Member Advisors
Featured on this page are Member Advisors who attended Council meetings since January 1, 2012.
Membership in the Advisor College is by merit. The application review process takes multiple factors into consideration, including size of the Advisor’s practice, the Advisor’s dedication to the retirement plans business, and contribution to thought leadership in the industry. The Executive Board appoints members from among nominees recommended by a committee representing the Investment Manager and Service Provider Colleges.
AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
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Hays Financial Group
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CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
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C(k)P® AIF®
SageView Advisory Group
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AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
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AIF®, CFP®, CRPC®
First Vice President-Investments,
Buckman & Corning Financial Strategies Group
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AIF®, AAMS, PRP®
Mayflower Advisors LLC
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AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
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CPC, AIFA, AIF, QPA, QKA, CPFA, TGPC, CBC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
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AIF®
Blue Prairie Group
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C(k)P®, CPFA, AIF®, PPC™
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
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AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
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AIFA, ARPC, GFS®
Asset Strategy Consultants
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C(k)P®
Vice President, Corporate Retirement Director, Financial Advisor,
The Gibson Group at Morgan Stanley
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CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
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CRPS®
The Gibson Group of Morgan Stanley
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CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
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CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
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CIMA®, CFP®, CPFA, C(k)P®
Senior Vice President/Partner
Hammond, Martin & Associates Team of Merrill – A Bank of America Company
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CFP®, AIF®, PRP®, CRPS®, CRPC®
Pensionmark Retirement Group
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CFP® CIMA® CRPS®
Morgan Stanley Graystone Consulting Atlanta
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Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
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AIF®
Executive Vice President and Director of Retirement Plan Services
Oswald Financial
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AIF®, PRP®
MRP
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CFP®
UBS M3 Investment Consultants
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Retirement Plan Advisor
Lee, Nolan & Koroghlian RPS
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AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
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CPC, AIF®, CPFA
Retirement Advisors
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CRPS®, AIF®, ChFC®
Stonebridge Financial Group
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AIF®, CRPS®,CPFA
Director of Retirement Plans, Gateway Retirement Consulting
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AIF®
Managing Director,
Marsh & McLennan Agency – Northeast, Retirement Consulting
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AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
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AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
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CEBS®, AIFA®, CPFA®
Wealth Plan Advisors
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AIF®, CRPS® CPFA®, CHSA®
Chief Planologist,
Retirement Planology, Inc.
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CRPS®, PPC
Senior Vice President-Financial Advisor
The Sides Group at RBC Wealth Management
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CRPS®, AIF®, EFC, CPFA
Institutional Consultant
Foundation and Endowment Consultant
Senior Retirement Plan Consultant
UBS Institutional Consulting Group
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AIF®
UBS Institutional Consulting Group
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ChFC®, CLU®, AIF®
Mariner Retirement Advisors
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CFP™, CRPC®, AAMS, CRPS®, AIF®
Finspire
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AIF®, CRPS®
Senior Institutional Consultant, Corporate Retirement Director
Morgan Stanley
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CRPS®, PRP®, AIF®
The Beacon Group at Morgan Stanley
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JD, PRP®
Strategic Retirement Partners
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CFP®, AIF®, CPFA
Founding Partner
Shepherd Financial
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CIMA®, AIF®
Senior Vice President, Investments; Senior Institutional Consultant
The Kikawa Group at Raymond James
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Senior Consultant
Pinnacle Pension Consultants
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AIF®, C(k)P®
Director of Retirement Services, Centurion Group/A Marsh McClennan Agency
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