Investments & Wealth Foundation Donors

The Investments and Wealth Foundation is grateful to those individuals and companies listed below and anonymous donors who have generously invested in our scholarships. Donors listed below are as of 7/31/2026.

Generosity That Opens Doors

Behind every scholarship is a community of donors who believe in opening doors. We recognize their generosity through four Circles of Giving, rising from the Donor Circle to the pinnacle Summit Circle. To everyone recognized here, thank you for making it possible.

Summit Circle

Donations of $10,000 or more

Karen Richards

Jim Dobbs/Dobbs Family Foundation

Desiree Maldonado

Dorothy Bossung

Dobbs Allison Education

Legacy Circle

Donations of $5,000 or more

Kevin Sanchez

Sean Walters

Benefactor Circle

Donations of $1,000 or more

  • Betsy Piper/Bach

  • Brian & Susan - Buckley

  • Brian Konish

  • Christina Collins

  • Christine Gaze

  • Dana Anspach

  • Doug Hanson

  • Eilin Cabutto (Barazarte)

  • Garry Bridgeman

  • Joe Sammons

  • John Granzow

  • John Nersesian

  • Jonathan Satovsky

  • Josh Taffer

  • Karen Heath-Wade

  • Kelly Caffrey

  • Libet Anderson

  • LynnAlexis Lee Corey

  • Mary Deatherage

  • Mike Dieschbourg

  • Moe Allain

  • Morgan Pearsall

  • Raj Sharma

  • Randy Miller

  • Stephen Horan

  • Steve DeAngelis

  • Thrivent Advisor Network

  • Todd Wagenberg

  • Tony Davidow

  • Zaida Montavio Diaz

Donor Circle

  • John S. Adams

  • Craig Adamson

  • Jefferson Adcock

  • Julius Agbonbhase

  • Melissa B. Ahern

  • Teri Hollander Albin

  • Douglas Clifford Alford

  • David Allen

  • Andres (Andrew) Alminana

  • Christopher S. Alpaugh

  • Hugh J. Anderson

  • David J. Andreadis

  • David Archer

  • Reisa Asimovic

  • Pan Athanasoglou

  • Brandon Averill

  • David Aycock

  • Mark Aziz

  • Alex Bahlinger

  • Tim "Jai" Baker

  • Eugene F. Balerna

  • Michael Douglas Ball

  • Mario Baluta

  • Justin Hayes Bartolomucci

  • Patricia P. Baum

  • Sarah Beaulieu

  • Clark Bellin

  • Jeffrey L. Bernier

  • Jay Bibelheimer

  • Chris Bidwell

  • Ronnie Black

  • Brandon David Blackford

  • Alexander Evan Braun

  • Mark H. Brewer

  • Noel Brown

  • Keith Bruni

  • Keenan Pierce Call

  • John B. Campanello

  • Floy Campe

  • Brian Patrick Carey

  • Ryan Carow

  • Nicholas A. Carr

  • Dean Cartwright

  • Mary Ann Casati

  • Kelly Castleberry

  • Leta Castro

  • Brad Cates

  • Yasmin Cavallo

  • David Cavanagh

  • Marc P. Centeno

  • Matthew Clark

  • Phil Clark

  • Shane J. Clifford

  • Mike Coburn

  • John Collier

  • Jonathan (Jack) A. Collins

  • Johnny Colon

  • Michael - Cooper

  • L. O. Patrick Corbett

  • Stephen R. Cordill

  • Jose A. Fidalgo Cordova

  • Lee Corey

  • Collin Cornell

  • Daisy Hui Corona

  • Diana Correa

  • Miguel R. Correa-Cestero

  • Kelly Costello

  • Andrew Cottrell

  • Ira Cox

  • Ronan David Cox

  • Steven Crane

  • Josh Crawford

