Current List of member firms and lead representatives:
Dave Curley, Altourage IT & Cybersecurity
Charles Paksi, Altium Wealth
Chris Gunderson, Amulet Consulting Group
Billy Motherway, Arch
Tom Winnick, ARS Investment Partners
John Cooper, Beacon Pointe
Mynu Christi, Brown Brothers Harriman
Sarah Toole, CircleBlack
Tyler Gordan, Compass CFO Solutions
Joe Tiralosi, FlexShares
Peter Healy, Guggenheim Investments
Steve Tichenor, Informa Connect
Linda Pix, Integrated Advisors Network
Susan Catalano, JQ LaCorte
KSM CPAs and Advisors, Mark Curcio
Robert Clark, LucidPointe
Brian Hamburger, MarketCounsel
Joe Pellizzaro, Mercer Advisors
Kevin McCrossin, Moment
Marcy Crites, M.S. Howells & Co.
Ryan Donovan, Orion Advisor Services
Scott Gregory, OptEngage
Kelly Durso, Osaic
Jennifer Mysliwicz, Practifi
Jeffrey Mount, Real Intelligence LLC
Keith McFadyen, Sit Investment Associates
Jerome Clement, Simplicity Group
Andrew Magnus, Schwab Advisor Services
Matt Rossiter, Spire Investment Partners
Stephen Dedyo, Thornburg Investment Management
Bill Valone, TriNet
Bill McGuire, W.M. McGuire Marketing
Greg Licciardi, Worth