1228 total members
Mary Berk
Chapter arizona
Company SageView Advisory Group
Title Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Sherrie Boutwell
Chapter arizona
Company Boutwell Fay LLP
Title Partner
Industry erisa-attorney
Years in Industry 10
Kristy Bryson
Chapter arizona
Company Beneco a part of FuturePlan by Ascensus
Title CEO
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Tiffany Case
Chapter arizona
Company EPIC Retirement Plan Services
Title Retirement Plan Sales Consultant
Industry recordkeeper
Years in Industry 10
Aubrey Christ
Chapter arizona
Company The Retirement (k)oncierge Group
Title Partner
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Elizabeth Clowes
Chapter arizona
Company Vanguard
Title Internal Sales Manager
Industry investment-management-firm
Years in Industry 10
Theresa Conti
Chapter arizona
Company Sunwest Pensions
Title President
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Ed DeMarino
Chapter arizona
Company SEI
Title National Accounts
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Hobbies Golf, nerding out to retirement industry focused podcasts, music
Andrea Donaldson
Chapter arizona
Company Henry + Horne Wealth Management
Title VP Retirement Plans
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hazel Durand
Chapter arizona
Company Bank of America
Title Director- Divisional Sales Manager
Industry broker-dealer-ria-home-office
Years in Industry 10
Virtual Networking yes
Gina Edmonds
Chapter arizona
Company Charles Schwab
Title Team Manager
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Kelly Famiglietta
Chapter arizona
Company Charles Stephen and Company, Inc./Kestra
Title Partner
Industry broker-dealer-ria-home-office
Years in Industry 10
Liz Flint
Chapter arizona
Company MFS Investment Management
Title Manager Internal Sales
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Tsia Fraunces
Chapter arizona
Company MFS Investments
Title Manager Internal Sales Force
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Jennifer Gage
Chapter arizona
Company CBIZ
Title Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Rhonda Hamrick
Chapter arizona
Company Charles Schwab
Title Retirement Consultant
Industry broker-dealer-ria-home-office
Years in Industry 10
Amy Hanophy
Chapter arizona
Company NFP
Title VP, Retirement
Industry financial-advisor-consultant
Years in Industry 10
Vanessa Hodges
Chapter arizona
Company Paychex
Title 401k/S125 Supervisor
Industry recordkeeper
Years in Industry 0-4
Sara Johnson
Chapter arizona
Company Sunwest Pensions
Title Business Development
Industry third-party-administrator
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Sally Johnson
Chapter arizona
Company Lockton
Title Sr Vice President - Retirement Services
Industry financial-advisor-consultant
Years in Industry 10
teri kelley
Chapter arizona
Company Morgan Stanley
Title Executive Director
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Laurie Kemp
Chapter arizona
Company PenChecks
Title South Central Territory Rep
Industry other
Years in Industry 0-4
Mentor/Mentee mentee
Cassie Khoshnevissan
Chapter arizona
Company Conrad Seigel
Title Compliance Consultant
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Christine Lanning
Chapter arizona
Company Paychex
Title 401(k) Strategic Accounts Service Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Katie Lara
Chapter arizona
Company Beneco
Title Director of Account Management
Industry third-party-administrator
Years in Industry 10
Ami Tully Lotka
Chapter arizona
Company Maximum IMPACT Partners, Inc.
Title President
Industry other
Years in Industry 10
Mentor/Mentee mentor
Kaydee Marler
Chapter arizona
Company EPIC Retirement Plan Services
Title Sr. Manager of Consulting and Onboarding
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Monica Martinez
Chapter arizona
Company Pinnacle Plan Design, LLC
Title Retirement Plan Consultant
Industry third-party-administrator
Years in Industry 10
Connie McAdams
Chapter arizona
Company Mutual of Omaha Investors Services
Title Advisor
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Anne Meyer
Chapter arizona
Company Snell & Wilmer L.L.P.
Title Partner
Industry erisa-attorney
Years in Industry 10
Brenda Mogler
Chapter arizona
Company Matthews, Gold, Kennedy & Snow, Inc.
Title Retirement Plan Consultant
Industry third-party-administrator
Years in Industry 5-9
Mentor/Mentee mentor
Hobbies crafts, hiking, cooking
Megan Osbrink
Chapter arizona
Company Viewpoint Group at Morgan Stanley
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 0-4
Lindsey Phillips
Chapter arizona
Company Sunwest Pensions
Title Director of Administration
Industry third-party-administrator
Years in Industry 10
Monique Prigge
Chapter arizona
Company Charles Schwab Workplace Financial Services
Title Senior Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Hobbies Being outdoors, camping, hiking, pet rescue, wine, movies, adventures with my husband and 4 year old daughter
Amanda Rauscher
Chapter arizona
Company Ascensus
Title Learning and Development Specialist
Industry recordkeeper
Years in Industry 5-9
Erin Redman
Chapter arizona
Company Broadridge
Title Senior Director, Product Development
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Emily Reh
Chapter arizona
Title Senior retirement service consultant
Sherry Salzman
Chapter arizona
Company MGKS
Title Manager, Plan Consultant
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
ANNABEL SANCHEZ
Chapter arizona
Company Charles Schwab & Co., Inc.
Title Retirement Consultant
Industry broker-dealer-ria-home-office
Years in Industry 10
Lenae Schroeder
Chapter arizona
Company Principal
Title Retirement Education Specialist
Industry recordkeeper
Years in Industry 10
Jessica Searcy Kmetty
Chapter arizona
Company Searcy Financial Services, Inc
Title President & CEO
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Joan Simpson-Kelly
Chapter arizona
Company Retired
Title Retired SR Regional Vice President
Industry recordkeeper
Years in Industry 10
Ann Slotwinski
Chapter arizona
Company The Cerrado Group
Title Executive Directory
Industry third-party-administrator
Years in Industry 10
Heather Stanley
Chapter arizona
Company Empower
Title Regional Manager, Internal Sales Core Market
Industry recordkeeper
Years in Industry 10
Ariel Stein
Chapter arizona
Company Argentum
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentor
Jennifer Tarsney
Chapter arizona
Industry broker-dealer-ria-home-office
Lisa Tassara
Chapter arizona
Company NWPS
Title Vice president
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Stargret Thompson
Chapter arizona
Company MGKS
Title Pension Consultant/Manager
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Nicole Ugalde
Chapter arizona
Company MFS Investments
Title Regional Sales Rep - Internal Wholesaler
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentee
Chris Wilhelm
Chapter arizona
Company OneAmerica
Title Regional Sales Director
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Natasha Williams
Chapter arizona
Company NWPS
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Donna Woodruff
Chapter arizona
Company Capital Insight Partners
Title Senior Advisor
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Sue Wusterbarth
Chapter arizona
Company Paylocity
Title FA Centric Account Executive
Industry other
Years in Industry 0-4
Mentor/Mentee mentor
Hobbies Hiking, Biking, Crossfit, Running, and Golf.
Lynn Young
Chapter arizona
Company Pinnacle Plan Design, LLC
Title Consulting Actuary/Partner
Industry third-party-administrator
Years in Industry 10
Lauren (Gear) Wagner
Chapter arklamiss
Company Fidelity Investments
Title Retirement Direcctor
Industry recordkeeper
Years in Industry 0-4
Mentor/Mentee mentor
Anna Bevins
Chapter arklamiss
Company Hays Breard Financial Group
Title Operations Manager
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Christina Bordelon
Chapter arklamiss
Title Managing Director
Kimberly Elliott
Chapter arklamiss
Company CAPTRUST
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 10
Jenna Frederic
Chapter arklamiss
Company Hannis T. Bourgeois, LLP
Title Associate Partner
Industry other
Years in Industry 5-9
Virtual Networking yes
Meg Kaul
Chapter arklamiss
Company AGESS Wealth Advisors of Raymond James
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentor
Desiree Lemelle
Chapter arklamiss
Company Nova 401(k) Associates
Title Retirement Plan Consultant - Louisiana & Mississippi
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Debbie Lumpkin
Chapter arklamiss
Company Wells Fargo Advisors Financial Network
Title Sr. Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Diana Matherne
Chapter arklamiss
Company Ameripirse
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies running, paddling boarding, gardening, birding, bicycling ...a y thing outdoors
Claire McVea
Chapter arklamiss
Company Morgan Stanley
Title CSA
Industry financial-advisor-consultant
Years in Industry 0-4
Mentor/Mentee mentee
Melissa Terito
Chapter arklamiss
Company Sentinel Pension
Title Partner
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Valerie Allen
Chapter atlanta
Company Windham Brannon, P.C.
Title Senior
Industry other
Years in Industry 0-4
Heather Bailey
Chapter atlanta
Company State Street
Title Senior Retirement Director
Industry investment-management-firm
Years in Industry 10
Kathy Bolton
Chapter atlanta
Company American Financial Systems, Inc.
Title Vice President
Industry third-party-administrator
Years in Industry 10
Elizabeth Browne
Chapter atlanta
Title Client Executive
Cindy Brueckman
Chapter atlanta
Company T. Rowe Price
Title Relatioship Manager
Industry recordkeeper
Years in Industry 10
Kathleen Chrisman
Chapter atlanta
Company ASFIP Foundation
Title Investment Manager
Industry investment-management-firm
Years in Industry 10
Miranda Coleman
Chapter atlanta
Company Windham Brannon, P.C.
Title Senior
Industry other
Years in Industry 5-9
Elizabeth Crenshaw
Chapter atlanta
Company Decatur Capital Management, Inc.
Title COO
Industry investment-management-firm
Years in Industry 10
Anne Criscione
Chapter atlanta
Company John Hancock Financial Services
Title Internal Sales Consultant
Industry recordkeeper
Years in Industry 0-4
Alice Davis
Chapter atlanta
Company OneDigital
Title Senior Client Relationship Manager
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Gisbel De La Cruz
Chapter atlanta
Company Angel Oak Capital Advisors
Title RFP Manager
Industry investment-management-firm
Years in Industry 10
J Lindsey Dickman
Chapter atlanta
Company Cogent/Escalent
Title Senior Vice President, Research and Consulting
Industry other
Years in Industry 10
Mentor/Mentee mentor
Kerrie Dishon
Chapter atlanta
Company Norfolk Southern Corp
Title Manager Retirement Benefits
Industry plan-sponsor
Years in Industry 10
Mentor/Mentee mentor
Hobbies Stained Glass, Dance (ballet and tap), choral singing, travel
Holly Donovan
Chapter atlanta
Company Invesco
Title Defined Contribution Program Manager
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Hobbies dirt bike riding, running, tennis, CrossFit
Susan Dubrof
Chapter atlanta
Company QDRO Benefits Firm
Title Founder and Attorney
Industry other
Years in Industry 10
Monique Etheridge
Chapter atlanta
Company Wells Fargo
Title Vice President
Industry recordkeeper
Years in Industry 10
Ann Barclay Fuss
Chapter atlanta
Company OneAmerica Retirement Services
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Katie Green
Chapter atlanta
Company Schwab Retirement Plan Services
Title Vice President, Sales
Industry recordkeeper
Years in Industry 10
Brooke Hodge
Chapter atlanta
Company Windham Brannon, P.C.
Title Sr. Manager
Industry other
Years in Industry 10
Nina Hollowell
Chapter atlanta
Company Fidelity
Title VP Regional Account Executive
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Travel, reading, building up communities
Racquel Jenkins
Chapter atlanta
Company OneDigital
Title Senior Corporate Recruiter
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Mentor/Mentee mentee
Hobbies Cooking, hiking, traveling, entertaining, reading, shopping
Medina Jett
Chapter atlanta
Company ICSGroup
Title CEO
Industry other
Years in Industry 10
Virtual Networking yes
Samantha Jordan
Chapter atlanta
Company Paychex
Title Regional Retirement Rep
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Katie Kilch
Chapter atlanta
Company Stadion Money Management
Title Regional Sales Consultant
Industry investment-management-firm
Years in Industry 10
Heather Kozina
Chapter atlanta
Company Paychex
Title Regional Retirement Sales Manager
Industry recordkeeper
Years in Industry 10
Heidi LaMarca
Chapter atlanta
Company Windham Brannon, P.C.
