Current List of 2024 member firms and lead representatives:

• Charles Paksi, Altium Wealth

• Chris Gunderson, Amulet Consulting Group

• Billy Motherway, Arch

• Tom Winnick, ARS Investment Partners

• Mynu Christi, Brown Brothers Harriman

• Sarah Toole, CircleBlack

• Tyler Gordan, Compass CFO Solutions

• Joe Tiralosi, FlexShares

• Steve Tichenor, Informa Connect

• Linda Pix, Integrated Advisors Network

• Susan Catalano, JQ LaCorte

• Robert Clark, LucidPointe

• Brian Hamburger, MarketCounsel

• Joe Pellizzaro, Mercer Advisors

• Kevin McCrossin, Moment

• Kelly Durso, Osaic

• Jennifer Mysliwicz, Practifi

• Jeffrey Mount, Real Intelligence LLC

• Keith McFadyen, Sit Investment Associates

• Andrew Magnus, Schwab Advisor Services

• Stephen Dedyo, Thornburg Investment Management

• Bill Valone, TriNet

• Bill McGuire, W.M. McGuire Marketing

•  Greg Licciardi, Worth