President

Lisa Smith | View Bio
Fidelity Investments
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Vice President

Jennifer Mulrooney | View Bio
American Century
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Treasurer

Lauren Hill | View Bio
John Hancock Retirement Plan Sales
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Board Secretary

Lisa Allen | View Bio
Advisor2X
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Membership

Tina Schackman, CFA | View Bio
Benefit Financial Services Group
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Equity, Diversity & Inclusion

Rosalyn Brown | View Bio
Equity, Diversity & Inclusion
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Marketing

Christina Tunison | View Bio
LPL Financial
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National Events

Sheri Fitts | View Bio
SHERI FITTS & CO.
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Programming and Research

Theresa Conti | View Bio
Sunwest Pensions
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Sponsorship

Mindy O’Connor | View Bio
Ascensus
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Local Chapters – East

Pam Brooks | View Bio
Oswald Financial
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Local Chapters – West

Ivana Polonijo | View Bio
Fiduciary Decisions
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Mentoring

Jean Martone | View Bio
T. Rowe Price
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Past President

Jennifer Norr | View Bio
CUNA Mutual Group
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