• Vice Chair (Chair in 2020): John Rooney, managing principal, Commonwealth Financial Network;
• Immediate Past Chair: Dean Harman (financial advisor), founder and CEO, Harman Wealth Management;
• Finance Chair: Scott Curtis, president, private client group, Raymond James Financial; and
• PAC Chair: James Poer, president & CEO, Kestra Financial.
“We must have a diversity of perspectives and backgrounds on our board as we work on behalf of our members,” said FSI President and CEO Dale Brown. “The executives and financial advisors who lead our board have a deep understanding of our profession and the needs of Main Street investors—and how our mission of advocacy makes a difference.”
FSI has more than 100 member firms and 33,000 individual advisor members.