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Allison Probst & Lauren Shaw
Allison (Allie) Probst is an associate at Penn State University’s Sokolov-Miller Family Financial & Life Skills Center. She started in her role at Penn State after graduating from Clarion University of Pennsylvania with bachelor’s degrees in both Finance and Human Resource Management. She leads the group workshop program at the Center, hosting engaging financial literacy workshops for various groups across the university. She is passionate about inspiring and motivating students to develop the skills that they need for a lifetime of financial wellbeing. Allie holds the Certified Personal Finance Counselor Certificate from Fincert. In her free time, she loves to go camping, play tennis, run, and play with her golden retriever pup, Daisy.
Lauren is an Associate at Penn State University’s Sokolov-Miller Family Financial & Life Skills Center. She is a Penn State alumna, earning a BS in Women’s Studies. She is currently pursuing her MBA. After receiving her undergraduate degree, she led teams in Yellowstone National Park and promoted cooperative business in Bozeman, Montana. Lauren believes that the future is built by our daily decisions to live beautifully within our means and in empowering people to follow their dreams with strategic planning and insight. She leads the individual coaching program at the Financial & Life Skills Center, providing support to students as they grow their financial acumen and pursue their passions at the University. Lauren holds the Certified Personal Finance Counselor Certificate from Fincert.
Alyssa Wooten has worked in financial literacy education for nearly 12 years. As the Personal Financial Literacy Content Specialist she leads PFL professional development for administrators and educators highlighting best practices and high impact implementation strategies for teaching personal finance in the classroom. Alyssa has lead initiatives to elevate financial literacy programming by providing support to school districts across Colorado, Wyoming, Utah and Texas. Alyssa served on the social studies standards review and revision committee, and serves on numerous boards and committees promoting financial literacy education. She is a founder and board member of the Denver Metro North Chamber’s Young Professional Network and was nominated as the Women in Business Millennial Leader for 2018. In her free time, Alyssa enjoys spending time with her 11 year old daughter, playing guitar, going to live concerts and hiking.
After graduating with a BSED Ms. Manley was hired by a captive finance source and worked her way up the corporate ladder from customer service to credit buyer for first retail and then commercial paper. Ms. Manley managed and trained teams of various sizes and was promoted to the roll of Relationship Manager where she won the President’s award for being among the companies top performers. For the past 9 years Ms. Manley has worked for FMFCU in positions of increasing responsibility this time winning the President’s Award for top performance multiple years in a row and winner Branch of the Year 2 years in a row. FMFCU has a strong focus on Financial Literacy and when there was an opening for the Adult Financial Education Manager Beth’s background in education, credit and presenting to large groups made her a natural fit. Ms. Manley also has her SHRM-CP and PHR Certifications as well as being a CEPF.
Dr. Bryan Foltice is an Assistant Professor of Finance at Butler University. He teaches primarily in the area of international and corporate finance, but also has experience teaching investments and behavioral finance. His research interests in the areas of behavioral and experimental finance include: trading strategies for individual investors, retirement savings, and financial decision-making. Dr. Foltice received his doctorate in finance at the University of Muenster, in Muenster, Germany, where he received magna cum laude honors. He has prior work experience at Fidelity Investments and in investment banking at Deutsche Bank. Dr. Foltice also played professional basketball in Germany for three seasons.
Carissa’s nearly fifteen year collegiate career included roles in admissions, advising, records, student services, and financial aid. She served as the financial literacy consultant for DeVry’s Columbus Metro, and she also created an adult learner financial literacy program at Franklin University. She now enjoys building financial education partnerships with colleges and universities across the country in her role as vice president of student success at Inceptia.
Carissa received her BA in Communications and Business from Malone University, her Masters of Human Resource Management from Keller Graduate School, and her business Credential of Readiness from Harvard Business School.
Doretta Thompson is CPA Canada’s Director of Corporate Citizenship and the National Director of the CPA Martin Mentorship Program for Indigenous High School Students. She is CPA Canada’s Financial Literacy Leader, responsible for CPA Canada’s social responsibility initiatives, including CPA Canada’s international award-winning Financial Literacy program, as well as programs that support financial literacy and capacity building in Indigenous Communities.
Doretta holds a Certified Aboriginal Professional Administer (CAPA) designation from AFOA Canada and sits on the Financial Consumer Agency of Canada’s Working Group on Indigenous Financial Literacy.
Eliasz McCullen & Armando Alanis Flores
Eliasz has a diverse background in non-profits and education. First learning of their passion for outreach in underserved communities as an outdoor educator and ropes course facilitator at the internationally acclaimed Teen Leadership Program at Camp Wyman in Eureka, MO, Eli has facilitated, coordinated, and developed programs in community outreach for primarily marginalized populations. Eli taught first aid with the Red Cross; ESL, literacy and citizenship with refugees and immigrants with the International Institute of St. Louis; and continued their outdoor education and skills building outreach with at-risk youth in Corpus Christi at Youth Odyssey. At Texas A&M University – Kingsville, Eli developed and coordinated programs that allowed students to connect service learning and work study, and created access to affordable alternative transportation. A Neighborworks certified Financial Capability educator, Eli works with Texas A&M University – San Antonio where they develop money coaching and other programming to assist students in financial literacy and capability, with a focus on wellness and equity for underserved students and their families.