  • Jacob Creydt

  • Morgan Stanley DAF

  • Jon Davies

  • Christopher W. Davis

  • Scott Nelson Delgaty

  • Michael D. Denti

  • Matthew Der

  • John DiBenedetto

  • Roger L. Dick

  • Bernard Dillard

  • Lisa Doche

  • Charles D. Dodds

  • John D. Duffy

  • David J. Dunn

  • Stephen Dygos

  • Robin M. Dziuba

  • Shawn Eager

  • William T. Eaton

  • Lilly Edwards

  • Rich Ellard

  • June E. Ellien

  • Stephen Emanuels

  • Lee England

  • Vance Falbaum

  • Philip M. Faulk

  • Lisa Featherngill

  • Ryan Michael Fero

  • Jean Fidone-Schroer

  • Tim Fisher

  • Richard E. Fister

  • James Edward Fletcher

  • Warren Thames Flynt

  • Janice Frank

  • Brian Frederick

  • Benevity Community Impact Fund

  • Jacqueline Gabbidon

  • Jay B. Gadberry

  • Parker Gaglione

  • Randy A. Garcia

  • Heather Gardner

  • John Thomas Garvey

  • Manuel E. Garza

  • Jacob Geglein

  • John C. Geist

  • Mike Robert Gerke

  • Troy Goldstein

  • Daniel Ignacio Rodriguez González

  • Grant Goodwin

  • Radene Gordon-Beck

  • Patrick Gorgonzola

  • Bryan Gould

  • Kristin Greeley

  • Stephanie Bond Greer

  • Anuj Gupta

  • Brannon J. Guyette

  • Ryan Guynn

  • Timothy Haas

  • Rosemarie Garibian Halajian

  • Laura Hall

  • Joe Halwax

  • Elizabeth A. Hamel

  • Moussa Hanna

  • Angela V. Harris

  • Aaron Hawk

  • Kurt Hawkesworth

  • Jeffrey K. Hearn

  • Jeffrey J Heasley

  • James S. Hemphill

  • Steve Hour Heng

  • Keith R. Hering

  • Juan G. Herrans

  • Donald Hill

  • Aaron Tige Hofer

  • Susan Hopkinson

  • Jeff Horner

  • John C Hurlow

  • Larry Hyatt

  • Ashley Iddings

  • Zak Su Irizarry

  • Gregory S Jackson

  • Alex J. Jensen

  • James Jiao

  • David Matthew Johnson

  • Paul E. Johnson

  • Logan Jones

  • David Harvey, Jr.

  • Marshall Eichenauer,Jr.

  • Claudia Kane

  • Aaron William Kassler

  • Alan R Khaitov

  • Laith Khalaf

  • Thomas D. Kiehn

  • Jeffrey Kim

  • Lisa AK Kirchenbauer

  • Kirk Klein

  • Robert Kline

  • Richard Knight

  • Mark Kronemer

  • Mike Kurz

  • Michael LaBrie

  • Lauris Lambergs

  • Michele Ruth Landa-Brooker

  • Kurt Langenwalter

  • James R. Laughton

  • Michael Leali

  • Lance Lehman

  • Jonathan B Leis

  • Daniel Levy

  • Deborah A. Liguori

  • Andrew J. Lill

  • Eric Lind

  • Thomas Linetmuth

  • Maggie Chi Liu

  • Ramani Daniel Lizarazo

  • Joseph P. Lizzio

  • Donald Patrick Lord

  • Laureen Lynn

  • Vincent G. Macnguyen

  • Kevin Paul Maltezo

  • Paul J. Manders

  • Rita Mansour

  • Rich Marciano

  • Kenneth Marcus

  • Fidelity Giving Marketplace

  • David Martin

  • Olivier P Martinez

  • Kenneth N. Martinson

  • Alison Masopust

  • Stephen B May

  • John Michael McCormick

  • Melody McDonald

  • Sandra McGuire

  • W. Craig McLean

  • Mark A. Meier

  • Neil Mendoza

  • Edgar Miro

  • Michael Mittman

  • Ryan Moffett

  • Michael J Mongin

  • Christopher Montgomery

  • Candice Peters (Montie)

