Board of Directors

  • President

    Seth Priestle, CFP®, MBA
    Pension Corporation of America
    (513) 719-4184
    Click here to view/download Mr. Priestle’s bio

  • Chairman

    Megan Dalton, CFP®
    Dalton Wealth Management
    (513) 785-3512
    Click here to view/download Ms. Dalton’s bio

  • President Elect

  • Treasurer/Secretary

    E. Deanna Purvis, CFP®, NSSA
    Simply Money Advisors
    (513) 605-2532
    Click here to view/download Ms. Purvis’ bio

  • Membership Director

    Erin Savage-Weaver, CFP®
    Resonate, Inc.
    (513) 605-2500 ext. 219

  • Programs Director

    Patrick Walsh, CFP®
    Oxford Financial Partners
    (513) 469-7014
    Click here to view/download Mr. Walsh’s bio

  • Symposium Director

    Tom Holtz, Jr., JD, CFP®
    First Financial Advisors
    (937) 439-2000

  • Pro Bono Director

    Andrew Tedesco, CFP®
    Dougherty & Associates
    (513) 745-7000
    Click here to view/download Mr. Tedesco’s bio

  • Sponsorship Director

    Ali Khodadad, CFP®, CFA®, CLU and ChFC
    AXA Distributors
    (513) 633-1900
    Click here to view/download Mr. Khodadad’s bio

  • PR Director

    John E. Dougherty, MBA, CRPC, CFP®
    Dougherty & Associates
    (513) 745-7007
    Click here to view/download Mr. Dougherty’s bio

  • Advocacy Director

    Walter Wilson, CFP®
    Waddell & Reed, Inc.
    (513) 985-9430
    Click here to view/download Mr. Wilson’s bio

  • Student Membership Liason

    Henrietta Nye, CFP®, CLU, ChFC, CPCU
    Keir Educational Resources
    (513) 422-4860 ext 103
    Click here to view/download Ms. Nye’s bio

    Committee Members:
    Michael Amstutz
    Marjorie Blair

  • NexGen Director

    Brent Gargano
    Fidelity Investments
    (513) 222-2581
    Click here to view/download Mr. Gargano’s bio

  • Members at Large

    Michael Armstrong
    Goldman Sachs
    (773) 230-0005
    Click here to view/download Mr. Armstrong’s bio

  • Chapter Executives

    Jessi Konnagan
    FPA of Southwestern Ohio
    (513) 554-3063