The Financial Services Institute (FSI) announced the first 20 honorees of its inaugural advocacy recognition awards program, encompassing both the FSI Advocacy Circle of Excellence and the Stephen R. Kareta Excellence in Advocacy Award. Three members of the Advocacy Circle of Excellence – Harman Wealth Management Managing Director and CEO Dean Harman, Kusske Financial Management President Mary Kusske and Cetera Advisor Networks Head of Supervision Summer Pretzer – were further recognized with FSI's first Stephen R. Kareta Excellence in Advocacy Award. In addition to Harman, Kusske and Pretzer, the honorees named to the inaugural Advocacy Circle of Excellence include:

Richard Bryant, CEO, Capital Investment Companies
John Burmeister, President and CEO, Lion Street Financial LLC
Howard Erman, President, Erman Retirement Advisory
Nick Graham, Chief Technology Officer, Cambridge Investment Research, Inc.
Brad Greenbaum, Vice President, Altigro Pension Services, Inc.
Dan Juechter, CEO, President & Founder, Hunter Financial Advisors, Inc.
Kiliaen Ludlow, EVP, Operations & Client Services, Triad Advisors, LLC
Seth Miller, VP, Managing Director, Transamerica Financial Advisors, Inc.
Shawn Patrick, Investment Advisor Representative, Branch Office Supervisor, Transamerica Financial Advisors, Inc.
Mike Pedlow, EVP, Chief Compliance Officer, Kestra Financial, Inc.
Mark Quinn, Director, Regulatory Affairs, Cetera Financial Group
Guru Rao, VP, Technology, Lincoln Investment
Jim Saling, President, Saling Simms Associates, Inc.
Stephanie Schiele, Vice President, Marketing, SFA Partners
Julie Sullivan, Senior Vice President & Group Chief Compliance Officer, The Strategic Financial Alliance, Inc.
Frank Tauches, Executive Vice President, American Portfolios Financial Services, Inc.
Kevin Whiteford, President, Whiteford Wealth Management Inc.

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