Dr. Emily Schwartz is a former teacher and college professor who now runs the MoneyMoments financial education program on the Arizona State University campus as well as the surrounding K-12 schools and community organizations. This program reaches over 7,000 people a year in Arizona and in 2016 the American Bankers Association recognized it as one of the top financial education programs in the country.
Jack Towarnicky is a Researcher for the American Retirement Association. Prior experience includes:
• Executive Director of the Plan Sponsor Council of America,
• A benefits compliance/consulting attorney,
• Over three decades in plan sponsor leadership roles with four different Fortune 500 employers.
Jack, his teammates and his organizations have won national recognition in the benefits industry.
He has taught Business, Human Resources and Contracts Law at Duquesne University , as well as Risk and Insurance courses at Franklin University and the Ohio State University. Jack has served on the Department of Labor, Employee Benefits Security Administration’s ERISA Advisory Council. He has been a board member/trustee for:
• World at Work’s Benefits Advisory Board,
• Council on Employee Benefits,
• American Benefits Council,
• Corporate Board of the International Foundation of Employee Benefits Plans.
Jack’s educational credentials include a BBA-Business Economics, an MBA, a Juris Doctorate, and a Master of Laws in Employee Benefits (with honors). He is a Certified Employee Benefits Specialist and licensed in the State of Ohio. You’ll benefit from Jack’s GREGORC© style as a “Practical Dreamer”
Jose Medina & Arelis Rivera
Jose A. Medina Martínez has a Masters Degree in Business Administration with a concentration in Management and Finances, both acquired at Ana G. Mendez University in Cupey, Puerto Rico. His career path consists of twenty seven years in the Credit Union Sector in Puerto Rico. Mr. Medina received t
he 2015 Personal Finance Educator of the Year award from the Institute of Financial Literature, Portland, Maine, USA. Also, he was recognized as the distinguished alumnus of 2017 in the Area of Entrepreneurship by the Ana G. Mendez University in Cupey Campus of Puerto Rico. He is Founder and Director of “Finanzas Al Máximo”, a educational organization where he and his work team offer conferences and seminars related to Personal Financial Planning, to the public sector, private enterprise, nonprofit organizations, churches, schools, universities, small business and credit unions. Mr. Medina participates as an expert in personal finance in a weekly program every Tuesday which is called in Spanish: “Dia a Dia” which is transmitted through Telemundo Chanel 2 of NBC. In addition to writing financial educational articles for the newspaper with the largest circulation in Puerto Rico. Since 2006 Mr. Medina has been a speaker and professor for the Ana G. Mendez University, offering the courses: Personal Finances Planning, Corporate Finances, and Management Finances. He also conducts studies and research on the subject of personal finance in the population of students and groups in general in Puerto Rico.
Katelyn Roark has a M.Ed in counseling from Providence College and currently works as Assistant Director of Financial Aid at Wentworth Institute of Technology in Boston Massachusetts. She created, implemented, and serves as director for the financial literacy program called Leopardcents. Katelyn is passionate about promoting financial literacy on the college campus and has spent the past 5 years negotiating with stakeholders on her campus to incorporate financial education into as many parts of the student experience as possible. Throughout her time at Wentworth she has created the homegrown program and assembled a team of trained student ambassadors. They present at campus events, offer one on one financial coaching, and have a newly created financial podcast.
Kiana A. Piña
Ms. Kiana Piña is fortunate to serve as a Financial Literacy Senior Advisor at a nationally recognized Hispanic Serving Institution in San Antonio, Texas. At Palo Alto College (PAC), through the Financial Literacy and Emergency Aid Program offered on campus, she has been able to support the student population through wrap around social services and financial education. Ms. Piña is from El Paso, Texas, and she obtained a Bachelor’s Degree in Social Work at Our Lady of the Lake University. During her educational career, she volunteered with diverse populations to get a sense of where she wanted to pursue her career. Using her education and experience, Ms. Piña serves the student body and supports them in overcoming the multifaceted problems they face as a result of socioeconomic disadvantages. She serves each student using a holistic support framework of services while collaborating with campus and community resources through the Student Health Advocacy Resource and Engagement Center at Palo Alto College.
Leigh has been a public speaker and trainer for 20 years in the banking and community environment. She developed MidFirst Bank’s MoneyMoments financial education program in 2012, which has received national recognition by the American Bankers Association and the EIFLE award from the Institute for Financial Literacy. She has overseen the implementation of three university partnerships, including the innovative MoneyCoach program at the University of Oklahoma. Leigh is a CPA, with a BBA in Accounting from the University of Oklahoma.
