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FSI Elects Five New Directors to its 2016 Board

The Financial Services Institute, a financial services trade organization, elected five new directors to its 2016 board, which now stands at 18 directors. The board also elevated four of its directors to new leadership positions.

The five new members of the FSI board of directors are:

Kent Christian, president, Wells Fargo Advisors Financial Network

Shawn McLaughlin, president and chief executive officer, McLaughlin Ryder Investments

James Poer, president and chief executive officer, NFP Advisor Services

Kimberly Kropp, owner, Moylan Kropp Retirement Planning (financial advisor)

Bill Dowell, founder and president, Vision Financial Group (financial advisor)

“Our board is strong and diverse, and adding these five visionary leaders will ensure our members are well represented,” said FSI president and chief executive officer, Dale Brown. “Our critical advocacy agenda benefits firms and advisors of all sizes and business models – and our board of directors reflects that diversity and shares our passion for doing what’s right for our members and investors.”

In addition to the new directors, FSI also elected Amy Webber, president of Cambridge Investment Research, as the chair of the board, where she will serve a one-year term. In addition, FSI elected Richard Lampen, president and chief executive officer of Ladenburg Thalmann Financial Services, to serve as vice chair of the Board in 2016, and chair of the board in 2017. David Knoch, president and chief operating officer of 1st Global, was elected to Finance Committee Chair. And Dean Harman, founder and chief executive officer of Harman Wealth Management, was elected to serve as FSI PAC board chair. Adam Antoniades, president of Cetera Financial Group, will be the immediate past chair.

In addition to those elevated to leadership positions, continuing on the board are Steve Chipman, Foothill Securities; Scott Curtis, Raymond James Financial Services; Joe Himelick (financial advisor); Tony LaJeunesse (financial advisor); Seth Miller, Transamerica Financial Advisors; John Rooney, Commonwealth; and David Stringer, Prospera Financial Services.

Rick Carlson (financial advisor); Tim Murphy, Investors Capital; Clive Slovin, The Strategic Financial Alliance; and Mike Mungenast (financial advisor) will transition off of the board.

The Financial Services Institute is a trade organization that advocates on behalf of independent financial advisors and independent financial services firms.