Recognition Society and Professional Advisors Committee

Professional Advisor Recognition Society

We gratefully acknowledge the many professional advisors who work to encourage philanthropy in their communities by partnering with the Community Foundation.

Professional Advisor Recognition Society

Ka’Neda N. Bullock, CFP, MBA. AIF. APMA
Master Plan Investment Group

Lisa M. Butler, Esq.
Pinto & Butler

John H. Dumont, Esq.
Dumont & Watson

Michelle V. Everman, CPA, CGMA, PFS
The Mercadien Group

Kenneth W. Field, CPA
EisnerAmper

Wendy Wolf Herber, Esq.
Fox Rothschild

Patricia U. Herst, Esq.
Stevens & Lee

Ryan P. Kennedy, Esq.
Stevens & Lee

Samuel W. Lambert III, Esq.
Drinker Biddle (ret.)

Chris Lokhammer*
PNC Wealth Management

Art Martin. Wade Martin.
RBC Wealth Management

Thomas G. McMahon, Esq.
Pellettieri, Rabstein & Altman

Elizabeth A. McNeilly, CFP
Morgan Stanley

Robert F. Morris, Esq.
Stark & Stark

Marguerite L. Mount, CPA
The Mercadien Group

David S. Mulchinock, Esq.*
Attorney at Law

Scot D. Pannepacker, CPA/ABV, CFF
Lear & Pannepacker

Allen D. Porter, Esq.
Miller, Porter & Muller

Lisa S. Presser, Esq.
Faegre Drinker Biddle & Reath LLP

Ann Reichelderfer, Esq.
Stevens & Lee

John Rizzo
Morgan Stanley Smith Barney

Caroline Sanderson
Morgan Stanley

William Sheehy, CFP, CAP, AEP, RICP, AIF, AAMS, CRPS, CLU
Sheehy & Molinelli

Albert Stark, Esq.
Stark & Stark

Austin C. Starkey Jr.
PNC Wealth Management (ret.)

Irwin S. Stoolmacher
Stoolmacher Consulting Group

Elizabeth Protage Walsh
Glen-Mede

Jean M. Wiegner
Merrill Lynch

Darren L. Zagarola, CFP, CPA, PFS
EKS Associates

* We remember

Professional Advisors Committee

The Professional Advisor Committee is a collection of expert Greater Mercer County professional advisors who are partnering with us to provide insight and advice on advisor engagement. The Committee’s volunteer members work throughout the year to disseminate information that will assist their peers in effectively identifying and carrying out their clients’ charitable planning needs. We are grateful for their leadership in advancing philanthropy in our region.