2025 CFAAC Annual Report - Report - Page 41
41
AAEPC MEMBERSHIP
吀栀e professionals who keep the current strong.
PLATINUM
GOLD (continued)
Murray, McGehrin &
Shiery | Merrill Lynch
Matthew McGehrin
Ellen D. Shiery
Sandy Spring Trust
Greg Pearce
Council, Baradel,
Kosmerl & Nolan, P.A.
Sims & Campbell
Frank Campbell
Mike Lehr
SILVER
BRONZE
Altman & Associates
Danielle Lendino
BNY
Bailey King
Brown Advisory
Matt Fleming
Zackary Gottzandt
Kahn, Litwin, Renza
& Co, Ltd. (KLR)
Annmarie Kirby
Ruth Trilli
Charles J. Feldman
CLU, CHFC, MSFS
Charles J. Feldman
Karen M. Whaley, CPA
Karen Whaley
McKenna, Russo, Livingston,
Burkett and Burgy
CNR Insurance Inc
Stacey E. Nicholson
Law Office of Christine W.
Hubbard, LLC
Christine W. Hubbard
Kelly Burgy
Nicole T. Livingston
Michael N. Russo, Jr.
Maria Worthington McKenna
Compass Private Wealth
Advisors | RBC Wealth
Management
Steven Rice
Compass US Accountants
& Advisors
Andrew J. Roesener
GOLD
NFP Wealth Management Group
Jennine LaCroix
Edward Jones Investment
Crystal Barker
Dawn Edgerton-Cameron
Northwestern Mutual
Andrew Greenfield
Elville and Associates
Stephen Elville
Vallit Advisors
Charlie W. Rains
FinanceForward, LLC
Elaine Shanley
CovingtonAlsina
Ann Covington
Nicole Mulea
Franke Beckett LLC
Hannah Coffin
Deb F. Howe
Liff, Walsh & Simmons
| Eagle Title
Greg Ferra
Jessica L. Walsh
Modera Wealth Management
Billy Hufnell
William Hufnell
HeimLantz CPAs and
Advisors, LLC
Diane Brewer
Dolly Suarez
First National Bank
Justine Witkowska-Baker
Frame & Frame
Tara Frame
Veronica Zoberbier
Gordon Feinblatt LLC
Brett F. Baldino
PNC Private Bank
Chris Hovell
Maggie Okonokhua
RBC Capital Markets, LLC
Sean O’Neill
Sims & Campbell
Zoe Kerasidis
Sinclair Prosser Gasior
Jon Gasior
Kullman CPA, LLC
Barbara G. Crocker
Stewart, Plant
& Blumenthal, LLC
Leanne Broyles
Law Office of Cheri P.
Wendt-Taczak, LLC
Cheri P. Wendt-Taczak
Stone Bridge Advisors, Inc.
Robert O. Stachura
Law Office of Steven M.
Berger, LLC
Steven M. Berger
Long Financial Services
| Raymond James
Brad Long
McAllister, DeTar, Showalter,
& Walker LLC
Matthew Pearl
McNamee Hosea
Attorney & Advisors
Samantha Ann Arnold
Danielle Cruttenden
Omnus Law
Randall D. Fisher
Paradigm Forensics
Zachary Reichenbach
The Wright Firm
Richard T. Wright
Wealth Enhancement
Brian Kuhn
White Oak Wealth
Management, LLC
David Berger
Justin T. Roudiez
In 2026, CFAAC and AAEPC
mourned the loss of our
friend Ruth Trilli. Her
thoughtful contributions
to the profession and the
warmth she showed everyone
fortunate enough to know
her, will be deeply missed.
