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​​About FPA NexGen​​​​​​​​​​​​​​​​​​​​​​FPA NexGen Gathering ConferenceLocal FPA NexGen Communities​

​​​Rachel.jpgRachel F. Moran, CFP®​

2018 FPA NexGen Chair​​​​

Rachel is a Financial Planner with RTD Financial Advisors, Inc.  She is involved in all aspects of the financial planning process, from developing goals and recommendations, to implementing and monitoring financial plans. ​Rachel graduated Magna Cum Laude from Virginia Tech with a Bachelor of Science degree in Finance.  At Virginia Tech, she pursued the CFP Board Registered Financial Planning Program, and is a CERTIFIED FINANCIAL PLANNER™ professional. Moran served on the Board of Directors of the Financial Planning Association (FPA) of the Philadelphia Tri-State Area. ​​


AAEAAQAAAAAAAAK0AAAAJGM4NDVlODk3LWYxMGUtNGY1YS04ZmZmLTViNDgzZTkyNDY4YQ.jpgIan Harvey, CFP®

2018 FPA NexGen President


​​Ian is an Associate Advisor with Sontag Advisory in New York. Prior to his current position, Ian was with Rockwood Wealth Management. He received his undergraduate degree from Virginia Tech, where he was instrumental in launching the Virginia Tech NexGen student community. Ian also served from 2014-2015 as the first NexGen Local Leader Liaison for the National NexGen Community.  



Rianka Dorsainvil.jpgAutumn Campbell, CFP® Certificant​
2018 FPA NexGen President-elect

Autumn, Candidate for CFP® Certification, joined Upperline Financial Planning in 2016 as a financial planning resident. She completed Southern Methodist University’s CFP Program, has passed the CFP Comprehensive exam, and is now serving clients to help their finances match their values. She received her B.A. in Psychology from Whitman College in WA and spent 4 years teaching and counseling in Dallas, TX. She is an avid sports player, enjoys spending time with friends and family, listening to TEDtalks, and reading.​


DanaDeLance.jpgDana DeLance

2017 FPA NexGen Secretary


​Dana is ​an Associate Wealth Advisor at Mariner Wealth Advisors in Oakbrook, Illinois. Prior to her current position, Dana served as a Financial Planning Associate with JMG Financial Group. Dana received her Bachelor of Science degree in Agricultural Consumer Economics with a concentration in Financial Planning from the University of Illinois - Champaign/Urbana, a CFP Board-registered program. In addition to serving as the Secretary for the National NexGen Leadership Board, she is also the Director of NexGen for FPA of Illinois, and is on the Chicago FPA NexGen Board.​​​​


FPA NexGen Elections

View our FPA NexGen Jo​b Desc​ription​s. Important information on elections will be shared at FPA's Annual Conference each year, and elections are typically held in late Fall.