John B. Abeyta
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.
CRPS®
Glenn Able
CFP, ChFC, CBFA
Vice PresidentCreative Planning
James M. Aid
AIF®
Managing Director – Financial Advisor, Institutional Consulting Group
AID Wealth Solutions Group
Alexander G. Assaley III
AIF®
AFS 401(k) Retirement Services
Jessica Renee Ballin
AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
Timothy J. Black
Hays Financial Group
Lisa Buffington
AIF®, CPFA®
Marsh & McLennan Agency – New England
Deana A. Calvelli
AIF, CEBS
Creative Planning
Colin M. Clark
MBA, AIF®, C(k)P®, CPFA
Washington Financial Grou
a division of HUB International Mid-Atlantic, Inc.
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
Joe DeBello
CRPS®, CPC
OneDigital
Barbara J. Delaney
AIF®, PRP®
StoneStreet Renaissance, LLC
Matthew P. Demet
CEBS, CRC, AIF®
Spectrum Investment Advisors
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®
Trinity Advisors Group
Kelly Famiglietta
AIF®, C(k)P®, CPFA®, CFP®
Partner
Charles Stephen and Company, Inc.
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®, QPFC®
First Vice President, Corporate Retirement Director, Financial Planning Specialist, 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
a OneDigital Company
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
Andy Harbour
CFP® CIMA® CRPS®
Morgan Stanley Graystone Consulting Atlanta
Paula A. Hendrickson
CFP®, C(k)P®, CBFA™
Vice President Retirement
NFP
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®
Zions Bank
Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
Amber Kendrick
CPFA, CRPS®
Vice President, Retirement Plan Consultant
Procyon Partners, LLC
Alicia Klingensmith
Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
Russell M. LaGreca
CFP®, CRPS®, CIMA®
First VP, Corporate Retirement Director
Graystone Baltimore
Chad J. Larsen
AIF®, PRP®
HUB International
Dennis Leahy
Retirement Plan Advisor
StoneStreet Renaissance a division of HUB International
John Ludwig
ChFC, AIF®, CRPS®, CPFA
President
LHD Retirement
Kelly S. Majdan
AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
Jared Manville
AIF®,CHSA, CPFA, IAR
Mayflower Advisors
David P. Marshall
QPFC, CRPS
The Marshall-Amato-Buxton Group
Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
Managing Director
Qualified Plan Advisors
Patrick McKiernan
C(k)P
Senior Vice President
Plan Resource Group at RBC
Matthew P. McLaughlin
CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
Jim O’Shaughnessy
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AIF®, PRP®
Sheridan Road Financial
a division of HUB International
Michael R. Paris
AIF®, CPFA
President
Paris International
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
Mark D. Ray
AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
OneDigital
Troy L. Redstone
AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
James D. Robison
AIF®, CBFA
Strategic Retirement Partners
Timothy M Schannep
CFP®
Retirement Wealth Partners LLC
Scott L. Schlappi
CEBS®, AIFA®, CPFA®
Wealth Plan Advisors
a division of HUB International
Courtenay V. Shipley
AIF®, CRPS® CPFA™, CEPA, CHSA®
Chief Planologist,
Retirement Planology, Inc.
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
CFA, CIMA®, CRPS®
Executive Director
Institutional Consulting Director
Graystone Consulting
Michael Alden Webb
CEBS
Senior Financial Advisor
CAPTRUST
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
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
