FSI
  • Leadership

    Board of Directors

    Our 16-person 2014 board of directors is led by Michael Mungenast. Mike has been CEO and president of ProEquities, Inc., a leading broker-dealer for independent financial advisors, since 2002.

    Our Management Team

    The FSI management team is headed by Dale Brown, CAE, president and CEO, who has led FSI since its founding in 2004.

    FSI Councils

    FSI has five advisory councils, each headed by a volunteer member who also serves on the board. These councils provide guidance and direction to the FSI board and staff on issues in different areas of the industry: Compliance, Marketing, Growth & Development, Investment Advisory Services, Operations, and Financial Advisors. FSI also has three task force committees, one for the annual OneVoice Broker-Dealer Conference, one for the Financial Advisor Summit and another for the FSI Broker-Dealer Study.

    Learn more about each council and committee purpose and their volunteer leaders.