Title CEO / Managing Partner
Industry other
Years in Industry 10
Sara Lowery
Chapter atlanta
Company Janus Henderson Investors
Title Retirement Director
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Leslie Lowery
Chapter atlanta
Company FuturePlan
Title Institutional Relationship Manager
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Holly MacMillan
Chapter atlanta
Company Stadion Money Management
Title CMO
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Jodi Malis
Chapter atlanta
Company Hancock Askew & Co., LLP
Title Partner
Industry other
Years in Industry 10
Michelle Miller
Chapter atlanta
Company CAPTRUST
Title Senior Consultant Relationship Manager
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes
DeMetria Mond
Chapter atlanta
Company Ascensus (FuturePlan)
Title Manager Participant Service Center
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Charity Monk
Chapter atlanta
Company Aprio LLP
Title Partner
Industry other
Years in Industry 10
Mentor/Mentee mentor
Katrina Moody
Chapter atlanta
Company Retirement Plan Administrators, LLC
Title Partner
Industry third-party-administrator
Years in Industry 10
Adrienne Moore
Chapter atlanta
Company Ferenczy Benefits Law Center
Title Senior Associate
Industry erisa-attorney
Years in Industry 0-4
Virtual Networking yes
Anne Morris
Chapter atlanta
Company Windham Brannon, LLC
Title Principal
Industry other
Years in Industry 10
Virtual Networking yes
Jennifer Pearson
Chapter atlanta
Company OneDigital
Title Vice President, Retirement Plan Consulting
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Ashley Reinhardt
Chapter atlanta
Company Stadion Money Management/Smart
Title Internal Retirement Consultant
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentee
Hobbies Reading, Cooking, Tennis, Exercising
Megan Roper
Chapter atlanta
Company John Hancock Retirement Plan Services
Title Internal Sales Consultant
Industry recordkeeper
Years in Industry 0-4
Rebecca Smith
Chapter atlanta
Company Windham Brannon, P.C.
Title Principal
Industry other
Years in Industry 10
Gwelda Swilley
Chapter atlanta
Company AndCo Consulting
Title Senior Consultant
Industry financial-advisor-consultant
Years in Industry 10
Nikki Tanner
Chapter atlanta
Company Crewcial Partners, LLC
Title Associate Consultant
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Michelle Thompson
Chapter atlanta
Company Norfolk Southern Corporation
Title Director Benefits
Industry plan-sponsor
Years in Industry 10
Nwa'ndo Ume-Nwagbo
Chapter atlanta
Company Smithers + Ume-Nwagbo, LLC
Title Member
Industry erisa-attorney
Years in Industry 10
Lori Wagnon
Chapter atlanta
Company Smith & Howard
Title Partner
Industry other
Years in Industry 10
Sarah Walker
Chapter atlanta
Company Ameriprise Financial
Title Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Mentor/Mentee mentor
Hobbies traveling, raising my children, advocating for women and children, politics,
Larkin Walsh
Chapter atlanta
Company SageView Advisory Group
Title Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentee
Hobbies Fitness, travel, reading
Denise Williams
Chapter atlanta
Company Ameritas
Title Regional Client Manager, Retirement Plans
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Maggie Wise
Chapter atlanta
Company Windham Brannon, P.C.
Title Sr. Manager
Industry other
Years in Industry 10
Cheryl Aboussie
Chapter bay-area
Company The Standard
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Catherine Alade
Chapter bay-area
Company Fidelity Investments
Title Director, Managing Director
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Karin Alvarado
Chapter bay-area
Company New Aspect Financial Services, LLC
Title Senior Partner
Industry financial-advisor-consultant
Years in Industry 10
Diana B Barisof
Chapter bay-area
Company Cetera
Title Retirement Plan Consultant
Industry broker-dealer-ria-home-office
Years in Industry 10
Karen Bothe
Chapter bay-area
Company Ameriprise
Title Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Elaine Bourke
Chapter bay-area
Company American Century
Title VP, Sr. Client Portfolio Manager
Industry investment-management-firm
Years in Industry 10
Deb Boyden
Chapter bay-area
Company Lazard
Title Sr. Vice President
Industry investment-management-firm
Years in Industry 10
Philsimol Cheppala
Chapter bay-area
Company Envestnet
Title QA Analyst
Industry other
Years in Industry 0-4
Liz Fragoza
Chapter bay-area
Company Franklin Templeton
Title Senior Business Adminstrative Analyst
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Victoria Fung
Chapter bay-area
Company T. Rowe Price
Title Senior Defined Contribution Specialist
Industry investment-management-firm
Years in Industry 10
Natalie Gentry
Chapter bay-area
Company The Standard
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Pamela Gillett
Chapter bay-area
Company American Funds
Title RVP/Retirement Plan Counselor
Industry broker-dealer-ria-home-office
Years in Industry 10
Susanna Gutkin
Chapter bay-area
Company Envestnet
Title AVP, Relationship Manager
Industry other
Years in Industry 10
Charity Hall
Chapter bay-area
Company T. Rowe Price
Title Consultant Relations Associate
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies Hiking, Baking, Woodwork, Cooking, Photography, Reading, Outdoors
Kristina Keck
Chapter bay-area
Company Global Retirement Partners / Woodruff Sawyer & Co.
Title Vice President
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Lisa Lacayo
Chapter bay-area
Company Newport Group, Inc.
Title Vice President, Business Development
Industry recordkeeper
Years in Industry 10
Judy Maxwell
Chapter bay-area
Company Maxwell Insurance & Financial Services, Inc.
Title CEO/owner
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Alesha McAdams
Chapter bay-area
Company MetLife
Title Sales Director, Stable Value Markets
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Nancy Miranda
Chapter bay-area
Company Ascensus
Title Regional Vice President
Industry recordkeeper
Years in Industry 10
Gail Steward
Chapter bay-area
Company Findley Davies, Inc.
Title Managing Consultant
Industry other
Years in Industry 10
Veronica Taylor
Chapter bay-area
Company Pensionmark Financial Group
Title Client Relationship Manager
Industry financial-advisor-consultant
Years in Industry 5-9
Emma Tookey
Chapter bay-area
Company T. Rowe Price
Title Sr. Retirement Sales Exec.
Industry recordkeeper
Years in Industry 10
Alexandra Wells
Chapter bay-area
Company Natixis Investment Managers
Title Senior Director
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Elizabeth Winslett
Chapter bay-area
Company Woodruff Sawyer
Title Senior Account Manager
Industry financial-advisor-consultant
Years in Industry 10
Alyssa Zagrobski
Chapter bay-area
Company Ubiquity
Title Partner Support Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Hobbies Hiking, traveling, reading, yoga
Andrea Anastasio
Chapter boston
Company MassMutual
Title Head of Investment Management Solutions
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Brooke Anderson
Chapter boston
Company Income Research + Management
Title Director of Product Management
Industry investment-management-firm
Years in Industry 10
Pam Basse
Chapter boston
Company NFP
Title Director
Industry broker-dealer-ria-home-office
Years in Industry 10
Annelise Blackall
Chapter boston
Company MassMutual Investments
Title Marketing Strategist
Industry investment-management-firm
Years in Industry 0-4
Joan Bozek
Chapter boston
Company Bozlin Consulting
Title Consultant
Industry other
Years in Industry 10
Andrea Brasileiro
Chapter boston
Company MFS Investments
Title Investment Compliance Team Lead
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes
Sara Braz
Chapter boston
Company Fidelity Investments
Title Director, Marketing
Industry recordkeeper
Years in Industry 10
Lauren Byrne
Chapter boston
Company Columbia Threadneedle Investments
Title Relationship Manager - Investment Only
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentee
Hobbies Running/working out and spending time with my family
Kristin Carcio
Chapter boston
Company Morgan Stanley
Title Executive Director
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentor
Sara Carvalho
Chapter boston
Company Marsh & McLennan Agency
Title Retirement Consultant
Industry financial-advisor-consultant
Years in Industry 10
Linda Chadbourne, QKA, APR, APA, AKA, PFC
Chapter boston
Company Beacon Benefits Inc.
Title Managing Director
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Mary-Jane Clergy
Chapter boston
Company Empower Retirement
Title Regulatory Consultant
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Nora Connerty
Chapter boston
Company Wells Fargo Asset Management
Title Director
Industry investment-management-firm
Years in Industry 10
Karen Coomber
Chapter boston
Company Fidelity Investments
Title Vice President, Intermediary Business Development
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Mentor/Mentee mentor
Hobbies Reading, Exercise, Boating
Michele Corkery
Chapter boston
Company Unemployed
Title Marketing & Communication Consultant
Michele Cropley
Chapter boston
Title AVP, Multiple Operations Director
Theresa Cummings
Chapter boston
Company Consultant
Title Consultant
Industry other
Years in Industry 10
Susan DaCosta
Chapter boston
Company Fidelity Investments
Title VP Business Management
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Hobbies Cooking, Travel, Gardening
Margot DeMore
Chapter boston
Company Broad Street Consulting Group
Title Managing Director
Industry other
Years in Industry 10
Jennie Devlin
Chapter boston
Company Cantella & Co., Inc
Title President & Chief Revenue Officer
Industry other
Years in Industry 5-9
Karen DiStasio
Chapter boston
Company Commonwealth Financial
Title Director, Retirement Consulting Services
Industry broker-dealer-ria-home-office
Years in Industry 10
Christine Dolan
Chapter boston
Company Empower Retirement
Title Managing Director
Industry recordkeeper
Years in Industry 10
Monica Feyock
Chapter boston
Company Empower Retirement
Title Internal Sales Director
Industry recordkeeper
Years in Industry 5-9
Christina Frattura
Chapter boston
Company John Hancock Retirement
Title National Account Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Hobbies Family, Disney, Peloton
Amy Glynn
Chapter boston
Company Global Retirement Partners
Title Managing Director, Retirement Services
Industry broker-dealer-ria-home-office
Years in Industry 10
Christina Gregory
Chapter boston
Company Nationwide Financial
Title DIVISIONAL VICE PRESIDENT
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Teresa Hassara
Chapter boston
Company Self
Title President
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Lauren Hill
Chapter boston
Company John Hancock
Title AVP, National Account Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Aruna Hobbs
Chapter boston
Company MassMutual
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Muriel Holmes
Chapter boston
Company Virtus Investment Partners, Inc.
Title Managing Director - Head of RFP & Consultant Databases
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Reading, Bicycling
Maggie Howe
Chapter boston
Company Wise Rhino Group
Title Mergers and Acquisitions Associate
Industry other
Years in Industry 0-4
Virtual Networking yes
Kathryn Howley
Chapter boston
Company BlackRock
Title Analyst
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies Volleyball, Golf, Reading, Kickboxing
Kerry Ann James
Chapter boston
Company Boston Partners
Title Managing Director
Industry investment-management-firm
Years in Industry 10
Holly Knight
Chapter boston
Company Sapers & Wallack, Inc.
Title Director of Employee Education & Engagement
Industry financial-advisor-consultant
Years in Industry 5-9
Jane Livshin
Chapter boston
Company BlackRock
Title Analyst
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies Salsa Dancing, Reading, Drawing
Lauren Loehning Loehning
Chapter boston
Company Retirement Impact/ RISExcel Corporate Wellness
Title Principal, Partner
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Hobbies mindfulness meditation, yoga, skiing, hiking
Christine MacDonald
Chapter boston
Company Kevin P Martin & Associates PC
Title Senior Manager
Industry financial-advisor-consultant
Years in Industry 10
Samantha Maier
Chapter boston
Company MFS Investments
Title Director of DEI HR Process & Business Integration Management
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Marcia Mantell
Chapter boston
Company Mantell Retirement Consulting, Inc.
