Foundation for Financial Planning names 2026 board chair, adds five trustees

The Foundation for Financial Planning, the national nonprofit dedicated to pro bono financial planning, has updated its board of trustees with a new chair for 2026 and five new trustees.

Yonhee Choin Gordon, who joined the board in 2021, succeeds outgoing chair Tony Svach and has previously served as vice chair and chair of the grants committee. She recently retired from JMG Financial Group, where she held multiple leadership roles, including chief operating officer, overseeing operations, employee development, and strategic initiatives.

The foundation also elected Corebridge Financial executive Terri Fiedler as vice chair. Fiedler, president of retirement services at Corebridge, has been a trustee since 2011 and co-chairs the foundation’s corporate advisory council. She is slated to become board chair in 2027.

“It’s an honor to serve as Chair of the Foundation for Financial Planning,” Gordon said in the announcement this week. “FFP’s mission is rooted in the belief that everyone deserves access to thoughtful, high-quality financial guidance, especially during moments of crisis.”

Read more: How pro bono planning creates a practice management edge

The CFP Board's updated competency standards released this week includes a larger consideration for pro bono planning. Starting in the second half of 2027, up to 500 hours of qualified case work can count towards a 6,000-hour experience requirement under the standard pathway for CFP qualification.

Gordon said she aims to work with the board, partners, and volunteers to extend the non-profit's impact to more underserved households.

Five new trustees will serve on the board for the 2026–2028 term, who bring experience from large custodians, RIAs and practice management consulting. :

• Yusuf Abugideiri, co-CEO and chief investment officer at Yeske Buie;
• Jon Beatty, managing director and head of Schwab Advisor Services at Charles Schwab;
• Ryan Fleming, principal at Armstrong, Fleming & Moore;
• Kate Healy, CEO of AdvoKate IQ; and 
• Stacey McKinnon, chief operating officer, chief marketing officer and partner at Morton Wealth.

Abugideiri has been a financial planner since 2009 and is active in the Financial Planning Association and the CFP Board’s Workforce Development Advisory Group.

Beatty, who's headed Schwab's RIA custody business since Bernie Clark's retirement in 2024, oversees an operation serving more than 16,000 independent advisory firms with about $5 trillion in assets, giving him a front-row view of the RIA ecosystem.

Fleming has more than three decades in practice and has held leadership roles with the Financial Planning Association’s National Capital Area chapter.

Healy, who launched AdvoKate IQ in 2023, has built a career around growth, marketing, and talent development, including senior posts at TD Ameritrade Institutional, Merrill Lynch, and MetLife, and is known for her advocacy for next-gen and women advisors.

McKinnon has helped grow Morton Wealth to more than $3 billion in assets under management, with responsibilities spanning strategy, brand and client experience.

“FFP is fortunate to be guided by leaders who bring extraordinary depth of experience, perspective, and commitment to expanding access to financial planning,” CEO Jon Dauphiné said in the statement, adding that Gordon’s leadership and Fiedler’s long service and strategic experience will be key as the foundation works to build momentum for pro bono planning nationwide.

Beatty said Schwab’s long-running partnership with the foundation is rooted in a shared belief that financial advice can be a force for good.

“I’ve long admired FFP’s work, and I’m thrilled to collaborate with this dedicated and talented group of trustees and staff to give back to the profession in a way that has a real impact,” he said.

The foundation also noted that Svach will stay on the board and executive committee as immediate past chair. It recognized co-founder and longest-serving trustee Alexandra Armstrong, who retired from the board in 2025 after roughly three decades of involvement in building out the organization’s pro bono mission.