Board of Directors

The Board of Directors oversees the overall financial performance, policies and practices of NAIC / BetterInvesting, including its volunteer organization.

Cy Lynch


Cy Lynch is a longtime educator for BetterInvesting and has been an investment club member since 1984. He received BetterInvesting's 1998 Thomas E. O’Hara Award and a Distinguished Service Award from the organization’s Investment Education Institute in 2000.  Currently the senior pastor of the Trinity Baptist Church in Conyers, Georgia, Cy’s career includes serving as an officer in the Judge Advocate General’s Corps, as a private-practice attorney and as a financial adviser. He has a bachelor’s degree in economics from the University of South Florida, a Juris Doctor from the University of Michigan and a master’s in divinity from the McAfee School of Theology.

Jackie Koski


Jackie is a director with the BetterInvesting Ohio/Kentucky/Indiana Chapter and a longtime member of the Cincinnati Model Investment Club.  Jackie wrote "Money Letters 2 My Daughter," the 2013 Book of the Year, Adult’s Money Management, awarded by the Institute for Financial Literacy.  In 2015 she was officially recognized with a Congressional Commendation for her accomplishments in the field of financial literacy by the U.S. House of Representatives.  You can often catch her sharing her perspective on the stock market on CNBC’s “Closing Bell” show, where Jackie is a frequent guest.  Jackie is a graduate of Augusta University.

John Gannon


John is retired as president of the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation, where he managed the foundation’s grant-making and programmatic efforts to educate and protect investors. Before joining FINRA in September 2001, he was deputy director of the Securities and Exchange Commission’s Office of Investor Education & Assistance.  He also served for seven years as senior counsel in the commission’s Division of Enforcement, where he brought cases and investigated violations of federal securities laws.  Currently, John is a representative in the Vermont General Assembly.  He and his wife Crista also run Happy Dog Farm.  He is a graduate of Middlebury College and earned his J.D. degree from Suffolk University.

Michael Calbert


Michael retired as a Senior Partner with Kohlberg Kravis Roberts & Co. (KKR), after a 15 year career where he was responsible for the Global retail private equity practice. While at KKR, Mike served on all the firm’s global private equity investment committees and portfolio management committees. Mike serves as Chairman of the Board of Directors of Dollar General (NYSE: DG). He also serves on the Board of PVH Corp [NYSE: PVH]. Mike has previously served on the Board of Directors of AutoZone (NYSE: AZO), Shoppers Drug Mart (Public - Canada), Toys ‘R Us (private), Chairman of Academy Sports & Outdoors (private), Pets at Home (Public - U.K.) , U.S. Foods (private), Vestcom International (private) and as Lead Director for Brookshire Grocery Company (private).  Prior to KKR, Michael was Chief Financial Officer of Randall’s Food Markets, a $2.5 billion revenue retailer based in Texas. While at Randall’s, Michael took the company through a buyout with KKR. Michael began his professional career with Arthur Andersen Worldwide first as a staff auditor and later in the consulting practice. Michael has a bachelor’s degree in business from Stephen F. Austin State University (concentration in Accounting) and an MBA from University of Houston. Mike holds a Certified Public Accounting certificate (inactive). Michael and Barbara Lynn Calbert have been married 34 years and have 3 sons – David (30), Mitchell (24) and Ryan (22). Michael and Barbara reside in Woodside, California.

Lindsey Bell


Lindsey Bell joins the BetterInvesting board from Ally Invest, where she is the Chief Investment Strategist and is leading the effort to build an investment content and educational strategy for the firm. She analyzes the market and economic data in written blog posts though snackable, easily digestible posts to help individual investors make informed investing decisions. Prior to joining Ally Invest, Lindsey was with CFRA Research where she participated in developing the firm's investment strategy and focused on equity sector recommendations. She also led the portfolio management committee, which oversaw the firm’s qualitatively managed portfolios. With a broad-based background in finance, she has experience across the buy-side, sell-side research and investment banking working for JPMorgan, Deutsche Bank, Jefferies and TheStreet. In addition, Lindsey frequently appears on CNBC as she is a Contributor. She graduated with a bachelor’s degree in business administration from the University of Pittsburgh.  

