Bio

Invest in Others Board Member Joined May 2021 Executive Vice President Ameriprise Financial Bill Williams is an Executive Leadership Team
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Invest in Others Board Member Joined April 2021 Senior Vice President, Co-Head U.S. Retail Sales Franklin Templeton Background Ronice Barlow
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Invest in Others Board Member Joined April 2021 CEO Diamond Consultants Mindy started Diamond Consultants in 1998 with nothing more
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Invest in Others Board Member Joined April 2021 Head of Institutional Consulting and Private Wealth T. Rowe Price Barrett Wragg
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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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2021 Catalyst Award Finalist Wellstrong, Inc. Centinel Financial Group, LLC Royal Alliance - Advisor Group Wellstrong, Inc. is a fitness
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2021 Catalyst Award Finalist Cooley’s Anemia Foundation Morgan Stanley Wealth Management Cooley’s Anemia Foundation (CAF) is dedicated to serving people
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2021 Catalyst Award Finalist San Francisco AIDS Foundation Woodbury Financial Advisor Group San Francisco AIDS Foundation (SFAF) promotes health, wellness
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2021 Catalyst Award Finalist Big Brother Big Sisters of Greater Pittsburgh JKS Financial Northwestern Mutual Established in 1965, Big Brother
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2021 Volunteer of the Year Award Finalist Disaster Aid USA Agee Financial Group SagePoint - Advisor Group Disaster Aid USA
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