Alexander G. Assaley III
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®
John B. Abeyta
CRPS®
The Abeyta Bueche & Sanders Group at Morgan Stanley
Glenn Able
CFP, ChFC, CBFA
Vice President
Lockton Retirement Services
Jessica Renee Ballin
AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
Timothy J. Black
Black Diamond Advisory Services
Samuel Brandwein
CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
Mary Caballero
Impact Benefits & Retirement
Deana A. Calvelli
AIF, CEBS
Locton Investment Advisors, LLC
Michael Castner
PPC, PRP®
Retirement Benefits Group
Jason Chepenik
AIF®, CFP®
Chepenik Financial
Colin M. Clark
MBA, AIF®, C(k)P®, CBFA™, CPFA
Washington Financial Group
Robert Clark
AIF®
Marsh & McLennan Agency
Michael A. Coelho
C(k)P® AIF®
SageView Advisory Group
Joe Connell
AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
Nicole W. Corning
AIF®, CFP®, CRPC®
First Vice President-Investments,
Buckman & Corning Financial Strategies Group
Paul D’Aiutolo
AIF®, PRP®
The D’Aiutolo Institutional Consulting Team
Barbara J. Delaney
AIF®, PRP®
StoneStreet Renaissance, LLC
Matthew P. Demet
CEBS, CRC, AIF®
Spectrum Investment Advisors
Robin DeSota
Principal
Palisade Investments
Michael Devlin
BCG Terminal Funding Company
Craig C. Dewey
AIF®, ARPC, CPFA
Managing Director
Strategic Retirement Partners
Steven Dimitriou
AIF®, AAMS, PRP®
Mayflower Advisors LLC
Christopher Dubie
AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
Sean M. Duggan
CPC, AIFA, AIF, QPA, QKA, CPFA, TGPC, CBC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
Carmela Elco
AIF®
Blue Prairie Group
Derek Fiorenza
C(k)P®, CPFA, AIF®, PPC™
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
Nathan C. Fisher
AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
Kent A. Fitzpatrick
AIFA, ARPC, GFS®
Asset Strategy Consultants
Thomas Ford
C(k)P®
Vice President, Corporate Retirement Director, Financial Advisor,
The Gibson Group at Morgan Stanley
Daniel P. Gaertner
CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
Lisa Gibson
CRPS®
The Gibson Group of Morgan Stanley
Harris M. Gignilliat
CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
Steven W. Glasgow
CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
Michael H. Gouldin
CRPC®, AIF®
Gouldin & McCarthy, LLC
Keith J. Gredys
JD, CTFA, AIF®
Kidder Advisers, LLC
Erin M. Hall
MBA, AIF®,C(k)P®, CPFA
Managing Director at Strategic Retirement Partners
Kimberly Lynn Hammond
CIMA®, CFP®, CPFA, C(k)P®
Senior Vice President/Partner
Hammond, Martin & Associates Team of Merrill – A Bank of America Company
Troy Hammond
CFP®, AIF®, PRP®, CRPS®, CRPC®
Pensionmark Retirement Group
Andy Harbour
CFP® CIMA® CRPS®
Morgan Stanley Graystone Consulting Atlanta
Paula A. Hendrickson
CFP®, C(k)P®, CBFA™
First Western Retirement Consulting Services
Stace A. Hilbrant
AIF®, PRP®, CFS
401(k) Advisors, LLC
Gregory A. Hobson
AIF®, CFP®
Greenspring Advisors
Thomas E. Hoffman
AIF®, CFS®
Capital Analysts of New England
Jenny Yun Hunter
CRPS® C(k)P®
Merrill Lynch
Robert F. Jennings
AIF®
Amegy Retirement Plan Services
Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
James J. Kelley
HANYS Benefit Services
Robert A. Kieckhefer
AIF®
The Kieckhefer Group
Alicia Klingensmith
Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
David Kulchar
AIF®
Executive Vice President and Director of Retirement Plan Services
Oswald Financial
Chad J. Larsen
AIF®, PRP®
MRP
Matt Lasko
CFP®
UBS M3 Investment Consultants
Dennis Leahy
Retirement Plan Advisor
Lee, Nolan & Koroghlian RPS
Kelly S. Majdan
AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
Jared Manville
AIF®
Alpha Pension Group
David P. Marshall
QPFC, CRPS
The Marshall-Amato-Buxton Group
Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
President and Director, Retirement
EPIC – Ascende Group
Patrick McKiernan
C(k)P
Senior Vice President
Plan Resource Group at RBC
Matthew P. McLaughlin
CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
Scott Miller
Principal
Palisade Investments
Jim O’Shaughnessy
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AIF®, PRP®
Sheridan Road Financial
Mark Paone
AIF®, CRPS®
UBS Financial Services
Daniel J. Peluse
AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
Michael C. Perry
CPC, AIF®, CPFA
Retirement Advisors
Brad J. Pinter
CRPS®, AIF®, ChFC®
Stonebridge Financial Group
Steven R. Puckett
AIF®, CRPS®,CPFA
Director of Retirement Plans, Gateway Retirement Consulting
Nathan Dean Rasmussen
AIF®
Managing Director,
Marsh & McLennan Agency – Northeast, Retirement Consulting
Mark D. Ray
AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
Troy L. Redstone
AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
Timothy D. Rice
AIF®, CWS, C(k)P®
Lakeside Wealth Management Group
James D. Robison
AIF®
White Oak Advisors
Timothy M Schannep
CFP®
CBIZ Financial Solutions
Scott L. Schlappi
CEBS®, AIFA®
Wealth Plan Advisors
Courtenay V. Shipley
AIF®, CRPS® CPFA®, CHSA®
Chief Planologist,
Retirement Planology, Inc.
Scott Sides (deceased)
CRPS®, PPC
Senior Vice President-Financial Advisor
The Sides Group at RBC Wealth Management
Martha Spano
CRPS®, AIF®, EFC, CPFA
Institutional Consultant
Foundation and Endowment Consultant
Senior Retirement Plan Consultant
UBS Institutional Consulting Group
Alan Spierer
AIF®
UBS Institutional Consulting Group
David Stofer
ChFC®, CLU®, AIF®
Mariner Retirement Advisors
Jania E. Stout
AIF®
Fiduciary Plan Advisors at Hightower
Patrick J Stuhr
AIF®
Legacy 401k Partners
Erik Tappin
CRPS®
Morgan Stanley
Joshua Ulmer
Corporate Client Group Director
SeaPort Group at Morgan Stanley
Christopher G. Venuti
CIMA®
Century Financial Group
Michael Alden Webb
CEBS
Vice President
Cammack Retirement Group
Charles Williams
CFP™, CRPC®, AAMS, CRPS®, AIF®
Finspire
Tina Lee Wisialowski
AIF®, CRPS®
Senior Institutional Consultant, Corporate Retirement Director
Morgan Stanley
Noel J. Wolfe
CRPS®, PRP®, AIF®
The Beacon Group at Morgan Stanley
James L. Worrell
JD, PRP®
Strategic Retirement Partners
Steve Wylam
CFP®, AIF®, CPFA
Founding Partner
Shepherd Financial
Karen Yasukawa
CIMA®, AIF®
Senior Vice President, Investments; Senior Institutional Consultant
The Kikawa Group at Raymond James
Ron York
Senior Consultant
Pinnacle Pension Consultants
Marc Zimmerman
