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Carson Group

Carson Group

Employees: 176 Location: Omaha, NE Broker-Dealer: Cetera Advisor Networks Custodian: TD Ameritrade Institutional Top Executive: Ron Carson, CEO and FounderCarson
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Brighton Jones

Brighton Jones

Employees: 170 Location: Seattle, WA Broker-Dealer: N/A Custodian: Fidelity Clearing & Custody Solutions Top Executive: Jon Jones, CEOBrighton Jones of
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Vasso & Associates

Vasso & Associates

Employees: 12 Location: Tyler, TX Broker-Dealer: Ameriprise Financial Services, Inc. Custodian: Broker-Dealer is Self Clearing Top Executive: Neal Vasso, Managing
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Cassaday & Company, Inc.

Cassaday & Company, Inc.

Employees: 48 Location: McLean, VA Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing, LLC Top Executive: Stephan Quinn Cassaday, Chairman
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Triad Financial Advisors

Triad Financial Advisors

Employees: 18 Location: Greensboro, NC Broker-Dealer: N/A Custodians: Schwab Advisor Services & TD Ameritrade Institutional Top Executive: Patrick Rush, CEOTriad
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Archford Capital Strategies, LLC

Archford Capital Strategies, LLC

Employees: 17 Location: Swansea, IL Broker-Dealer: Purshe Kaplan Sterling Investments Custodians: Pershing, LLC and TD Ameritrade Top Executive: James D.
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Citizen Advisory Group

Citizen Advisory Group

Employees: 12 Location: Perrysburg, OH Broker-Dealer: N/A Custodian: TD Ameritrade Institutional Top Executives: Jeffery Bucher, President; Kevin Bucher, Vice PresidentCitizen
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Tolleson Wealth Management

Tolleson Wealth Management

Employees: 161 Location: Dallas, TX Broker-Dealer: N/A Custodians: Pershing, Schwab Advisor Services, & Alternative Investments Top Executive: Carter Tolleson, CEOTolleson
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Covenant

Covenant

Employees: 26 Location: San Antonio, TX Broker-Dealer: N/A Custodians: Fidelity Clearing & Custody Solutions & Schwab Advisor Services Top Executive:
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SkyOak Wealth

SkyOak Wealth

Employees: 18 Location: Las Vegas, NV Broker-Dealer: N/A Custodians: Schwab Advisor Services & TD Ameritrade Institutional Top Executive: Jennifer Davis,
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Crossmark Global Investments

Crossmark Global Investments

Employees: 41 Location: Houston, TX Broker-Dealer: Crossmark Distributors, Inc. Custodian: Fidelity Clearing & Custody Solutions Top Executive: Michael L. Kern
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Savage & Associates

Savage & Associates

Employees: 117 Location: Maumee, OH Broker-Dealer: Advisor Group - Royal Alliance Custodian: Pershing, LLC Top Executive: Russ Karban, Vice President
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Baystate Financial

Baystate Financial

Employees: 650 Location: Boston, MA Broker-Dealer: MML Investors Services/MassMutual Custodian: Fidelity Clearing & Custody Solutions Top Executive: David C. Porter,
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PV Financial Group

PV Financial Group

Employees: 19 Location: Ludlow, MA Broker-Dealer: Commonwealth Financial Network Custodian: National Financial Services Top Executive: Edward Sokolowski, Managing PartnerPV Financial
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North Star Resource Group

North Star Resource Group

Employees: 196 Location: Minneapolis, MN Broker-Dealers: Securian Financial Services and CRI Securities, LLC Custodian: Pershing, LLC Top Executive: Ed Deutschlander,
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Miracle Mile Advisors

Miracle Mile Advisors

Employees: 23 Location: Los Angeles, CA Broker-Dealer: N/A Custodians: Schwab Advisor Services & TD Ameritrade Institutional Top Executive: Brock Moseley,
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Lakeside Wealth Management

Lakeside Wealth Management

Employees: 36 Location: Chesterton, IN Broker-Dealer: Cetera – First Allied Securities Custodians: Pershing Advisor Solutions and TD Ameritrade Top Executive:
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Rowling & Associates

Rowling & Associates

Employees: 15 Location: San Diego, CA Broker-Dealer: N/A Custodians: Schwab Advisor Services & Shareholders Service Group Top Executive: Sheryl Rowling,
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EFS Group Wealth Management

EFS Group Wealth Management

Employees: 11 Location: Sioux City, IA Broker-Dealer: Securities America Custodian: National Financial Services Top Executive: Marc Geels, CEO & Wealth
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Arnerich Massena, Inc.

