Harvey Snider, CPM®, CIMA®, CPFA
President

Wealth Management Advisor, Sen. VP, Sen. Portfolio Manager

Merrill Lynch, Pierce, Fenner & Smith, Inc.
10000 Avalon Blvd., Suite 800
Alpharetta, Georgia 30009-2537

P | 678-746-5699
E | harvey_sniderjr@ml.com

W | http://fa.ml.com/snider_team

Term Ends Conf. Sept. 2026

Patrick McFadden, CPM®, CFP®, CIMA®
Past President

Director - Investments

Oppenheimer & Co. Inc.
P | 610 - 225 -8965
E |patrick.mcfadden@opco.com

Term Ends Conf. 2025

Bill Rice, III, CPM®
Treasurer

Founding Partner, Managing Director & CEO, ECA
Eagle Capital Advisors
140 E. Tyler Street, Suite 240
Longview, TX, 75601

P | 903-236-5300
E | Bill.Rice3@eaglecapadvisors.com

Term Ends Conf. 2026  

Chief Information Officer

Vice President
Wealth Management Advisor
Senior Portfolio Manager

Merrill Lynch
401 E. Las Olas Blvd, 9th Floor
Fort Lauderdale, FL 33301
P | 954-357-4503
E | linda_weitz@ml.com

Term Ends Conf. 2026

Hadi Durali, CPM®, MBA
Director-at-Large

Wells Fargo Advisors
10877 Wilshire Blvd., Suite 1700
Los Angeles, CA 90024
P |877-698-3123
E | Hadi.Durali@wellsfargoadvisors.com

Term Ends Conf. 2027

William Lewis, Jr., CPM®
Director-at-Large

Wealth Management Advisor

Lewis, Litwinsky & Associates
The Princeton Group At Wells Fargo Advisors Financial Network
613 Baltimore Drive, Ste 3 First Floor
Wilkes-Barre, PA 18702
P | 570-852-5500
E | William.lewis@wfafinet.com

Term Ends Conf. 2025

Corey May, CPM® 
Director-at-Large, 2024 Conference Chair

Senior Vice President, Financial Advisor,
Executive Financial Services Director

Morgan Stanley
3280 Peachtree Rd NE, Suite 1900
Atlanta, GA 30305

E | Corey.May@morganstanley.com

Term Ends Sept. 2026

Director-at-Large

Private Advisor, Managing Director
Rockefeller Capital Management
300 Crescent Court, Suite 1450
Dallas, Texas 75201
P | 972-761-5071
E | SMoore@rockco.com

Term Ends Conf. 2027

Frank Ros, CAIA
Director-at-Large

Managing Director, Divisional Head of Sales - East
Angel Oak Funds
3344 Peachtree Rd. NE, Suite 1725
Atlanta, GA 30326

P|404-849-6455
E| Frank.Ros@angeloakfunds.com

Term Ends Conf. 2025

David Villalobos, CFP®, CPM®, CPWA®
Director-at-Large

Executive Director, Private Wealth Advisor, 
Family Wealth Director, Senior Portfolio Mgmt. Director<
Alternative Investments Director
Morgan Stanley Private Wealth Management

P | 312-648-3369
E | David.Villalobos@morganstanleypwm.com

Anthony Valente, CPM®
Director-at-Large

Managing Director, Wealth Management, Financial Advisor,
Senior Portfolio Mgmt. Director, Family Wealth Director, Global
Sports & Entertainment Director, Alternative Investments Director,
Workplace Advisor - Equity Compensation, NFLPA Registered 
Institutional Player Financial Advisor
Morgan Stanley
Shrewsbury, NJ

E | Anthony.Valente@morganstanley.com

Term Ends Conf. 2025