Speakers

Brian Portnoy
Founder
Shaping Wealth
Maryanne Spatola
Founder & CEO
C3 Talent Strategies
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-Foundeer
Fiduciary Plan Advisors-A OneDigital Company
Brad Arends
CEO
intellicents
Joseph Denoyior
President
HUB International
Lisa Anderson
Sr. Manager
INPRS
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
Sam Mitchell
CEO
Sentinel Group
Paula Friedman
Managing Principal
McLean Asset Management
Phillip Senderowitz
Managing Director
Strategic Retirement Partners
Patrick Rieck
VP, Retirement and Private Wealth Product
HUB International
Pam Brooks
Client Executive
Oswald Financial
Melissa Cowan
President
Melissa Cowan Consulting LLC
Brandon Budd
Financial Consultant
intellicents
Matthew Halloran
Co-founder
ProudMouth
Rosalyn Brown
Vice President
WIPN
Daniella Moiseyev
Head of Marketing
Smart
Michael Kushner
Retirement Plan Consultant
RPC
Meghan Richter
Co-Founder
Intention.ly
Mary Kathryn Campion
President
Champion Capital Research