Retirement Industry People Moves – 3/27/2026

Finseca Elects Prudential’s Moira Buckley as Secretary, Future Board Chair

Moira Buckley

The board of directors at Finseca, a professional organization for financial advisers, elected Prudential Financial’s Moira Buckley, the Western vice president for Prudential Advisors, as secretary. Buckley’s role will culminate in her expected term as board chair of the group in 2028 and 2029.

As secretary, Buckley will progress through the organization’s leadership “chairs” in a succession path to ensure strategic alignment across the group.

“Serving in Finseca’s leadership team is an opportunity to give back and help move the profession forward in ways that ultimately benefit the clients we all serve,” Buckley said in a statement. “This Women’s History Month, as I take on this new role, I am committed to broadening participation in the profession—especially by ensuring women are represented and supported in leadership.”

GW&K Names 3 Partners

GW&K Investment Management LLC named Brett Kozlowski, Brian Maguire and David Rouse as partners in the firm.

Brett Kozlowski

Kozlowski, a portfolio manager for the firm’s taxable bond strategies, joined GW&K in 2025. He is responsible for opportunistic and strategic portfolio positioning, as well as the performance and risk management of those strategies. Before joining GW&K, Kozlowski served as a co-head of structured credit at Franklin Templeton, where he managed multi-asset fixed-income funds and structured credit-specific mandates.

Maguire joined GW&K in 2025 as chief financial officer. Previously, Maguire was the head of financial operations and partner services at Wellington Management.

Rouse joined GW&K in 2018 as the director of compliance and risk management and was appointed chief compliance officer in 2021. In his current role, he oversees the management of the firm’s compliance program and serves as a leader of the firm’s risk management, internal controls and regulatory oversight processes. Before joining GW&K, Rouse held several roles at Wellington Management and began his career at Fidelity Investments.

TRA Appoints Brad Wehrfritz as Regional Plan Consultant

Brad Wehrfritz

The Retirement Advantage Inc. appointed Brad Wehrfritz as a regional plan consultant. Wehrfritz will support advisers and plan sponsors throughout Arkansas, Kansas, Missouri, Nebraska and Oklahoma. He will report to Tim Lastivka, vice president of national sales and distribution.

Wehrfritz joins TRA with more than 15 years of experience in retirement plan consulting, client relationship management and sales. He most recently served as a retirement plan consultant at Epic Retirement Plan Services and, earlier in his career, held senior roles at Bank of America, CitiMortgage, Lockton Investment Advisors and OneAmerica. Wehrfritz’s experience includes adjusting plan designs to address compliance testing results, conducting annual plan reviews, and leading retirement education and enrollment meetings for sponsors and participants.

Savant Promotes Zach Ivey to Chief Investment and Advice Officer

Zach Ivey

Savant Wealth Management, a registered investment adviser, promoted Zach Ivey to the newly created role of chief investment and advice officer, effective April 1. Ivey will report to Kevin Hrdlicka, head of wealth.

Ivey has served as Savant’s chief investment officer since January 2025 and was previously a financial adviser.

In the expanded role, Ivey will continue to lead Savant’s investment team and will add oversight of the firm’s wealth advice strategy, including financial planning, investment management, tax planning, risk management and wealth transfers.

Voya Hires Bill Whittington to Southeast Retirement Sales Team

Bill Whittington

Voya Financial Inc. hired Bill Whittington as a divisional vice president for the retirement sales team, effective February 23. Whittington is based in North Carolina and reports to Bill Elmslie, senior vice president of emerging market sales.

Whittington is responsible for leading sales strategy and growth in the Southeast region and is focused on emerging markets. Whittington has more than 30 years of sales experience in the retirement industry. Before joining Voya, he served as a regional sales director at Empower. Earlier in his career, he held sales leadership roles at American Funds and Principal Financial Group.

Epic Retirement Plan Services Adds Dan Collins to Sales Team

Dan Collins

Epic Retirement Plan Services added Dan Collins to its sales team to cover the Northeast territory. Based in Boston, Collins will support advisers from Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont.

Collins has more than 20 years of retirement industry experience, specializing in sales, marketing and plan consulting. He most recently served as a marketing manager at Ascensus.