Board of Directors

Lucy M Berkman

President

Lipsitz Green Scime Cambria LLP

Daniel Byles-Smith

Vice-President

Waterford Advisors LLC

Anne Emblidge

Trubee Wealth Advisors, Inc

Carolyn L. DeVaughn

Secretary

Katherine Liebner, J.D.

Program Chair

Gross Shuman PC

Joseph Beecher

Merrill Lynch

Geoffrey M. McDermid

John Miles

Shawn C. Glogowski, CFP, EA

Past President

Note Advisors, LLC