Financial Wellness Awards

The Retirement Advisor Council is accepting nominations for a financial wellness award from RAC members until May 3, 2024.  Awards winners will be announced June 26, 2024 at 8:30 a.m. Pacific at the 2024 Annual Planning Meeting hosted by Franklin Templeton in San Mateo, CA.  Only Council members may submit nominations.   Submit nominations by email to Eric Henon

Watch the Financial Wellness Awards on Tuesday June 20th at 4:10 PM live on Vimeo livestream.

Moderator: C. Andrew Harbour CFP^® CIMA^® | Morgan Stanley Graystone Consulting Atlanta

TXEX / VIA Renewables
Houston, TX
Tiffany Miller | Director of Human Resources
A client of Council members Fidelity Investments and The Gibson Group of Morgan Stanley (Lisa Gibson CRPS®)

The Queen’s Health System
Honolulu, HI
YeeYeng Lim | Benefit Manager  
A client of Council members Fidelity Investments and HUB International (Jim O’Shaughnessy AIF®, PRP®)

TPC Group (Texas Petrochemicals)
Houston, TX
Denise Guess | Benefits Manager, Human Resources
A client of Council members Fidelity Investments, and Qualified Plan Advisors (Robert A. Massa ChFC®, CEBS®, AIF®, CBC®)

Varex Imaging Corporation
Salt Lake City, UT
Gabriella Giaquinto | Senior Manager, Benefits 
A client of Council members Fidelity Investments, and Woodruff Sawyer (Kristina P. Keck CPFA, CBFA, ESG(k)

Northwell Health
Great Neck, NY
Diana Witkowski-Grubard | Director of Human Resources
A client of Council members Transamerica, and Morgan Stanley

RLI Corp.
Peoria, IL
Amy Braet PHR, SHRM-CP, CCP, CBP | AVP Compensation and Benefits
A client of Council member Principal Financial Group

Wiley|Wilson
Lynchburg, VA
Connie Burnette PHR, SHRM‐CP  | VP Department Manager, HR
A client of Council members John Hancock and AFS Retirement Services (Alexander G. Assaley, III, AIF®)

The Mentholatum Company
Orchard Park, NY
Andrea Yakovac | Senior Human Resource Generalist
Janice Kwarta | Director, Human Resources
Steven Hossenlopp | Chief Financial Officer
A client of John Hancock and The D'Aiutolo Institutional Consulting Group (Paul d’Aiutolo and Alicia Klingensmith)

Riddle’s Jewelry
Rapid City, SD
David Westergaard | CFO/Executive Vice President/Treasurer
A client of Sikich Financial (Joe Connell)

Pankow Builders
Maria Carlson | Chief Financial Officer
A client of John Hancock and Plan Resource Group at RBC Wealth Management (Patrick McKiernan C(k)P^®)

Daikin
Decatur, AL
Donna Cruz | Benefits Manager
A client of John Hancock

GuideOne Mutual
West Des Moines, IA
Elisabeth Sandersfeld |Chief Financial Officer
A client of Principal Financial Group and Morgan Stanley and Graystone Consulting – Houston (Lisa Gibson, Tommy Ford, Victoria Smith)

North American Stainless
Ghent, KY
Todd Mitchell | VP Administration and Procurement
A client of John Hancock and The Rinehart / Cicilly group of UBS

Oregon Public Employees Retirement System
Portland, OR
Dean Carson | Member Engagement & Communications Director
A client of Cammack Retirement now CAPTRUST Financial Advisors (Mike Webb)

Dawn Food Products
ackson, MI
Brian Coleman | Vice President of Total Rewards
A client of Prudential Retirement and UBS Financial Services (Bruce Lanser)

NASCO
Atlanta, GA
Barbara Bell-Dees SHRM-CP, PHR | Vice President Human Resources & People Services
A client of Plan Sponsor Consultants (Mike Kane)

Vermeer Corporation
Pella, IA
Cheri Klyn | Director, Shared Services