Board of Directors

Lisa D. Crossley

Executive Director

Louis Dempsey, CSCP (2021)

Renaissance Regulatory Services, Inc
Boca Raton, FL

Jeannette (“Jeannie”) Lewis (2021)

William Blair
Chicago, IL

Meghan Flanagan

Deputy Executive Director

James “Jim” Downing (2022)

Aon Retirement Solutions
Chicago, IL

Melissa Loner (2020)

Independent Financial Partners
Tampa, FL

Adán Araujo (2020)

Jasper Ridge Partners
Forth Worth, TX

Shannon Fitzgerald (2022)

Regulatory Ridge, LLC
Parker, CO

Joseph McDermott (2021)

Alaric Compliance
Chicago, IL

Norman L. Ashkenas (2020)

Fidelity Brokerage Services
Boston, MA

Kevin Gleason (2022)

Voya
Scottsdale, AZ

Jaclyn Moody (2021)

Burgandy Asset Management
Toronto, ON

Jeffrey R. Blumberg (2021)

Faegre Baker Daniels LLP
Chicago, IL

Patrick Hayes (2022)

Calfee, Halter & Griswold LLP
Cincinatti, OH

Brian Rubin (2020)

Eversheds Sutherland
Washington, DC

Michelle Canela, CSCP (2022)

INTECH
West Palm Beach, FL

Jeffrey Himstreet (2020)

Prudential
Newark, NJ

Linda Shirkey (2020)

The Advisors Resource
The Woodlands, TX

Christopher D. Charles (2021)

Wulff, Hansen & Co.
San Raphael, CA

Bruce Karpati (2022)

KKR
New York, NY

Krista S. Zipfel (2020)

Focus 1 Associates, LLC
Newport Beach, CA

Jodie Crotteau (2021)

Harbor Capital Advisors, Inc.
Chicago, IL

Carolyn Kasky, CSCP (2022)

Hannon Armstrong Securities LLC
Compliance Support Services, LLC
Yardley, PA