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FSI Announces 2025 Board of Directors, Executive Committee

By Mari Nicholson

FSI Announces 2025 Board of Directors Executive Committee

The Financial Services Institute announced four new directors to its board and the 2025 executive committee. The new members of the FSI board of directors are:

  • Gary Baker, president and managing partner, Undivided Wealth Management;
  • Robert Molinari, chief regulatory affairs officer, Commonwealth Financial Network;
  • Chris Perry, president, Broadridge Financial Solutions; and
  • Mark Steffe, president and chief executive officer, First Command Financial Services.

The board also elected five of its directors to leadership positions in 2025. The directors elected to the upcoming committee are:

  • Chair of the board: Tim Stinson, president, Cetera Advisor Networks;
  • Vice chair (chair in 2026): Christine Byrne, partner and wealth adviser, Back Cove Financial;
  • Immediate past chair: Jamie Price, president and CEO, Osaic;
  • Finance committee chair: Von Cook, managing partner, Client Centric Advisors; and
  • FSI PAC chair: Stephen Langlois, president, Kestra Financial.

Financial Services Institute advocates on behalf of independent financial advisers and independent financial services firms.

“As we continue to tirelessly advocate for the independent financial services industry and Main Street Americans’ access to affordable, professional financial advice, I am pleased to welcome our new Board members and Executive Committee,” said FSI President and CEO Dale Brown. “This year, we are 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.”

“As our industry looks to the future, I am honored to lead FSI’s board of directors for the coming year,” said Stinson. “I look forward to working with my colleagues on the board to effectively advocate for FSI members, our industry, and the Main Street American clients we serve. When we come together and speak with one voice, we can maximize our impact – whether it’s defending financial advisers’ independent contractor status, preserving investors’ access to advice or promoting policies that help advance financial services.”

In addition to those elected to leadership positions, continuing on the board are:

  • Libet Anderson, president, Concourse Financial Group;
  • Alex David, northeast division director, Raymond James Financial Services;
  • Ed Forst, president and CEO, Lincoln Investment;
  • David Knoch, CEO, Docupace;
  • Adam Malamed, CEO, Sanctuary Wealth Group;
  • Tom McCartney, founding principal, My Advisor & Planner, or MAP;
  • Robert Milmore; district adviser, First Command Financial Services;
  • Shannon Reid, president, independent contractor division, Raymond James Financial Services;
  • Emily Schlosser, chief operating officer, BNY Mellon | Pershing;
  • Amy Webber, CEO, Cambridge Investment Research, Inc.; and
  • Ben Wuerffel, financial adviser, Capital Analysts of Jacksonville.

Rolling off the board are:

  • Denise Barrows, financial adviser, Barrows Trostle Advisors;
  • Mary Beth Hofmeister, registered principal/financial adviser, Sage Financial Associates;
  • Doug Ketterer, CEO and founding partner, Atria Wealth Solutions;
  • John Rooney, managing principal, Commonwealth Financial Network;
  • Scott Spiker, executive chairman, First Command Financial Services; and
  • Marc Squires, senior vice president, head of wealth and brokerage platforms, Fidelity Investments.

“The leadership of our board is essential as we address the opportunities and challenges that face our industry, including a new incoming administration and Congress, evolving regulatory requirements and tapping into the next generation of talent and investors,” added Brown.

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