About the Foundation
Board of Trustees
President - Ernest J. Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Ernie Guerriero is director of qualified plans, business markets, for Consolidated Planning, Inc., working with companies and individuals with employer sponsored retirement plans. A thought leader and subject matter expert on the rules and regulations that impact employer sponsored retirement plans (Department of Labor, ERISA, IRS, Treasury), Ernie coaches and assists other professionals in three areas: accumulation, preservation, and distribution planning. His articles have been published in the Journal of Financial Services Professionals and the New York University Review of Employee Benefits and Executive Compensation.
CEO - David M. Maola, JD, MBA
David Maola is CEO of the Society of FSP last year after a successful tenure as CEO of the Center for Autism in Philadelphia. As head of the Center, David successfully implemented organization-wide change that streamlined operations and achieved budget surpluses. Prior to his leadership role at the Center for Autism, David was president and CEO of the Pathway School and the Pathway Corporation. He has also served as CEO of the Drug Information Association and Foundation, and as executive director of the Council on Tall Buildings and Urban Habitat. David holds BA and JD degrees from Temple University, and earned an MBA, summa cum laude, from California Pacific University.
Secretary - Andrew J. Rinn, JD, CLU, ChFC, CFP
Andrew Rinn is AVP, Advanced Sales Strategy for Sammons Financial Group, based in Lincoln, Nebraska, where he leads a team of credentialed individuals exclusively focused on meeting the complete educational and training needs of modern advisors. His areas of expertise include wealth preservation, estate planning, business planning, and executive benefits. Prior to joining Sammons, Andrew was vice president of Advanced Solutions & Design with Ameritas. He is a frequent author in publications such as Life Insurance Selling, Senior Market Advisor, and the Journal of Financial Service Professionals, and speaks regularly at industry meetings. He is past president of FSP’s Central Iowa Chapter and currently has leadership roles with the American Cancer Society and FSP/NAIFA’s Advanced Practice Center. He is a graduate of Drake University School of Law and Midland University.
Trustees
Kelly Dancy, JD
Kelly Dancy is a partner with Walny Legal Group, LLC, in Milwaukee. Her practice areas include estate planning and administration, probate, business succession, and asset protection planning. She has presented on estate planning topics both locally and nationally and has published articles in numerous publications, including the Journal of Financial Service Professionals, Trusts and Estates, and the Wisconsin Lawyer. Her 2015 article on trust situs in the FSP Journal was recognized with the Kenneth Black, Jr. Journal Author award. A native of Indianapolis, Kelly was named an “Up and Coming Lawyer” by the Wisconsin Law Journal in 2016 and a “Super Lawyer Rising Star” for 2017.
Joshua Dluhos, MS
Josh Dluhos is senior director, Estate and Gift Planning, for the American Cancer Society where he serves the Western Pennsylvania and Northeast Ohio regions. He has successfully raised over $40 million in gifts using his in-depth knowledge of planned giving. Prior to joining the ACS, Josh was a trust officer in the Charitable Endowment Group of Institutional Investments with PNC Bank in Pittsburgh. He is a member of NAEPC and recently completed a two-year term as president of the Pittsburgh Chapter of the Society of FSP. Josh holds two master’s degrees from Robert Morris University—in nonprofit management and taxation.
Jessie G. Dogillo, CFP, CLU, ChFC, AEP
Jesse Dogillo is founder of Bay Area Financial Advisers where his practice focuses on financial and wealth planning for individuals and small business owners. Jesse is contracted with the Secretary of Defense’s Office of Financial Readiness to promote financial literacy to U.S. military service members and is a member of the Round Table Group, a consortium of expert witnesses providing litigation support to both plaintiff and defense attorneys. In 2020, he was appointed by the California Insurance Commissioner as a member of the curriculum board which oversees the development of education for agents, brokers, and those seeking professional designations. He also shares his expertise as an instructor at the University of California, Santa Cruz, Silicon Valley Campus.