFEI®

David Anderson

David Anderson

President & CEO of W!se

Alison McQueen

Alison McQueen

Licensed Associate Real Estate Broker, REALTOR®

Charles Fisher

Charles Fisher

Financial Literacy and Entrepreneurship Mentor

Eric Wang

Eric Wang

Senior Financial Planner, The Bonadio Group

Sanjay Pani, New York Financial Educators Council Advisory Board

Sanjay Pani

Founder and CEO, Rally Bulls

Nakiea Cook

Nakiea Cook

Founder, NC Accounting & Consulting Solutions

Autumn Green

Autumn Green

Founder, My Stewardship Journey

Barry Feigenbaum, Managing Member, Feigenbaum Associates<

Barry Feigenbaum

Managing Member, Feigenbaum Associates

Keynote Speaker, Founder of Clever Girl Finance®, and author of Clever Girl Millionaire

Bola Sokunbi

Keynote Speaker, Founder of Clever Girl Finance®, and author of Clever Girl Millionaire

Spencer Rogers Jr.

Certified Financial Wellness Consultant & Educator, Thrive Financial

Krystal Nunn, MBA

Financial Wellness Administrator, American Heritage Federal Credit Union

Natalie Bennett

CEO and Lead Coach, Thrive Mindset LLC

Ramona Jones - Financial Planner, Chesterfield County, VA

Ramona Jones

Financial Planner, Chesterfield County, VA

Makeela Brathwaite, Executive Director of Grow Brooklyn

Makeela Brathwaite

Executive Director of Grow Brooklyn

Matthew Mellett, Personal Finance Educator and Author

Matthew Mellett

Personal Finance Educator and Author

Robert Kinzer, Retired Federal Deposit Insurance Corporation (FDIC) Community Affairs

Robert Kinzer

Retired Federal Deposit Insurance Corporation (FDIC) Community Affairs

Dr. Corey Beckett, Chief Financial Officer, United States Secret Service Deputy

Corey Beckett

Chief Financial Officer, United States Secret Service Deputy

Amy Faber, Vice President and Treasurer Duquesne University

Amy Faber

Vice President and Treasurer Duquesne University

Southeast Inland Region Chapters: TN, KY, AR

Career and Financial Education Specialist, Nashville, TN

Dr. Wally T. Luckeydoo

Career and Financial Education Specialist, Nashville, TN

Shawn Goffer, Certified Financial Education Instructor (CFEI)

Shawn Goffer

Certified Financial Education Instructor (CFEI)

Nickole Diaz, Founder and CEO of Transformation Circle

Nickole Diaz

Founder and CEO of Transformation Circle

Southeast Coastal Region Chapters: FL, AL, SC, GA

Elaine King

Elaine King

Founder of Family and Money Matters™

Evelyn Magley

Evelyn Magley

CEO of The Basketball League (TBL)

Philip Herzberg

Philip Herzberg

Lead Financial Advisor at Team Hewins

Richard Cason

Richard Cason

CEO and Editor in Chief of NewsMovesMarketsForex®

Amit Bansal

Amit Bansal

Director of the Center for Financial Health and Wellness, Oklahoma State University

Claudia Martins

Claudia Martins

National Financial Educators Council, Community Engagement Director

Dr. Renée Baker

Dr. Renée Baker

Founder and CEO of The RBI Group

Richard Cautero

Richard Cautero

Board and Finance Committee Member at Goodwill Industries Manasota

Joseph R. Chiarella

Joseph R. Chiarella

Equity Partner, Risk Advisor, and Director of Sihle Insurance University

Ishmael Williams

Founder, Programming Director, and Financial Consultant at Champion Financial Consulting LLC

Dr. Brenda Oldham

Dr. Brenda Oldham

Financial Literacy Expert – Oakland County, MI

Kamilah Williams

Dr. Kamilah Williams

Financial Educator – Gwinnett County, GA

Ronke Adetoba Adeyemi

Ronke Adetoba Adeyemi

Chief Education Officer (CEO)

Obioha Okereke

Obioha Okereke

Consultant, Slalom

Tina Browning

Tina Browning

Vice President, Banking, Effingham County, GA, CFEI®

Reginald Bennett

Reginald Bennett

CEO and President, The Legacy Empowerment Solutions Group

Jervis Hough

Jervis Hough

Chief Compliance Officer / Chief Operating Officer, Blaylock Van

Michelle Dobbins

Michelle Dobbins

VP of Marketing, Credit Union of Georgia

Shameka Jones

Shameka Jones

Co-founder, VeraRosa Higher Learning Scholarship & STEM NG² Math and Reading Success Center

Chicarra Jones

Chicarra Jones

Creator and Lead instructor, BankWork$ South Carolina

LaQuetta McGill, Certified Personal Financial Wellness Consultant

LaQuetta McGill

Certified Personal Financial Wellness Consultant

Michael D. Fluker, Manager of the Financial Wellbeing Program at Credit Union 1

Michael D. Fluker

Financial Wellbeing Manager, Credit Union 1

Eric Sanon, President & CEO @ BrightBridge Insurance

Eric Sanon

President & CEO @ BrightBridge Insurance

Jannese Torres, Financial Educator and Author

Jannese Torres

Financial Educator and Author

Renee Price, Certified Financial Education Instructor, Birmingham, AL

Renee Price

Renee Price, Certified Financial Education Instructor, Birmingham, AL

Great Lakes Region Chapters: IL, OH, MI, WI

Elizabeth Cruz

Elizabeth Cruz

Owner and Founder of Moxie Financial Wellness

Craig Hill

Craig Hill

Founder & CEO of SPENDiD

Darrin “Boomer” Williams

Darrin “Boomer” Williams

CEO of Vertex Credit & Financial

Tim Shimp, EdD

Tim Shimp, EdD

Educational Learning Designer with DLR Group

Dustin Voss

Financial Education Specialist State: Illinois

Dorenda Monique Clink

Director of Community Outreach & Education at Vested Interest Financial Group, LLC

