Renee Toth
NAAIM Chairwoman
Flexible Plan Investments, Ltd.
248-642-6640 x. 139
fundrelations@flexibleplan.co

Ian Naismith

NAAIM President
Sarasota Capital Strategies
941-918-2255
ian@etfpros.com

Bill Barack

NAAIM Vice President
Barack Capital Management
440-892-9956
bill@barackcapitalmanagement.com

Paul Schatz
NAAIM Treasurer
Heritage Capital, LLC
203-389-3553
paul@investfortomorrow.com

Geoff Foisie

NAAIM Secretary
Shawbrook
703-549-7304
geoff.foisie@verizon.net

Malcolm Clissold

SCC Capital Group, LLC

615-370-1770

mal@sccadvisor.com

Mary Collins
Spectrum Financial, Inc.
757-463-7600
maryc@spectrumfin.com

Will Hepburn
Hepburn Capital Management, LLC
928-445-6600
Will@HepburnCapital.com

Marty Kerns
Kerns Capital Management, Inc.
713-993-0949
martyk@mlkerns.com

Ted Lundgren
HG Capital Advisors, LLC
281-589-2623
ted.lundgren@hgadvisors.com

John McClure
ProfitScore Capital Management, Inc.
208-489-5286
jmcclure@profitscore.com

David Morton

Foxhall Capital Management, Inc.

800-416-2053

dmorton@foxhallcapital.com

Ron Rowland
Capital Cities Asset Management Inc.
512-219-7566
rowland@ccam.com

Brenda Wenning

Wenning Investments, LLC

508-879-5009

Brenda@wenninginvestments.com