We are now enrolling individual advisors in our major medical insurance plans, with savings up to 50% versus the open market, including HSA-eligible plans. Available in ALL 50 STATES. Visit AdvisorHealthPlan.org for INSTANT rates.

Board of Directors

FSI’s 2021 Board of Directors is comprised of 19 independent financial services executives and independent financial advisors, and is led by James Poer, CEO of Kestra Financial.

James Poer, CIMA

Chair of the Board

Ed Forst, CFP

Vice Chair (Chair in 2022)

John Rooney

Immediate Past Chair

J. Scott Spiker

FSI PAC Chair

Denise Barrows

Finance Chair

Christine Byrne

C. Kent Christian

Mary Beth Hofmeister

Steve Horn

Doug Ketterer

Bob Oros

Chris Perry

Jodi Perry

Jamie Price

Thomas Santucci

Evamarie Schoenborn

Marc Squires

Tim Stinson

Dale E. Brown, CAE

Ex Officio