Previously named a Retirement Plan Adviser of the Year by PLANADVISER and honored as a Leader by the Defined Contribution Institutional Investment Association (DCIIA), Liz serves as Director of Inclusive Engagement Strategy at Francis. Leveraging her experience as an international, bilingual educator, she develops innovative strategies to engage diverse participant populations and helps individuals navigate the often-confusing world of personal finance. Liz also leads Francis’s Workplace Excellence Committee, fostering a more inclusive, collaborative, and equitable environment that creates opportunities for learning and growth, benefiting both the Francis team and its clients. Passionate about her work, Liz strives to make financial wellness accessible and attainable for everyone while ensuring that all colleagues, clients, and participants feel seen, heard, valued, and supported.

Liz is a CERTIFIED FINANCIAL PLANNER professional (CFP) and holds a Series 65 license. She earned her B.A. in Communications from Seton Hall University.

Jon Anderson is the Head of Workplace & Retirement at Cetera Financial Group. In this role, Jon is responsible for the strategic expansion of Cetera’s existing retirement offerings as well as establishing the firm’s comprehensive workplace initiatives. Prior to this role, Jon served in a variety of leadership positions at Cetera including Head of Advisor Growth Solutions, where he led development, launch, and expansion of the firm’s Growth360 initiatives and Head of Retirement, where he led the strategic expansion of the group’s retirement plan offerings.

Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisers and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.

Chris brings more than 20 years of DC market experience to Cerulli, having spent time at Fidelity and external research firms leading retirement and wealth-focused research programs. Before joining Cerulli, he led the U.S. market insights practice of a global financial services consulting firm, where he helped recordkeeping and insurance clients advance strategic decision-making and thought leadership. At Fidelity, he led the competitive and industry intelligence function for its Workplace Investing business and held several internal consulting and analysis roles prior to that.

Jessica Ballin is an Investment Advisor Representative and Principal of 401k Plan Professionals. She has been a retirement plan adviser and consultant for 25 years, joining LPL Financial in January 2007. She graduated from the Carlson School of Management at the University of Minnesota in 2000.

She obtained her Series 7 (registration held through LPL Financial) and 66 (held through 401k Plan Professionals and LPL Financial) licenses and is an Accredited Investment Fiduciary (AIF). Jessica has earned the C(k)P Certified 401(k) Professional Designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.

Sean C. Bjork is a Senior Vice President with HUB Retirement & Wealth Management, where he helps organizations build outcomes-focused retirement plans to attract and retain talent, and guides their employees through the financial decisions that shape their lives. Sean joined HUB in 2026 after founding Bjork Asset Management, an independent fiduciary advisory practice, in 2007. His career in the retirement plan industry began in 1998 with Great-West Life (now Empower), and for nearly three decades his focus hasn’t changed: simplify the complex, build fearless and confident committees and investors, and help American workers save toward a dignified retirement on their own terms.

Sean has been recognized as the PLANADVISER Retirement Plan Adviser of the Year and has been named a Barron’s Top Institutional Consultant, a Financial Times Top 401 Retirement Plan Advisor, and a PLANADVISER Top Retirement Plan Adviser. He holds the AIF®, CIMA®, and CPWA® designations, an MBA from the University of Chicago, and a BA from St. Lawrence University, where he captained the NCAA Division I Alpine Ski Racing Team.

