FSI Announces 2023 Board of Directors & Executive Committee Members

January 23, 2023

The Financial Services Institute (FSI) today announced today that it has added five Directors to its Board. The new members are:

  • Libet Anderson, President – Concourse Financial Group Securities
  • David Knoch, CEO – Docupace
  • Stephen Langlois, President – Kestra Financial
  • Robert Milmore, CFP®, Financial Advisor – Principal & District Advisor, First Command Financial Services
  • Gwen Weithaus, VP, Risk & Controls – Northwestern Mutual

Meanwhile, FSI has also announced that its Board has elected five Directors to serve in leadership positions for the coming year. The 2023 Executive Committee:  

  • Chair of the Board: J. Scott Spiker, Chairman – First Command Financial Services
  • Vice Chair (Chair in 2024): Jamie Price, President & CEO – Advisor Group
  • Immediate Past Chair: Ed Forst, President & CEO – Lincoln Investment
  • Finance Chair: Jodi Perry, President – ICD, Raymond James Financial Services
  • FSI PAC Chair: Tim Stinson, President – Cetera Advisor Networks

“I am excited to welcome these five distinguished professionals to our Board in 2023,” said FSI President & CEO Dale Brown. “Each not only has years of industry experience providing leadership to firms of various sizes and areas of focus but they all bring a fresh perspective that will complement the strengths of our existing Board and reinforce our governance as we lead FSI into the future. In the year ahead, we are excited to work on the issues that matter most to our members, including fending off threats to their independent contractor status, which would have enormous implications for the independent financial services industry and Main Street investors across the country.”

“I am delighted to lead the Board this year and humbled by the faith my fellow Directors have placed in me,” Spiker said. “Independent firms and advisors are facing challenges on a number of fronts in 2023, whether it’s the tumultuous market and investment environment, the continual aging of the baby boomer generation or escalating regulatory uncertainty. This issues make it more difficult for millions of investors to get the financial advice and services they need to secure a more comfortable retirement, and it’s why the work of our Board has never been more important.”

Continuing on the Board: Denise Barrows, Financial Advisor, Barrows Trostle Advisors, LLC; Christine Byrne, Partner, Wealth Advisor, Back Cove Financial; Von Cook, Financial Advisor & Managing Partner, Client Centric Advisors; Alex David, President and CEO of Stifel Independent Advisors; Mary Beth Hofmeister, Registered Principal/Financial Advisor, Sage Financial Associates; Steve Horn, President, Prosperity Financial Group; Doug Ketterer, CEO & Founding Partner, Atria Wealth Solutions, Inc.; Bob Oros, CEO, Hightower Advisors; John Rooney, Managing Principal, Commonwealth Financial Network; Thomas Santucci, Founder & President, Gateway Investments; Evamarie Schoenborn, Owner, Consultant & Advisor, Enspyre Leaders; Emily Schlosser, Chief Operating Officer, BNY Mellon | Pershing; Marc Squires, SVP, Head of Wealth & Brokerage Platforms, Fidelity Investments; Amy Webber, CEO, Cambridge Investment Research, Inc.

Rolling off the Board: C. Kent Christian, Wells Fargo Advisors Financial Network; Chris Perry, Broadridge Financial Solutions, Inc.; and James Poer, Kestra Holdings.