Bio

Invest in Others Board Member Joined December 2020 President, Advice and Wealth Management Advisor Group Greg Cornick is President, Advice
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Invest in Others Board Member Joined December 2020 President Allianz Life Financial Services As president of Allianz Life Financial Services,
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Invest in Others Board Member Joined December 2020 Head of Financial Intermediaries American Century Investments Stacy Bernstein is Head of
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Invest in Others Board Member Joined May 2020 EVP, IAS Relationship Management LPL Financial Angela Xavier is the Executive Vice
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Invest in Others Board Member Joined June 2020 Head of Public Policy and Advocacy Putnam Investments Ms. Saunders is Head
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Invest in Others Board Member Joined June 2020 President MFS Fund Distributors, Inc. Michael Keenan is president of MFS Fund
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Invest in Others Board Member Joined May 2020 President & CEO JConnelly An accomplished journalist and business leader, Ray oversees
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Invest in Others Board Member Joined March 2020 Head of Global Strategic Relations Nuveen Mark is responsible for strategic firm
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Invest in Others Board Member Joined December 2019 President & CEO MarketCounsel Brian is the Founder, President and CEO of
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Invest in Others Board Member Joined December 2019 Managing Director, Global Head of Marketing BNY Mellon Pershing Maureen Duff is
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Invest in Others Board Member Joined September 2019 CEO Cetera Financial Group Adam Antoniades is Chief Executive Officer of Cetera
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Invest in Others Board Member Joined September 2019 CEO InvestmentNews Christine Shaw is the chief executive officer of InvestmentNews where
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Invest in Others Board Member Joined August 2019 Head of Wealth Management MassMutual Wendy joined MassMutual in October of 2009
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2019 Community Service Award Finalist American Foundation for Suicide Prevention Mitlin Financial, Inc. TD Ameritrade Institutional In 2004, Lawrence Sprung
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2019 Volunteer of the Year Award Finalist Life Remodeled NastGroup Financial Continuum Advisory, LLC & Triad Advisors Twenty-five minutes from
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2019 Global Impact Award Finalist Love One International Mayernick & Associates Northwestern Mutual Ten years ago, Mike Mayernick and his
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2019 Volunteer of the Year Award Finalist Bivona Child Advocacy Center Sage Rutty and Company, Inc. First Clearing As a
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2019 Catalyst Award Finalist Million Meal Movement UBS Financial Services Inc. In 2006, Dan and Nancy Hintz saw a nonprofit
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Rich Steinmeier served as an Invest in Others Board Member from June 2019 through May 2020. Rich Steinmeier is managing
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Invest in Others Board Member Joined May 2019 CEO Orion Advisor Solutions Eric Clarke is the CEO and founder of
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Invest in Others Board Member Joined May 2019 With over 25 years of financial services leadership experience, Adam Malamed most
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Invest in Others Board Member Joined May 2019 EVP, Chief Client Officer AssetMark, Inc. Michael is President of AssetMark. Michael
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Invest in Others Board Member Joined March 2019 Ms. Thompson was a managing director and Head of US Retail Distribution
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Invest in Others Board Member Joined January 2015 Executive Director & President Invest In Others Charitable Foundation Megan McAuley is
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