Investment Adviser Section

Section Committee
Patricia Struck (WI), Chair
Linda Cena (MI), Vice-chair
Shonita Bossier (KY)
Lisa Hopkins (WV)
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
William Cahill (MA)
William Carrigan (VT)
Deanna Crusius (TX)
Craig Goettsch (IA)
John Harth (CO)
Melanie Senter Lubin (MD)
Brett O’Sullivan (CA)
Kjersti Stroup (WA)
Patricia Struck (WI)
A. Valerie Mirko, (NASAA), Liaison

Investment Adviser Cybersecurity and Technolgy
Andrew Hartnett (MO), Chair
Linda Cena (MI)
Matthew Fink (NV)
Amy Hines (KY)
Annette Minor (MN)
Robert Moilanen (MN)
Patricia Struck (WI)
Jason Vinsonhaler (KS)
A. Valerie Mirko, (NASAA), Liaison

Investment Adviser Operations
Michael Huggs (MS), Chair
Stephanie Edgar (TX)
Mark Eisenmann (WI)
Alisa Goldberg (FL)
Elizabeth Guido (NC)
Joanne Jones (WA)
Brett Radetsky (CO)
Rosemarie Ulibarri (NM)

Investment Adviser Regulatory Policy and Review
Elizabeth Smith (WA), Chair
Simon Berry (KY)
Stephen Bouchard (NJ)
Jennifer Martin (MO)
Greg Polin (MA)
David Smith (AR)
Suzanne Sarason (WA)
Annastasia Valencia (CO)

Investment Adviser Resources and Publications
Brian Edstrom (MN)
Jamica Johnson (MO)

Investment Adviser Training
Clinton Edgat (TX), Co-Chair
David Swafford (CO), Co-Chair
Ryan Anderson (WY)
Mary Burnham (MI)
Jennifer Henley (MO)
Senayet Meaza (DC)
Chris Pottie (NS)
Lindsey Rankin (KY)
Lindy Streit (AR)
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) Deborah Bollinger (VA)
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)