Title President and Owner
Industry other
Years in Industry 10
Virtual Networking yes
Kristine Marzelli
Chapter boston
Company Empower Retirement
Title Director RFP Response
Industry investment-management-firm
Years in Industry 10
Charlotte McCarron
Chapter boston
Company MFS Investments
Title Regional Sales Rep
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
Valerie McClendon
Chapter boston
Company QBI, LLC
Title Retirement Plan Consultant
Industry third-party-administrator
Years in Industry 10
Maria Milano
Chapter boston
Company Fidelity Investments
Title Director, Sales Product Consultant
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Hobbies Enjoy spending time with family and friends, going on boat, snowmobiling and hiking.
Melanie Milazzo
Chapter boston
Company Edelman Financial Engines
Title Institutional Marketing Manager
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Molly Montgomery
Chapter boston
Company John Hancock
Title Strategic Relationship Manager
Industry recordkeeper
Years in Industry 5-9
Jennifer Murray
Chapter boston
Company Fidelity Investments
Title Vice President, Executive Services
Industry other
Years in Industry 10
Susanne Nelson
Chapter boston
Company Castle Hill Retirement Partners
Title Principal
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Mary Ann Norton
Chapter boston
Company John Hancock Retirement Plan Services
Title Vice President, Strategic Relationship Management
Industry recordkeeper
Years in Industry 10
Deanna Owen
Chapter boston
Company Fidelity Investments
Title Head of WI Sales Deployment
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Stacy Parker-Lurie
Chapter boston
Company Borislow Insurance
Title Director of Retirement Plan Services and Operations
Industry broker-dealer-ria-home-office
Years in Industry 10
Virtual Networking yes
Kristin Pelling
Chapter boston
Company Empower Retirement
Title Consultant Relations Director
Industry recordkeeper
Years in Industry 10
Lucy Pelsma
Chapter boston
Company Stadion Money Management
Title Vice President, Marketing
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Meghan Pfau
Chapter boston
Company MFS Investments
Title Regional Sales Rep
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
Margaret Pierce
Chapter boston
Company NFP
Title Senior Retirement Plan Sponsor Consultant
Industry financial-advisor-consultant
Years in Industry 10
Caitlyn Potter
Chapter boston
Company Fidelity Investments
Title Vice President, 401(k) Wholesaler
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentee
Hobbies Photography, Travel, Yoga
Jennifer Powers
Chapter boston
Company Fidelity Investments
Title VP, Key Account Manager
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Alicia Raspa
Chapter boston
Company Beacon Benefits, Inc.
Title Compliance Associate
Industry third-party-administrator
Years in Industry 5-9
Virtual Networking yes
Jacalyn Reed
Chapter boston
Company WhaleRock Point Partners
Title Retirement Plan Specialist
Industry financial-advisor-consultant
Years in Industry 5-9
Kathy Reilley
Chapter boston
Company BerryDunn Wealth Management
Title Senior Manager
Industry financial-advisor-consultant
Years in Industry 10
Nicole Rhind
Chapter boston
Company Alpha Pension Group
Title Senior Consultant
Industry financial-advisor-consultant
Years in Industry 10
Rebecca Rhoads
Chapter boston
Company Spanish Works
Title Data Analyst and Spanish Financial Interpreter
Industry other
Years in Industry 0-4
Virtual Networking yes
Chris RIvers
Chapter boston
Company The Kraematon Group
Title Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Kathleen Roche
Chapter boston
Company Ascensus
Title VP, Business Development Strategy
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Lynn Roy
Chapter boston
Company T. Rowe Price
Title Head of TPA Markets
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Robin Rueter
Chapter boston
Company Income Research + Management
Title Vice President
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Megan Russell
Chapter boston
Company Fidelity Investments
Title Director, Sales Innovation Programs
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Amanda Russell-Brown
Chapter boston
Company John Hancock Retirement Plan Services
Title Director, Product Development & Strategy
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Jennifer Rutley
Chapter boston
Company Hidden Insights Group LLC
Title Principal
Industry other
Years in Industry 10
Virtual Networking yes
kimberly rzepecki
Chapter boston
Company Loomis, Sayles & Company, LP
Title Vice President, Sr Business Analyst
Industry investment-management-firm
Years in Industry 10
Stefanie Rzepecki
Chapter boston
Company GRP Financial/HUB International
Title SVP, Business Development
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Jennifer Sahady
Chapter boston
Company Jennifer Sahady
Title CEO
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Mary-Ellen Sanderson
Chapter boston
Company OneAmerica
Title Head of Retirement Marketing
Industry recordkeeper
Years in Industry 10
Christine Sanford
Chapter boston
Company Fidelity Investments
Title Vice President, Key Account Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Christa Santella
Chapter boston
Company Beacon Benefits
Title Vice President
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Peggy Santhouse
Chapter boston
Company John Hancock Retirement Plan Services
Title Vice President
Industry recordkeeper
Years in Industry 10
Amanda Savini
Chapter boston
Company Marsh McLennan Agency
Title Retirement Consultant
Industry other
Years in Industry 10
Mentor/Mentee mentor
Denise Schroepfer
Chapter boston
Company John Hancock
Title Senior Business Lead-Transformation Business Optimization
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Michaela Scott
Chapter boston
Company Borislow Insurance
Title Strategic Benefits Consultant
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Rachel Shaw
Chapter boston
Company MFS Investments
Title Relationship Manager
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
Marci Slovin
Chapter boston
Company New York Life Insurance
Title Senior Contracts Associate, Stable Value Investments
Industry other
Years in Industry 5-9
Lisa Smith
Chapter boston
Company Fidelity Investments
Title SVP, Retirement
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Mary-Beth Smith, QKA
Chapter boston
Company Actuarial Systems Corporation
Title Director of Sales
Industry other
Years in Industry 10
Julia Stati
Chapter boston
Company Sentinel Benefits & Financial Group
Title Retirement Plan Advisor
Industry financial-advisor-consultant
Years in Industry 0-4
Ruchi Tripathi
Chapter boston
Company MFS Investment Management
Title Associate Director, National Accounts
Industry investment-management-firm
Years in Industry 0-4
shelli vandemark kendig
Chapter boston
Company BridgePoint Group, LLC
Title Managing Partner
Industry other
Years in Industry 10
Kelley Warner
Chapter boston
Company Fidelity Investments
Title Vice President, Sales Execution Lead
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Hobbies hiking, traveling, baking, spending time with friends
Liz West
Chapter boston
Company Empower
Title Director
Industry recordkeeper
Years in Industry 10
Meghan Whelan
Chapter boston
Company Putnam Investments
Title Consultant Relations Manager, DCIO
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Kerry White
Chapter boston
Company JP Morgan
Title Executive Director
Industry other
Years in Industry 0-4
Meredith Wolff
Chapter boston
Company Fidelity Investments
Title SVP, Institutional Sales
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Donna Wong
Chapter boston
Company John Hancock
Title VP, Retirement Plans National Account
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Marie Yunis
Chapter boston
Company MFS Investments
Title LCERM Operations Sr Product Owner/Manager
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentor
Cindy Zarker
Chapter boston
Company FUSE Research Network
Title Director
Industry other
Years in Industry 10
Pamela Appell
Chapter chicago
Company Plexus Financial Services
Title Vice President, Client Relations
Industry broker-dealer-ria-home-office
Years in Industry 10
Virtual Networking yes
Debbie Bakazan
Chapter chicago
Company AMP Capital Investors (US) Ltd
Title Compliance and Resourcing Manager
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Kristina Baumann
Chapter chicago
Company Principal
Title Director of Sales
Industry broker-dealer-ria-home-office
Years in Industry 10
Virtual Networking yes
Sarah Berry
Chapter chicago
Company Franklin Templeton Investments
Title Senior Retirement Director
Industry investment-management-firm
Years in Industry 0-4
Virtual Networking yes
Morgan Burkle
Chapter chicago
Company Insight Financial Partners, LLC
Title Partner, Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 0-4
Virtual Networking yes
Carrie Byrnes
Chapter chicago
Company Michael Best
Title Partner
Industry erisa-attorney
Years in Industry 10
Cheryl Castillo
Chapter chicago
Company Strategic Retirement Partners
Title Relationship Manager-Operations
Industry financial-advisor-consultant
Years in Industry 0-4
Lauren Connelly
Chapter chicago
Company Merrill Lynch
Title Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Virtual Networking yes
Jennifer Conroy
Chapter chicago
Company CUNA Mutual
Title Product & Vendor Management Leader
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Karyn Dzurisin
Chapter chicago
Company American Funds
Title TPA Business Development Manager
Industry investment-management-firm
Years in Industry 10
Lyndsay Ferencak
Chapter chicago
Company Northern Trust
Title Director, Multi-Manager Solutions
Industry investment-management-firm
Years in Industry 5-9
Eileen Finnegan
Chapter chicago
Company TIAA
Title Managing Director
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Amy Fussman
Chapter chicago
Company Fidelity
Title VP, Account Executive
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Geri geri.herro@guggenheiminvestments.com
Chapter chicago
Company Guggenheim
Title DCIO Investment Specialist
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Carolyn Gilbert
Chapter chicago
Company Wilshire
Title Vice President
Industry investment-management-firm
Years in Industry 5-9
Stephanie Harper
Chapter chicago
Company Envestnet Retirement Solutions
Title Senior Client Service Manager
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Decorating, Organizing, Traveling, Exercising, Cooking, Mentoring, Public Speaking
Shelley Hasner
Chapter chicago
Company Mesirow Financial
Title Vice President
Industry financial-advisor-consultant
Years in Industry 10
Beverly Helm
Chapter chicago
Company Beverly Helm
Title Attorney
Industry other
Years in Industry 10
Virtual Networking yes
Ami Hindia
Chapter chicago
Company Fidelity Institutional Asset Management
Title Senior Vice President of DCIO
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Jessica Johanson
Chapter chicago
Company Lord Abbett
Title Regional Director, Defined Contribution
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Alexia Keil
Chapter chicago
Company Correct Capital
Title Relationship Manager
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Kristina Lichak
Chapter chicago
Company Transamerica
Title Client Executive
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Nicole Lunardini
Chapter chicago
Company Lincoln Financial Group
Title Senior Product Marketing Manager
Industry recordkeeper
Years in Industry 5-9
Virtual Networking yes
Denise Marchetti
Chapter chicago
Company Mutual of Omaha
Title Registered Representative
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Jill Maybaum
Chapter chicago
Company Invesco
Title Director Retirement National Accounts
Industry investment-management-firm
Years in Industry 10
Deane Mayerhofer
Chapter chicago
Company Strategic Retirement Partner
Title Chief Operating Officer
Industry other
Years in Industry 10
Katie Mertens
Chapter chicago
Company Human Interest
Title Partner Account Manager
Industry recordkeeper
Years in Industry 5-9
Virtual Networking yes
Lauren Nelson
Chapter chicago
Company Michael Best
Title Associate Attorney
Industry erisa-attorney
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies sports and reading, puzzles
Jennifer Norr
Chapter chicago
Company CUNA Mutual Group
Title Director of Data Governance Office
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Mindy O'Connor
Chapter chicago
Company Ascensus
Title Head of Business Development
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Karie OConnor
Chapter chicago
Company Merrill Lynch
Title VP, Financial Advisor, Retirement Benefit Consultant
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Sharon Piet
Chapter chicago
Company My Advisor & Planner
Title Sr. Client Advocate
Industry financial-advisor-consultant
Years in Industry 10
Beverly Platt
Chapter chicago
Company Karel-Gordon & Associates
Title Partner/Pension Consultant
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Julie Quinlan
Chapter chicago
Company Transamerica
Title Vice President, Communications
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Gretchen Radach
Chapter chicago
Company Gretchen Radach Consulting, Inc.
