News

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

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

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

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

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

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

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.

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 is Chief Executive Officer of Cetera Financial Group and a member of its Board of Directors. As CEO,
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Christine Shaw

Christine Shaw is the chief executive officer of InvestmentNews where she is responsible for the company’s strategy, daily operations, products
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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

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

Wendy joined MassMutual in October of 2009 as the Assistant Vice President of Infrastructure and Architecture for MassMutual’s Broker Dealer.
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4 Steps to a Standout Corporate Philanthropy Program

We spend most of our waking hours at work, so it makes sense that corporate philanthropy serves as a prime
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Financial Advisors Honored for Philanthropy at the 13th Annual Invest in Others Awards Gala

NEWTON, Mass., Sept. 27, 2019 -- On Thursday, September 26, 2019, the Invest in Others Charitable Foundation ("Invest in Others")
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Meet Invest in Others’ 15 Award Finalists

Robert Kennedy famously said “some men see things as they are, and ask why. I dream of things that never
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Hope’s In Builds ‘Invest in Others’ Home

Shelter is the most basic of necessities, but for many, safe living conditions are in short supply. In Guatemala, the
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Mike Mayernick

2019 Global Impact Award Finalist Love One International Mayernick & Associates Northwestern Mutual Ten years ago, Mike Mayernick and his
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Dan Hintz

2019 Catalyst Award Finalist Million Meal Movement UBS Financial Services Inc. In 2006, Dan and Nancy Hintz saw a nonprofit
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Lawrence D. Sprung

2019 Community Service Award Finalist American Foundation for Suicide Prevention Mitlin Financial, Inc. TD Ameritrade Institutional In 2004, Lawrence Sprung
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Kevin M. Nast

2019 Volunteer of the Year Award Finalist Life Remodeled NastGroup Financial Continuum Advisory, LLC & Triad Advisors Twenty-five minutes from
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Wayne F. Holly

2019 Volunteer of the Year Award Finalist Bivona Child Advocacy Center Sage Rutty and Company, Inc. First Clearing As a
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Richard S. Brown

2019 Global Impact Award Finalist Starkey Hearing Foundation JNBA Financial Advisors TD Ameritrade Institutional Richard Brown has been giving the
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3 Ways to Incorporate Philanthropy Into a Conference

Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important
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