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
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
JULIE SULLIVAN, SENIOR VP AND GROUP CHIEF COMPLIANCE OFFICER, THE STRATEGIC FINANCIAL ALLIANCE, INC.