1213 total members
Mary Berk
Chapter
arizona
Company
SageView Advisory Group
Title
Plan Consultant
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
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
Nicole Corning
Chapter
arizona
Company
Pathlight Advisors
Title
Managing Partner
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Empowering Women, Podcasting, Writing, Peloton ,Pilates
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
InterOcean Capital
Title
Vice President 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
Lyndsay Ferencak
Chapter
arizona
Company
Northern Trust Asset Management
Title
Director, Senior OCIO Investment Specialist
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Hiking, travel, fitness
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
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
Liane Micklos
Chapter
arizona
Company
Edberg Perry, LLC
Title
VP of Client Services and Sales
Industry
third-party-administrator
Years in Industry
5-9
Mentor/Mentee
mentee
Hobbies
Drawing, playing video games, hair and nails
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
Ashley Pizer
Chapter
arizona
Company
The Standard
Title
Regional Vice President
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentor
Virtual Networking
yes
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
Sally Sawyer
Chapter
arizona
Company
Fiduciary Outsourcing
Title
Vice President of Sales
Industry
other
Years in Industry
5-9
Mentor/Mentee
mentor
Virtual Networking
yes
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
Ariel Stein
Chapter
arizona
Company
Argentum
Title
Financial Advisor
Industry
financial-advisor-consultant
Years in Industry
5-9
Mentor/Mentee
mentor
Angela Talbot
Chapter
arizona
Company
WealthPlan Advisors
Title
Retirement and Investment Consultant
Industry
financial-advisor-consultant
Years in Industry
5-9
Mentor/Mentee
mentee
Virtual Networking
yes
Hobbies
Hiking, Camping, Running, Baking, Crafts
Lisa Tassara
Chapter
arizona
Company
NWPS
Title
Vice president
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
MARY THINNES
Chapter
arizona
Company
Paylocity
Title
HCM Account Executive
Industry
broker-dealer-ria-home-office
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Hot yoga, Pilates, Running, Painting, Playing Piano
Stargret Thompson
Chapter
arizona
Company
MGKS
Title
Pension Consultant/Manager
Industry
third-party-administrator
Years in Industry
10
Mentor/Mentee
mentor
Shelley Totah
Chapter
arizona
Company
WealthPlan Advisors/HUB International
Title
Director of Client Relations
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Reading, Football, my dog!!
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
Christine Wiley
Chapter
arizona
Company
Paychex, Inc.
Title
Manager, FINRA Compliance
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Bowling, Reading
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
Lori Decker
Chapter
arklamiss
Company
Ameriprise Financial
Title
Associate Manager/Financial Advisor
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentee
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
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
Mentor/Mentee
mentor
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
Sr. Manager, Defined Contribution Marketing & Research
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
dirt bike riding, running, tennis, CrossFit
Caroline Dorsey
Chapter
atlanta
Company
Arnall Golden Gregory LLP
Title
Associate
Industry
erisa-attorney
Years in Industry
5-9
Mentor/Mentee
mentee
Hobbies
Golf, tennis, traveling
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
Jodi Green
Chapter
atlanta
Company
Tatum Hillman & Powell, LLP
Title
Partner - Employee Benefits/ERISA
Industry
erisa-attorney
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Right now: new pickleball player
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
Stephanie Hunt
Chapter
atlanta
Company
OneDigital
Title
Sr. Retirement Plan Consulant
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Candace Jackson
Chapter
atlanta
Company
Moore Colson
Title
Business Assurance Partner
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
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
Mentor/Mentee
mentor
Virtual Networking
no
Heidi LaMarca
Chapter
atlanta
Company
Windham Brannon, P.C.
