The 2026 ADISA Board of Directors election opens tomorrow, Tuesday, October 28, and close on Wednesday, November 19, at midnight PT. The election is managed on a neutral third party’s secured website, and the ballot will come from an email address outside of ADISA's domain: noreply@eballot.com.

To ensure the widest and fairest range of voters, no single organization is regularly entitled to more than three votes. Thus, if you are in a large company, your company may be well represented even though you personally may not receive an individual ballot unless you are one of the three voting members we have listed on file.

⇒ Instructions on how to view your organization's voting members.

If you have any questions regarding the Board of Directors election, who your voting members are or need to change your voting members, please contact ADISA's Director of Marketing & Communications Jennifer Fitzgerald.

The candidates on the 2026 ADISA Board of Directors slate are as follows:

Affiliates:
Catherine Bowman, The Bowman Law Firm
Sean O’Toole, 1776ing
Aaron Pollak, VENTURE.co Holdings
Brad Updike, Mick Law

Associate Broker-Dealers:
Amy Arnold, Concorde Investment Management
Douglas Blake, Kingswood
Kyle Kadish, IBN Financial Services
Peter Magnuson, Osaic

Associate RIAs:
Scott Escujuri, Legacy Wealth Management
Mark Kosanke, Concorde Asset Management
Stephen F. Lovell, Lovell Wealth Legacy
Matthew Medeiros, Institute for Wealth Management
Kristian Mtetwa, Synergy Private

Sponsors:
Jessica Correnti, Capital Square
Dan De Leon, Starboard Realty Advisors
Adam Dooley, Waveland Capital Partners
Dugan Fife, Hines Private Wealth Solutions
Shawn Groves, DLP Capital
Christy Hutchison, Shopoff Realty Investments
Jim Kamradt, DealPoint Merrill
David Pittman, Bonaventure
Brian Rivera, Veritas Group