News

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