News

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

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

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

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

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