Lisa works with retirement plan sponsors to help them optimize workplace retirement plans and financial wellness benefits so their employees can achieve their goals for retirement and financial security. In her role as Senior Vice President, Lisa works with both for-profit and non-profit organizations. She works directly with finance, human resources, and benefits groups to assist with all aspects of their retirement plan, benefits and compensation strategy. She takes an active role in all aspects of the consulting relationship including (but not limited to) fiduciary governance and oversight, plan design guidance, fee analysis and benchmarking, vendor management, investment evaluation, compliance support and education and engagement strategy implementation, while also playing a national market leader role to support MMA’s Retirement & Wealth practice’ growth initiatives.
Lisa is a member of MMA’s Northeast Region’s Investment Committee and MMA’s National Financial Wellbeing Steering Committee. She has been acknowledged as one of PLANADVISER’s Top Advisers for 2023, 2024, and 2025. Lisa has been named as National Association of Plan Advisors (NAPA’s) Top Women Advisors for 2018 through 2025. She participates on NAPA’s Leadership Council and was the 401(k) Summit Steering Committee Co-Chair for 2022 and 2023. She is also a member of the industry’s national Retirement Advisor Council (RAC) as a Board Member and co-chairs the RAC’s financial literacy committee. Lisa was awarded Plan Advisor of the Year in 2025 by the Plan Sponsor Council of America (PSCA) – nominated by plan sponsors for fiduciary governance excellence, improved retirement plan outcomes, and custom award-winning financial wellness programs.
Prior to joining MMA, Lisa was employed at Prudential Retirement for 27 years, most recently as the Regional Sales Director for New England and former Key Account Client Manager. She also led Prudential’s Sales Development and Channel Management teams with a focus on building a sales pipeline, leading key sales initiatives, developing sales talent, and maximizing strategic partnerships with home office and regional key advisor and consultant teams for 401(k), DB, and nonqualified plans.
Lisa has a strong passion for women’s professional development, financial literacy education, and urban city K-12 educational reform. She has served as the past president of the Women in Pensions Network’s national group (WiPN) and worked directly with the team responsible for launching WiPN’s non-profit organization. Her dedication to non-profits does not end there as she also serves as board chair for a start-up non-profit charter management organization, Capital Preparatory Schools, and is actively involved in Junior Achievement.

Deana Calvelli brings more than three decades of retirement industry experience to her role leading Wealthspire’s strategic partnerships, developing new business opportunities, and advising retirement plan sponsors on retirement strategy, plan governance, fiduciary oversight, and employee financial well-being.

Recognized as an innovative leader who challenges the status quo, Deana is passionate about advancing financial security and improving retirement outcomes for American workers and their families. She is an advocate for retirement security, financial literacy, and public policy initiatives that strengthen workplace retirement plans. Through her service as a Board Member of the Retirement Advisor Council (RAC) and volunteer leadership roles with the National Association of Plan Advisors (NAPA), she helps advance industry priorities and promote financial security for American workers. In addition, Deana serves on the Board of Directors of The Forum of Executive Women and co-chairs the Philadelphia chapter of WIPN (We Inspire. Promote. Network.), helping advance leadership opportunities and greater equity for women in the retirement industry.

A graduate of Duke University with a degree in economics, Deana has been recognized by PLANADVISER as a Top Retirement Plan Adviser in 2022 and 2023 and as a NAPA Top Women Advisor/Women of Excellence Captain in 2020, 2021, 2022, 2024, and 2025.

Before joining Wealthspire, Deana held leadership positions with Creative Planning, Lockton Retirement, Buck Consultants (now Gallagher), and Wells Fargo.

Jason Chepenik currently serves as principal and senior vice president of OneDigital Financial Services. He is focused on providing fiduciary guidance to corporate retirement plans. Whether he’s advocating for stronger fiduciary responsibility, lending his financial knowledge to a local non-profit, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work.

Jason is also the founder of the 4.01k Race for Financial Fitness helping to raise more than $1 million to support community based financial literacy programs. Jason has earned a degree in Management with a concentration in Finance from Tulane University.

Kim Cochrane, QPA, TGPC, is the Director of Client Services at HUB International Mid Atlantic LLC in Rockville, MD. She has over 25 years of experience, primarily in the consulting area of IRS, Department of Labor and ERISA regulations.

Kim focuses on corporate and non-profit retirement plans, including pension plans, 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Kim’s day-to-day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts.

Kim holds FINRA Series 6, 63 and 65 securities registrations, life and health insurance licenses and is a credentialed and active member of The ARA (American Retirement Association), NAPA (The National Association of Plan Advisers) and WIPN.

At HUB, Kim is a Non-Profit Specialty Expert and has received numerous industry awards, including NAPA’s Top Woman Advisor, PLANADVISER’s Top Retirement Plan Adviser and PLANSPONSOR Adviser of the Year Finalist.

Prior to joining HUB in January 2022, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a relationship manager and consultant at some of the
biggest recordkeepers in the industry.

Brea is a Retirement Plan Consultant at Shepherd Financial. Prior to joining Shepherd Financial in 2025, Brea was a Retirement Plan Advisor at MJ Retirement, where she advised retirement plan committees and oversaw the department’s operations.
Brea is listed as a PLANADVISER Top 100 Retirement Plan Adviser. She has a Bachelor of Arts in Spanish from University of Evansville.