Title
CEO / Managing Partner
Industry
other
Years in Industry
10
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
Danielle Phillip
Chapter
atlanta
Company
Lincoln Financial Group
Title
TPA Business Development Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Virtual Networking
yes
Hobbies
Reading, cooking, travel,
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
Gwelda Swilley
Chapter
atlanta
Company
AndCo Consulting
Title
Senior Consultant
Industry
financial-advisor-consultant
Years in Industry
10
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
Mentor/Mentee
mentor
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
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
Deb Boyden
Chapter
bay-area
Company
Lazard
Title
Sr. Vice President
Industry
investment-management-firm
Years in Industry
10
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
Teresa Ganem
Chapter
bay-area
Company
Equitable
Title
Vice President, Regional Sales Director
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
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
Galliard Capital Managementt
Title
Senior Director, Investment Product Specialist
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
Alex Wright-Gladstein
Chapter
bay-area
Company
Sphere
Title
Ms
Industry
investment-management-firm
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Snowboarding, road biking, hiking, running, swimming, body surfing
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
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
Managing Consultant
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Mary-Jane Clergy
Chapter
boston
Company
Empower Retirement
Title
Regulatory Consultant
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
Ariane Croft
Chapter
boston
Company
Principal Asset Management
Title
Director, Strategic Client Group
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Theresa Cummings
Chapter
boston
Company
Consultant
Title
Consultant
Industry
other
Years in Industry
10
Susan DaCosta
Chapter
boston
Company
Fidelity Investments
Title
VP Business Contracts
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
10
Mentor/Mentee
mentor
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
Anitha Durai
Chapter
boston
Company
Congruent Solutions Inc.
Title
Principal Consultant
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
hiking, listening to music,
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
Meghan Garrity
Chapter
boston
Company
BlackRock
Title
DC Business Development Consultant
Industry
investment-management-firm
Years in Industry
5-9
Mentor/Mentee
mentee
Hobbies
playing with my dog, trying new restaurants, spending time with family and friends
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
Mentor/Mentee
mentor
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
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
Mentor/Mentee
mentor
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
Mentor/Mentee
mentor
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
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
Scarborough Alliance
Title
mpierce@scarboroughalliance.com
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Marybeth Porter
Chapter
boston
Company
Veritas Boston Wealth Management
Title
Client Service Manager
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Golfing, Skiing and water sports
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
Taylor Powers
Chapter
boston
Company
John Hancock Investment Management
Title
Marketing Manager
Industry
investment-management-firm
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
thrifting, running, reading
Jennifer Powers
Chapter
boston
Company
Fidelity Investments
Title
VP, Key Account Manager
Industry
recordkeeper
Years in Industry
10
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
Catherine Reilly
Chapter
boston
Company
Smart USA
Title
Director of Retirement Solutions
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Nicole Rhind
Chapter
boston
Company
Alpha Pension Group
Title
Senior Consultant
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
kim robinson
Chapter
boston
Company
New York Life
Title
AVP, Retirement Consultant
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Karen Robinson
Chapter
boston
Company
Sardelli & Hutchinson Wealth Management
Title
Financial Advisor
Industry
financial-advisor-consultant
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
skiing, hiking, running, gardening
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
Diane Rzepecki
Chapter
boston
Company
Franklin Templeton Investmemts
Title
National Account Manager
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
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
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
Sadie Saxton
Chapter
boston
Company
Impax Asset Management
Title
Associate
Industry
investment-management-firm
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Running, Snowboarding, Reading
Denise Schroepfer
Chapter
boston
Company
John Hancock
Title
Senior Business Lead-Transformation Business Optimization
Industry
recordkeeper
Years in Industry
10
Virtual Networking
yes
mary scotten
Chapter
boston
Company
MFS Investment Management
Title
Sr Director
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
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
Kara Tierney
Chapter
boston
Company
Commonwealth Financial Network
Title
Manager, Marketing & Communications, Strategic Retirement Solutions
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
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
Cynthia Ventura
Chapter
boston
Company
Fidelity Investments
Title
Director-Engagement Consultant
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Yoga ,Dancing, Movies, Music, Travel
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
investment-management-firm
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
Linda York
Chapter
boston
Company
Escalent
Title
SVP
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
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
Mentor/Mentee
mentor
Betina Alexa Hsu
Chapter
chicago
Company
Lincoln Financial Group
Title
Sr. Relationship Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Stacy Allen
Chapter
chicago
Company
Advanced Capital Group
Title
Senior Market Development Manager
Industry
financial-advisor-consultant
Years in Industry
10
Kristina Baumann
Chapter
chicago
Company
Principal
Title
Director of Sales
Industry
broker-dealer-ria-home-office
Years in Industry
10
Virtual Networking
yes
Stacy Brueggen
Chapter
chicago
Company
Lincoln Financial Group
Title
Lead Retirement Consultant
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Food, Travel, Live Music
