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Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.

CEO of Financial Planning Association

Dennis J. Moore is CEO of the Financial Planning Association, the leading membership organization and trade association for certified financial planners and those who support the financial planning process. 

A CFP himself, Moore has served as an elected president in a volunteer capacity for various organizations, including the Texas Tech University Personal Financial Planning Alumni Advisory Board, the FPA of West Texas, the FPA of Dallas/Fort Worth and the FPA Board of Directors. 

Moore holds a bachelor's degree in personal financial planning and an MBA from Texas Tech University, where he is pursuing his PhD in personal financial planning.

Jeffrey Santulan and his company, Safeguard Metals, are facing enforcement actions by the SEC, the Commodity Futures Trading Commission and 27 state securities regulators.

A group of lawmakers teamed up Thursday to introduce bipartisan legislation that aims to create a workable structure for taxing purchases made with cryptocurrency.

Matt Baki is SVP of Strategic Accounts at Tria Health.

The 43% of candidates who successfully finished the series in November is the third-lowest pass rate for the Level III exam and below the 10-year average.

Peter Nesbitt is COO of Teampay, a distributed spend management platform. He most recently served as Teampay’s vice president of finance. A former military intelligence officer, Nesbitt has a diverse background, with his expertise spanning financial leadership, fundraising and revenue growth. Prior to joining Teampay, he served in executive corporate finance roles, including director of finance at Bitly. He earlier co-founded TheFam, a music collective and events community in New York City, and served as a mergers and acquisitions analyst at an investment bank.

Sonja Kelly is the global head of Women's World Banking Institute.

Darcy Hitesman is an employee benefits attorney and owner of the HitesmanLaw firm.