Melvin J. Scales

Melvin J. Scales

Executive Vice President of Meridian Resources and Senior Advisor with Armstrong-McGuire

Nathan Nguyen

Nathan Nguyen

Certified Financial Education Instructor (CFEI®), Business Farmer, Coach, Mentor & Best-Selling Author: Money Smarts

Bill Field

Bill Field

User Experience (UX) Director for the National Financial Educators Council (NFEC)

Ray’Chel Wilson

Ray’Chel Wilson

Teacher & Author of Black Wealth Freedom

J.M. (Jack) Towarnicky

J.M. (Jack) Towarnicky

HR/Benefits Plan Sponsor and Plan Fiduciary Leadership Roles at Four different Fortune 500 companies

Shangra-La Jones

Brandon Biddles

Founder, Managing Partner, and Chief Investment Strategist at Biddles Group

Krystena Yancey, Founder, Financial Butterfly®

Krystena Yancey

Founder, Financial Butterfly®

Talaya Scott, Co-Fouder & COO of SaveCircle, Accountant, Author, Professor and Speaker

Talaya Scott

Co-Fouder & COO of SaveCircle, Accountant, Author, Professor and Speaker

Marina Moths, VP of Financial Wellness, Spectrum Investment Advisors

Marina Moths

VP of Financial Wellness, Spectrum Investment Advisors

Mark Dunaway, Financial Educator & Retired Partner, Accenture

Mark Dunaway

Financial Educator & Retired Partner, Accenture

Pamela R. Rosa, President, Rosa Educational Consulting

Pamela R. Rosa

President, Rosa Educational Consulting

Plains Region Chapters: MO, KS

Gwendolyn Taylor, Financial Literacy Educator, Flip That House

Gwendolyn Taylor

Financial Literacy Educator, Flip That House

Jonathan Walker, Business, Marketing & Cooperative Education Teacher

Jonathan Walker

Business, Marketing & Cooperative Education Teacher

Tracee Adams, Founder and CEO of Hawthorn Capital, LLC, Wichita, Kansas

Tracee Adams

Founder and CEO of Hawthorn Capital, LLC, Wichita, Kansas

Fatima Pérez-Luthi, Founder and CEO of The Grind Coaching & Consulting

Fatima Pérez-Luthi

Founder and CEO of The Grind Coaching & Consulting

Southwest Region Chapters: TX, OK

Dr. Melissa Weathersby

Dr. Melissa Weathersby

President and CEO of 5-Star Empowerment

Marlon Green

Marlon Green

Founder of the Prosperous Athletes Financial Education

Gerardo King

Gerardo King

Investment Banker, Member of the Board of Directors of Peak 10 Energy

Sharita M. Humphrey

Sharita M. Humphrey

Certified Financial Education Instructor

Paul Goebel

Paul Goebel

Founding Director (RET) of the UNT Student Money Management Center

Vince Shorb, NFEC CEO

Vince Shorb

Founder & CEO of the National Financial Educators Council

Dr. Tyson Garfield

Dr. Tyson Garfield

Personal Finance Expert and founder of TheMedicineCheck.com

Kheadrick Hunt

Kheadrick Hunt

Founder, Community Champion Organization Grace & Glory

Dedrick Adell

Dedrick Adell

Founder, Holistiq Planning LLC

Lottia Fredo, Higher Education Innovator & Financial Wellness Advocate

Lottia Fredo

Higher Education Innovator & Financial Wellness Advocate

Rocky Mountain: CO, WY

Shangra-La Jones

Shangra-La Jones

Founder, Colorado Financial Literacy Project

Lindsey Zerbinos, Financial Educator

Lindsey Zerbinos

Founder, Funding America LLC

Aaron Cruz, Financial Consultant & Certified Educator

Aaron Cruz

Financial Consultant & Certified Educator

Western Region: CA, WA, OR

Larry Dicke

Larry Dicke

CalChamber of Commerce, Chief Financial Officer, Retired 2022

Veselina Dinova

Veselina Dinova

Haas School of Business UC Berkeley, Executive MBA Professor

Trevor Stoll

Trevor Stoll

National Financial Educators Council, Director of Operations

Sonja Strzoda

Sonja Strzoda

Financial Services Executive & Nonprofit Board Professional

Sam X Renick

Sam X Renick

Internationally Recognized Financial Literacy Pioneer

Rodney Balbuena

Rodney Balbuena

Managing Director, SageView Advisory Group

James Chang

James Chang

President and CEO of Pasadena Federal Credit Union

Raymond Donegan

Raymond Donegan Jr.

Financial Education Instructor (CFEI®)

Sarah Brady

Sarah Brady

Finance Writer and Owner of SarahCBrady.com

Audree Bobinger

Audree Bobinger

Investment Advisor Representative, Quility Financial Advisors

Zaneqwah Shaw, Founder and CEO, Learn Financial Growth

Zaneqwah Shaw

Founder and CEO, Learn Financial Growth

Ghufran Wasiq - Managing Member, TotalPlus Solutions LLC

Ghufran Wasiq

Founder, TotalPlus Solutions LLC