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
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
Mentor/Mentee
mentor
Eileen Finnegan
Chapter
chicago
Company
TIAA
Title
Managing Director
Industry
recordkeeper
Years in Industry
10
Virtual Networking
yes
Jessica Fox
Chapter
chicago
Company
Nuveen
Title
Managing Director, Head Of Mid-Market Consultant Relations
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
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
Adrianne Gibbons
Chapter
chicago
Company
Empower
Title
Relationship Manager Large Market
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Calla Gorman
Chapter
chicago
Company
Finspire, LLC
Title
VP Retirement Plan Consultant
Industry
broker-dealer-ria-home-office
Years in Industry
5-9
Mentor/Mentee
mentee
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
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
BlackRock
Title
Vice President
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
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
Lizzie Moye
Chapter
chicago
Company
Transamerica
Title
Regional Vice President
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentee
Tunia Mycyk
Chapter
chicago
Company
Looking for new opportunity
Title
Director/Head of Sales/VP
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Singing and cooking
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
Virtual Networking
yes
Hobbies
exercise, reading, cooking, running
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, Sr. Retirement Benefit Consultant
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Golf, Travel, Swimming, Pickleball
Elena Peerson
Chapter
chicago
Company
Capital Group
Title
Regional Vice President, Retirement Plan Counselor
Industry
investment-management-firm
Years in Industry
5-9
Mentor/Mentee
mentee
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
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
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
Polina Tsybrovska
Chapter
chicago
Company
American Funds
Title
Multi-Asset Product Manager
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
yoga, live music, exploring Chicago
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
Mentor/Mentee
mentor
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
Ciana Bertaud
Chapter
colorado
Company
Transamerica
Title
Sales Consultant
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentee
Hobbies
Hiking, lifting, camping, yoga, golf, travel
Stephanie Bodhi
Chapter
colorado
Company
Empower Retirement
Title
Director, Advisor and Consultant Marketing
Industry
recordkeeper
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
McConnell & Jones LLP
Title
Audit Director
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Cooking and Gardening
Carri Corbett
Chapter
colorado
Company
Charles Schwab
Title
Senior Relationship Manager
Industry
broker-dealer-ria-home-office
Years in Industry
5-9
Mentor/Mentee
mentee
Victoria Frey
Chapter
colorado
Company
CUNA Mutual Retirement Solutions
Title
TPA Business Development Consultant
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Golf, Travel , Cooking
Larissa Fromme
Chapter
colorado
Company
USI
Title
Senior Account Manager
Industry
financial-advisor-consultant
Years in Industry
5-9
Hannah Gutrich
Chapter
colorado
Company
Fi401k Advisors / Prosper Retirement Partners
Title
Operations Liason
Industry
other
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Music, fashion, yoga, pilates
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
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
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
Gwen Keller
Chapter
colorado
Company
Transamerica
Title
Retirement Business Development Strategist
Industry
recordkeeper
Years in Industry
10
Virtual Networking
yes
Natalie Kuzia
Chapter
colorado
Company
Innovest Portfolio Solutions
Title
Analyst
Industry
financial-advisor-consultant
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Hiking, cooking, fitness
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
Jennifer Lyndsey
Chapter
colorado
Company
Paychex
Title
Regional Retirement Sales Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
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
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
10
Mentor/Mentee
mentor
Amy Reuter
Chapter
colorado
Company
Broadridge Financial Solutions
Title
SVP, Matrix Trust Company
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
Fidelity Investments
Title
Director TPA Program
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Hiking, horses, travel
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
Eileen Shaw
Chapter
colorado
Company
Creative Retirement Plan Consulting
Title
Creative Retirement Plan Consulting
Industry
third-party-administrator
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Andrea Smith
Chapter
colorado
Company
Empower
Title
AVP
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
outdoors, mountains, fitness
Kristen Solo
Chapter
colorado
Company
Standard Retirement Plan Services
Title
Senior Attorney
Industry
erisa-attorney
Years in Industry
10
Marissa Solomon
Chapter
colorado
Company
Fidelity Investments
Title
SVP, Business Development
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
skiing, biking, hiking, travel
Realle Staples
Chapter
colorado
Company
Empower Retirement
Title
Sales and Service Effectiveness Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Michele Suriano
Chapter
colorado
Company
Castle Rock Investment Company
Title
President
Industry
financial-advisor-consultant
Years in Industry
10
Donna Tamburelli
Chapter
colorado
Company
NFP Retirement
Title
Senior Plan Advisor
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Golf, Skiing; Pickleball
Lisa Tilley
Chapter
colorado
Company
Empower Retirement
Title
Relationship Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
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
Corey Vegas
Chapter
colorado
Company
Empower
Title
Regional Sales Director- Government & Nonprofit Markets
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
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
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
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
Mentor/Mentee
mentor
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
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
Mary-Beth Aldrich
Chapter
greater-cincinnati-kentucky
Company
Empower Retirement
Title
Relationship Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
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
Tammy Bennett
Chapter
greater-cincinnati-kentucky
Company
Advanced Drainage Systems, Inc.
