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.
John B. Abeyta
CRPS®
The Abeyta Bueche & Sanders Group at Morgan Stanley
Derek Fiorenza
C(k)P®, CPFA, AIF®, PPC™
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
Alicia Klingensmith
Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
Glenn Able
CFP, ChFC, CBFA
Vice President
Lockton Retirement Services
Nathan C. Fisher
AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
David Kulchar
AIF®
Executive Vice President and Director of Retirement Plan Services
Oswald Financial
Jessica Renee Ballin
AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
Kent A. Fitzpatrick
AIFA, ARPC, GFS®
Asset Strategy Consultants
Chad J. Larsen
AIF®, PRP®
MRP
Timothy J. Black
Black Diamond Advisory Services
Thomas Ford
C(k)P®
Vice President, Corporate Retirement Director, Financial Advisor,
The Gibson Group at Morgan Stanley
Matt Lasko
CFP®
UBS M3 Investment Consultants
Samuel Brandwein
CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
Daniel P. Gaertner
CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
Dennis Leahy
Retirement Plan Advisor
Lee, Nolan & Koroghlian RPS
Mary Caballero
Impact Benefits & Retirement
Lisa Gibson
CRPS®
The Gibson Group of Morgan Stanley
Kelly S. Majdan
AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
Deana A. Calvelli
AIF, CEBS
Locton Investment Advisors, LLC
Harris M. Gignilliat
CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
Jared Manville
AIF®
Alpha Pension Group
Michael Castner
PPC, PRP®
Retirement Benefits Group
Steven W. Glasgow
CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
David P. Marshall
QPFC, CRPS
The Marshall-Amato-Buxton Group
Jason Chepenik
AIF®, CFP®
Chepenik Financial
Michael H. Gouldin
CRPC®, AIF®
Gouldin & McCarthy, LLC
Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
President and Director, Retirement
EPIC – Ascende Group
Colin M. Clark
MBA, AIF®, C(k)P®, CBFA™, CPFA
Washington Financial Group
Keith J. Gredys
JD, CTFA, AIF®
Kidder Advisers, LLC
Patrick McKiernan
C(k)P
Senior Vice President
Plan Resource Group at RBC
Robert Clark
AIF®
Marsh & McLennan Agency
Erin M. Hall
MBA, AIF®,C(k)P®, CPFA
Managing Director at Strategic Retirement Partners
Matthew P. McLaughlin
CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
Michael A. Coelho
C(k)P® AIF®
SageView Advisory Group
Kimberly Lynn Hammond
CIMA®, CFP®, CPFA, C(k)P®
Senior Vice President/Partner
Hammond, Martin & Associates Team of Merrill – A Bank of America Company
Scott Miller
Principal
Palisade Investments
Joe Connell
AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
Troy Hammond
CFP®, AIF®, PRP®, CRPS®, CRPC®
Pensionmark Retirement Group
Jim O’Shaughnessy
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AIF®, PRP®
Sheridan Road Financial
Nicole W. Corning
AIF®, CFP®, CRPC®
First Vice President-Investments,
Buckman & Corning Financial Strategies Group
Andy Harbour
CFP® CIMA® CRPS®
Morgan Stanley Graystone Consulting Atlanta
Mark Paone
AIF®, CRPS®
UBS Financial Services
Paul D’Aiutolo
AIF®, PRP®
The D’Aiutolo Institutional Consulting Team
Paula A. Hendrickson
CFP®, C(k)P®, CBFA™
First Western Retirement Consulting Services
Daniel J. Peluse
AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
Barbara J. Delaney
AIF®, PRP®
StoneStreet Renaissance, LLC
Stace A. Hilbrant
AIF®, PRP®, CFS
401(k) Advisors, LLC
Michael C. Perry
CPC, AIF®, CPFA
Retirement Advisors
Matthew P. Demet
CEBS, CRC, AIF®
Spectrum Investment Advisors
Gregory A. Hobson
AIF®, CFP®
Greenspring Advisors
Brad J. Pinter
CRPS®, AIF®, ChFC®
Stonebridge Financial Group
Robin DeSota
Principal
Palisade Investments
Thomas E. Hoffman
AIF®, CFS®
Capital Analysts of New England
Steven R. Puckett
AIF®, CRPS®,CPFA
Director of Retirement Plans, Gateway Retirement Consulting
Michael Devlin
BCG Terminal Funding Company
Jenny Yun Hunter
CRPS® C(k)P®
Merrill Lynch
Nathan Dean Rasmussen
AIF®
Managing Director,
Marsh & McLennan Agency – Northeast, Retirement Consulting
Craig C. Dewey
AIF®, ARPC, CPFA
Managing Director
Strategic Retirement Partners
Robert F. Jennings
AIF®
Amegy Retirement Plan Services
Mark D. Ray
AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
Steven Dimitriou
AIF®, AAMS, PRP®
Mayflower Advisors LLC
Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
Troy L. Redstone
AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
Christopher Dubie
AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
James J. Kelley
HANYS Benefit Services
Timothy D. Rice
AIF®, CWS, C(k)P®
Lakeside Wealth Management Group
Sean M. Duggan
