Our Board of Directors is composed of senior executives from a diverse range of firms and organizations within the financial advisory industry, each of whom provides leadership and expertise as our organization continues to grow. Our board believes strongly in our mission and the importance of recognizing and rewarding financial advisors and firms for their charitable work.
Adam Antoniades
CEO
Cetera Financial Group
Ronice Barlow
Senior Vice President, Co-Head U.S. Retail Sales
Franklin Templeton
Wendy Benson
Head of Wealth Management
MassMutual
Stacy Bernstein
Head of Financial Intermediaries
American Century Investments
David E. Canter
EVP, Head of the RIA Segment
Fidelity Clearing and Custody Solutions
Fidelity Institutional
Eric Clarke
CEO
Orion Advisor Solutions, LLC
Mark Connolly
Head of Global Strategic Relations
Nuveen
Gregory Cornick
President, Advice & Wealth Management
Advisor Group
Maureen Duff
Managing Director, Marketing and Communications
BNY Mellon
Tash Elwyn
President & CEO
Raymond James & Associates
David Fisher
Managing Director, Co-head of Strategic Accounts
PIMCO
Mark Goldberg
Immediate Past Chair, Invest in Others
Brian Hamburger
President & CEO
MarketCounsel
Kate Healy
Clerk, Invest in Others
B2B CMO
Ray Hennessey
President & CEO
JConnelly
Ben Huneke
Head of Investment Solutions
Morgan Stanley
John Hyland
Chair, Invest in Others
Executive Officer
Private Advisor Group
Jim Jessee
Independent Trustee
The Select Sector SPDR Trust
Michael Keenan
President
MFS Fund Distributors, Inc
Michael Kelly
President & Chief Investment Officer
FS Investments
Michael Kim
President
AssetMark
Aaron Klein
Co-Founder & CEO
Riskalyze
Trap Kloman
Treasurer, Invest in Others
President & COO
Commonwealth Financial Network
Megan McAuley
Executive Director & President
Invest in Others
John Pavese
MD, Head of Global Relationship Management
New York Life Investment Management
Meghan Peachey
SVP, Financial Institutions Group
Natixis Investment Managers
Gemma Postlethwaite
CEO
Arizent
Mary Pat Roenbeck
Managing Director
BlackRock
Abby Salameh
Chief Marketing Officer and Head of CAIS IQ
CAIS
Paul Santucci
Managing Director, Head of Field Development & Productivity
UBS Wealth Management USA
Cathy Saunders
Head of Public Policy and Advocacy
Putnam Investments
Clara Sierra
Senior Director | Business Development | Global Sales
Moody’s Analytics
Envestnet
Jeff Vivacqua
Vice Chair, Invest in Others
Executive Vice President & Chief Marketing Officer
Cambridge Investment Research
Corey Walther
President
Allianz Life Financial Services
Bill Williams
Executive Vice President
Ameriprise Financial
Matt Witkos
Managing Director, Head of North America Sales
Eaton Vance Distributors, Inc.
Barrett Wragg
Head of Institutional Consulting & Private Wealth
T. Rowe Price
Angela Xavier
Executive Vice President, IAS Relationship Management
LPL Financial
Craig Young
Mid-Atlantic Division Executive
Merrill
