Board of Directors



  • President

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

  • President Elect & Membership Director

    Irene Tsai, CFA, CFP®, ChFC®, CLU®
    Johnson Asset Management
    (614) 806-3867
    Click here to view Ms. Tsai’s bio

  • Secretary/Treasurer

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

  • Chairman & National Liaison

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

  • Director of Partnerships

    Michael D. Yannucci, CFP®
    Hillcrest Financial Group
    (513) 794-1370
    Click here to view Mr. Yannucci’s bio

  • Director of Outreach

    Megan Dalton, CFP®
    Dalton Wealth Management
    (513) 644-2572
    Click here to view Ms. Dalton’s bio

  • Director of Ethics Programming

    Bill Schretter, MBA, CLU®, ChFC®, CFP®, ATA®
    Life-Legacy Services
    (513) 268-2346
    Click here to view Mr. Schretter’s bio

  • Director at Large

    Michael Del Prince, CFP®, CLU®
    Nationwide Advisory Solutions
    (502) 587-3835
    Click here to view Mr. Del Prince’s bio

  • Director at Large

    Jonathan Mardis, MBA
    (513) 693-4013
    Principal Financial Group®
    Click here to view Mr. Mardis’ bio

  • Director at Large

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

  • Director of Social Media

    Kyle Broderick
    Merrill Lynch
    (513) 985-5838
    Click here to view Mr. Broderick’s bio

  • NexGen Co-Director

    Derek Miller, CFP®, CDFA®, CLTC®
    Feldmeyer Financial Group
    (937) 610-5570
    Click here to view Mr. Miller’s bio

  • NexGen Co-Director

    Matthew R. Sathe
    MCF Advisors
    (859) 392-8600
    Click here to view Mr. Sathe’s bio

  • Chapter Executive

    Danielle Cade
    FPA of Southwestern Ohio
    (513) 554-3063
    [email protected]