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®
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
John B. Abeyta
CRPS®
The Abeyta Bueche & Sanders Group at Morgan Stanley
Kent A. Fitzpatrick
AIFA, ARPC, GFS®
Asset Strategy Consultants
Chad J. Larsen
AIF®, PRP®
MRP
Glenn Able
CFP, ChFC, CBFA
Vice President
Lockton Retirement 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
Jessica Renee Ballin
AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
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
Timothy J. Black
Hays Financial Group
Lisa Gibson
CRPS®
The Gibson Group of Morgan Stanley
John Ludwig
ChFC, AIF®, CRPS®, CPFA
President
LHD Retirement
Samuel Brandwein
CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
Harris M. Gignilliat
CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
Kelly S. Majdan
AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
Deana A. Calvelli
AIF, CEBS
Locton Investment Advisors, LLC
Steven W. Glasgow
CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
Jared Manville
AIF®,CHSA, CPFA, IAR
Mayflower Advisors
Michael Castner
PPC, PRP®
Retirement Benefits Group
Michael H. Gouldin
CRPC®, AIF®
Gouldin & McCarthy, LLC
David P. Marshall
QPFC, CRPS
The Marshall-Amato-Buxton Group
Colin M. Clark
MBA, AIF®, C(k)P®, CBFA™, CPFA
Washington Financial Group
Keith J. Gredys
JD, CTFA, AIF®
Kidder Advisers, LLC
Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
President and Director, Retirement
EPIC – Ascende Group
Robert Clark
AIF®
Marsh & McLennan Agency
Erin M. Hall
MBA, AIF®,C(k)P®, CPFA
Managing Director at Strategic Retirement Partners
Patrick McKiernan
C(k)P
Senior Vice President
Plan Resource Group at RBC
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
Matthew P. McLaughlin
CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
Joe Connell
AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
Troy Hammond
CFP®, AIF®, PRP®, CRPS®, CRPC®
Pensionmark Retirement Group
Scott Miller
Principal
Palisade Investments
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
Jim O’Shaughnessy
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AIF®, PRP®
Sheridan Road Financial
Paul D’Aiutolo
AIF®, PRP®
The D’Aiutolo Institutional Consulting Team
Paula A. Hendrickson
CFP®, C(k)P®, CBFA™
Vice President Retirement
NFP
Michael R. Paris
AIF®, CPFA
President
Paris International
Barbara J. Delaney
AIF®, PRP®
StoneStreet Renaissance, LLC
Stace A. Hilbrant
AIF®, PRP®, CFS
401(k) Advisors, LLC
Mark Paone
AIF®, CRPS®
UBS Financial Services
Matthew P. Demet
CEBS, CRC, AIF®
Spectrum Investment Advisors
Gregory A. Hobson
AIF®, CFP®
Greenspring Advisors
Daniel J. Peluse
AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
Robin DeSota
Principal
Palisade Investments
Thomas E. Hoffman
AIF®, CFS®
Capital Analysts of New England
Michael C. Perry
CPC, AIF®, CPFA
Retirement Advisors
Michael Devlin
BCG Terminal Funding Company
Jenny Yun Hunter
CRPS® C(k)P®
Merrill Lynch
Brad J. Pinter
CRPS®, AIF®, ChFC®
Stonebridge Financial Group
Craig C. Dewey
AIF®, ARPC, CPFA
Managing Director
Strategic Retirement Partners
Robert F. Jennings
AIF®
Amegy Retirement Plan Services
Steven R. Puckett
AIF®, CRPS®,CPFA
Director of Retirement Plans, Gateway Retirement Consulting
Steven Dimitriou
AIF®, AAMS, PRP®
Mayflower Advisors LLC
Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
Nathan Dean Rasmussen
AIF®
Managing Director,
Marsh & McLennan Agency – Northeast, Retirement Consulting
Christopher Dubie
AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
James J. Kelley
HANYS Benefit Services
Mark D. Ray
AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
Sean M. Duggan
CPC, AIFA, AIF, QPA, QKA, CPFA, TGPC, CBC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
Robert A. Kieckhefer
AIF®
The Kieckhefer Group
Troy L. Redstone
AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
Carmela Elco
AIF®
Blue Prairie Group
Alicia Klingensmith
Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
Timothy D. Rice
AIF®, CWS, C(k)P®
Lakeside Wealth Management Group
Derek Fiorenza
