Meet the board that governs Advisers Give Back.
We’re a nonprofit. Our volunteer advisers help people and families with money. It’s free, one-on-one and by phone.
Every adviser is a fiduciary, which means they must put your interests first. We never sell your information.
Eight board members, from wealth firms to public service.
No adviser can sell you anything or take you on as a paying client, whatever firm they work at.
Jordan Dyson
Project manager, Focus PartnersZack Morse, CFP® professional
Board treasurer · Wealth adviser, Corient · Volunteer adviserLisa Neira, CFP® professional
Wealth adviser, Corient · Volunteer adviserEric Sontag
President, Private Client, Wealthspire AdvisorsRebekah Kohmescher
CEO, Altair AdvisersCarey McKenzie
Head of retirement advisory relations, T. Rowe PriceCelia Davis
Board secretary · Senior librarian, Oakland Public Library*Jesse Chen
Communications leader, SS&C Technologies
Position listed for identification purposes only. Celia Davis serves on our board as an individual and does not represent the Oakland Public Library.
Working with the board
Who’s at the table, and how they hold us to account.
The people this work touches have a seat: volunteer advisers who meet clients themselves, leaders from the firms and financial services companies whose people volunteer, and a librarian who sees what her community needs. Next, we’re adding seats for people we’ve served.
Voices at the table
- Volunteer advisersZack Morse and Lisa Neira, who meet pro bono clients themselves
- Wealth firms and financial servicesEric Sontag, Rebekah Kohmescher, Jordan Dyson, Carey McKenzie and Jesse Chen
- The communityCelia Davis, a senior librarian, serving as an individual
- Next: people we’ve servedWe’re adding two or three seats for clients who’ve met with a volunteer adviser
- At the table without a voteMatt Iverson-Comelo, our executive director
At least four times a year
Every board meeting
- Before it startsDirectors get our profit and loss statement and balance sheet.
- The treasurer’s reportWhere our cash stands, what came in and what’s pending.
- Decisions by motion and voteEach one moved, seconded and put to the directors, one vote each.
- The director steps outWhen the board takes up our executive director’s pay, evaluation or employment, he leaves the room.
- On the recordEvery meeting is recorded, and its minutes are approved at the next one.
Every year
- Conflicts disclosed. Members report any personal stake and step back from decisions it affects.
- Every member gives, in any amount. We’re working toward everyone taking part.
- Terms with limits. Two-year terms, at most three in a row, adopted in October 2026.
- Next: our first audit. An audit committee, formed in October 2026, is seeing it through.
A volunteer adviser is ready when you are.
Get started — it’s freeWant to pay it forward? Help fund someone else’s meeting