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President
Carlos Martinez
CM3 Advisory
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Immediate Past President
Stuart Moss
Keystone Capital Markets
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Treasurer and Finance Chair
Steve Root
LevitZacks
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Board Member
Anthony Arnold
Barnes & Thornburg LLP
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Board Member
Jeralin Cardoso
Sheppard Mullin Richter & Hampton LLP
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Board Member
Inge Carr
Altair Strategic Marketing LLC
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Board Member
Linda Cortez
Insperity
Board Member
Timothy Dennis
VestGroup, Inc.
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Board Member
Josh Donnelly
Shoreline Partners, LLC
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Board Member
Cindy Gatlin
Aldrich Wealth Advisors
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Board Member
Leo Klijn
Henberger
Board Member
Jessica Lazur
Procopio
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Board Member
Jay McCabe
Comerica Bank
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Board Member
Alisha Muzik
Stout
Board Member
Stephen Robertson
Metis Partners Inc
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Board Member
Matt Streeter
PBO Advisory Group