2009 Retirement Plan Adviser Team of the Year Finalists
The finalists are:
Reported by PLANADVISER Staff
- Fiduciary Investment Advisors (Mark Wetzel, Michael Goss, Karen Paulson, Kate Fournier, Ryan Gardner, Chris Kachmar, Tony Tranghese, Bill Peck), Windsor, Connecticut
- Kelliher Group at Morgan Stanley (Stephen Kelliher, Joseph McLaughlin, Bennett White), Norwell, Massachusetts
- The Kieckhefer Group, RBC Wealth Management (Rob Kieckhefer, Janet Ganong, Brian Kertscher, Darlene Roslawski, Meghan Madigan), Milwaukee, Wisconsin
- Pensionmark Retirement Group (Troy Hammond, Laura Battle, Devyn Duex, Deanna Bamford, Mike Woods, Daren Alcantar, Denisse Hernandez), Santa Barbara, California
- SageView Advisory Group (Randall Long and Jon Upham), Irvine, California