Title
Manager of Retirement
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Tatiana Blair
Chapter
greater-cincinnati-kentucky
Company
Paylocity
Title
Account Executive
Industry
other
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Travel, yoga, audiobooks,
Pamela Brooks
Chapter
greater-cincinnati-kentucky
Company
Oswald Financial, Inc.
Title
Client Executive
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Barbara Burke
Chapter
greater-cincinnati-kentucky
Company
Definiti
Title
Senior Recruiter
Industry
third-party-administrator
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Home decor, volunteerism, live theatre
Kathryn Campbell
Chapter
greater-cincinnati-kentucky
Company
Provident Trust Group, an Ascensus Company
Title
Vice President, Service & Operations
Industry
other
Years in Industry
5-9
Mentor/Mentee
mentee
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
KIMBERLY FLETT
Chapter
greater-cincinnati-kentucky
Company
ERISA & Tax Financial Services, LLC
Title
Owner/Partner
Industry
third-party-administrator
Years in Industry
10
Mentor/Mentee
mentor
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
Director- RP Risk & Plan Services
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Angela Harney
Chapter
greater-cincinnati-kentucky
Company
The Standard
Title
Director, Contact Center
Industry
recordkeeper
Years in Industry
10
Virtual Networking
yes
Amber Helton-Grohal
Chapter
greater-cincinnati-kentucky
Company
Fifth Third Bank
Title
Product Manager
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentee
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
Molly Kuchan
Chapter
greater-cincinnati-kentucky
Company
The Standard
Title
Regional Vice President
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentee
Virtual Networking
yes
Patty Lohiser
Chapter
greater-cincinnati-kentucky
Company
Cleveland Museum of Natural History
Title
Director of Finance
Industry
other
Years in Industry
0-4
Mentor/Mentee
mentor
DeDe Miser
Chapter
greater-cincinnati-kentucky
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
Lindsay Moody
Chapter
greater-cincinnati-kentucky
Company
T. Rowe Price
Title
Vice President, Associate Sales Director
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Golf
Jen Moore
Chapter
greater-cincinnati-kentucky
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
Abby Morgan
Chapter
greater-cincinnati-kentucky
Company
Eukles Wealth Management
Title
Vice President
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Travel, spending time with friends and family, playing with my Dog
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
Apryl Pope
Chapter
greater-cincinnati-kentucky
Company
LPL Financial
Title
CERTIFIED FINANCIAL PLANNER™
Industry
financial-advisor-consultant
Years in Industry
5-9
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
Sarah Rumpke
Chapter
greater-cincinnati-kentucky
Company
The Standard
Title
Plan Change Consultant
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
no
Hobbies
gardening
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
Jennifer Tanaka
Chapter
greater-cincinnati-kentucky
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
Annie Venable
Chapter
greater-cincinnati-kentucky
Company
Fidelity Investments
Title
Vice President Lead Generation
Industry
recordkeeper
Years in Industry
10
Virtual Networking
yes
Valerie Wawrin
Chapter
greater-cincinnati-kentucky
Company
D'Amico Wawrin & Company CPAs, LLC
Title
Partner/CPA
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
no
Jamie Zdarsky
Chapter
greater-cincinnati-kentucky
Company
Ameritas
Title
Dedicated Client Consultant/Senior Account Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
My very busy kids are my biggest hobby. I also am an OrangeTheory enthusiast, and love to workout and run.
