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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AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
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CFP®, CRPS®, CIMA®
First VP, Corporate Retirement Director
Graystone Baltimore
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AIF®
Managing Director – Financial Advisor, Institutional Consulting Group
AID Wealth Solutions Group
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C(k)P®, QPFC®
First Vice President, Corporate Retirement Director, Financial Planning Specialist, Financial Advisor,
The Gibson Group at Morgan Stanley
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Retirement Plan Advisor
Lee, Nolan & Koroghlian RPS
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AIF®
AFS 401(k) Retirement Services
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CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
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ChFC, AIF®, CRPS®, CPFA
President
LHD Retirement
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AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
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CRPS®
The Gibson Group of Morgan Stanley
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AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
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Hays Financial Group
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CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
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AIF®,CHSA, CPFA, IAR
Mayflower Advisors
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CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic 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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MBA, AIF®, C(k)P®, CPFA
Washington Financial Group
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MBA, AIF®,C(k)P®, CPFA
Managing Director at Strategic Retirement Partners
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CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
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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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AIF®, PRP®
Sheridan Road Financial
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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®, CPFA
President
Paris International
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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®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
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CEBS, CRC, AIF®
Spectrum Investment Advisors
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AIF®, CFS®
Capital Analysts of New England
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AIF®, PRP®, CBC, RF™, GFS™, CRPS® C(k)P®
Praxis Consulting, Sacramento, California
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AIF®, CRPS®
Senior Vice President,
The Dubie Group at Morgan Stanley
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CPFA, CRPS®
Vice President, Retirement Plan Consultant
Procyon Partners, LLC
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CEBS®, AIFA®, CPFA®
Wealth Plan Advisors
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CPC, AIFA, AIF, QPA, QKA, CPFA, TGPC, CBC
Senior Retirement Plan Advisor
Moneta Group Investment Advisors
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Financial Advisor
D’Aiutolo Institutional Consulting Team (UBS)
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AIF®, CRPS® CPFA™, CEPA, CHSA®
Chief Planologist,
Retirement Planology, Inc.
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AIF®
Blue Prairie Group
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AIF®
Executive Vice President and Director of Retirement Plan Services
Oswald Financial
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CRPS®, AIF®, EFC, CPFA
Institutional Consultant
Foundation and Endowment Consultant
Senior Retirement Plan Consultant
UBS Institutional Consulting Group
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C(k)P®, CPFA, AIF®, PPC™
Co-Founder/COO/CCO
Summit Group Retirement Planners, Inc.
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