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