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®
Nathan C. Fisher
AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
Russell M. LaGreca
CFP®, CRPS®, CIMA®
First VP, Corporate Retirement Director
Graystone Baltimore
Glenn Able
CFP, ChFC, CBFA
Vice President
Lockton Retirement Services
Kent A. Fitzpatrick
AIFA, ARPC, GFS®
Asset Strategy Consultants
Chad J. Larsen
AIF®, PRP®
MRP
James M. Aid
AIF®
Managing Director – Financial Advisor, Institutional Consulting Group
AID Wealth Solutions Group
Thomas Ford
C(k)P®, QPFC®
First Vice President, Corporate Retirement Director, Financial Planning Specialist, Financial Advisor,
The Gibson Group at Morgan Stanley
Dennis Leahy
Retirement Plan Advisor
Lee, Nolan & Koroghlian RPS
Alexander G. Assaley III
AIF®
AFS 401(k) Retirement Services
Daniel P. Gaertner
CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
John Ludwig
ChFC, AIF®, CRPS®, CPFA
President
LHD Retirement
Jessica Renee Ballin
AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
Lisa Gibson
CRPS®
The Gibson Group of Morgan Stanley
Kelly S. Majdan
AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
Timothy J. Black
Hays Financial Group
Harris M. Gignilliat
CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
Jared Manville
AIF®,CHSA, CPFA, IAR
Mayflower Advisors
Samuel Brandwein
CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic 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
Lisa Buffington
AIF®, CPFA®
Marsh & McLennan Agency – New England
Michael H. Gouldin
CRPC®, AIF®
Gouldin & McCarthy, LLC
Robert A. Massa
ChFC®, CEBS®, AIF®, CBC®
Managing Director
Qualified Plan Advisors
Deana A. Calvelli
AIF, CEBS
Locton Investment Advisors, LLC
Keith J. Gredys
JD, CTFA, AIF®
Kidder Advisers, LLC
Patrick McKiernan
C(k)P
Senior Vice President
Plan Resource Group at RBC
Colin M. Clark
MBA, AIF®, C(k)P®, CPFA
Washington Financial Group
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
Jim O’Shaughnessy
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AIF®, PRP®
Sheridan Road Financial
Joe Connell
AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
Troy Hammond
CFP®, AIF®, PRP®, CRPS®, CRPC®
Pensionmark Retirement Group
Michael R. Paris
AIF®, CPFA
President
Paris International
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
Daniel J. Peluse
AIF®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
Paul D’Aiutolo
AIF®, PRP®
The D’Aiutolo Institutional Consulting Team
Paula A. Hendrickson
CFP®, C(k)P®, CBFA™
Vice President Retirement
NFP
Michael C. Perry
CPC, AIF®, CPFA
Retirement Advisors
Joe DeBello
CRPS®, CPC
OneDigital
Stace A. Hilbrant
AIF®, PRP®, CFS
401(k) Advisors, LLC
Brad J. Pinter
CRPS®, AIF®, ChFC®
Stonebridge Financial Group
Barbara J. Delaney
AIF®, PRP®
StoneStreet Renaissance, LLC
Gregory A. Hobson
AIF®, CFP®
Greenspring Advisors
Steven R. Puckett
AIF®, CRPS®,CPFA
Director of Retirement Plans, Gateway Retirement Consulting
Matthew P. Demet
CEBS, CRC, AIF®
Spectrum Investment Advisors
Thomas E. Hoffman
AIF®, CFS®
Capital Analysts of New England
Mark D. Ray
AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
Michael Devlin
BCG Terminal Funding Company
Jenny Yun Hunter
CRPS® C(k)P®
Merrill Lynch
Troy L. Redstone
AIF®, CFEI®, CBFA, CPFA®
PHD. Retirement Consulting
Craig C. Dewey
AIF®, ARPC, CPFA
Managing Director
Strategic Retirement Partners
Robert F. Jennings
AIF®
Amegy Retirement Plan Services
James D. Robison
AIF®, CBFA
Strategic Retirement Partners
Steven Dimitriou
AIF®, AAMS, PRP®
Mayflower Advisors LLC
Michael M. Kane
CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
Timothy M Schannep
CFP®
Retirement Wealth Partners LLC
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
Scott L. Schlappi
CEBS®, AIFA®, CPFA®
Wealth Plan Advisors
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)
Courtenay V. Shipley
AIF®, CRPS® CPFA™, CEPA, CHSA®
Chief Planologist,
Retirement Planology, Inc.
Carmela Elco
AIF®
Blue Prairie Group
David Kulchar
AIF®
Executive Vice President and Director of Retirement Plan Services
Oswald Financial
Martha Spano
CRPS®, AIF®, EFC, CPFA
Institutional Consultant
Foundation and Endowment Consultant
Senior Retirement Plan Consultant
UBS Institutional Consulting Group
Derek Fiorenza
