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®
The Abeyta Bueche & Sanders Group at Morgan Stanley
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C(k)P®, CPFA, AIF®, PPC™
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
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Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
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CFP, ChFC, CBFA
Vice President
Lockton Retirement Services
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AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
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AIF®
Executive Vice President and Director of Retirement Plan Services
Oswald Financial
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Black Diamond Advisory Services
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C(k)P®
Vice President, Corporate Retirement Director, Financial Advisor,
The Gibson Group at Morgan Stanley
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CFP®
UBS M3 Investment Consultants
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CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group
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CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
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Retirement Plan Advisor
Lee, Nolan & Koroghlian RPS
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AIF, CEBS
Locton Investment Advisors, LLC
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CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
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AIF®
Alpha Pension Group
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PPC, PRP®
Retirement Benefits Group
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CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
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QPFC, CRPS
The Marshall-Amato-Buxton Group
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C(k)P® AIF®
SageView Advisory Group
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CIMA®, CFP®, CPFA, C(k)P®
Senior Vice President/Partner
Hammond, Martin & Associates Team of Merrill – A Bank of America Company
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Principal
Palisade Investments
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AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
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CFP®, AIF®, PRP®, CRPS®, CRPC®
Pensionmark Retirement Group
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AIF®, PRP®
Sheridan Road Financial
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AIF®, CFP®, CRPC®
First Vice President-Investments,
Buckman & Corning Financial Strategies Group
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CFP® CIMA® CRPS®
Morgan Stanley Graystone Consulting Atlanta
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AIF®, CRPS®
UBS Financial Services
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AIF®, PRP®
The D’Aiutolo Institutional Consulting Team
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CFP®, C(k)P®, CBFA™
Vice President Retirement
NFP
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AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
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AIF®, ARPC, CPFA
Managing Director
Strategic Retirement Partners
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AIF®
Amegy Retirement Plan Services
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AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
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CPC, AIFA, AIF, QPA, QKA, CPFA, TGPC, CBC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
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