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®
Derek Fiorenza
C(k)P®, CPFA, AIF®, PPC™
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
Chad J. Larsen
AIF®, PRP®
HUB International
Glenn Able
CFP, ChFC, CBFA
Vice PresidentCreative Planning
Nathan C. Fisher
AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
Dennis Leahy
Retirement Plan Advisor
StoneStreet Renaissance a division of HUB International
James M. Aid
AIF®
Managing Director – Financial Advisor, Institutional Consulting Group
AID Wealth Solutions Group
Kent A. Fitzpatrick
AIFA, ARPC, GFS®
Asset Strategy Consultants
John Ludwig
ChFC, AIF®, CRPS®, CPFA
President
LHD Retirement
Alexander G. Assaley III
AIF®
AFS 401(k) Retirement Services
Thomas Ford
C(k)P®, QPFC®
First Vice President, Corporate Retirement Director, Financial Planning Specialist, Financial Advisor,
The Gibson Group at Morgan Stanley
Kelly S. Majdan
AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
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
Jared Manville
AIF®,CHSA, CPFA, IAR
Mayflower Advisors
Timothy J. Black
Hays Financial Group
Lisa Gibson
CRPS®
The Gibson Group of Morgan Stanley
David P. Marshall
QPFC, CRPS
The Marshall-Amato-Buxton Group
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
Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
Managing Director
Qualified Plan Advisors
Lisa Buffington
AIF®, CPFA®
Marsh & McLennan Agency – New England
Steven W. Glasgow
CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
Patrick McKiernan
C(k)P
Senior Vice President
Plan Resource Group at RBC
Deana A. Calvelli
AIF, CEBS
Creative Planning
Michael H. Gouldin
CRPC®, AIF®
Gouldin & McCarthy, LLC
a OneDigital Company
Matthew P. McLaughlin
CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
Colin M. Clark
MBA, AIF®, C(k)P®, CPFA
Washington Financial Grou
a division of HUB International Mid-Atlantic, Inc.
Keith J. Gredys
JD, CTFA, AIF®
Kidder Advisers, LLC
Jim O’Shaughnessy
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AIF®, PRP®
Sheridan Road Financial
a division of HUB International
Michael A. Coelho
C(k)P® AIF®
SageView Advisory Group
Erin M. Hall
MBA, AIF®,C(k)P®, CPFA
Managing Director at Strategic Retirement Partners
Michael R. Paris
AIF®, CPFA
President
Paris International
Joe Connell
AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
Kimberly Lynn Hammond
CIMA®, CFP®, CPFA, C(k)P®
Senior Vice President/Partner
Hammond, Martin & Associates Team of Merrill – A Bank of America Company
Daniel J. Peluse
AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
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
Michael C. Perry
CPC, AIF®, CPFA
Retirement Advisors
Paul D’Aiutolo
AIF®, PRP®
The D’Aiutolo Institutional Consulting Team
Paula A. Hendrickson
CFP®, C(k)P®, CBFA™
Vice President Retirement
NFP
Brad J. Pinter
CRPS®, AIF®, ChFC®
Stonebridge Financial Group
Joe DeBello
CRPS®, CPC
OneDigital
Stace A. Hilbrant
AIF®, PRP®, CFS
401(k) Advisors, LLC
Steven R. Puckett
AIF®, CRPS®,CPFA
Vice President, Retirement Plans, Fiduciary Plan Partners
Barbara J. Delaney
AIF®, PRP®
StoneStreet Renaissance, LLC
Gregory A. Hobson
AIF®, CFP®
Greenspring Advisors
Mark D. Ray
AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
OneDigital
Matthew P. Demet
CEBS, CRC, AIF®
Spectrum Investment Advisors
Thomas E. Hoffman
AIF®, CFS®
Capital Analysts of New England
Troy L. Redstone
AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
Michael Devlin
BCG Terminal Funding Company
Jenny Yun Hunter
CRPS® C(k)P®
Merrill Lynch
James D. Robison
AIF®, CBFA
Strategic Retirement Partners
Craig C. Dewey
AIF®, ARPC, CPFA
Managing Director
Strategic Retirement Partners
Robert F. Jennings
AIF®
Zions Bank
Timothy M Schannep
CFP®
Retirement Wealth Partners LLC
Steven Dimitriou
AIF®, AAMS, PRP®
Mayflower Advisors LLC
Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
Scott L. Schlappi
CEBS®, AIFA®, CPFA®
Wealth Plan Advisors
a division of HUB International
Christopher Dubie
AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
Amber Kendrick
CPFA, CRPS®
Vice President, Retirement Plan Consultant
Procyon Partners, LLC
Courtenay V. Shipley
AIF®, CRPS® CPFA™, CEPA, CHSA®
Chief Planologist,
Retirement Planology, Inc.
Sean M. Duggan
CPC, AIFA, AIF, QPA, QKA, CPFA, TGPC, CBC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
Alicia Klingensmith
Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
Martha Spano
CRPS®, AIF®, EFC, CPFA
Institutional Consultant
Foundation and Endowment Consultant
Senior Retirement Plan Consultant
UBS Institutional Consulting Group
Carmela Elco
AIF®
Trinity Advisors Group
Russell M. LaGreca
CFP®, CRPS®, CIMA®
First VP, Corporate Retirement Director
Graystone Baltimore
Alan Spierer
AIF®
UBS Institutional Consulting Group
Kelly Famiglietta