Patrick Donnelly


Patrick Donnelly, a member of the BetterInvesting/NAIC Board of Directors,  joined  the organization in 1999 and soon became a Pittsburgh Chapter volunteer. He has held the chapter offices of secretary, vice president, education chair and president, and is also an instructor. Upon joining BetterInvesting, he launched the Buck A Day Investment Club, where he served as president and club treasurer for the entire tenure of the club. Donnelly is now very active with a Pittsburgh Chapter model investment club. From 2000 to 2007, he became involved in the Pittsburgh Investor’s Fair and after two years took over as chair of the annual event. In 2008, Donnelly became active with BetterInvesting on the national level, serving on the BetterInvesting Volunteer Advisory Board until 2019. His roles included assistant regional manager for Mid-Central, regional manager for Mid-Central, secretary, president and chairman. Donnelly began supporting the BetterInvesting National Convention as a BIVAB member. His BINC roles have included computer lab technical support, teacher and marketing committee leader. Donnelly has a bachelor of science in professional aeronautics and a master of business administration degree, both from Embry-Riddle Aeronautical University. He is employed at Accenture.

Pat Gamble-Moore


Pat currently serves as Senior Vice President, Market Manager for PNC Community Development Banking in Indiana. In this role, she is responsible for developing relationships and growing community development loans, investments and services that meet the needs of our low-and moderate-income communities. Pat has over 30 years of experience in banking, affordable housing, community economic development, nonprofit consulting and philanthropy. She is an active member of the community and currently serves on numerous boards and committees including serving as Chair of board of Second Helpings, Vice Chair of the Board of New Hope of Indiana, Secretary of the Board of Volunteers of America Ohio and Indiana, Chair of the Board of Housing and Economic Concepts,  Indianapolis Housing Trust Fund Advisory Committee,  United Way of Central Indiana Human Services Professional Renewal and Capital Funds Project committees, and Ball State University Miller Leadership Academy Advisory Board. She is a member of Alpha Kappa Alpha Sorority, Inc., Alpha Mu Omega Chapter and Impact 100. She is an active member of the I2K Ivy Investment Klub, currently serving as the Portfolio Manager. Pat received the 2021 Hamilton County Leadership Academy Impact Award where she led the creation of its first DEI Committee. In 2020 she was named an Indianapolis Business Journal Woman of Influence. She also received Prosperity Indiana’s Michael Carroll Community Economic Development Leadership Award in 2018.  

Daniel G. Guerra Jr.


Daniel G. Guerra Jr. is the founder of ArgusX, a software enabled stock trading company, Altus a training and compliance company for health care professionals and SDMCentral, which develops tools for patients and doctors to make better care decision together. Guerra’s immigrant father’s challenging health care journey fuels his passion for innovations for patients and the dedicated workers in clinics, hospitals, and other facilities.
As an entrepreneur, Dan chose to give back to his community as chairperson of the board of directors Madison’s Community Development Authority from 2011 to 2019. This agency champions redevelopment efforts for the city and oversees the Section 8 federal housing program and the city’s public housing program that serves 1,800 people. Dan has participated in national Hispanic efforts including a program at Stanford University Latino Entrepreneurship Program and a member of the national Latino Business Action Network. He currently serves on the board of directors for the Latino Professional Association of Greater Madison, Inc. Prior to starting Altus, Dan worked in the web technologies and software development industry.

Ionnie McNeill


Ionnie is a longtime BetterInvesting member and volunteer, originally joining as a youth member.  Her early work included teaching youth and young adults the importance of investing, the power of compound interest and how to become a corporate shareholder.  After publishing her first book, “The Baby Billionaire’s Guide to Investing” Ionnie began working with organizations such as Capital One, ING, The Heart of America, and Girls, Inc. to create and deliver financial education curriculum and experiences to grade-school students.  She has been featured in magazines such as Black Enterprise, Seventeen, ESSENCE and BetterInvesting.  Ionnie is a director of the BetterInvesting South Florida Chapter and a member of the chapter’s Model Investment Club.  Ionnie is a proud graduate of Howard University.

Carol Theine


Carol is a director of the BetterInvesting Puget Sound Chapter, as well as the BetterInvesting Volunteer Advisory Board.  Carol helped start her first investment club in 2002 and is a member of the Puget Sound BetterInvesting Model Investment Club.  Having many unexpected job changes in her life, Carol firmly believes in financial literacy and investment education.  During her professional career, Carol was a computer trainer for a law firm, and then she worked for Microsoft in Product Support Services.  Now retired, she enjoys teaching investing classes, visiting investment clubs and managing her own portfolio.  She is a graduate of Alverno College.

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