Barbara Delaney currently serves as Principal of StoneStreet Benefit Advisors, a Global Retirement Partners company. She is a seasoned ERISA fiduciary adviser, specializing in defined benefit, defined contribution and most recently health and welfare plans. Based out of Tarrytown, New York, Barbara has 40 years of experience.

Many plan sponsors have not held the same standards with respect to their health and welfare plans as they do with their retirement plans. With the spiraling costs of health care and the need for increased transparency StoneStreet has broadened its scope of services to provide the same standard of care with respect to health care.

Barbara earned a Bachelor of Arts degree in Business Administration and Economics from St. Thomas Aquinas College and attended the New York University’s Stern School of Business. She is a licensed life & health insurance broker and holds Series 7, 24 and 63 securities registration through LPL.

Eric Dyson is a nationally recognized leader in fiduciary governance and ERISA compliance. As Executive Director of 90 North Consulting, he brings decades of hands-on experience guiding retirement plan sponsors toward excellence in fiduciary practices, investment oversight, and participant outcomes. A U.S. Naval Academy graduate and highly decorated nuclear-trained submarine officer, Eric infuses disciplined leadership and mission-driven precision into every aspect of his consulting work.

Eric’s advisory expertise spans fiduciary best practices audits, recordkeeper and adviser RFPs, investment policy governance, ERISA fiduciary training, and expert witness services in high-profile class action litigation. He is among the industry’s most active and experienced testifying experts, having contributed expert analysis and trial testimony in more than a dozen ERISA cases.

Eric holds the CFP, AIF, and CPFA credentials and continues to lead with a mission to empower fiduciaries, improve governance, and transform participant outcomes across the retirement landscape.

Derek Fiorenza co-founded Summit Group Retirement Planners, Inc. SGRP is a Registered Investment Advisory Firm registered with the Securities Exchange Commission (SEC). Derek serves as an Investment Advisor Representative (IAR) of the RIA. He is the COO/CCO of the corporation and is focused on expanding the brand by providing an extremely high level of service to all its qualified corporate retirement plan clients and the industry. Additionally, Derek founded the non-profit organization, Fiorenza’s Food For Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4’s Vision is to create a world without hunger! F4’s Mission is to connect sources of food to recipients in need.

As former President of the Financial Planning Association of Hartford and Connecticut, Jay L. Gershman is a veteran of the financial planning industry and uses his philosophy and practice of life planning to better understand his client’s motivations and concerns. Through these relationships, he can work more personally with people to ensure they can achieve their personal financial goals and get them to a place that they never thought possible. Over the course of his career, Jay has spoken to thousands of 401(k) participants to help them get “all set” to retire.

In addition to retirement and life planning for individuals and families, Jay also specializes in advice and implementation of retirement and profit sharing plans for business owners.

Jay graduated Cum Laude with Bachelor of Science degrees in Biology and Finance and holds a Masters Degree in Business Administration from the University of Connecticut. He began his career in 1991 as a financial consultant with Guardian Life Insurance Company, and in 1996 he founded Farmington, Connecticut-based advisory firm Sound Advisors, Inc, which merged with AdviceOne LLC in 2000. In 2007, Jay started Retirement Visions, LLC with the goal to offer clients independent advice and direction to make their retirement dreams a reality.

Elizabeth (Liz) Goldberg advises employee benefit plan sponsors and plan service providers (including financial services firms) on compliance with ERISA fiduciary duties, including with respect to U.S. Department of Labor (DOL) ERISA enforcement matters and ERISA fiduciary counseling and compliance. Liz assists a wide range of clients with issues related to environmental, social, and governance (ESG) investing, especially by retirement plans, asset managers, and financial services firms. Liz is the deputy leader of the firm’s Fiduciary Duty Task Force and a co-leader of the ESG and sustainability advisory practice.

Liz has broad experience representing both plan and service provider clients in DOL ERISA investigations. She draws on her prior work experience that includes six years at the DOL’s Office of the Solicitor, primarily as an ERISA litigator. Liz also works with clients to perform internal audits to minimize any potential liability related to DOL investigations or ERISA litigation.

