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.
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 2021 honorees! Thank you for your outstanding commitment.
Stephen R. Kareta Excellence in Advocacy Award Winners
Brad Greenbaum Vice President Altigro Pension Services, Inc.
Elizabeth Kietzman Financial Advisor Artisan Financial Group
Mark Quinn Director, Regulatory Affairs Cetera Financial Group
Advocacy Circle of Excellence Honorees
Jennifer Brittingham Senior Vice President, Retail Services PlanMember Financial Corporation
Jody Detillier CEO & Financial Advisor Detillier Financial Advisors, LLC
Kevin Dick President & Wealth Advisor KDI Wealth Management
Dr. Martha Wilcoxson Founder & Financial Advisor Wilcoxson Wealth Management
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