Title Consultant
Industry other
Years in Industry 10
Jessica Ritchie
Chapter chicago
Company CUNA Mutual Group
Title Business Development Consultant, Strategic Accounts
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Marta Rodriguez
Chapter chicago
Company J.P. Morgan
Title DCIO Client Advisor
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Bridgette Rutter
Chapter chicago
Company John Hancock Retirement Plan Services
Title Regional Vice President
Industry recordkeeper
Years in Industry 10
Jennifer San Fillippo
Chapter chicago
Company Lakeview Wealth Strategies
Title President
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Karen Sanchez
Chapter chicago
Company Sikich
Title Partner
Industry third-party-administrator
Years in Industry 10
Virtual Networking no
Lindsey Scarpati
Chapter chicago
Company LGIMA
Title Investment Director - Defined Contribution Specialist
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Shelly Schaefer
Chapter chicago
Company SageView Advisory Group
Title Retirement Plan Consultant
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Stacey Schmid
Chapter chicago
Company Empower
Title Vice President & Consulting Actuary
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking no
Hobbies Baking, Yoga, Cooking
Kristin Seabold
Chapter chicago
Company JP Morgan
Title Client Advisor
Industry investment-management-firm
Years in Industry 10
Marissa Serrano
Chapter chicago
Company Strategic Retirement Partners
Title Manager, Business Development
Industry financial-advisor-consultant
Years in Industry 0-4
Erin Smith
Chapter chicago
Company The Options Clearing Corporation
Title First Vice President
Industry plan-sponsor
Years in Industry 10
Gina Sottile
Chapter chicago
Company RS
Title Senior Director
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Sally Stresnak
Chapter chicago
Company Bank Of America
Title VP, Employee Benefits Specialist
Industry broker-dealer-ria-home-office
Years in Industry 10
Katherine Tipper
Chapter chicago
Company Hunter Benefits Consulting Group
Title President CFO
Industry third-party-administrator
Years in Industry 10
Kathy Tompkins
Chapter chicago
Company Shore Tompkins Actuarial Resources, LLC
Title Owner & Enrolled Actuary
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Holly Verdeyen
Chapter chicago
Company Mercer
Title Defined Contribution Leader
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Mary Lou Wattman
Chapter chicago
Company 1920West
Title President/ CEO
Industry other
Years in Industry 10
Suzanne Weeden
Chapter chicago
Company Spectrum Investment Advisors
Title Senior Relationship Manager
Industry broker-dealer-ria-home-office
Years in Industry 10
Tina Wisialowski
Chapter chicago
Company Graystone Consulting
Title Institutional Consultant / Corporate Retirement Director
Industry financial-advisor-consultant
Years in Industry 10
Margaret Younis
Chapter chicago
Company Lincoln Financial Group
Title National Director, Consultant Relations
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Golf, Travel, Music
Jane Arambel Kadillak
Chapter colorado
Company Aspen Group Benefit Advisors, LLC
Title President
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Lisa Argenta
Chapter colorado
Company ADP
Title Regional Retirement Plan Specialist
Industry plan-sponsor
Years in Industry 10
Mentor/Mentee mentee
Hobbies Working out, hiking, mountain biking, skiing, shopping, reading, learning and growing
Merry Baker
Chapter colorado
Company Transamerica
Title Regional Retirement Consultant
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Ann Bayles
Chapter colorado
Company Janus Henderson Investors
Title Head of Retirement Marketing
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Karen Benewith
Chapter colorado
Company Ubiquity Retirement + Savings
Title Sr. Partner Success manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Hiking, Cooking, Pets, Camping, Travel
Brenda Berg
Chapter colorado
Company Holland & Hart LLP
Title Partner
Industry erisa-attorney
Years in Industry 10
Stephanie Bodhi
Chapter colorado
Company Empower Retirement
Title Director, Advisor and Consultant Marketing
Industry recordkeeper
Years in Industry 10
Stacey Branch
Chapter colorado
Company Ameritas
Title RVP
Megan Branham
Chapter colorado
Company Principal Financial Group
Title Sr. Investment Specialist
Industry investment-management-firm
Years in Industry 10
Erin Breit
Chapter colorado
Company BDO USA LLP
Title Assurance Partner
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Hiking, Cross Stitch, Playing with my daughter, baseball
Michelle Brumfield
Chapter colorado
Company Pension Assurance LLP
Title Practice Leader
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Cooking and Gardening
Victoria Frey
Chapter colorado
Company CUNA Mutual Retirement Solutions
Title TPA Business Development Consultant
Industry recordkeeper
Years in Industry 10
Larissa Fromme
Chapter colorado
Company USI
Title Senior Account Manager
Industry financial-advisor-consultant
Years in Industry 5-9
Corey Gallifant
Chapter colorado
Company Empower Retirement
Title Regional Sales Director- Government Market
Industry recordkeeper
Years in Industry 10
Michelle Hallett
Chapter colorado
Company Principal
Title Relationship Manager
Industry plan-sponsor
Years in Industry 10
Kyli Hanson
Chapter colorado
Company Innovest Portfolio Solutions
Title Analyst
Industry financial-advisor-consultant
Years in Industry 0-4
Makila Hennig
Chapter colorado
Company Financial Fitness for Life
Title Program Manager
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Molly Hobbs
Chapter colorado
Company Husch Blackwell LLP
Title Attorney
Industry erisa-attorney
Years in Industry 5-9
Virtual Networking yes
Dawn Hotop
Chapter colorado
Company Empower Retirement
Title Premier Partner Consultant
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Amy Huber
Chapter colorado
Company Broadridge
Title Vice President, Retirement Advisor Sales Consultant
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Alyssa Hultman
Chapter colorado
Company Empower Retirement
Title Senior Marketing Manager
Industry recordkeeper
Years in Industry 10
Megan Hunsaker
Chapter colorado
Company Lincoln Financial Group
Title Communication Consultant
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Alexa Inchauspe
Chapter colorado
Company Morgan Stanley
Title Retirement Service Specialist
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies Cooking, Hiking, Yoga
Kristin Jacobson
Chapter colorado
Company First Western Trust
Title VP, Relationship Manager
Industry financial-advisor-consultant
Years in Industry 10
Samantha Jenkins
Chapter colorado
Company IMA Wealth, Inc
Title S.V.P.
Gwen Keller
Chapter colorado
Company Transamerica
Title Retirement Business Development Strategist
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Susan Lubeck
Chapter colorado
Company Principal Financial
Title Relationship Manager
Industry recordkeeper
Years in Industry 5-9
Jennifer Lyndsey
Chapter colorado
Company Paychex, Inc.
Title Regional Retirement Sales Manager
Industry recordkeeper
Years in Industry 10
Emily Machol
Chapter colorado
Company First Western Trust
Title Relationship Manager I
Industry financial-advisor-consultant
Years in Industry 0-4
Heather Malfa
Chapter colorado
Company Transamerica
Title Business Development Specialist
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Becca Matsumura
Chapter colorado
Company T. Rowe Price
Title B2B Digital Products Manager
Industry plan-sponsor
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes
Hobbies Playing volleyball, softball, snowboarding, pottery and painting
Meghan McGuire
Chapter colorado
Company Transamerica
Title Lead Client Executive
Industry recordkeeper
Years in Industry 10
Gloria Michalko
Chapter colorado
Company Gregory & Associates
Title VP, Retirement Plans
Industry financial-advisor-consultant
Years in Industry 10
Giovanna Mondavi
Chapter colorado
Company MFS Investments
Title Defined Contribution Specialist
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentor
Nohemy Montes, J.D., CFPA
Chapter colorado
Company Mont Wealth Financial Advisors
Title President, Wealth Manager
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Connor Morganti
Chapter colorado
Company Johnson Morganti, Inc.
Title Owner
Industry financial-advisor-consultant
Years in Industry 0-4
Anne Olguin
Chapter colorado
Company Paychex
Title Operations Manager
Industry recordkeeper
Years in Industry 10
Taylor Pluss
Chapter colorado
Company Janus Henderson Investors
Title Retirement Director
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentor
Nancy Rimington
Chapter colorado
Company GW&K Investment Management
Title Institutional Business Development
Industry investment-management-firm
Years in Industry 10
Adrienne Robertson
Chapter colorado
Company Transamerica
Title Senior Director, Client Compliance & Consulting Services
Industry recordkeeper
Years in Industry 10
Beth Robinson
Chapter colorado
Company John Hancock
Title TPA Channel Director
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Belen Ryan
Chapter colorado
Company RMB Capital
Title Client Relationship Manager
Industry financial-advisor-consultant
Years in Industry 0-4
Virtual Networking yes
Kim Ryan
Chapter colorado
Company My Corporate Ally
Title Managing Consultant
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Kristen Solo
Chapter colorado
Company Standard Retirement Plan Services
Title Senior Attorney
Industry erisa-attorney
Years in Industry 10
Michele Suriano
Chapter colorado
Company Castle Rock Investment Company
Title President
Industry financial-advisor-consultant
Years in Industry 10
Lisa Tilley
Chapter colorado
Company Empower Retirement
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Peggy Timm
Chapter colorado
Company Principal Financial Group
Title Senior Relationship Manager
Industry recordkeeper
Years in Industry 10
Alecia Unkel
Chapter colorado
Company The Standard
Title Retirement Plan Consultant
Industry recordkeeper
Years in Industry 5-9
Annette Van Horn
Chapter colorado
Company Empower Retirement
Title Custom Solutions Sales Director
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Kaitlin Vangura
Chapter colorado
Company Ascensus
Title Vice President, Business Development
Industry recordkeeper
Years in Industry 5-9
Rachel Weldy
Chapter colorado
Title Internal Sales Director
Paige Wildermuth
Chapter colorado
Company The Standard
Title Internal Wholesaler
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies Golf, skiing, hiking, pickle ball, dog walks
Jessica Wilson
Chapter colorado
Company Franklin Templeton
Title VP, Senior Retirement Strategist
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Ali Zimmer
Chapter colorado
Company Qualified Pension Services, Inc.
Title Operations Support Manager
Industry third-party-administrator
Years in Industry 5-9
Mentor/Mentee mentee
Hobbies Bowling, Reading, Stand-up Paddleboarding, Anime
Debbie Zimmer
Chapter colorado
Company Qualified Pension Services Inc
Title President
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Mary-Beth Aldrich
Chapter columbus
Company Empower Retirement
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Tammy Bennett
Chapter columbus
Company Advanced Drainage Systems, Inc.
