2023 Advocacy Circle of Excellence Honorees
Each year, the FSI Advocacy Circle of Excellence honors those committed to influencing change and advancing the interests of Main Street American investors and the independent financial services industry.
The Stephen R. Kareta Excellence in Advocacy Award is conferred simultaneously to recognize extraordinary efforts in advocacy.
Congratulations to our 2023 honorees! Thank you for your outstanding commitment.
Stephen R. Kareta Excellence in Advocacy Award Winners
Carla Hauser
Senior Wealth Advisor, Signature Wealth Strategies
Elizabeth Kietzman
Financial Advisor, Artisan Financial Group
Mary Kusske
President, Kusske Financial Asset Management, Inc.
Advocacy Circle of Excellence Honorees
RICHARD BRYANT, CEO, CAPITAL INVESTMENT BROKERAGE, INC.
RUSSELL CLARKE, FINANCIAL ADVISOR, FIRST COMMAND FINANCIAL SERVICES
FRED DAWSON, PRESIDENT, DAWSON WEALTH MANAGEMENT LLC
ELIZABETH DONNER, PRESIDENT, DIVERSIFIED PLANNING, LTD
JEREMY EHST, FINANCIAL ADVISOR, LIFE FINANCIAL GROUP
ESTEE FARANDA, CEO, PRIMERICA ADVISORS PFS INVESTMENTS
ALEX HUDAK, BRANCH MANAGER DDL, RAYMOND JAMES FINANCIAL SERVICES
RUTH MATT, FOUNDER AND CEO, FORE RIVER FINANCIAL
TONY NERANTZIS, MANAGING PRINCIPAL/ FINANCIAL ADVISOR, RAYMOND JAMES FINANCIAL SERVICES
JIM ROBINSON, WEALTH MANAGEMENT ADVISOR, SCHULFER AND ASSOCIATES WEALTH MANAGEMENT LLC