Jamie Greenleaf is the Co-Founder of Fiduciary In A Box (FIAB) and a recognized expert in fiduciary governance. With a career dedicated to helping employers design and implement retirement programs, she has consistently focused on driving better financial outcomes for employees.

In response to the Consolidated Appropriations Act (CAA) of 2021, Jamie co-founded Fiduciary In A Box to equip employers and their partners with the tools and framework needed to establish a strong fiduciary process for their health care plans, ensuring compliance and reducing risk for plan sponsors.

Tara Krueger has more than 15 years of experience in the retirement industry. In her role as the Director of Product and Offer Management for 1834 Retirement Plan Services, Tara is responsible for the RPS advisory product offering and related product management, governance and oversight of the retirement business.

Prior to coming to 1834, Tara was at Principal Financial Group in the Retirement & Income Solutions division. Throughout her tenure, Tara held positions of increasing scope and responsibility, including leadership roles and involvement with retirement plan distribution, pricing, underwriting, product development, product management and operations.

Anne Lester is an author, speaker, and independent member of the Board of Directors of Partners Group Holding AG. She is a member of the Risk & Audit Committee, and the Nomination & Compensation Committee. She has over 35 years of industry experience and retired from JPMorgan Asset Management in 2020 as Global Head of Retirement Solutions. She is the author of Your Best Financial Life (HarperCollins, 2024) and is an independent director of Human Interest Advisory. She also founded the Aspen Leadership Forum on Retirement Savings in conjunction with AARP and holds three patents for the design of a dynamic withdrawal investment process and for the evaluation of target date funds. Anne holds a Bachelor’s degree in Politics from Princeton University, New Jersey, USA and a Master’s in International Relations from the Johns Hopkins University School of Advanced International Studies, Washington, DC, USA.

Robert Massa is the Managing Director of Retirement in Houston for Prime Capital Retirement (formerly Qualified Plan Advisors). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation. 

Rob has a Bachelor of Arts in public administration and a minor in mathematics from the College of New Jersey. He is a licensed life/health representative, has passed the Series 65 securities exam, is a Chartered Financial Consultant (ChFC), a Certified Employee Benefits Specialist (CEBS), an Accredited Investment Fiduciary (AIF), and Certified Plan Fiduciary Advisor (CPFA). Rob taught employee benefits at St. Thomas University for the Certified Financial Planner program. Rob was named a 2023 PLANADVISER Retirement Plan Adviser of the Year. 

Daniel Oldroyd, CFA, CAIA, Managing Director is a Senior Portfolio Manager on the SmartRetirement target date series within Multi-Asset Solutions. He helped develop the firm’s target date, retirement income, and custom target date capabilities and serves on the SmartRetirement Portfolio Management Team, which was awarded the 2014 Asset Allocation Fund Manager of the Year by Morningstar. Dan is a regular speaker at Defined Contribution industry conferences and is frequently quoted in the financial press on retirement investing topics. An employee since 2000, Dan has held several roles across the firm, including investment strategist and manager research of non-proprietary investment managers for J.P. Morgan Retirement Plan Services. He earned a Master of Arts in International Business and Policy and a Bachelor of Science in Finance and International Business from Georgetown University. Dan is a CFA charterholder, CAIA charterholder, and maintains Series 3, 7, 24, and 63 licenses.

Andrew Salek-Raham specializes in the defense of ERISA class action lawsuits and U.S. Department of Labor enforcement actions. More specifically, Andrew frequently represents plan fiduciaries, plan service providers, plan sponsors, and directors and officers in  lawsuits involving employee stock ownership plans, particularly “overvaluation” suits, and other defined contribution plans, including fee and imprudent fund selection suits. His experience spans all phases of federal litigation, including motions practice, class certification, discovery, mediation, and trial.

In addition to his litigation practice, Andrew represents clients involved in U.S. Department of Labor retirement plan investigations.

While in law school, Andrew was a summer associate at Groom and an intern in the Virginia Attorney General’s Office. Andrew was a teacher in Houston, Texas, through Teach for America before attending law school.

He has his JD from the University of North Carolina School of Law, and a BA from the University of Richmond.

Deena Rini is a Senior Vice President, Co-Managing Director of Health and Benefits and Managing Director of Retirement Plan Services. She has over 15 years of industry experience, previously serving in multiple roles on Oswald’s retirement plan team, joining Oswald as an admin in 2007.