Tina Anstett
Chapter
hartford-ct
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-ct
Company
Empower
Title
Chief Diversity & Corporate Social Responsibility Officer
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
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
Jennifer Bourret
Chapter
hartford-ct
Company
Empower
Title
Investment Strategist
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentee
Lisa Buffington
Chapter
hartford-ct
Company
Marsh & McLennan
Title
VP, Retirement Services
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Julie Casey
Chapter
hartford-ct
Company
Definiti
Title
Regional Business Development Consultant
Industry
third-party-administrator
Years in Industry
10
Kerry Correia
Chapter
hartford-ct
Company
Escalent
Title
Senior Project Manager
Industry
other
Years in Industry
0-4
Mentor/Mentee
mentee
Denise Diana
Chapter
hartford-ct
Company
Envestnet Retirement Solutions
Title
Senior Vice President, Head of Client Management
Industry
other
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
Ursula Henry
Chapter
hartford-ct
Company
Franklin Templeton
Title
Director, Retirement, Insurance, & 529 Strategy & Implementation
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
Sports enthusiast, live music fan (my son's band, specifically), foodie, and spending time with family & friends.
Kelly Hewes
Chapter
hartford-ct
Company
Empower
Title
Head of Product Segmentation
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Amber Kendrick
Chapter
hartford-ct
Company
Procyon Partners
Title
Vice President, Retirement Plan Consultant
Industry
financial-advisor-consultant
Years in Industry
10
Rebecca LaVallee
Chapter
hartford-ct
Company
Courageous Being
Title
Director of Creative Services
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
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
Juliana MacTaggart
Chapter
hartford-ct
Company
Schwab
Title
Director, Consultant Relations
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Virtual Networking
yes
Hobbies
golfing, cooking,
Una Morabito
Chapter
hartford-ct
Company
Empower
Title
Vice President, Sales and Retention
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
kelly rome
Chapter
hartford-ct
Company
Empower
Title
VP Product
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
Ashley Winn
Chapter
hartford-ct
Company
CCR Wealth Management
Title
Retirement Consultant
Industry
financial-advisor-consultant
Years in Industry
5-9
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Fitness, Hiking, Fishing
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
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
Mentor/Mentee
mentor
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
Mary Hauser
Chapter
indianapolis
Company
OneAmerica
Title
Investment Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
recreational sports (softball, volleyball, bowling), volunteering (board member of local non-profit), and fitness
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
5-9
Mentor/Mentee
mentee
Virtual Networking
yes
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
Mentor/Mentee
mentor
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
Susie Mansker
Chapter
indianapolis
Company
BPAS
Title
Regional Sales Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Spending time with family, friends and traveling as much as possible!
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
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
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
Tiffany Spudich
Chapter
indianapolis
Company
Capital Cities, LLC
Title
Principal, Chief Client Officer
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Leah Sylvester
Chapter
indianapolis
Company
Shepherd Financial
Title
Partner, Director - Retirement Plan Services
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
no
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
Becca Walker
Chapter
indianapolis
Company
Mutual of America
Title
Sr. Client Relationship Manager
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentee
Virtual Networking
yes
Hobbies
Thrift Shopping, Pilates, DIY Projects
Ann Waren
Chapter
indianapolis
Company
Principal
Title
Relationship Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Reading, biking, knitting, following my children's sports teams and local Indy teams
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
Assistant Director - Concierge Services
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Running, Biking, Travel, Kids activities
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
Mentor/Mentee
mentor
Kizzy Gaul
Chapter
iowa
Company
Ascensus
Title
ERISA Attorney
Industry
erisa-attorney
Years in Industry
10
Mentor/Mentee
mentor
Dawn Hafner
Chapter
iowa
Company
OneAmerica
Title
ESOP Consulting Director
Industry
third-party-administrator
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
yoga, reading, meditation, mindset and phycology interests
Jennifer Jensen
Chapter
iowa
Company
The Kidder Company
Title
Qualified Plan Client Advocate/Concierge
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentee
Virtual Networking
yes
Melissa Loest
Chapter
iowa
Company
Edward Jones
Title
Financial Advisor
Industry
financial-advisor-consultant
Years in Industry
5-9
