Thank You, 2024 Steering Committee!

Please join us in thanking the hard working (and volunteer!) members of your steering committee. This team works hard to create an incredible agenda and event experience for you.

We appreciate you!

Paula Friedman
McLean Asset Management Corporation
Managing Principal
Lorie Jones
Fidelis Wealth Advisors
President | Chief Operating Officer (COO) | Financial Planning & Forecasting
Scott Colangelo
Prime Capital Financial
Chairman, Managing Partner
Kristina Keck
Woodruff Sawyer
Vice President Retirement Plan Services
Todd Zempel
Gordon Asset Management
Partner, Director of Retirement Plan Services
Craig Rosenthal
Fiduciary Decisions
Chief Marketing Officer, Chief Administrative Officer
Janine Moore
HUB
Senior Vice President, Retirement Practice Leader
Pam Brooks
Oswald Financial
Chief Executive