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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AIF®, PRP®
HUB International
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CFP, ChFC, CBFA
Vice PresidentCreative Planning
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AIF®,CPFA
Fisher Investments 401(K) SOLUTIONS,
Senior Executive Vice President
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Retirement Plan Advisor
StoneStreet Renaissance a division of HUB International
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AIF®
Managing Director – Financial Advisor, Institutional Consulting Group
AID Wealth Solutions Group
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AIFA, ARPC, GFS®
Asset Strategy Consultants
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ChFC, AIF®, CRPS®, CPFA
President
LHD Retirement
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AIF®
AFS 401(k) Retirement Services
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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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AIF®, QPFC, CRPS®
Managing Director,
Pensionmark Financial Group, LLC
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AIF®, C(k)P®
Principal, Investment Advisor Representative, 401(k) Plan Professionals
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CRPS
Senior Vice President – Wealth Management Senior Retirement Plan Consultant,
Gaertner Investment Consulting Group, UBS
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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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CIMA®, CRPS®
Senior Institutional Consultant
Senior Retirement Plan Consultant
UBS Financial Services - Wile Consulting Group
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ChFC®, CEBS®, AIF®, CBC®
Managing Director
Qualified Plan Advisors
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AIF®, CPFA®
Marsh & McLennan Agency – New England
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CFA, CIMA®, AIF®CPFA
Executive Vice President/Wealth Management, Tower Circle Advisors of Janney Montgomery Scott
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C(k)P
Senior Vice President
Plan Resource Group at RBC
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MBA, AIF®, C(k)P®, CPFA
Washington Financial Grou
a division of HUB International Mid-Atlantic, Inc.
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JD, CTFA, AIF®
Kidder Advisers, LLC
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AIF®, PRP®
Sheridan Road Financial
a division of HUB International
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AIFA®, QPFC, CRPS®, RF™
Partner, Sikich Retirement Plan Services
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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®, C(k)P®, CBFA, CRPS®
Wintrust Wealth Management
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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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CPC, AIF®, CPFA
Retirement Advisors
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AIF®, AAMS, PRP®
Mayflower Advisors LLC
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CLU®, ChFC®, AIFA®, CBFA™
Plan Sponsor Consultants
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CEBS®, AIFA®, CPFA®
Wealth Plan Advisors
a division of HUB International
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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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AIF®, CRPS® CPFA™, CEPA, CHSA®
Chief Planologist,
Retirement Planology, Inc.
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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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CRPS®, AIF®, EFC, CPFA
Institutional Consultant
Foundation and Endowment Consultant
Senior Retirement Plan Consultant
UBS Institutional Consulting Group
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AIF®, C(k)P®, CPFA®, CFP®
Partner
Charles Stephen and Company, Inc.
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