Meet the Rising Generation of Industry Leaders
Building the Future of Financial Planning
Our NextGen Advisory Task Force represents the rising leaders of financial services. They work to build awareness of the financial planning profession, establish best practices for the future, and attract tomorrow’s clients.
NextGen Advisory Task Force Members
Jason Ellis
CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66
Member, NextGen Advisory Task Force
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Brian K. Seymour
CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66
Member, NextGen Advisory Task Force
Kay Blunck
CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66
Member, NextGen Advisory Task Force
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Lindsey Lewis
MBA, ChFC®, CFP®
Managing Director and Chair, The American College Center for Women in Financial Services
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Jason Ellis
CFP®, ChFC®, CRPC™, ECA, AWMA™, AAMS™, DBA, Series 7, Series 66
Member, NextGen Advisory Task Force
Read Bio
Brian K. Seymour
CFP®, ChFC®, RICP®, WMCP®, Series 6, Series 7, Series 63, Series 66
Member, NextGen Advisory Task Force
Kay Blunck
CFP®, ChFC®, CAP®, CRPC®, AEP®, Series 7, Series 66
Member, NextGen Advisory Task Force
Padric H.B. Scott
AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP
Member, NextGen Advisory Task Force
FinServe Network Ambassador
Lindsey Lewis
MBA, ChFC®, CFP®
Managing Director and Chair, The American College Center for Women in Financial Services
Read Bio
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