Arnerich Massena, Inc.

Employees: 48 Location: Portland, OR Broker-Dealer: N/A Custodian: Schwab Advisor Services Top Executives: Tony Arnerich, Co-CEO, Co-CIO; Bryan Shipley, Co-CEO,
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Adam Antoniades

Adam Antoniades

Invest in Others Board Member Joined September 2019 CEO Cetera Financial Group Adam Antoniades is Chief Executive Officer of Cetera
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Christine Shaw

Christine Shaw

Invest in Others Board Member Joined September 2019 CEO InvestmentNews Christine Shaw is the chief executive officer of InvestmentNews where
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Four New Members Elected to Invest in Others Charitable Foundation Board

Four New Members Elected to Invest in Others Charitable Foundation Board

Newton, Mass. – December 2, 2019– The Invest in Others Charitable Foundation (“Invest in Others”) announces the election of four
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Building Community Around a Common Cause

Building Community Around a Common Cause

Being a woman in the financial services industry can be lonely. According to a Cerulli report, only 16% of financial
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Angela Xavier

Angela Xavier

Invest in Others Board Member Joined May 2020 EVP, IAS Relationship Management LPL Financial Angela Xavier is the Executive Vice
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Cathy Saunders

Cathy Saunders

Invest in Others Board Member Joined June 2020 Head of Public Policy and Advocacy Putnam Investments Ms. Saunders is Head
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Mike Keenan

Michael Keenan

Invest in Others Board Member Joined June 2020 President MFS Fund Distributors, Inc. Michael Keenan is president of MFS Fund
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Ray Hennessey

Ray Hennessey

Invest in Others Board Member Joined May 2020 President & CEO JConnelly An accomplished journalist and business leader, Ray oversees
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Here's How Financial Firms are Helping to Support Coronavirus Relief

Here’s How Financial Firms are Helping to Support Coronavirus Relief

From wars to natural and manmade disasters, Americans have a long tradition of helping others in their time of need.
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5 Ways to Give Back During the Coronavirus Crisis

5 Ways to Give Back During the Coronavirus Crisis

To prevent the further spread of COVID-19, most Americans are adjusting to a new reality, shut out of schools, workplaces,
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Invest in Others Charitable Foundation Elects 2020 Executive Committee and New Board Members

Invest in Others Charitable Foundation Elects 2020 Executive Committee and New Board Members

Andover, Mass. – March 9, 2020– The Invest in Others Charitable Foundation (“Invest in Others”) announces the election of its
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Mark Connolly

Mark Connolly

Invest in Others Board Member Joined March 2020 Head of Global Strategic Relations Nuveen Mark is responsible for strategic firm
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Beyond Borders: Why Global Giving Matters

Beyond Borders: Why Global Giving Matters

Giving is personal. Some people give to causes they can relate to. Others respond to needs they see in their
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Winter 2020 Grant Program

Winter 2020 Grant Program

The Invest in Others Grants for Good Program was introduced in 2018 with the goal of funding specific programs or
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Three Reasons to Share Your Story With Invest in Others

Three Reasons to Share Your Story With Invest in Others

To all the financial advisors who might be hesitant to share your story as a nominee for the Invest in
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Brian Hamburger

Brian Hamburger

Invest in Others Board Member Joined December 2019 President & CEO MarketCounsel Brian is the Founder, President and CEO of
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Maureen Duff

Maureen Duff

Invest in Others Board Member Joined December 2019 Managing Director, Global Head of Marketing BNY Mellon Pershing Maureen Duff is
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5 Ways to Make Your Company a Charitable Champion

5 Ways to Make Your Company a Charitable Champion

The holiday season is for spending time with friends and family and giving back. In this spirit, we have announced
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December 2019 Grant Program

December 2019 Grant Program

The Invest in Others Grants for Good Program was introduced in 2018 with the goal of funding specific programs or
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2019 Invest in Others Charitable Champions List Announced

2019 Invest in Others Charitable Champions List Announced

Twenty Financial Advisory Firms Earn National Recognition for Excellence in Corporate Philanthropy Newton, Mass. – December 9, 2019 –The Invest
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