Financial Services Institute Announces 2025 Board of Directors & Executive Committee Members

WASHINGTON, D.C. – The Financial Services Institute (FSI) today announced four new Directors to its Board and the 2025 Executive Committee.  

The new members of the FSI Board of Directors are: 

• Gary Baker, President & Managing Partner, Undivided Wealth Management 

• Robert Molinari, Chief Regulatory Affairs Officer, Commonwealth Financial Network 

• Chris Perry, President, Broadridge Financial Solutions 

• Mark Steffe, President & CEO, First Command Financial Services 

The Board also elected five of its Directors to leadership positions in 2025. The Directors elected to the upcoming Executive Committee are:  

• Chair of the Board: Tim Stinson, President, Cetera Advisor Networks 

• Vice Chair (Chair in 2026): Christine Byrne, Partner & Wealth Advisor, Back Cove Financial  

• Immediate Past Chair: Jamie Price, President & CEO, Osaic 

• Finance Committee Chair: Von Cook, Managing Partner, Client Centric Advisors 

• FSI PAC Chair: Stephen Langlois, President, Kestra Financial 

“As we continue to tirelessly advocate for the independent financial services industry and Main Street Americans’ access to affordable, professional financial advice, I am pleased to welcome our new Board members and Executive Committee,” said FSI President and CEO Dale Brown. “This year, we are joined by a diverse group of leaders who bring a wealth of experience and a strong commitment to fostering a healthier, more business-friendly regulatory environment for our industry. The leadership of our Board is essential as we address the opportunities and challenges that face our industry, including a new incoming administration and Congress, evolving regulatory requirements and tapping into the next generation of talent and investors.” 

“As our industry looks to the future, I am honored to lead FSI’s Board of Directors for the coming year,” said Stinson. “I look forward to working with my colleagues on the Board to effectively advocate for FSI members, our industry and the Main Street American clients we serve. When we come together and speak with one voice, we can maximize our impact – whether it’s defending financial advisors’ independent contractor status, preserving investors’ access to advice or promoting policies that help advance financial services.” 

Continuing on the Board: In addition to those elected to leadership positions, continuing on the Board are: Libet Anderson, President, Concourse Financial Group; Alex David, Northeast Division Director, Raymond James Financial Services; Ed Forst, President & CEO, Lincoln Investment; David Knoch, CEO, Docupace; Stephen Langlois, President, Kestra Financial; Adam Malamed, CEO, Sanctuary Wealth Group; Tom McCartney, Founding Principal, My Advisor & Planner (MAP); Robert Milmore; District Advisor, First Command Financial Services; Shannon Reid, President, Independent Contractor Division, Raymond James Financial Services, Emily Schlosser, Chief Operating Officer, BNY Mellon | Pershing; Mary Steele, Managing Partner, Freehold Wealth Management; Amy Webber, CEO, Cambridge Investment Research; Ben Wuerffel, Financial Advisor, Capital Analysts of Jacksonville  

Rolling off the Board: Denise Barrows, Financial Advisor, Barrows Trostle Advisors; Mary Beth Hofmeister, Registered Principal/Financial Advisor, Sage Financial Associates; Doug Ketterer, CEO & Founding Partner, Atria Wealth Solutions; John Rooney, Managing Principal, Commonwealth Financial Network; J. Scott Spiker, Executive Chairman, First Command Financial Services; Marc Squires, SVP, Head of Wealth & Brokerage Platforms, Fidelity Investments