09/24/2026
We are thrilled to welcome the new members of the 2026-27 PALI cohort! At our recent kickoff event, 25 new members explored their personal giving identities using WISEgenerosity, got to know each other, and previewed our exciting sessions to come. Welcome, all!
Congrats to our 2026-27 PALI Cohort:
Johnathan-Cole Andrews, GUAPTRY
Tim Barton, CFA, Fiduciary Trust International
Mark Brandenburg, The Brandenburg Estate Planning Law Firm
Trace Brooks, Brightside Lawyers
Kenisha Cromity, Cohen Po***ck Merlin Turner, P.C.
Phillip Edens, Regions Bank
Stephen Heymann, J.D., LL.M., Duncan Spratt P.A.
Bryan Kamau, CFP®, HB Wealth
Kevin Kraus, HB Wealth
Brian Lamkin, SouthState Bank
Richard MacKelfresh, CFP®, Ameriprise Financial Services, LLC
Thomas Mason, Corient
Claire Mattson, Cohen Po***ck Merlin Turner, P.C.
Erin McCaskill, CFP® CEPA®, First Citizens Bank
Kyle McGowan, CFP®, McGowan Wealth Management
Steven Miles, Andersen
Chloé A. Moore, CFP®, Financial Staples
Lisa O'Connell, CTFA, CFP®, Diversified Trust
Garrett Owen, CPA, CFP®, HB Wealth
Bobby Schuckmann, Truist Wealth - Sports & Entertainment Group
Sahil Shiraz, Sofer Advisors
Ashley Steele, CFP®, CTFA® Bank of America Private Bank
Eric Strickland, MendenFreiman LLP
Rachel Webster, CFP®, Conscious Wealth