Board of Directors

Carlos Martinez
President

Carlos Martinez

CM3 Advisory
Steve Root
Treasurer and Finance Chair

Steve Root

LevitZacks
Anthony Arnold
Board Member

Anthony Arnold

Barnes & Thornburg LLP
Jeralin Cardoso
Board Member

Jeralin Cardoso

Sheppard Mullin Richter & Hampton LLP
Inge Carr
Board Member

Inge Carr

Altair Strategic Marketing LLC
Linda Cortez
Board Member

Linda Cortez

Insperity
Board Member

Timothy Dennis

VestGroup, Inc.
Josh Donnelly
Board Member

Josh Donnelly

Shoreline Partners, LLC
Cindy Gatlin
Board Member

Cindy Gatlin

Aldrich Wealth Advisors
Leo Klijn
Board Member

Leo Klijn

Henberger
Board Member

Jessica Lazur

Procopio
Board Member

Jay McCabe

Comerica Bank
Alisha Muzik
Board Member

Alisha Muzik

Stout
Board Member

Stephen Robertson

Metis Partners Inc
Matt Streeter
Board Member

Matt Streeter

PBO Advisory Group
Stuart Moss
Immediate Past President

Stuart Moss

Keystone Capital Markets
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