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Board of Directors

Emily Frazier

NAAIM Chairman

Spectrum Financial Inc.
(757) 463-7600

Steve Williamson

NAAIM President

Blackstone Wealth Management
(330) 493-7300

Matt Spangler

NAAIM Vice President

Signal Research Group, LLC
(405) 509-2553

Paul Schatz

NAAIM Treasurer

Heritage Capital, LLC
(203) 389-3553

Jim Applegate

NAAIM Secretary

Financial Services Advisory, Inc.
(239) 489-3346

Patrick Beaudan

Belvedere Advisors, LLC
(415) 839-5239

Robert Bernstein

RGB Capital Group
(858) 367-5200

David Daughtrey

Copperwynd Financial, LLC
(480) 348-2100

Mike Dean

DFG Advisory, LLC
(863) 797-1225

Jack Peters

Horter Investment Management
(513) 984-9933

Ryan Redfern

Shadowridge Asset Management, LLC
(512) 689-5512