Liz Aidoo
Director of Inclusive Engagement Strategy and Financial Planner, Francis LLC
Kristi Baker
Managing Partner, CSi Advisory Services, a division of HUB International
Douglas E. Bermudez
Managing Director, Strategic Retirement Partners, Los Angeles
Sean Bjork
President, Bjork Asset Manegement, Inc.
Kim Cochrane
Director, Retirement Services, HUB International
Barbara Delaney
Founder, Stone Street Benefit Advisors
Derek Fiorenza
Retirement Plan Specialist and Financial Planner, Summit Group Retirement Planners, Inc.
George Fraser
Senior Partner, Retirement Plan Services Division, Benefit Commerce Group, a division of Alera Group
Sean Kelly
Financial Advisor, Heffernan Financial
Justin Londergan
Partner, Ardea Fiduciary Advisors
Robert Massa
Managing Director, Retirement Practice Leader, Prime Capital Financial
John O’Brien
Director of Retirement Plan Consulting, Venture Visionary Partners
Kelli Send
Senior Vice President – Participant Services, Francis LLC
Phillip Senderowitz
Managing Director, Strategic Retirement Partners
Phil Sherman
Senior Retirement Plan Consultant, Deschutes Investment Consulting
Leah Sylvester
Executive Partner | President – Retirement Plans, Shepherd Financial
Russell Warye
Area President, HUB Retirement & Private Wealth
Megan Warzinski
Managing Director, Henderson Brothers Retirement
Chuck Williams
CEO and Senior Consultant, Finspire