Title Manager of Retirement
Industry investment-management-firm
Years in Industry 10
Kathryn Campbell
Chapter columbus
Company Provident Trust Group, an Ascensus Company
Title Vice President, Service & Operations
Industry other
Years in Industry 5-9
Mentor/Mentee mentee
KIMBERLY FLETT
Chapter columbus
Company ERISA & Tax Financial Services, LLC
Title Owner/Partner
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Jackie Jenkins
Chapter columbus
Title Retirement Education Counselor
Industry broker-dealer-ria-home-office
Molly Kuchan
Chapter columbus
Company Securian Financial
Title Regional Vice President
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes
Patty Lohiser
Chapter columbus
Company Cleveland Museum of Natural History
Title Director of Finance
Industry other
Years in Industry 0-4
Mentor/Mentee mentor
DeDe Miser
Chapter columbus
Company Go Fund Your Life
Title Group Retirement and Wealth Gap Expert
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Hobbies Golf and Travel
Jen Moore
Chapter columbus
Company The Standard
Title Sr Director Actuary
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Hobbies traveling, biking, hiking, hauling overscheduled kids to activities
Jennifer Tanaka
Chapter columbus
Company The Retirement (k)oncierge Group
Title Director of Compliance
Industry third-party-administrator
Years in Industry 0-4
Mentor/Mentee mentee
Virtual Networking yes
Valerie Wawrin
Chapter columbus
Company D'Amico Wawrin & Company CPAs, LLC
Title Partner/CPA
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Tricia Bailey
Chapter detroit
Company FuturePlan
Title Vice President- Sales Consultant of FuturePlan
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Angela Cusmano
Chapter detroit
Company Dahring | Cusmano and Associates
Title Managing Partner
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Chelsea Daigneau
Chapter detroit
Company Transamerica
Title Regional Vice President
Industry recordkeeper
Years in Industry 5-9
Alison DeVries
Chapter detroit
Company Principal
Title Relationship Manager
Industry recordkeeper
Years in Industry 0-4
Virtual Networking yes
Bailey Domer
Chapter detroit
Company Nationwide Financial
Title Senior Relationship Manager
Industry recordkeeper
Years in Industry 0-4
Heidi Dresbach
Chapter detroit
Company Empower Retirement
Title Relationship Manager
Industry recordkeeper
Years in Industry 5-9
Virtual Networking yes
Laura Durkin
Chapter detroit
Company Nationwide Financial
Title RVP
Industry recordkeeper
Years in Industry 10
Janice Fortin
Chapter detroit
Company Doeren Mayhew
Title Director of Retirement Plan Audits and Compliance Practice Section
Industry other
Years in Industry 10
Virtual Networking yes
Cheryl Gabriel
Chapter detroit
Company Self Employed right now
Title Enrolled Actuary
Industry other
Years in Industry 10
Virtual Networking yes
Jane Hagen
Chapter detroit
Company Tri Star Trust Bank
Title Vice President/Director of Retirement Plans
Industry other
Years in Industry 10
Mindy Minarik-Prins
Chapter detroit
Company CUNA Mutual Group
Title Retirement Education Specialist
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentee
Hobbies Gardening, yoga, hiking
Brenda Oldham
Chapter detroit
Company RAM Insurance & Financial Services
Title CEO/Owner
Industry broker-dealer-ria-home-office
Years in Industry 10
Kimberly Oros
Chapter detroit
Company Empower
Title Lead Retirement Consultation Advisor
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Ashley Pockrandt
Chapter detroit
Company Frankenmuth Credit Union
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Lisa Sandee
Chapter detroit
Company Principal Finanical Group1
Title Regional Director of Relationship Management
Industry plan-sponsor
Years in Industry 10
Kate Shaver
Chapter detroit
Company Strategic Retirement Partners
Title Relationship Manager, Operations
Industry financial-advisor-consultant
Years in Industry 0-4
Susan Shoemaker
Chapter detroit
Company CAPTRUST
Title Senior Vice President
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Victoria Taylor
Chapter detroit
Company Raymond James
Title Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Virtual Networking yes
Trisha Umpfenbach
Chapter detroit
Company ADP
Title Retirement Services District Manager
Industry recordkeeper
Years in Industry 0-4
Jennifer Watkins
Chapter detroit
Company Warner Norcross + Judd LLP
Title Partner
Industry erisa-attorney
Years in Industry 10
Virtual Networking yes
Lisa Zimmer
Chapter detroit
Company Warner Norcross + Judd LLP
Title Partner
Industry erisa-attorney
Years in Industry 10
Kristen Abell
Chapter greater-cincinnati-kentucky
Company Ameritas
Title Regional Client Relationship Manager
Industry recordkeeper
Years in Industry 10
Tammy Becker
Chapter greater-cincinnati-kentucky
Company Hauser
Title 401K Senior Associate
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Pamela Brooks
Chapter greater-cincinnati-kentucky
Company Oswald Financial, Inc.
Title Client Executive
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Julie Costello
Chapter greater-cincinnati-kentucky
Company The Retirement Advantage
Title Regional Sales Consultant
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Katie Dalton
Chapter greater-cincinnati-kentucky
Company The Standard
Title Manager, Internal Sales
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Casey England
Chapter greater-cincinnati-kentucky
Company 631120300
Title Senior Sales Product Consultant
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Hobbies Love music, sports, spending time with my kids and taking walks
Amy Flach
Chapter greater-cincinnati-kentucky
Company Fidelity Investments
Title Managing Director
Industry recordkeeper
Years in Industry 10
Kelsey Fortenberry
Chapter greater-cincinnati-kentucky
Company Mutual of Omaha Advisors
Title CERTIFIED FINANCIAL PLANNER™
Industry financial-advisor-consultant
Years in Industry 0-4
Virtual Networking yes
Michelle Hammond
Chapter greater-cincinnati-kentucky
Company Ameritas Life Insurance Corp.
Title Sr. Manager- RP Risk & Plan Services
Industry third-party-administrator
Years in Industry 10
Angela Harney
Chapter greater-cincinnati-kentucky
Company The Standard
Title Director, Contact Center
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Michelle Hodgeman
Chapter greater-cincinnati-kentucky
Company Fifth Third Bank
Title Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentee
Sarah Paris
Chapter greater-cincinnati-kentucky
Company Voya Financial
Title RVP Client Relations
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Jacklyn Rose
Chapter greater-cincinnati-kentucky
Company T Rowe Price
Title Client Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Hobbies Scrapbooking, Kayaking, Fitness Activities, OSU Football
Betsy Schaaf
Chapter greater-cincinnati-kentucky
Company SMA Services, Inc.
Title Director Compliance Services
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Susan Senger
Chapter greater-cincinnati-kentucky
Company First Financial Bank
Title Retirement Plan Services Specialist II
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Erin Shick
Chapter greater-cincinnati-kentucky
Company Dentons
Title Attorney
Industry erisa-attorney
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Annie Venable
Chapter greater-cincinnati-kentucky
Company Fidelity Investments
Title Vice President Lead Generation
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Tina Anstett
Chapter hartford
Company Smart USA Co.
Title Senior ERISA Counsel
Industry erisa-attorney
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Djuana Beamon
Chapter hartford
Company Empower
Title Chief Diversity & Corporate Social Responsibility Officer
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Jennifer Bourret
Chapter hartford
Company Empower
Title Investment Strategist
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentee
Lisa Buffington
Chapter hartford
Company Marsh & McLennan
Title VP, Retirement Services
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Melissa Coppola
Chapter hartford
Company Pensions Inc.
Title Treasurer
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentee
Kerry Correia
Chapter hartford
Company Escalent
Title Senior Project Manager
Industry other
Years in Industry 0-4
Mentor/Mentee mentee
Kelly Hewes
Chapter hartford
Company Empower
Title Head of Product Segmentation
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Juliana MacTaggart
Chapter hartford
Company Schwab
Title Director, Consultant Relations
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Hobbies golfing, cooking,
Vaughan Marecki
Chapter hartford
Company M Consulting Group
Title Principal
Industry other
Years in Industry 10
Mentor/Mentee mentor
Hobbies Family, Sports, Reading, Music, Family
kelly rome
Chapter hartford
Company Empower
Title VP Product
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Marta Beckwith
Chapter hartford-ct
Company MassMutual
Title Business Operations Consultant
Industry other
Years in Industry 0-4
Abigail Benham
Chapter hartford-ct
Company John Hancock Retirement Plan Services
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Julie Casey
Chapter hartford-ct
Company Definiti
Title Regional Business Development Consultant
Industry third-party-administrator
Years in Industry 10
Sherry Coelho
Chapter hartford-ct
Company Prudential Financial
Title Regional VP, Relationship Management
Industry recordkeeper
Years in Industry 10
Denise Diana
Chapter hartford-ct
Company Envestnet Retirement Solutions
Title Senior Vice President, Head of Client Management
Industry other
Years in Industry 10
Karen Dootson
Chapter hartford-ct
Company YHB Investment Advisors
Title Investment Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Melissa Doucette
Chapter hartford-ct
Company Mass Mutual
Title Financial Wellness Strategist
Industry recordkeeper
Years in Industry 10
Susan Frois
Chapter hartford-ct
Company Eagle Capital Advisors
Title Chief Compliance Officer, Operations Manager
Industry broker-dealer-ria-home-office
Years in Industry 10
Aimee Furness
Chapter hartford-ct
Company Ascensus
Title Director of Marketing Strategy - Retirement
Industry recordkeeper
Years in Industry 0-4
Virtual Networking yes
Laura Gineo
Chapter hartford-ct
Company FIA
Title Senior Research Analyst
Industry financial-advisor-consultant
Years in Industry 5-9
Ashley Hykel
Chapter hartford-ct
Company Lindberg & Ripple
Title Registered Client Service Associate
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Virtual Networking yes
Amber Kendrick
Chapter hartford-ct
Company Procyon Partners
Title Vice President, Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Jody Leary
Chapter hartford-ct
Company Voya Financial
Title AVP
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Cathleen Lesko
Chapter hartford-ct
Company Argus Investors' Counsel, Inc.
Title Marketing Manager
Industry investment-management-firm
Years in Industry 10
Jennifer Linskey
Chapter hartford-ct
Company Enterprise Iron
Title Chief Marketing Officer
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Pamela Minish
Chapter hartford-ct
Company Hooker & Holcombe
Title Managing Director
Industry financial-advisor-consultant
Years in Industry 5-9
Jamie Mundell
Chapter hartford-ct
Company MassMutual
Title Senior Sales Consultant
Industry recordkeeper
Years in Industry 10
Kate Pizzi
Chapter hartford-ct
Company Hooker & Holcombe
Title Managing Director
Industry financial-advisor-consultant
Years in Industry 10
Jennifer Tabb
Chapter hartford-ct
Company MassMutual
Title Head of Pension Risk Transfer
Industry other
Years in Industry 0-4
Kristine Thomas
Chapter hartford-ct
Company Wells Thomas, LLC
Title Principal
Industry third-party-administrator
Years in Industry 10
Amy Vaillancourt
Chapter hartford-ct
Company Voya Financial
Title SVP, Small/Mid Corporate Markets Client Relationship Management
Industry other
Years in Industry 10
Kim Zook
Chapter hartford-ct
Company T.Rowe Price
Title National Sales Manager DCIO Sales
Industry investment-management-firm
Years in Industry 10
Lisa Anderson
Chapter indianapolis
Company Indiana Public Retirement System
Title Team Manager, Retirement and Financial Education
Industry other
Years in Industry 10
Mentor/Mentee mentor
Kristi Baker
Chapter indianapolis
Company CSi Advisory Services
Title Managing Partner
Industry financial-advisor-consultant
Years in Industry 10
Kelli Davis
Chapter indianapolis
Company CSI Advisory Services
Title VP Retirement Plan Consulting
Industry financial-advisor-consultant
Years in Industry 10
Erin Essenberg
Chapter indianapolis
Company Donovan CPAs
Title Manager of Advisory and Assurance Services
Industry other
Years in Industry 5-9
Virtual Networking yes
Nancy Evans
Chapter indianapolis
Company Principal Financial
Title Director of Retirement Sales
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Hobbies Theatre, Art, Music, literature, film
Rusty Frauhiger
Chapter indianapolis
Company Capital Group
Title National Account Representative
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Ashlie Gerrish
Chapter indianapolis
Company Indiana Public Retirement System
Title Senior Investment Analyst - Risk and Operations
Industry other
Years in Industry 5-9
Virtual Networking yes
Debbie Herbert
Chapter indianapolis
Company Blue & Co.
Title Senior Manager
Industry other
Years in Industry 10
Christina Hollingsworth
Chapter indianapolis
Company ASC
Title Compliance Specialist
Industry other
Years in Industry 10
Mentor/Mentee mentee
Hobbies Reading, Wine, Outdoor activities
Brianne Ikerd
Chapter indianapolis
Company CSI Advisory Services
Title Employee Engagement & Financial Advisor
Industry financial-advisor-consultant
Years in Industry 0-4
Jennifer Jenkins
Chapter indianapolis
Company OneAmerica
Title Tax Exempt Sales Director
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentee
Hobbies Reading, family
Jamie Kelly
Chapter indianapolis
Company OneAmerica
Title Plan Solutions Director
Industry recordkeeper
Years in Industry 10
Pamela Lacy
Chapter indianapolis
Company Blue Benefits Consulting, Inc.
