Board of Directors

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Carlos Martinez
President

Carlos Martinez

CM3 Advisory
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Steve Root
Treasurer and Finance Chair

Steve Root

LevitZacks
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Anthony Arnold
Board Member

Anthony Arnold

Barnes & Thornburg LLP
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Jeralin Cardoso
Board Member

Jeralin Cardoso

Sheppard Mullin Richter & Hampton LLP
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Inge Carr
Board Member

Inge Carr

Altair Strategic Marketing LLC
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Linda Cortez
Board Member

Linda Cortez

Insperity
Board Member

Timothy Dennis

VestGroup, Inc.
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Josh Donnelly
Board Member

Josh Donnelly

Shoreline Partners, LLC
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Cindy Gatlin
Board Member

Cindy Gatlin

Aldrich Wealth Advisors
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Leo Klijn
Board Member

Leo Klijn

Henberger
Board Member

Jessica Lazur

Procopio
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Board Member

Jay McCabe

Comerica Bank
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Alisha Muzik
Board Member

Alisha Muzik

Stout
Board Member

Stephen Robertson

Metis Partners Inc
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Matt Streeter
Board Member

Matt Streeter

PBO Advisory Group
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Stuart Moss
Immediate Past President

Stuart Moss

Keystone Capital Markets