Teams with $1B and More in AUA
More than $5B
Graystone Consulting - Parks Consulting Group
Thomas Parks, David Lownik, Bruce Lanser, Bernadette Lanser
Milwaukee, WI
Institutional Investment Consulting
Michael Kozemchak, Tony Ciocca, Greg Cimmino, Barry Stoey, Paul Stephens
Bloomfield Hills, MI
Pensionmark Retirement Group
Troy Hammond, Mike Woods, Devyn Duex, Krista Hauser, Laura Battle, Deanna Bamford, Tony Winkeljohn, Michele Lantz, Jeffrey Seymour, Ted Steinkamp, Janice Brewer, Bryant Strickland, Ed Jaeger, Michael Devlin, Craig Christo, Christine Powell, Blanton Garnett, Sean O'Flaherty, Daniel Shapiro, Andre Kaluna
Santa Barbara, CA
Plan Sponsor Advisors, LLC
Donald Stone, Jennifer Flodin, Angelo Auriemma, Preet Prashar, Kevin Donahue, Rhonda Berg, Chris Murphy, Kathryn Jandeska
Chicago, IL
Retirement Benefits Group
Larry Deatherage, Anthony Franchimone,Darrell Alford, Lisa Jungers, Sean Ciemiewicz, David Utter, Gary Josephs, Michael Castner, Tom Alford, Fred Amberg, Darren Burke, Salvatore Danna, Dan Dubois, Lloyd Engleman, George Fraser, Bill George, Troy Haugen, Saleah Hewitt, David Morehead, Ketih Robertson, Joel Shomaker, Ernie Tolentino, Darin Wassmann
Irvine, CA
SageView Advisory Group
Irvine, CA