Mark C. Schug is Professor Emeritus at the University of Wisconsin Milwaukee. He is Senior Program Advisor to the Office for the Advancement of Free Enterprise Education at Lakeland University in Sheboygan, WI, President of Mark Schug Consulting Services, and Adjunct Professor of Economics at Florida Atlantic University. Professor Schug taught for 36 years at the middle school, high school, and university levels.
A widely recognized scholar, he has written and edited over 230 articles, books, and national curriculum materials. Professor Schug has spoken to local, state, and national groups throughout the United States and in 11 other countries. He has been the guest co-editor of 11 issues of Social Education, the flagship journal of the National Council for the Social Studies. His latest books are Teaching Economics in Troubled Times published by Routledge Press and co-edited with William C. Wood of James Madison University and the national award-winning Economic Episodes in American History published by Wohl Publishing and co-authored with William C. Wood, Tawni Ferrarini, and M. Scott Niederjohn, now in its second edition. His forthcoming book by the same author team book is Teachers Can Be Financially Fit: Economists’ Advice for Educators to be published by Springer Publications.
Professor Schug does consulting for several local, state, and national organizations and has served on the boards of local, state, and national non-profit organizations including the (national) Association of Private Enterprise Education, Economics Wisconsin, Business and Economics Academy of Milwaukee (BEAM), School Choice Wisconsin, and the Wisconsin Council for the Social Studies. Professor Schug earned his Ph.D. from the University of Minnesota. He has received six national awards for leadership, curriculum writing (two), service, and research (two) in economic education.
Mark and his wife Io have been married for 51 years, have two grown daughters, and four grandchildren. They live in Port St. Lucie, Florida.
Mike Sheffer is FoolProof’s Director of Education and Board Member of the FoolProof Foundation. Recently retired after 32 years of teaching and coaching in the Corning-Painted Post School District in New York State. He was an International Baccalaureate Teacher of IB Business and Management, Personal Finance and Economics along with being the Business Department Chairperson at Corning Painted Post HS. Mike was the lead teacher working with local credit unions on bringing financial literacy education to his high school and neighboring school districts.
Mike is responsible for coordinating all the testing of FoolProof modules in schools. Mike works closely with FoolProof credit unions and foundation sponsors along with all FoolProof middle and high schools across the country. He has worked with the FoolProof team in the development of the FoolProof modules along with the teacher guides and teacher lesson plans.
Mike is also FoolProof’s lead teacher trainer; he has given over 600 presentations and workshops around the country, instructing teachers, administrators and organizations on how to implement FoolProof into their curriculums and learning centers.
Peter is a financial wellness program designer that focuses on helping people reach financial independence. He has a degree in economics from Northwestern University and over twenty years of experience in the financial industry working in banking, insurance, financial planning and investment management. He produces training and educational resources for personal finance practitioners. He is releasing a new employer financial wellness program and a book next year.
Rachel Gearhart is the Associate Franchise Publisher at The Oxford Club, a private financial publishing company based in Baltimore, Maryland. For the past six years, Rachel has dedicated her skills in writing and public speaking to helping audiences grow in financial literacy and adopt disciplined approaches to investing. Her content reaches around 110,000 readers each week across 131 countries.
Rachel’s passion for empowering individuals through financial literacy has led her to be a driving force in furthering The Oxford Club’s educational initiatives, from creating a college scholarship program to raising international awareness of investing trends to launching a financial literacy nonprofit. Rachel holds a master’s degree in rhetoric and writing from the University of New Mexico, and bachelor’s degrees in English and psychology from the University of Delaware.
Stacy Yanchuk Oleksy
Stacy is the Director of Education and Community Awareness at the Credit Counselling Society. She has a Master’s degree in Family Ecology, is a professional Coach and a Certified Educator in Personal Finance. Stacy has presented at various conferences in the US and Canada and has served on various expert panels in Canada. She serves as a guest for media in Canada and is also a writer for a national magazine and local news outlet. In her spare time, Stacy loves to read, work with fused and stained glass, and hang out with family and friends.
Theresa Popp Braun
Dr. Theresa Popp Braun is the Midwest Regional Manager for the AccessLex Institute Center for Education and Financial Capability, where she directs and manages all AccessLex financial education programs and activities at ABA approved member law schools in Illinois, Indiana, Michigan, Ohio, and Wisconsin.
Her professional experience as an administrator and practitioner spans more than 20 years in both higher education and nonprofit sectors and also includes directing student financial aid and student wellness divisions. She earned her B.S. in education, M.A. in college student personnel, and Ed.D. in leadership studies, all from Bowling Green State University. She is also a Certified Educator in Personal Finance®(CEPF®) and Accredited Financial Counselor®(AFC®).
Dr. Braun’s research has examined demographic predictors of undergraduate federal student loan debt, policy considerations within federal student loan repayment plans and ethical considerations in the administration of federal student loans.