FSI Announces 2024 Board of Directors & Executive Committee Members

January 23, 2024

WASHINGTON, D.C. – Today, the Financial Services Institute (FSI) announced three new Directors to its Board and its 2024 Executive Committee. All three new Directors are independent financial advisors. The new members of the FSI Board of Directors are: 

  • Tom McCartney, Founding Principal, My Advisor & Planner (MAP)  
  • Mary Steele, Managing Partner, Freehold Wealth Management  
  • Ben Wuerffel, Financial Advisor, Capital Analysts of Jacksonville 

The Board also elected five of its Directors to leadership positions in 2024. The Directors elected to the upcoming Executive Committee are: 

  • Chair of the Board: Jamie Price, President & CEO, Osaic 
  • Vice Chair (Chair in 2025): Tim Stinson, President, Cetera Advisor Network 
  • Immediate Past Chair: J. Scott Spiker, Executive Chairman, First Command Financial Services 
  • Finance Chair: Christine Byrne, Partner & Wealth Advisor, Back Cove Financial 
  • FSI PAC Chair: Doug Ketterer, CEO & Founding Partner, Atria Wealth Solutions 

“As we mark our 20th anniversary in 2024, I am excited to welcome three new distinguished members to our Board,” said FSI President & CEO Dale Brown. “Their insights as independent financial advisors will provide context in our defense of advisors’ independent contractor status, and we are blessed to have a Board that offers a wealth of industry experience and expertise. For two decades now, we have been privileged with a strong, visionary board that is committed to creating a healthier, more business-friendly regulatory environment for our industry.” 

“In a time when advocacy is more important than ever, I am honored to lead FSI’s Board of Directors,” Price said. “Stepping into 2024, the industry faces an evolving, complicated regulatory landscape, with a host of issues impacting the industry, ranging from protecting financial advisors’ independent contractor status to ensuring Main Street Americans have access to the affordable, professional financial advice, products and services they need to achieve their financial goals. Despite these challenges, the entire FSI Board is prepared to passionately advocate for the independent financial services industry and Main Street investors. 

Continuing on the Board: In addition to those elected to leadership positions, continuing on the Board are: Libet Anderson, President, Concourse Financial Group; Denise Barrows, Financial Advisor, Barrows Trostle Advisors; Von Cook, Managing Partner, Client Centric Advisors; Alex David, President & CEO, Stifel Independent Advisors; Ed Forst, President & CEO, Lincoln Investment; Mary Beth Hofmeister, Registered Principal/Financial Advisor, Sage Financial Associates;  David Knoch, CEO, Docupace; Stephen Langlois, President, Kestra Financial; Adam Malamed, CEO, Sanctuary Wealth Group; Robert Milmore; District Manager, First Command Financial Services; Jodi Perry, National Head of Advisor Recruiting, Raymond James Financial Services; John Rooney, Managing Principal, Commonwealth Financial Network; 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.; Gwen Weithaus. 

Rolling off the Board: Steve Horn, President, Prosperity Financial Group; Tom Santucci, Founder & President, Gateway Investments 

About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for over 80 independent financial services firm members and their 130,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org

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