Advisory Board

Jeff Cullen

CEO, Strategic Retirement Partners

Barbara Delaney

Principal and Founder, SSRBA, a division of HUB International

Derek Fiorenza

Retirement Plan Specialist and Financial Planner, Summit Group Retirement Planners, Inc.

George Fraser

Senior Partner, Fraser Group, a division of BCG, an Alera Group Company

Christopher Jamail

Executive Vice President, Chief Marketing Officer, TCG, a HUB International Company

Kathleen Kelly

Managing Partner, Compass Financial Partners, a Marsh McLennan Agency LLC Company

Robert Massa

Managing Director of Retirement, Qualified Plan Advisors

John O’Brien

Director of Retirement Plan Consulting, Venture Visionary Partners

Deena Rini

Senior Vice President, Managing Director, Retirement Plan Services, Oswald Financial

Kelli Send

Senior Vice President – Participant Services, Francis