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
Founding and 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
Co-Founder, Senior Vice President – Financial Wellness Services, Francis