Title Benefits Specialist
Industry third-party-administrator
Years in Industry 0-4
Virtual Networking yes
Carol Lane
Chapter indianapolis
Company The Financial Resource Center, Inc.
Title President
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Lexi Lucchese Weidman
Chapter indianapolis
Company OneAmerica
Title Manager Sales Coordinators
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Marie Marks
Chapter indianapolis
Company Sikich
Title SR. Retirement Plan Specialist
Industry financial-advisor-consultant
Years in Industry 10
Michelle Marsh
Chapter indianapolis
Company Retirement Plan Concepts & Services, Inc.
Title President/Chief Visionary Officer
Industry third-party-administrator
Years in Industry 10
Sandy McCarthy
Chapter indianapolis
Company OneAmerica
Title President, Retirement Services
Industry other
Years in Industry 10
Virtual Networking yes
Erinn Metzger
Chapter indianapolis
Company CSi Advisory Services
Title Relationship Manager
Industry financial-advisor-consultant
Years in Industry 10
Mickie Murphy
Chapter indianapolis
Company Blue Benefits Consulting, Inc.
Title Senior Manager/Practice Lead
Industry third-party-administrator
Years in Industry 10
Karen Noel
Chapter indianapolis
Title Strategic Relationship Manager
Industry broker-dealer-ria-home-office
Tammy Ouverson
Chapter indianapolis
Company PCS Retirement
Title VP, Business Development
Industry other
Years in Industry 10
Mary Phillips
Chapter indianapolis
Company Capital Group/American Funds
Title Director
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Gretchen Russell
Chapter indianapolis
Company OneAmerica
Title Senior plan solutions consultant / Attorney
Industry erisa-attorney
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes
Hobbies Swimming, Running, Reading, Comedy enthusiast
Teia Sebree
Chapter indianapolis
Company Stifel
Title Vice President
Industry financial-advisor-consultant
Years in Industry 10
Shawnda Sparks
Chapter indianapolis
Company Perspective Financial Group
Title Wealth Advisor
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hannah Telford
Chapter indianapolis
Company OneAmerica
Title Internal Sales Manager
Industry recordkeeper
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies movies, TV, food, sports
Angela Trefethen
Chapter indianapolis
Company The Standard
Title Sr Director Retirement Plan Services
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Brittany Vollmar
Chapter indianapolis
Company Shepherd Financial
Title Client Relationship Consultant
Industry financial-advisor-consultant
Years in Industry 10
Becca Walker
Chapter indianapolis
Company OneAmerica
Title Internal Sales Manager
Industry recordkeeper
Years in Industry 5-9
Mentor/Mentee mentee
Hobbies Thrift Shopping, Pilates, DIY Projects
Sarah Whiteside
Chapter indianapolis
Company Lincoln Financial Group
Title Director, Account Management
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Holly Willman
Chapter indianapolis
Company Shepherd Financial, LLC
Title Partner, Director - Creative & Strategic Operations
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentor
Ashley Ashley Maher-Widen
Chapter iowa
Company Principal
Title Life/DI Sales Manager
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Jamie Bachman
Chapter iowa
Title Regional Director
Industry broker-dealer-ria-home-office
Robyn Brennecke
Chapter iowa
Company Bankers Trust
Title Institutional Services Manager
Industry other
Years in Industry 0-4
Virtual Networking yes
Krisy Dempewolf
Chapter iowa
Company Empower
Title Actuarial Specialist
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Mary Draayer
Chapter iowa
Company Independent
Title Director
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Jean Duffy
Chapter iowa
Company CAPTRUST Financial Advisors
Title SR VP
Industry financial-advisor-consultant
Years in Industry 10
Jennifer Jensen
Chapter iowa
Company The Kidder Company
Title Qualified Plan Client Advocate/Concierge
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Tammy Mohrfeld
Chapter iowa
Company Qualified Plan Consultants, LLC
Title Administration Manager/Senior Retirement Plan Consultant
Industry third-party-administrator
Years in Industry 10
Jaime Morgan
Chapter iowa
Company Galliard
Title Senior Director
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Amanda Rhoades
Chapter iowa
Company M Financial
Title Consultant
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Melinda Sors
Chapter iowa
Company Principal
Title Investment Proposal Content Editor
Industry other
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes
Hobbies Cooking, reading, bird watching, art, all things revolving around being a mom
Joni Tibbetts
Chapter iowa
Title VP
Elizabeth Ulrichson
Chapter iowa
Company CAPTRUST
Title Financial Advisor | Relationship Manager
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Amanda Wilson
Chapter iowa
Company Principal Global Investors
Title Managing Director-Head of Institutional Sales & RM
Industry investment-management-firm
Years in Industry 10
Janis Winterhof
Chapter iowa
Company Principal Financial Group
Title Assistant General Counsel
Industry erisa-attorney
Years in Industry 10
Angela Achatz
Chapter kansas
Company Putnam Investments
Title Director of Strategic Relationships
Industry investment-management-firm
Years in Industry 10
Megan Beggs
Chapter kansas
Company PCS
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Christine Bowmaster
Chapter kansas
Company John Hancock Retirement Plan Services
Title Director - Field Effectiveness
Industry recordkeeper
Years in Industry 10
Jennifer Chmel
Chapter kansas
Company 2006
Title Regional Sales Director
Industry recordkeeper
Years in Industry 10
Shannon Edwards
Chapter kansas
Company TriStar Pension Consulting
Title President
Industry third-party-administrator
Years in Industry 10
Sherri Ellison
Chapter kansas
Company Voya Financial
Title Sr. Business Analyst- Implementations
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Cammy Harms
Chapter kansas
Company Human Interest
Title Associate Director
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Brooke Herren
Chapter kansas
Company Security Benefit
Title Mutual Fund Research Analyst
Industry broker-dealer-ria-home-office
Years in Industry 5-9
julie Hoover
Chapter kansas
Company Empower Retirement
Title VP
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Kara Knott
Chapter kansas
Company OneAmerica
Title Regional Sales Director
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Susan Lumpp
Chapter kansas
Company Morgan Stanley
Title Project Consultant
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Hobbies Read, Teach Project Management Classes, Coordinate NFT Efforts
Jane Mangold
Chapter kansas
Company MassMutual
Title Director of Concierge Advisor Services
Industry broker-dealer-ria-home-office
Years in Industry 10
Lacey McCune
Chapter kansas
Company Empower
Title Retirement Sales Consultant
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Dawn McPherson
Chapter kansas
Company CAPTRUST
Title Director, Retirement Plan Consulting
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Paddleboarding
Sharon Mossman
Chapter kansas
Company Virtus Investment Partners
Title Head of DCIO & Sub-Advisory
Industry investment-management-firm
Years in Industry 10
Carrie Ohm
Chapter kansas
Company Resources Investment Advisors, A OneDigital Company
Title VP of Corporate Development
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Erin OToole
Chapter kansas
Company John Hancock
Title Vice President, Strategic Relationship Management
Industry recordkeeper
Years in Industry 10
Erin Pauley
Chapter kansas
Company Edward Jones
Title Product Manager
Industry broker-dealer-ria-home-office
Years in Industry 10
Denise Penn
Chapter kansas
Company CUNA Mutual Retirement Solutions
Title Relationship Management
Industry recordkeeper
Years in Industry 10
Kim Perry
Chapter kansas
Company Stifel
Title Manager
Industry broker-dealer-ria-home-office
Years in Industry 10
Christy Poe
Chapter kansas
Company American Century Investments
Title Vice President
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Craig Reid
Chapter kansas
Company MMA Retirement Services
Title President
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Angie Rosson
Chapter kansas
Company Mariner Wealth Advisors
Title Retirement Plan Consultant
Industry erisa-attorney
Years in Industry 10
Mandie Scott
Chapter kansas
Company intellicents
Title Consultant
Industry financial-advisor-consultant
Years in Industry 10
Kristina Strickland
Chapter kansas
Company Infinitas
Title Managing Partner- Glenn Team
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentee
Marina Wiley
Chapter kansas
Company The Standard
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Hannah Willauer
Chapter kansas
Company Transamerica
Title Regional Vice President Territory Sales
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentor
Kathleen Bazaz
Chapter nashville
Company J.P. Morgan
Title Investment Associate
Industry financial-advisor-consultant
Years in Industry 5-9
Cara Becht
Chapter nashville
Company Kraft CPAs
Title Sr Manager
Industry other
Years in Industry 10
Katherine Bond
Chapter nashville
Company Acuff & Associates
Title Senior Plan Analyst
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentee
Hobbies Baking/Cooking/Traveling
Jenna Carter
Chapter nashville
Company Northwestern Mutual
Title Associate Wealth Management Advisor
Industry financial-advisor-consultant
Years in Industry 0-4
Katie Centofonti
Chapter nashville
Company Raymond James - Southwestern Investment Group
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Kim Coggin
Chapter nashville
Company Pacific Life
Title FVP NQDC Mid US Region
Industry other
Years in Industry 10
Virtual Networking yes
Birgit Cornelius
Chapter nashville
Company Smart USA Co
Title Head of Compliance
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Beth Cunningham
Chapter nashville
Company Trinity Pension Consultants, Inc.
Title Vice President/Strategic Relationship Manager
Industry recordkeeper
Years in Industry 10
Karen Dallas
Chapter nashville
Company Acuff & Associates, Inc
Title Associate
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Lorraine Downing
Chapter nashville
Company WealthPlan Advisors
Title Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Danielle Drueck
Chapter nashville
Company Gammon & Drueck CPAs, PLLC
Title Owner/Member
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Jeanne Fisher
Chapter nashville
Company Strategic Retirement Partners
Title Managing Director
Industry broker-dealer-ria-home-office
Years in Industry 10
Caroline Galbraith
Chapter nashville
Company Aprio
Title Director, Wealth Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Hobbies Golf, food, travel, beaches, family
Cheryl Gammon
Chapter nashville
Company Gammon & Drueck CPAs PLLC
Title CPA
Industry third-party-administrator
Years in Industry 5-9
Kelly Graham
Chapter nashville
Company B Riley Wealth Management
Title Senior Vice President
Industry financial-advisor-consultant
Years in Industry 10
Melissa Green
Chapter nashville
Company USI
Title Senior Consultant
Industry other
Years in Industry 10
Linda Green
Chapter nashville
Company Acuff & Associates
Title Ms.
Industry third-party-administrator
Years in Industry 10
Trina Gross
Chapter nashville
Company Acuff & Associates, Inc.
