2025 PLANADVISER Advisers in Conversation
Registration
Advisory Services and Team Structure
Industry leaders will discuss what services plan sponsors are increasingly asking for, the evolution of participant services and how evolving service models affect advisory team structure.
Speaker
Beryl Ball, Principal, Financial Advisor, CAPTRUST
Sean Kelly, Vice President, Financial Advisor, Heffernan Financial Services
Building Businesses and Improving Outcomes
Attendees will break into groups to discuss marketing and client prospecting; advising to MEPs, PEPs, startups and non-401(k) plans; delivering non-conflicted retirement planning advice; and designing plans for better outcomes.
Facilitators
Joe Cravotta, Manager of Institutional Services, Henderson Brothers Financial Partners
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investing Consulting
Mark Beaton, Vice President, Retirement Plan Consulting, OneDigital
Leah Sylvester, Executive Partner, President of Retirement Plans, Shepherd Financial
Francisco Abril, Vice President, Financial Wellness and Employee Engagement, HUB Retirement and Wealth Management
Bruce Lanser, First Vice President–Wealth Management, TruSource Advisors at UBS
Domenic DiPiero, President and Founder, Newport Capital Group
Retirement Savings to Retirement Income
Speaker
Brendan McCarthy, Head of Retirement Investing, Nuveen