2023 Speakers

Brian Portnoy
Founder
Shaping Wealth
Maryanne Spatola
Founder & CEO
C3 Talent Strategies
Carl Nassib
NFL Defensive Lineman & CEO
Tampa Bay Bucaneers & Rayze
Alexander Assaley
Managing Principal
AFS 401(k) Retirement Services, LLC
Sheri Fitts
Founder & CEO
Sheri Fitts & Co.
Thomas Clark
Partner and COO
The Wagner Law Group
Jania Stout
Co-Founder
Fiduciary Plan Advisors-A OneDigital Company
Brad Arends
CEO
intellicents
Jeffrey Cullen
CEO
Strategic Retirement Partners
Joseph Denoyior
President
HUB International
Scott Colangelo
Chairman, Managing Partner
Prime Capital Investment Advisors
Jamie Greenleaf
Founder
Fiduciary in a Box
Alex Murgiua
CEO
RISA®
Lisa Anderson
Sr. Manager
INPRS
Nicole Corning
Managing Partner
Pathlight Advisors
Jesse Taylor
Vice President
RPAG
Christina Tunison
Financial Advisor/ | Retirement Plan Consultant
LPL Financial
Amy Glynn
Managing Partner
Viking Cove Institute
Zack Hubbard
Director of Financial Planning & Participant Engagement
Greenspring Advisors
Stefanie Rzepecki
SVP, Business Development
GRP Financial
Amira Martin
Retirement Plan Consultant
OneDigital
Meghan Richter
Co-Founder
Intention.ly
Deane Mayerhofer
Chief Operating Officer
Strategic Retirement Partners
Sam Mitchell
CEO
Sentinel Group
Paula Friedman
Managing Principal
McLean Asset Management
Jeff Acheson
Certified Private Wealth Advisor
Advanced Strategies Group
Phil Senderowitz
Managing Director
Strategic Retirement Partners
Patrick Rieck
VP, Retirement and Private Wealth Product
HUB International
Jennifer Rayner
Founder
Moniwell, SPC
Apryl Pope
Plan Advisor
Retirement Plan Partners, LLP
Pam Brooks
Client Executive
Oswald Financial
Stephen Popper
Managing Director
SageView Advisory Group
Julie Braun
Financial Advisor
Morgan Stanley
Petros Koumantaros
Financial Consultant
intellicents
Katrina Bell
Principal, Advisor
ZUNA & WELLretire
Melissa Cowan
President
Melissa Cowan Consulting LLC
Daniel Bryant
Chairman
The Mather Group
Lauren Loehning
Partner
Retirement Impact
Leah Sylvester
Partner, Director - Retirement Plan Services
Shepherd Financial
Holly Knight
Senior Advisor; Financial Coach
NFP
Kelly Majdan
Owner & Founder
Power Through Wellness
Brandon Budd
Financial Consultant
intellicents
Missy Schoedel
VP Business Development
401k Marketing
Rosalyn Brown
Vice President
WIPN
Daniella Moiseyev
Head of Marketing
Smart
Michael Kushner
Director of New Relationship Development – Mid Atlantic Region
Advanced Strategies Group
Jed Cohen
Co-Founder & COO
Fiduciary In A Box
Lance Schoening
Director of Policy
Principal Financial Group
Amanda Lannert
Chief Executive Officer,
Jellyvision
Glenn Dial
Vice President, Senior Retirement Strategist
American Century Investments
Jen Mulrooney
Vice President, Regional Retirement Consultant
American Century Investment Services
Dee Dee Chadwick
Sr. Director, Advanced Consulting Group
Nationwide Financial
Craig Rosenthal
Chief Marketing Officer
Fiduciary Decisions
Ron Bezis
Director, DCIO Channel
John Hancock Investment Management
Jonathan Young
Senior National Accounts Manager
Capital Group | American Funds
Alex Nobile
Retirement Insights
J.P. Morgan Asset Management
Mary Kathryn Campion
President
Champion Capital Research
Brian Giles
Practice Leader - Tax-Exempt Markets
OneAmerica
Joe Hendrickson
VP, Strategy & Relationship Management
Allianz Life
Ned McNally
Senior Retirement Director
State Street Global Advisors
Jessica Fox
MD, Head of Strategic Accounts
Nuveen
Charmaine Hughes Lee
Director Business Development
Transamerica
Jamie Bentley
EVP
PIMCO
Dan Bruns
Consultant
PIMCO
Lucas Gillis
Sr. Retirement Advisor
401k Extra LLC
Julie Varga
VP, Investment and Product Specialist
Morningstar
Jeffrey Woei
Managing Director, Investments
Wells Fargo Advisors
Deana Calvelli
Principal
Calvelli Consulting
Kasi Boyles
Senior Relationship Manager
SageView Advisory
Steve Stulb
Principal
Ironview Capital Management
Angela Lester-Morrow
Head of Fiduciary Oversight
Head of Fiduciary Oversight
Kara Boehm
Financial Advisor
LPL Financial