Title CEO
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Olivia Hails
Chapter nashville
Company Janus Henderson Investors
Title Director, TN & AL
Industry investment-management-firm
Years in Industry 5-9
Mentor/Mentee mentor
Virtual Networking yes
Amy Hamann
Chapter nashville
Company Acuff & Associates
Title Relationship Manager
Industry third-party-administrator
Years in Industry 5-9
Virtual Networking yes
Jill Hayden
Chapter nashville
Company Levine Group
Title Relationship Manager - Retirement Plan Services
Industry financial-advisor-consultant
Years in Industry 5-9
Ann Taylor Holley
Chapter nashville
Company Covenant Partners
Title Portfolio Strategist
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Danielle Hurme
Chapter nashville
Company AllianceBernstein
Title Regional Consultant
Industry investment-management-firm
Years in Industry 0-4
Mary Jo Innis
Chapter nashville
Company The R.O.W. Group
Title President
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Suzanne Jenkins
Chapter nashville
Company Standard Insurance Company
Title Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Hobbies Reading fiction, crafting and travel
Beth Johnson
Chapter nashville
Company Mercer Investment Consulting
Title Partner
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Jenny Kiesewetter
Chapter nashville
Company Sequoia Consulting Group
Title Attorney/Retirement Plan Compliance Consultant
Industry erisa-attorney
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Regina Lewis
Chapter nashville
Company CAP Partners, LLC
Title Retirement Plan Advisor
Industry financial-advisor-consultant
Years in Industry 5-9
Mentor/Mentee mentor
Sarah Lowe
Chapter nashville
Company Frost Brown Todd LLC
Title Member
Industry erisa-attorney
Years in Industry 10
Jennifer McConnell
Chapter nashville
Company JULY Business Services
Title Regional Sales Director
Industry recordkeeper
Years in Industry 5-9
Janet Neighbors
Chapter nashville
Company LBMC PC
Title Ms
Industry other
Years in Industry 10
Virtual Networking yes
Colleen O'Donnell
Chapter nashville
Company The R.O.W. Group
Title Director of Retirement Plans
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Dena Oneal
Chapter nashville
Company Stones River Consulting
Title Director of Operations
Industry third-party-administrator
Years in Industry 0-4
Mentor/Mentee mentor
Virtual Networking yes
Vyvonne Phoutharansy
Chapter nashville
Company Morgan Stanley
Title Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Julia Popova
Chapter nashville
Company Southwestern Investment Group
Title Financial Planner
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Mentor/Mentee mentee
Kaci Pyne
Chapter nashville
Company Smart
Title Client Solutions Manager
Industry other
Years in Industry 10
Mentor/Mentee mentee
Hobbies Running, Travel, Gardening
Ann Roberts
Chapter nashville
Company Weaver C. Barksdale & Associates
Title President
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Erica Saeger
Chapter nashville
Company Crosslin, PLLC
Title Audit Principal
Industry other
Years in Industry 10
Virtual Networking yes
Hannah Starr
Chapter nashville
Company AllianceBernstein
Title Ms.
Industry investment-management-firm
Years in Industry 0-4
Kaye Steele
Chapter nashville
Company Access Retirement Services LLC
Title President
Industry third-party-administrator
Years in Industry 10
Jacquie Thomas
Chapter nashville
Company PNC Bank, N.A.
Title Managing Director
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Karen Tidwell
Chapter nashville
Company CAP Partners
Title Financial Advisor-Participant Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentee
Hobbies Martial Arts, Photography, Gardening, Reading
Lindsay Youngbauer
Chapter nashville
Company Woodmont Investment Counsel, LLC
Title Senior Vice President, Wealth Advisor
Industry investment-management-firm
Years in Industry 10
Katie Bruno
Chapter nebraska
Company Raymond James
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 0-4
Mentor/Mentee mentor
Wanda Caffrey
Chapter nebraska
Company inSource Financial Advisors/Ameritas Investment Co
Title Financial Advisor/Director Retirement Planning
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Hobbies Gardening and spending time with family
Maria Carlson
Chapter nebraska
Company RSM US LLP
Title Sr. Manager
Industry other
Years in Industry 5-9
Virtual Networking yes
Ana Chavez
Chapter nebraska
Company Ameritas
Title Regional Sales Consultant
Industry recordkeeper
Years in Industry 0-4
Mentor/Mentee mentee
Hobbies Working out, listening to podcasts, reading
Rebecca Frohlich
Chapter nebraska
Company Fairway Asset Management
Title Portfolio Manager and Chief Compliance Officer
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Michelle Gibilisco
Chapter nebraska
Company Mutual of Omaha
Title Marketing and Participant Experience Manager
Industry plan-sponsor
Years in Industry 0-4
Mentor/Mentee mentor
Virtual Networking yes
Brandy Honeyman
Chapter nebraska
Company Mutual of Omaha
Title Internal Sales Manager
Industry other
Years in Industry 10
Virtual Networking yes
Mitzi Johnson
Chapter nebraska
Company Mutual of Omaha
Title Manager, Client Relationships
Industry other
Years in Industry 10
Virtual Networking yes
Morgan Kreiser
Chapter nebraska
Company Baird Holm LLP
Title Attorney
Industry erisa-attorney
Years in Industry 0-4
Virtual Networking yes
Kelly Mann
Chapter nebraska
Company Kelly Mann CPA, LLC
Title President
Industry other
Years in Industry 10
Andrea McClure
Chapter nebraska
Company USI
Title Retirement Plan Consultant
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Kelsey Moore
Chapter nebraska
Company Ameritas
Title Client Relationship Manager
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Christine Nikunen
Chapter nebraska
Company Qualified Plan Advisors
Title Retirement Education Specialist
Industry broker-dealer-ria-home-office
Years in Industry 10
Virtual Networking yes
Rachel Peterson
Chapter nebraska
Company Mutual of Omaha
Title Manager, Client Service Operations
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Ashley Pieper
Chapter nebraska
Company Mutual of Omaha
Title Recruiting Manager
Industry financial-advisor-consultant
Years in Industry 0-4
Mentor/Mentee mentor
Becky Pittman
Chapter nebraska
Company Mutual of Omaha
Title Manager, Client Relationships
Industry financial-advisor-consultant
Years in Industry 10
Jennifer Schaef
Chapter nebraska
Company Mutual of Omaha
Title Sr. Relationship Manager
Industry recordkeeper
Years in Industry 10
Kaci Skidgel
Chapter nebraska
Company Summit Financial Group, Inc
Title President, Corporate Retirement Plans
Industry financial-advisor-consultant
Years in Industry 10
Sydney Stanard
Chapter nebraska
Company Mutual of Omaha
Title Financial Advisor
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Crystal Vacura
Chapter nebraska
Company Mutual of Omaha
Title Manager
Industry other
Years in Industry 10
Lori Vandeventer
Chapter nebraska
Company Mutual of Omaha
Title Senior Business Analyst
Industry other
Years in Industry 10
Jennifer Wilbeck
Chapter nebraska
Company Feltz WealthPlan
Title Director of Education, Retirement Plans & Foundations
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Virtual Networking yes
Amanda Yates
Chapter nebraska
Company Mutual of Omaha
Title HR Recruiter
Industry other
Years in Industry 0-4
Virtual Networking yes
Elaine Bittner
Chapter new-jersey
Company EB Strategy Partners
Title CEO and Founder
Industry broker-dealer-ria-home-office
Esti Buskin
Chapter new-jersey
Company Nuveen
Title MD, Head of Retirement Marketing
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Karen Dunphy
Chapter new-jersey
Company Bank of America
Title Director
Industry broker-dealer-ria-home-office
Megan Ekleberry
Chapter new-jersey
Company American Century
Title Vice President, Territory Sales
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Hobbies Golf, Travel, Marathons
Kathryn Farrell
Chapter new-jersey
Company Portfolio Evaluations Inc
Title Associate Director of Research
Industry financial-advisor-consultant
Years in Industry 5-9
Debra Feresten
Chapter new-jersey
Company Prudential
Title Director, Retirement Strategic Marketing
Industry recordkeeper
Years in Industry 0-4
Margaret Friel
Chapter new-jersey
Company T. Rowe Price
Title Legal Counsel
Industry erisa-attorney
Years in Industry 10
Maria Gagne
Chapter new-jersey
Company Financial Engines
Title Senior Sales Manager
Industry other
Years in Industry 10
Nancy Gerstner
Chapter new-jersey
Company FT
Title Institutional sales
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
ELIZABETH Harper
Chapter new-jersey
Company Sobel & Co., LLC
Title Member of the Firm and Director of the Employee Benefit Plan Audit Group
Industry other
Years in Industry 10
Mentor/Mentee mentor
Mary Jaffa
Chapter new-jersey
Company NJPAC
Title AVP, Finance
Industry plan-sponsor
Years in Industry 5-9
Amanda Jerry
Chapter new-jersey
Company Independent
Title Coach
Industry other
Years in Industry 0-4
Mentor/Mentee mentor
Hobbies Writing, music, video games
Rachel Kugelmass
Chapter new-jersey
Company Conduent HR and Learning Solutions
Title Center of Excellence Leader, Defined Contributions
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Christina Leighton
Chapter new-jersey
Title Manager
Suzanne Miscik
Chapter new-jersey
Company NPPG Fiduciary Services, LLC
Title Vice President of Fiduciary Services
Industry other
Years in Industry 10
Mentor/Mentee mentor
Jen Mulrooney
Chapter new-jersey
Company ACI
Title VP/Regional Retirement Consultant
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Denise OBara
Chapter new-jersey
Company Everest Re
Title Senior Benefit Analyst
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Lily Petrovich
Chapter new-jersey
Company Ameritas
Title Client Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Jamie Polak
Chapter new-jersey
Company Sobel & Co. LLC
Title MANAGER
Industry other
Years in Industry 10
Mentor/Mentee mentee
Chuck Privitera
Chapter new-jersey
Company Goldman Sachs
Title Vice President
Industry other
Years in Industry 10
Mentor/Mentee mentor
Hobbies Coaching Youth Sports, Live Music, Powerlifting
Rita Riccardi
Chapter new-jersey
Company Fiduciary Plan Partners
Title Director of Retirement Plans
Industry financial-advisor-consultant
Years in Industry 0-4
Mentor/Mentee mentor
Carolyn Sporer
Chapter new-jersey
Company Paychex
Title Regional Sales Director
Industry recordkeeper
Years in Industry 10
Claudia Step
Chapter new-jersey
Company Empower Retirement
Title Senior Vice President - Product
Industry recordkeeper
Years in Industry 10
Annmarie Woods
Chapter new-jersey
Company Guggenheim Investments
Title Regional Vice President
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Amy Adelman
Chapter northeast-ohio
Company Raymond James
Title Retirement Plan Advisor
Industry financial-advisor-consultant
Years in Industry 10
Colleen Baltis
Chapter northeast-ohio
Company OneAmerica Retirement Services
Title Relationship Manager, Sr.
Industry recordkeeper
Years in Industry 10
Linda Bellomy
Chapter northeast-ohio
Company Ancora
Title Relationship Manager
Industry financial-advisor-consultant
Years in Industry 10
Liz Boyd
Chapter northeast-ohio
Company Gallagher
Title Retirement Plan Associate
Industry financial-advisor-consultant
Years in Industry 5-9
Jennifer Bufe
Chapter northeast-ohio
Company Creative Benefit Strategies, Inc.
Title Vice President
Industry third-party-administrator
Years in Industry 10
Barbara Cantello
Chapter northeast-ohio
Company Nationwide Financial
Title Vice President Sr. Relationship Manager
Industry recordkeeper
Years in Industry 10
Sonia Corpening
Chapter northeast-ohio
Company Charles Schwab
Title Sr. Client Service Manager
Industry third-party-administrator
Years in Industry 10
Rebecca DeHainaut
Chapter northeast-ohio
Company John Hancock
Title Business Development Director
Industry recordkeeper
Years in Industry 5-9
Dawn Dempsey
Chapter northeast-ohio
Company Dempsey Financial Services LLC
Title Owner/Advisor
Industry financial-advisor-consultant
Years in Industry 10
Pam Dunsky
Chapter northeast-ohio
Company Bridgepoint Consulting
Title Consultant
Industry other
Years in Industry 10
Wendy Eldridge
Chapter northeast-ohio
Company Aurum Wealth Management Group
Title Partner
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Linda Fero
Chapter northeast-ohio
Company National Associates, Inc.
Title Defined Contribution Analyst
Industry third-party-administrator
Years in Industry 10
Amy Gentile
Chapter northeast-ohio
Company Findley, Inc.