  • William Moon

  • Orlando I. Moreno

  • Charlie Mueth

  • John Mullett

  • César S. Murillo

  • Ashley Murphy

  • Roger Mussa

  • Jarrett Scott Naiden

  • Asif Nasim

  • Bella Nelson

  • Michael J. Nelson

  • Stephen Neville

  • Jeffrey Nichols

  • Marc Nichols

  • Nannette P. Nocon

  • David Noell

  • Bradford G. Norford

  • Thomas H. Norsworthy

  • Milton Nuckols

  • Peter OBrien

  • Clifford W. O'Conner

  • Jack O'Connor

  • Brian Oettinger

  • Will Olinger

  • Erik William O'Neal

  • Cynthia Van Osdol

  • Susan Palombo

  • David Pappas

  • Paul K. Parson

  • Paula Pass

  • Vanessa Perez

  • Mark Everard Persaud

  • Steve Petersen

  • Richard S. Petrell

  • Paul R. Pezza

  • Scott G. Pinkerton

  • Timothy Ponstingle

  • Nancy Popovich

  • Michele Powell

  • Robert Powell

  • Susan Powers

  • Steven M. Prumo

  • Caleb Quick

  • Eric Rabbanian

  • Dylan Raddatz

  • Ira H. Ravitz

  • Seth Redius

  • G. Scott Reed

  • Dottie Reeder

  • Robert L. Reininger

  • Eileen K Restrepo

  • Byron L. Reyes

  • Scott P. Reynolds

  • Edward C. Rice

  • Ross Richardson

  • Gerilane Rigby

  • Matthew Riopelle

  • Myrna M Rivera

  • Benjamin Roberts

  • Jeff Rodriguez

  • Christopher F. Roller

  • Abimael Rosario

  • Winifred Ann Rosbach

  • Kim Rosenfield

  • Hubert A. Ross

  • Helen S. Rothlein

  • Matt Rowe

  • Lance Rummel

  • Uwe Mark Ruttke

  • Shae & Andrew Fitzpatrick and Safir

  • Asta Sanders

  • Anmar K. Sarafa

  • Stephen B. Schaller

  • Mark S. Schon

  • Collin Schrier

  • Aileen Schruth

  • Kirsten Schubring

  • Kathryn Sciba

  • Jamie Seim

  • Karl Seitz

  • James R. Senkbeil

  • Stephen Shaller

  • Stephen Shanklin

  • Troy Sharpe

  • John Shaughnessy

  • Lan JI Shaw

  • Tom Sheehy

  • Jim Shields

  • Matthew Shiely

  • Daniel Shore

  • Joseph Siemens

  • Frank E. Siemon

  • Ben Silberman

  • Geoffrey C. Sirhal

  • Gary M. Smith

  • H. B. Smith

  • Maria Katsileros Smith

  • Michael Glen Smith

  • Ruben Smith

  • C. William Snyder

  • Michelle Mireles Soto

  • Jason Statuta

  • James D. Stoker

  • Shore Stokes

  • Kenward L Stone

  • David J. Strnad

  • Tom Swartzendruber

  • Harris Swenson

  • Barbara Talisman

  • Freya Thukral

  • Eric T. Thurber

  • Andrey Ting

  • Joe Torres

  • Jeffrey Towner

  • Manuel Tumaneng

  • Trudy R. Turner

  • Brian S. Ullsperger

  • Edward Henry Urquidi

  • Jim Vermillion

  • Cameron Viscovich

  • Neal Wadley

  • Wayne Warren Wagner

  • Zak Wahdan

  • Christine E. Walker

  • Denis S Walsh

  • Deidre Waltz

  • Kevin Wang

  • Marcus Waterbury

  • Brian Watson

  • Leslie W. Watson

  • Walter Joseph Watson

  • Jeffrey M. Waxman

  • Josh Weber

  • Michael Weiss

  • Scott Welch

  • Christopher Werner

  • Chad White

  • Jason C. White

  • Jeff Wierenga

  • Ryan Willette

  • Chad Williams

  • Jennifer Winslow

  • Keith L Wood

  • Wesley Keith Wood

  • Walter R Worley

  • George Wright

  • Matt Wright

  • Devaron Yates

  • Troy Yenser

  • David Yidi

  • Lindsay Youngbauer

  • Hatem Zarrouk

  • H. Christopher Zehetmaier

Help Make a Difference

Scholarships reduce the financial barrier to certification for those underrepresented in the profession and show financial need.

Make a Donation to the Foundation