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 2022 honorees! Thank you for your outstanding commitment.
Stephen R. Kareta Excellence in Advocacy Award Winners
David Burg, CRPC®, AIF® Investment Management Consultant First Harbor Financial Services
Gwen Garrison President & Financial Advisor LifePlan Financial Advisors, Inc.
Hugh Simpson Executive Vice President, General Counsel & Secretary First Command Financial Services, Inc.
Thomas Delaney Sr. Vice President, Regulatory & Controls First Command Financial Services, Inc.
Beth Donner President Diversified Planning, Ltd.
Allen Eickelberg Vice President, Director of Operations & Technology Spire Investment Partners, LLC
R. Sherwood Greer, CFP®, RICP® Managing Partner Gate City Advisors, LLC
Darin Hammerschmidt, CFP® Financial Advisor LPL Financial/Denver West Group
Dan Karlsberg Financial Advisor Freedom Trail Wealth
Stephen Langlois President Kestra Financial
Lynn Laughter, CFP® Owner Laughter & Jones Financial Management
Dan Murphy, AIF® Owner/Financial Advisor Murphy Matza Wealth Management
Bruce Robson, CFP®, AIF® Partner Comprehensive Financial Solutions, Inc.
Barry Tate, AAMS®, MBA Founder & CEO Viaggio Wealth Partners