Investment Adviser Section

Section Committee
Patricia Struck (WI), Chair
Linda Cena (MI), Vice-chair
Shonita Bossier (KY)
Theodore Miles (DC)
Ronak Patel (TX)
Susan Pawelek (ON), Canadian Liaison
Ethel Ramirez (MX), Mexico Liaison
A. Valerie Mirko (NASAA), Liaison

Project Groups

Investment Adviser Continuing Education
Shonita Bossier (KY), Co-Chair
Linda Cena (MI), Co-Chair
Craig Goettsch (IA)
Melanie Senter Lubin (MD)
Brett O’Sullivan (CA)
Kjersti Stroup (WA)
Patricia Struck (WI)
A. Valerie Mirko, (NASAA), Liaison

Investment Adviser Cybersecurity and Technology
Andrew Hartnett (MO), Chair
Linda Cena (MI)
Annette Minor (MN)
Robert Moilanen (MN)
Patricia Struck (WI)
A. Valerie Mirko, (NASAA), Liaison

Investment Adviser Operations
Michael Huggs (MS), Chair
Stephanie Edgar (TX)
Mark Eisenmann (WI)
Alisa Goldberg (FL)
Elizabeth Guido (NC)
Lisa Hopkins (WV)
Joanne Jones (WA)
Greg Polin (MA)
Rosemarie Ulibarri (NM)

Investment Adviser Regulatory Policy and Review
Elizabeth Smith (WA), Chair
Simon Berry (KY)
Stephen Bouchard (NJ)
Wendy Hart (GA)
Terria Heng (TX)
Rosanne Meade (IA)
Suzanne Sarason (WA)
Annastasia Valencia (CO)

Investment Adviser Resources and Publications
Alfred Hughes (VA), Chair
Terra Bonnell (OK)

Investment Adviser Training
Clinton Edgar (TX), Co-Chair
David Swafford (CO), Co-Chair
Timothy Collins (GA)
Vacant
Jennifer Henley (MO)
Senayet Meaza (DC)
Chris Pottie (NS)
Ann Rankin (VA)
Denise Walker (WV)
Levin Walker (LA)
Jackie Walter (NE)

Investment Adviser Zones
Oscar Gonzalez (TX), Chair
Zone 1 (Northeast) Nick Ordway (MA)
Zone 2 (Southeast) Ricky Martin (MS)
Zone 3 (Mid-Atlantic) Vacant
Zone 4 (Central) William Pultinas (OH)
Zone 5 (South/Central) Tommy Green (TX)
Zone 6 (Mountain) Veronica Rodriguez (CO)
Zone 7 (Western) Vacant
Zone 8 (Canadian) Susan Pawelek (ON)