Current List of member firms and lead representatives:
Laura Flanagan, 3iCO
Victor L. Bonilla, Agio
John McKenty, All Spring Global Investments
Dave Curley, Altourage IT & Cybersecurity
Charles Paksi, Altium Wealth
Chris Gunderson, Amulet Consulting Group
Billy Motherway, Arch
Tom Winnick, ARS Investment Partners
Bart Marchant, Artisan Partners
Jack Cooper, Beacon Pointe
Mynu Christi, Brown Brothers Harriman
Lance Sell, Canoe
Sarah Toole, CircleBlack
Tyler Gordon, Compass CFO Solutions
Lee Conti, CPS Private Client Solutions
David J. Keogh, DJK Consulting
Joe Tiralosi, FlexShares
Ed Stanton, Gray Harbor Capital
Derrick Edwards, Greenboard
Peter Healy, Guggenheim Investments
Steve Tichenor, Informa Connect
Linda Pix, Integrated Advisors Network
Susan Catalano, JQ LaCorte
Greg Piccinino, LV Distribution
Mark Curcio, KSM CPAs and Advisors
Robert Clark, Clark Chandler Mills
Brian Hamburger, MarketCounsel
Joseph Pellizzari, Mercer Advisors
Kevin McCrossin, Moment
Marcy Crites, M.S. Howells & Co.
Ryan Donovan, Orion Advisor Services
Scott Gregory, OptEngage
Kelly Durso, Osaic
Patrick Canning, PeakLine Partners
Jennifer Mysliwicz, Practifi
Jeffrey Mount, Real Intelligence LLC
Keith McFadyen, Sit Investment Associates
Jerome Clement, Simplicity Group
Nathaniel Clement, Simplicity Group
Andrew Magnus, Schwab Advisor Services
Hank Soluk, Schwab Advisor Services
Matt Rossiter, Spire Investment Partners
Luke Rodwell, Talent Focus
Stephen Dedyo, Thornburg Investment Management
Raffi Jamgotchian, Triada Networks
Bill Valone, TriNet
Christian Naclerio, Vontobel Securities
Bill McGuire, W.M. McGuire Marketing
