FSI Names Board of Directors and Executive Committee

News January 08, 2025 at 04:06 PM
Share & Print

/contrib/content/uploads/sites/415/2021/05/Brown_Dale_640x640.jpg

The Financial Service Institute has revealed its 2025 board of directors and the composition of its executive committee.

New members of the FSI board include Gary Baker, president and managing partner of Undivided Wealth Management; Robert Molinari, chief regulatory affairs officer of Commonwealth Financial Network; Chris Perry, president of Broadridge Financial Solutions; and Mark Steffe, president and CEO of First Command Financial Services.

The FSI board also elected five of its prior directors to leadership positions in 2025:

  • Tim Stinson, president of Cetera Advisor Networks, becomes board chair
  • Christine Byrne, partner and wealth advisor at Black Cove Financial, becomes vice chair
  • Jamie Price, president and CEO of Osaic, becomes immediate past chair
  • Von Cook, managing partner of Client Centric Advisors, becomes finance committee chair
  • Stephen Langlois, president of Kestra Financial, become FSI PAC chair

In addition, continuing on the board are:

  • Libet Anderson, president of Concourse Financial Group
  • Alex David, Northeast division director of Raymond James Financial Services
  • Ed Forst, president and CEO of Lincoln Investment
  • David Knoch, CEO of Docupace
  • Stephen Langlois, president of Kestra Financial
  • Adam Malamed, CEO of Sanctuary Wealth Group
  • Tom McCartney, founding principal of My Advisor & Planner
  • Robert Milmore, district advisor at First Command Financial Services
  • Shannon Reid, president of the independent contractor division of Raymond James Financial Services 
  • Emily Schlosser, chief operating officer of BNY Pershing
  • Mary Steele, managing partner of Freehold Wealth Management
  • Amy Webber, CEO of Cambridge Investment Research
  • Ben Wuerffel, financial advisor with Capital Analysts


Dale Brown, FSI's president and CEO, said in a statement that the organization is being 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.”

Pictured: Dale Brown

NOT FOR REPRINT

© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

Related Stories

Resource Center