Deena is a founding member of Oswald’s Women’s Leadership Council and a former Co-Chair. She is deeply committed to the development, advancement, and empowerment of women in the workforce serving as an alumnus council member, mentor, speaker, and blog writer.

Deena exemplifies Oswald’s mission of “Commitment to Community,” serving as a board member for Holy Name High School where she leads their female mentorship program, EmpowerHER. She also served as past member of John Carroll University’s MBA Advisory Board. Deena is a current Advisory Board Member for PLANADVISER. She is an active volunteer for Junior Achievement as a Blitz Day Teacher. She is a graduate of the Cleveland Leadership Center’s Bridge Builders program.

Deena earned her Master of Business Administration from John Carroll University; she earned her Bachelor of Science degree as a double major in Mathematics and Business from Muskingum University where she also played varsity volleyball. Deena holds her FINRA Series 6, 63, and 65 licenses. She also holds her C(k)P designation from The Retirement Advisor University.

With over 30 years of advising plan participants under her belt, Kelli Send has extensive financial wellness knowledge and oversees the firm’s financial wellness team. She is responsible for curriculum design and delivery, as well as the firm’s money coaching services. Under her leadership, the financial wellness team has won 15 Eddy Awards for excellence in retirement plan participant education programs.

Kelli is a CERTIFIED FINANCIAL PLANNER Professional (CFP) and has her Series 65 license and ERISA Fiduciary certification. She has a B.A. in Marketing from Michigan State University and an M.A. in Adult Education from Carroll University.

As a Managing Director for Strategic Retirement Partners, Phil Senderowitz is responsible for servicing clients, as well as growing the firm’s practice in the Central Florida market. He is a specialist in investment due diligence processes, fiduciary best practices, and provider benchmarking. Phil also provides extensive experience in delivering customized employee education services to help promote more positive retirement outcomes. Phil is a Chartered Financial Analyst (CFA) and a Certified Financial Planner professional.

George Sepsakos is a principal at Groom Law Group, Chartered, who represents clients on a broad range of ERISA, federal tax and securities law matters. His practice is primarily focused on issues related to Title I of ERISA, including fiduciary responsibility and prohibited transaction issues.  George’s practice includes:

• Regularly defending plan trustees, fiduciaries, and service providers in investigations and enforcement proceedings brought by the Department of Labor.
• Representing clients in front of the Department of Labor (DOL), Internal Revenue Service (IRS) and Securities and Exchange Commission (SEC), seeking advisory opinions, prohibited transaction exemptions, no action letters, and other guidance.
• Counseling banks, broker-dealers, recordkeepers, investment managers and advisers and other financial services companies on the structuring and marketing of retirement plan services and products.
• Advising clients on compliance with DOL’s final regulation defining the term “fiduciary.”
• Regularly counseling large employers and plan committees to develop processes and best practices regarding plan investments, including the acquisition and management of employer securities, and plan governance matters.
• Conducting reviews and internal audits of plan governance and administrative practices.

Phil Sherman, CFP, is the Senior Retirement Plan Consultant of Deschutes Investment Consulting in Portland, OR. He was originally drawn to the retirement plan industry after years of working in the wealth management field, where his interactions shed light on the lack of financial literacy. This inspired him to shift his focus to retirement plans and their participants. By working with retirement plans, he realized he could have a direct impact on education through workplace benefits and help employees better handle their money and make choices today that will have a lasting impact for tomorrow. 

Heather Stempien is the Employee Engagement and Benefits Director at Healthesystems, where she contributes to the strategy, administration, and communication of financial and retirement benefits, including the company’s 401(k) program. Heather partners closely with fiduciaries, providers, and internal stakeholders to ensure retirement plans are financially sound, well governed, and designed to support long term employee financial security.

With a track record of award-winning benefits administration and employee engagement outcomes, Heather focuses on improving retirement readiness for her organization through thoughtful plan design, participant education, and data driven decision making.

Leah is an Executive Partner and the President of Retirement Plans for Shepherd Financial. Prior to joining Shepherd Financial in 2015, Leah worked as a retirement plan designer and plan consultant. She has a Bachelor of Science in Mathematics from the University of Notre Dame. Leah is a Qualified 401(k) Administrator; Qualified Pension Administrator; and Certified Pension Consultant.

