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Invest in Others Charitable Foundation Announces 2026 Board of Directors and New Leadership Council

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IVZ Mentioned as a potential employer of a board member (Meghan Peachey, SVP, Financial Institutions Group, Natixis Investment Managers - US Distribution), but no direct company-specific news or sentiment. BEN Mentioned as a potential employer of a board member (Cathy Saunders, Head of Global Corporate Communications, Franklin Templeton), but no direct company-specific news or sentiment. LPL Mentioned as a potential employer of a board member (Tom Gannon, EVP, Chief Advocacy Officer, LPL Financial), but no direct company-specific news or sentiment. ACNT Mentioned as a potential employer of a board member (Stacy Bernstein, Head of Financial Intermediaries, American Century Investments), but no direct company-specific news or sentiment. AMP Mentioned as a potential employer of a board member (Tom North, Mid-Atlantic Regional Vice President, Ameriprise Independent Advisors), but no direct company-specific news or sentiment. MS Mentioned as a potential employer of a board member (Chris O'Dea, Head of Field & Client Business Development, Morgan Stanley Wealth Management), but no direct company-specific news or sentiment. FIS Mentioned as a potential employer of a board member (Marc Squires, Head of Clearing, Fidelity Investments), but no direct company-specific news or sentiment. Fidelity Investments is a division of FMR LLC. MASS Mentioned as a potential employer of a board member (Joe Mallee, Head of MassMutual Financial Advisors, MassMutual), but no direct company-specific news or sentiment. ALL Mentioned as a potential employer of a board member (Kate Thompson, SVP, Head of ETF Distribution, Allianz), but no direct company-specific news or sentiment. BLK Mentioned as a potential employer of a board member (Michael Valenti, Director, National Accounts, BlackRock), but no direct company-specific news or sentiment. RJF Mentioned as a potential employer of a board member (Tom Walrond, President, Raymond James & Associates, Private Client Group, Raymond James), but no direct company-specific news or sentiment. TROW Mentioned as a potential employer of a board member (Barrett Wragg, Head of ETF Sales, T. Rowe Price), but no direct company-specific news or sentiment.

Invest in Others Charitable Foundation Announces 2026 Board of Directors and New Leadership Council New governance model positions the Foundation for deeper industry engagement and expanded impact

BOSTON, MA / ACCESS Newswire / March 19, 2026 / The Invest in Others Charitable Foundation today announced its 2026 Board of Directors and formally introduced a new Leadership Council as part of a governance model that took effect in February 2026.

The redesigned governance model reflects a simple yet powerful truth: financial advisors are at the heart of the Invest in Others mission, and ensuring their voices are heard is essential to maintaining the organization's role as a trusted resource and champion of excellence within the advisor community.

The new Leadership Council is a non-governing, advisory body for influential stakeholders. This group will serve as trusted advisors, providing strategic insight, industry expertise, and objective guidance to the Board of Directors. Members will represent organizations that serve financial advisors including leaders from broker-dealers, RIAs, custodians, asset managers, and related sectors. Diversity of background, perspective, and professional experience have been prioritized to ensure comprehensive insight and strategic foresight.

In addition, the Board elected the following officers:

Chair: Meghan Peachey, SVP, Financial Institutions Group, Natixis Investment Managers - US Distribution

Vice Chair: Cathy Saunders, Head of Global Corporate Communications, Franklin Templeton

Treasurer:Mark Connolly, Head of Global Strategic Relations, Nuveen

Clerk: Brian Hamburger,President & CEO, MarketCounsel | HamburgerLaw

With its new governance model now in place, as well as its executive volunteer group, Invest in Others has convened dynamic leaders who share its commitment to amplifying, celebrating, and inspiring the charitable work of the financial services community.

"This is an exciting new chapter," said Barkley Payne, President and CEO of Invest in Others. "As the organization celebrates its 20th anniversary, this governance evolution deepens engagement with the advisor community, strengthens alignment with key industry partners, and advances the mission through a governance model grounded in relevance, representation, and results. The Board and Leadership Council bring extraordinary experience, perspective, and commitment to charitable impact."

Newly Appointed Board Members are:

Sarah Bauer, Head of Asset Management Engagement, Envestnet, Inc.

John DiMonda, Co-Head of Independent Channel, Osaic

Tom Gannon, EVP, Chief Advocacy Officer, LPL Financial

Todd Mackay, President, Cetera Wealth Management

Karl Roessner, CEO, Vestmark

Jimmy Ren Zhao, CFA, Partner, McKinsey

Re-elected Board Members are:

Stacy Bernstein, Head of Financial Intermediaries, American Century Investments

David Canter, CEO, Finley Point Strategy LLC

Amy Fritz, Executive Vice President, PIMCO

Mark Goldberg, Former Chief Executive Officer, Griffin Capital Securities, LLC

Michael Keenan, President, MFS Fund Distributors, Inc.

Sean Keenan, Managing Director and Head of Sales, BNY Pershing

Brian McLaughlin, Co-Founder, Hamachi.ai

David Michaud, Managing Director, Eaton Vance

Tom North, Mid-Atlantic Regional Vice President, Ameriprise Independent Advisors

Chris O'Dea, Head of Field & Client Business Development, Morgan Stanley Wealth Management

John Pavese,Managing Director, Head of Global Relationship Management, New York Life Investment Management

Abby Salameh, Managing Partner, Mercer Advisors

Paul Santucci,Senior Market Executive - Morristown Short Hills Market, Merrill Lynch Global Wealth Management

Marc Squires, Head of Clearing, Fidelity Investments

Jeff Vivacqua, President, Growth and Development, Cambridge Investment Research, Inc.

The 2026 Leadership Council is:

Jennifer Connelly, Founder & CEO, JConnelly

Joe Mallee, Head of MassMutual Financial Advisors, MassMutual

Jim Perhacs, Chief Operating Officer, Private Advisor Group

Kirsten Pickens,Managing Director, Co-Head U.S. Distribution, Future Standard

Clara Sierra, Industry executive

Desiree Sii, Vice President, Head of Strategic Accounts, AssetMark

Kate Thompson, SVP, Head of ETF Distribution, Allianz

Michael Valenti, Director, National Accounts, BlackRock

Tom Walrond, President, Raymond James & Associates, Private Client Group,

Raymond James

Barrett Wragg, Head of ETF Sales, T. Rowe Price

Dan Zitting, CEO, Nitrogen

"Each of these leaders represent the diversity of thought, sector representation, and strategic insight necessary to help guide Invest in Others into its next decade of impact," Payne added. "Their engagement strengthens our ability to serve financial advisors and the nonprofit organizations they champion."

About The Invest in Others Charitable Foundation

The Invest in Others 501(c)(3) Charitable Foundation amplifies, celebrates, and inspires the charitable work of the financial services community.

Now celebrating its 20th anniversary, Invest in Others has awarded grants totaling more than $8 million over the past two decades and recognized more than 1,000 financial advisors. The Foundation continues to grow its impact, inspiring greater generosity across the financial services industry.

Media Contact:

Sabrina Scarpa

JConnelly on behalf of Invest in Others

[email protected]

973-309-0051

SOURCE: Invest in Others