Title Senior Consultant
Industry other
Years in Industry 10
Sandy Grant
Chapter northeast-ohio
Company Trinity Pension Consultants
Title Relationship Manager & Recordkeeping Solutions Manager
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Cindy Kennedy
Chapter northeast-ohio
Company You Say Kennedy
Title VP, Regional Sales Consultant
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Erica Lemmon
Chapter northeast-ohio
Company Nationwide
Title Senior Relationship Manager
Industry recordkeeper
Years in Industry 5-9
Virtual Networking yes
Laurel Leonard
Chapter northeast-ohio
Company Trinity Pension Consultants
Title Defined Contribution Relationship Manager
Industry third-party-administrator
Years in Industry 0-4
Paula Lewis
Chapter northeast-ohio
Company CBIZ
Title Sr Vice President
Lisa Lowe
Chapter northeast-ohio
Company Definiti LLC
Title Regional Sales Consultant
Industry third-party-administrator
Years in Industry 10
Virtual Networking yes
Mileana Masa
Chapter northeast-ohio
Company Paylocity
Title Consultant
Industry other
Years in Industry 0-4
Heather Mattern
Chapter northeast-ohio
Company CBIZ Retirement Plan Services
Title Compliance Consultant
Industry financial-advisor-consultant
Years in Industry 10
Elle McNider
Chapter northeast-ohio
Company Dimensional Fund Advisors
Title Regional Director
Industry investment-management-firm
Years in Industry 5-9
Virtual Networking yes
Terri Meketa
Chapter northeast-ohio
Company PNC IAM
Title Retirement Plan Advisor
Industry broker-dealer-ria-home-office
Years in Industry 10
Emily Minnich
Chapter northeast-ohio
Company UBS Financial Services
Title Senior Wealth Strategy Associate
Industry broker-dealer-ria-home-office
Years in Industry 10
Jennifer Ontko
Chapter northeast-ohio
Company CBIZ
Title Retirement Compliance Consultant
Industry other
Years in Industry 10
Terry Pastor
Chapter northeast-ohio
Company National Associates, Inc.
Title Defined Contribution Manager
Industry third-party-administrator
Years in Industry 10
Rosemary Rehner
Chapter northeast-ohio
Company Barnes Wendling
Title Director
Industry other
Years in Industry 10
Christine Sivak
Chapter northeast-ohio
Company Cedar Brook Group
Title Partner
Industry financial-advisor-consultant
Years in Industry 10
Sharon Stadul
Chapter northeast-ohio
Company Creative Benefit Strategies, Inc.
Title Office Manager
Industry third-party-administrator
Years in Industry 10
Melissa Szafir
Chapter northeast-ohio
Company Efficient Advisors
Title Marketing Manager
Industry broker-dealer-ria-home-office
Years in Industry 5-9
Hannah Walls
Chapter northeast-ohio
Company Morningstar
Title Regional Sales Director
Industry other
Years in Industry 5-9
Jennifer White
Chapter northeast-ohio
Company John Hancock Retirement Plan Services
Title Divisional Vice President
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Beryl Ball
Chapter not-affiliated-with-a-regional-chapter
Title Principal
Jennifer Brockwell
Chapter not-affiliated-with-a-regional-chapter
Company JP Morgan
Title Retirement Plan Client Advisor
Industry investment-management-firm
Years in Industry 10
Mentor/Mentee mentor
Hobbies running, cycling, swimming, pilates, hiking
Cynthia Castelli
Chapter not-affiliated-with-a-regional-chapter
Company Empower Retirement
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Hobbies Gardening, Watching baseball, golf & football
Mary Jane Clergy
Chapter not-affiliated-with-a-regional-chapter
Company MassMutual
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Melissa Cowan
Chapter not-affiliated-with-a-regional-chapter
Company Melissa Cowan Consulting LLC
Title Independent Consultant
Industry other
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Lauren Davi
Chapter not-affiliated-with-a-regional-chapter
Company Principal
Title Director - Distribution, Retirement Solutions
Industry recordkeeper
Years in Industry 10
Virtual Networking yes
Alyssa DelVecchio
Chapter not-affiliated-with-a-regional-chapter
Company Empower Retirement
Title Retirement Education Counselor
Industry recordkeeper
Years in Industry 0-4
Mentor/Mentee mentee
Sharon DelVecchio
Chapter not-affiliated-with-a-regional-chapter
Company Empower Retirement
Title Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentee
Hobbies Reading, scrapbooking, sports events, theater
Claudia Ferguson
Chapter not-affiliated-with-a-regional-chapter
Company Ameritas
Title Regional Sales Director
Industry broker-dealer-ria-home-office
Years in Industry 10
Carmen Firmani
Chapter not-affiliated-with-a-regional-chapter
Company BCI
Title Manager
Industry investment-management-firm
Years in Industry 10
Alycia Fisher
Chapter not-affiliated-with-a-regional-chapter
Company Empower
Title Sr. Relationship Manager
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Marissa Gamble
Chapter not-affiliated-with-a-regional-chapter
Company FuturePlan by Ascensus
Title Senior Client Relationship Manager
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Rachel Gollihue
Chapter not-affiliated-with-a-regional-chapter
Company Transamerica
Title Sr. Client Executive
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Desirae Hovdestad
Chapter not-affiliated-with-a-regional-chapter
Company Mutual of Omaha
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Magen Jones
Chapter not-affiliated-with-a-regional-chapter
Company FuturePlan
Title Vice President, Sales Consultant
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Chelsea Kittleson
Chapter not-affiliated-with-a-regional-chapter
Company BCI
Title Acting Director
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Erica Littler
Chapter not-affiliated-with-a-regional-chapter
Company BCI
Title Associate
Industry investment-management-firm
Years in Industry 0-4
Virtual Networking yes
Lynn MacAdam
Chapter not-affiliated-with-a-regional-chapter
Company British Columbia Investment Management Corporation
Title Director, Client Relations
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
Tatiana Mamalis
Chapter not-affiliated-with-a-regional-chapter
Company TRAU
Title Sales-Advisor Development
Industry other
Years in Industry 0-4
Mentor/Mentee mentor
Carolyn McAllister
Chapter not-affiliated-with-a-regional-chapter
Company Quarles & Brady LLP
Title Employee Benefits Attorney/Partner
Industry erisa-attorney
Years in Industry 10
Virtual Networking yes
Alicia Neururer
Chapter not-affiliated-with-a-regional-chapter
Company Pension Assurance LLP
Title Audit Manager
Industry other
Years in Industry 5-9
Tracy New
Chapter not-affiliated-with-a-regional-chapter
Company Cuna Mutual Group
Title Retirement Education Specialist
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking yes
Melissa Ruegg
Chapter not-affiliated-with-a-regional-chapter
Company FuturePlan
Title Director
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Jennifer Schweers
Chapter not-affiliated-with-a-regional-chapter
Company BCI
Title Manager
Industry investment-management-firm
Years in Industry 10
Virtual Networking yes
SARAH SIMONEAUX
Chapter not-affiliated-with-a-regional-chapter
Company SCS
Title President
Industry other
Years in Industry 10
Mentor/Mentee mentor
Hobbies Debate coaching, hiking, cooking new orleans food
Lori Stevenson
Chapter not-affiliated-with-a-regional-chapter
Company Compass Financial Partners
Title Chief Compliance Officer
Industry financial-advisor-consultant
Years in Industry 10
Mentor/Mentee mentor
Charlie Stinchfield
Chapter not-affiliated-with-a-regional-chapter
Company Test113
Title Tester
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Mentor/Mentee mentor
Angie Zouhar
Chapter not-affiliated-with-a-regional-chapter
Company Voya Financial
Title Vice President of Client Relations
Industry recordkeeper
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Lisa Alt
Chapter nyc
Company ERP Retirement Services
Title Principal / Plan Conversion Manager
Industry third-party-administrator
Years in Industry 10
Josie Amendola
Chapter nyc
Company BlackRock
Title DC National Accounts Associate
Industry investment-management-firm
Years in Industry 5-9
Ashwini Apte
Chapter nyc
Company Blackrock
Title Director, Defined Contribution
Industry broker-dealer-ria-home-office
Years in Industry 10
Cheri Belski
Chapter nyc
Company T. Rowe Price
Title Head of Integrated Sales
Industry investment-management-firm
Years in Industry 0-4
Domenica Benbrook
Chapter nyc
Company Vanguard
Title Relationship Manager
Industry investment-management-firm
Years in Industry 5-9
Paige Bennett
Chapter nyc
Company Capitalize
Title Director of Business Development
Industry other
Years in Industry 5-9
Virtual Networking yes
Susan Bernstein
Chapter nyc
Company Schulte Roth & Zabel LLP
Title Special Counsel
Industry erisa-attorney
Years in Industry 10
Marcie Blanco
Chapter nyc
Company Neuberger Berman
Title Vice President, Client Advisor
Industry investment-management-firm
Years in Industry 10
Stephanie Bollheimer
Chapter nyc
Company Brown Rudnick LLP
Title Ms.
Industry erisa-attorney
Years in Industry 0-4
Lori Bostrom
Chapter nyc
Company Newport Trust Company
Title Managing Director & Chief Legal Officer
Industry investment-management-firm
Years in Industry 10
Jenna Bredvik
Chapter nyc
Company Equitable Advisors
Title Financial Advisor
Industry financial-advisor-consultant
Years in Industry 0-4
Virtual Networking yes
Jennifer Brockwell
Chapter nyc
Company Manning & Napier
Title Vice President, DCIO
Industry investment-management-firm
Years in Industry 10
Katherine Buck
Chapter nyc
Company Morgan Stanley
Title VP Marketing
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
EMILY CAO
Chapter nyc
Company JPMorgan Asset Management
Title Executive Director
Industry investment-management-firm
Years in Industry 10
Anna Carlucci
Chapter nyc
Company Independent
Title Senior Investment Analyst
Industry financial-advisor-consultant
Years in Industry 10
Victoria Carrigan
Chapter nyc
Company Nuveen
Title Director
Industry investment-management-firm
Years in Industry 0-4
Heather Connington
Chapter nyc
Company Pentegra Retirement Services
Title Strategic business development
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentee
Virtual Networking yes
Jennifer DeLong
Chapter nyc
Company AllianceBernstein
Title SVP, Managing Director - Head of Defined Contribution
Industry investment-management-firm
Years in Industry 10
Alka Desai
Chapter nyc
Company United Retirement Plan Consultants
Title AVP, Client Relations
Industry third-party-administrator
Years in Industry 10
Caitlin Duffy
Chapter nyc
Company PIMCO
Title Specialist
Industry investment-management-firm
Years in Industry 0-4
Cara Every
Chapter nyc
Company Fidelity Investments
Title Vice President, Regional Account Executive
Industry broker-dealer-ria-home-office
Years in Industry 10
Mentor/Mentee mentor
Hobbies tennis, golf, entertaining
Georgia Ferguson
Chapter nyc
Company Empower Retirement
Title Regional Sales Manager
Industry recordkeeper
Years in Industry 0-4
Florence Ferguson
Chapter nyc
Company Mutual of America
Title Vice President
Industry broker-dealer-ria-home-office
Years in Industry 10
Janine Foreman
Chapter nyc
Company Quantelligent Soultions LLC
Title President
marta fosco
Chapter nyc
Company Cetera Advisors
Title Retirement Plans Consultant
Industry financial-advisor-consultant
Years in Industry 10
Alyson Frost
Chapter nyc
Company NA
Title NA
Industry investment-management-firm
Years in Industry 10
Robert Goldman
Chapter nyc
Company Transamerica
Title Regional Vice Presidnent
Industry recordkeeper
Years in Industry 10
Laura Grassi
Chapter nyc
Company Economic Group Pension Services
Title Regional Vice President, Sales & Consulting
Industry third-party-administrator
Years in Industry 10
Mentor/Mentee mentor
Virtual Networking no
Eileen Greenspan
Chapter nyc
Company Sentinel Benefits & Financial Group
Title SVP, Senior Plan Advisor
Industry financial-advisor-consultant
Years in Industry 10
Virtual Networking yes
Molly Henning
Chapter nyc
Company BlackRock
Title VP, Commercial Strategy
Industry investment-management-firm
Years in Industry 0-4
Mentor/Mentee mentee
Charlotte Hickey
Chapter nyc
Company Blackrock
Industry broker-dealer-ria-home-office
Years in Industry 0-4
Katherine Hlinka
Chapter nyc
Company National Professional Planning Group
Title Senior Retirement Plan Consultant
Industry third-party-administrator
Years in Industry 5-9
Mentor/Mentee mentee
Virtual Networking yes