Rita Riccardi serves as Director of Retirement Plans at FPP, where she oversees consulting services for retirement plans, including investment advisory, fiduciary support, compliance assistance, and fee audits for 403(b), 401(k), 457, Defined Benefit, and nonqualified plans. She also leads the service team responsible for daily plan administration, ensuring efficient operations and adherence to applicable regulations and guidelines.

Rita was recognized as a PLANADVISER Excellence in Operations Honoree in 2025.

Prior to joining FPP, Rita served as Vice President at Bankers Trust/Deutsche Bank, where she began her career in financial services. Rita earned a Bachelor of Science degree in Business Administration from Montclair State University.

Marcia S. Wagner is the founder of The Wagner Law Group, one of the nation’s largest and most highly regarded law firms specializing in ERISA, employee benefits and executive compensation, and has practiced employee benefits law for over 38 years. Wagner is an authority on qualified and non-qualified plans, fiduciary issues, deferred compensation and welfare benefit arrangements, with experience in plan design and drafting, compliance, tax planning and consultation on all aspects of ERISA and the Internal Revenue Code. She also serves as an expert witness in ERISA litigation. Wagner has recently been appointed to the Board of Directors for the American Benefits Council, as well as a Member to the Board of Governors of the American College of Employee Benefits Counsel. She has written hundreds of articles and 27 books. She is a highly sought after lecturer, is widely quoted in financial journals and has been a guest on Fox, CNN, Bloomberg and NBC.

Russell Warye is an Area President for HUB Retirement and Wealth Management. Prior to joining HUB, he was President and Founding Partner at Benefit Partners Group, LLC (BPG), a full-service employee benefits consulting and brokerage firm. BPG specialized in benefits administration & compliance, including 401(k) and wealth management services to over 500 corporate clients nationwide. Benefit Partners Group was acquired by HUB International on December 1, 2021.

Russell has been working in the financial services industry for over 30 years. He is an Accredited Investment Fiduciary (AIF), Certified Insurance Counselor (CIC) and Professional Plan Consultant (PPC). He has been recognized as a PLANADVISER Top Retirement Plan Adviser.

As a 25-year industry veteran, Chuck has devoted his professional life to enhancing the financial well-being of institutional and individual clients. As the Finspire, LLC Chief Executive Officer and Senior Consultant, Chuck provides oversight of the firm and is a lead consultant for many of the firm’s corporate retirement plans and high-net worth individual clients. Chuck is also an Adjunct Professor at Northwestern’s School of Continuing Studies where he has been teaching the Retirement Planning and Employee Benefits course since 2005.

Prior to co-founding Finspire, LLC, Chuck served as a Managing Director and Senior Lead Consultant with Sheridan Road Advisors, LLC for 10 years, and with Bank Leumi for the 8 years prior. Chuck is continually working to strengthen his industry knowledge and expertise. Chuck is a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), A Certified 401(k) Specialist (C(k)P), an Accredited Asset Management Specialist (AAMS) and an Accredited Investment Fiduciary (AIF). He earned his B.S. in Finance from DePaul University and his Masters in Business Administration from the Kellstadt Graduate School of Business at DePaul University.

Chad Wilson currently serves as a Senior Vice President of the Retirement + Wealth division of OneDigital. In addition to managing his office operations, Chad oversees the office’s process of selecting and monitoring investment managers, performing manager due diligence and formulating investment strategies. His duties also include provider fee negotiation, client acquisition and retention, and the due diligence surrounding selecting non-fiduciary service providers, such as a plan’s recordkeeper, administrator, actuary and custodian/trustee. Prior to co-founding Fiduciary Plan Advisors, Chad was the Director of Investment Consulting at a regional consulting firm overseeing $2.7 billion of qualified and non-qualified plan assets. Previously, Chad worked for a local TPA/Recordkeeper, where he gained a deep understanding of ERISA compliance.

Chad graduated magna cum laude with a Bachelor of Science degree in Business Finance and English from Bloomsburg University of Pennsylvania. He is a Certified Financial Analyst (CFA) charter holder, as well as a Certified Financial Planner (CFP) designee. He was honorably discharged from the United States Marine Corps after serving four years in the infantry and as a scout sniper.