The FSI Advocacy Circle of Excellence recognizes FSI members who are top advocates for the independent financial services industry, demonstrating outstanding commitment to advancing our advocacy priorities. In addition, the Stephen R. Kareta Excellence in Advocacy Award recipients are those who have truly gone above and beyond in the past year.
Congratulations to our 2020 honorees! Thank you for your outstanding commitment to the independent financial services industry and Main Street investors.
Stephen R. Kareta Excellence in Advocacy Award Winners
Dean Harman Managing Director & CEO, Harman Wealth Management
Mary Kusske President, Kusske Financial Asset Management, Inc.
Summer Pretzer Head of Supervision, Cetera Advisor Networks
Advocacy Circle of Excellence Honorees
Richard Bryant CEO, Capital Investment Companies
John Burmeister President & CEO, Lion Street Financial, LLC
Howard Erman President, Erman Retirement Advisory
Nick Graham Chief Technology Officer, Cambridge Investment Research, Inc.
Brad Greenbaum Vice President, Altigro Pension Services, Inc.
Dan Juechter CEO, President & Founder, Hunter Financial Advisors, Inc.
Julie Sullivan Senior Vice President & Group Chief Compliance Officer, The Strategic Financial Alliance, Inc.
Frank Tauches Executive Vice President, American Portfolios Financial Services, Inc.
Kevin Whiteford President, Whiteford Wealth Management Inc.