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
IiOPR@jconnelly.com
973-309-0051

SOURCE: Invest in Others