Advisory Board

Barbara Delaney

Principal and Founder, SSRBA, a division of HUB International

George Fraser

Managing Director, Financial Consultant, The Fraser Group at RBG

Christopher Jamail

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

Todd Kading

Chief Executive Officer, LeafHouse Financial

Josh Kopec

Retirement Plan Practice Leader, Connor & Gallagher OneSource

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 LLC