Board of Directors
Frank Fantozzi, CPA, PFS
President and CEO, Planned Financial Services
John L. Hertzer, MD
Division Chief, Child & Adolescent Psychiatry University Hospitals
Marilena DiSilvio, Esq.
Partner, Elk & Elk
Founder of Vick Communications
William A. Wortzman, CPA, Esq.,
President and Owner, Wortzman & Gingerich Company
Thomas R. Cirincione, CFA
Senior Portfolio Manager/SVP, Huntington Private Financial Group
Jennifer Treadway Burke, JD, MSW
Care Consultant; Benjamin Rose Institute on Aging
Jelena Bannerman PHR, SHRM-CP
LeadHR Consultant, Progressive Insurance
Daniel G. Berick, Esq.
Partner, Squire Patton Boggs (US) LLP
Dr. Michelle Harris
Director, Hawken School
Rakesh Mehra, CFA
RM Investment Management, Inc.
Nicholas Hanek, Esq.
Attorney, Meyers, Roman, Friedberg & Lewis
Pamela B. Keefe
(Ret), Chemical Dependency Counselor
Harvey Kotler, CLU
Owner, Harvey Kotler, Inc.
(Ret), Progressive Corporation
Jessica Leonard, CPA
Senior Manager, RSM
Director of Talent Development, PRADCO
Steven J. MacIntyre
IT and Operations Executive
Diane O. Malarik, CPA
President, Moreland Management Company
Christina M. Moran, Ph.D.
Business Unit Manager, MarshBerry
Joe Simms, Esq.
Partner, Reminger Co. LPA