Keynote Speakers

Brad Arends
Co-Founder & CEO
intellicents
Fred Barstein
JD
Founder & CEO
TRAU & TPSU
Shlomo Benartzi
Ph.D.
Professor Emeritus | Co-Inventor
UCLA Anderson School of Management | Save More Tomorrow
Ken Bond
Chief Corporate Development Officer
World Insurance Associates
Scott Colangelo
Chairman, Managing Partner
Prime Capital Investment Advisors
Joseph Denoyior
President, Retirement & Wealth
HUB International
Randy Long
Founder & Chair
SageView Advisory Group
Jania Stout
CPFA
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company

Speakers

Berta Aldrich
President
Berta Aldrich Consulting
Fred Barstein
JD
Founder & CEO
TRAU & TPSU
Pam Brooks
AIF®, CPFA
Chief Executive
Oswald Financial
Lisa Buffington
VP Retirement Services
Marsh McLennan Agency
Scott Colangelo
Chairman, Managing Partner
Prime Capital Investment Advisors
Theresa Conti
QKA, APR, ERPA, CPFA
Consultant, Coach
True Strategy Consultants
Nicole Corning
Managing Partner
Pathlight Advisors
Jeffrey Cullen
Chief Executive Officer
Strategic Retirement Partners
Glenn Dial
Senior Retirement Strategist
American Century Investments
Andrea Donaldson
CPFA®, AIF®
Executive Vice President of Retirement Plans
MSH Capital Advisors
Michael Doshier
Senior Retirement Strategist
T. Rowe Price
Frank Dumar
CEO
Cleaver Company
Matthew Eickman
J.D. AIF®
Chief Legal Officer
Fiduciary Law Center
Darrell Ellisor
Senior Vice President - Retirement Practice Leader
HUB Texas at Peak Financial Group, a division of HUB International
John Faustino
AIFA®, PPC®
Head of Retirement Products
Broadridge
Sheri Fitts
Founder & CEO
Sheri Fitts & Co.
Rachel Fox
Director of Strategic Partnerships
Sunny Day Fund
Paula Friedman
CFP®, AIF®, CPFA
Managing Principal
McLean Asset Management
Alyson Frost
Executive Director
JP Morgan
Laura Garfield
Co-founder
Idea Decanter
Eduardo Gimenez
CFP®, AIF®
Vice President, Retirement Plan Services
HUB International Mid-Atlantic, Inc.
Amy Glynn
Managing Partner
Viking Cove Institute
Gina Golson Nunery
VP, Tax Exempt Markets
One America
Sharon Gottula
Co-Founder
Idea Decanter
Jeffrey Gratton
Managing Director
SageView Advisory Group
Taylor Hammons
Head of Retirement Plans
Kestra Financial
Rebecca Hourihan
Chief Marketing Officer
401(k) Marketing
Maggie Howe
Defined Contribution Partner
BlackRock
Zack Hubbard
Director of Financial Planning & Participant Engagement
Greenspring Advisors
Andy Hudson
Managing Partner
401kChampions.com
Lorie Jones
CFP®, MBA
President | Chief Operating Officer (COO) | Financial Planning & Forecasting
Fidelis Wealth Advisors
Kristina Keck
CBFA, CPFA
Vice President Retirement Plan Services
Woodruff Sawyer
Sean Klein
Executive Vice President
PIMCO
Frank Lazaro
Principal
AE Marketer
Todd Levy
Managing Director, RIA Division
The Retirement Plan Company
Lauren Loehning
CFP ® CIMA ® AIF®
Co-Founder, CRO
Retirement Impact
Kelly Majdan
NBC-HWC, A-CFHC, MBA
Owner & Founder
Power Through Wellness
Ross Marino
Founder & CEO
Advisor2X & Transitus Wealth Partners
Brendan McCarthy
Head of Retirement Investing
Nuveen
Daniella Moiseyev
Award-winning marketing strategist and brand leader
Principal
David Montgomery
Manager of Retirement Investment Services
OneDigital
Janine Moore
CPFA, AIF®
Senior Vice President, Retirement Practice Leader
HUB
Patrick Moore
Co-Founder
Pretekt
Thomas Moore
Head of Betterment for Advisors
Betterment Advisor Solutions
Ian Moreau
Regional Vice President
John Hancock Investment Management
Alex Murguia
Ph.D.
CEO
RISA®
Carrie Ohm
CPFA
VP Corporate Development | Retirement + Wealth
OneDigital
Sid Pailla
Founder, CEO
Sunny Day Fund
James Passarelli
QKA, QPA, CPFA
President
Carta Consulting
Bryan Peebles
CPFA
Managing Director
Strategic Retirement Partners
Wade Pfau
Ph.D., CFA®, RICP®
Founder | Principal, Director of Retirement Research
RISA ®| McLean Asset Management Corporation
Ivana Polonijo
PhD, AIF®
Chief Soul-utions Officer & Founder
Courageous Being
Apryl Pope
CFP®, CPFA®
Partner | Owner
Retirement Plan Partners, LLP
Jennifer Rayner
Founder
Moniwell, SPC
Allie Rivera
Vice President, Investments & Retirement Services
OneDigital
Jason Roberts
JD
Managing Partner | Chief Executive Officer & Founder | Managing Partner
Pension Resource Institute | Fiduciary Law Center | Group Plan Systems
Christopher Roper
AIF®
Retirement Plan Consultant
Qualified Plan Advisors
Craig Rosenthal
Chief Marketing Officer, Chief Administrative Officer
Fiduciary Decisions
Scott Schlappi
CEBS®, CPFA®, RI(k) ®, AIFA®
Sr. Vice President
WealthPlan Advisors, a division of HUB International
Marla Sofer
CEI, Founder
knomee
Jania Stout
CPFA
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company
Jeanne Sutton
CFP®, CPFA, MBA
Financial Benefits Advisor
Strategic Retirement Partners
Pete Swisher
CFP®, CPC, QPA, TGPC
Managing Partner | Founder & President
Group Plan Systems |Waypoint Fiduciary
Gary Tankersley
Head of Core Segment, US Retirement
John Hancock Retirement
Ben Thomason
Workplace Solutions - Head of Defined Contribution
Allianz
Christina Tunison
Financial Advisor/ | Retirement Plan Consultant
LPL Financial
Robert Vaughan
Senior Institutional Consultant
UBS Institutional Consulting
Cynthia Ventura
Director Engagement Consultant
Fidelity Investments
Matt Wolniewicz
President
Income America
Jonathan Young
Senior National Accounts Manager
Capital Group | American Funds
Todd Zempel
QKA, AIFA®, CPFA
Partner, Director of Retirement Plan Services
Gordon Asset Management, LLC