Mentor/Mentee
mentee
Hobbies
Family time, gardening, home improvement/DIY projects
Annie Messer
Chapter
iowa
Company
Pension Resource Institute
Title
President, Member Relations
Industry
erisa-attorney
Years in Industry
10
Mentor/Mentee
mentor
Jaime Morgan
Chapter
iowa
Company
Galliard
Title
Senior Director
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Sarah Nauman
Chapter
iowa
Company
Principal Asset Management
Title
Sr. Strategist - Asset Class Marketing
Industry
investment-management-firm
Years in Industry
5-9
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Hawkeyes
Kari Schaffer
Chapter
iowa
Company
Paradigm Benefits, LLC
Title
DIrector of Retirement Plan Services
Industry
third-party-administrator
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
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
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Tennis, pickleball, golf
Brooke Herren
Chapter
kansas
Company
Security Benefit
Title
Mutual Fund Research Analyst
Industry
broker-dealer-ria-home-office
Years in Industry
5-9
Kara Knott
Chapter
kansas
Company
OneAmerica
Title
Regional Sales Director
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Jane Mangold
Chapter
kansas
Company
MassMutual
Title
Director of Concierge Advisor Services
Industry
broker-dealer-ria-home-office
Years in Industry
10
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
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
Mentor/Mentee
mentor
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
Katherine Bond
Chapter
nashville
Company
Acuff & Associates
Title
Associate
Industry
third-party-administrator
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Baking/Cooking/Traveling
Carly Carrier
Chapter
nashville
Company
AllianceBernstein
Title
AVP, DC Relationship Manager
Industry
investment-management-firm
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Running, travel, cooking, shooting, golf, yoga, etc.
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
Birgit Cornelius
Chapter
nashville
Company
Smart USA Co
Title
Head of Compliance
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Jennifer Cote
Chapter
nashville
Company
Morris, Manning & Martin, LLP
Title
Member
Industry
erisa-attorney
Years in Industry
10
Mentor/Mentee
mentor
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
Erika Davis
Chapter
nashville
Company
Human Interest
Title
Partner Account Manager
Industry
plan-sponsor
Years in Industry
0-4
Mentor/Mentee
mentee
Virtual Networking
yes
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
Mentor/Mentee
mentor
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
Jill Hayden
Chapter
nashville
Company
Levine Group
Title
Relationship Manager - Retirement Plan Services
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
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
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Reading, Travel, Connecting People
Jenny Kiesewetter
Chapter
nashville
Company
Fisher & Phillips, LLP
Title
ERISA Attorney, Of Counsel
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
Lisa Morris
Chapter
nashville
Company
Smart USA
Title
Compliance Analyst
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Janet Neighbors
Chapter
nashville
Company
LBMC PC
Title
Ms
Industry
other
Years in Industry
10
Virtual Networking
yes
Rachel Nicks
Chapter
nashville
Company
The R.O.W. Group
Title
Client Relations Associate
Industry
financial-advisor-consultant
Years in Industry
0-4
Mentor/Mentee
mentee
Anuradha Norton
Chapter
nashville
Company
Smart Retire
Title
Senior Manager Product Strategy
Industry
other
Years in Industry
5-9
Mentor/Mentee
mentee
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
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
Giulia Rossi
Chapter
nashville
Company
ProNvest
Title
Vice President of Business Development
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
running, photography, hiking, painting, drawing, crochet/knitting, travel, wine
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
Diane Stevens
Chapter
nashville
Company
Smart USA
Title
HR Director
Industry
investment-management-firm
Years in Industry
0-4
Mentor/Mentee
mentee
Hobbies
Traveling, adventures, spending time with family, hiking
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
Joey Bruner
Chapter
nebraska
Company
Mariner Wealth Advisors
Title
Retirement Plan Consultant
Industry
financial-advisor-consultant
Years in Industry
0-4
Mentor/Mentee
mentor
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
Alex Elwood
Chapter
nebraska
Company
ABG
Title
Chief Development Officer
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
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
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
Tami Ledger
Chapter
nebraska
Company
Mariner Wealth Advisors
Title
Senior Retirement Plan Advisor
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
Mentor/Mentee
mentor
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
5-9
Mentor/Mentee
mentor
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
Mentor/Mentee
mentor
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
Lori Vandeventer
Chapter
nebraska
Company
Mutual of Omaha
Title
Senior Business Analyst
Industry
other
Years in Industry
10
Heather Veys
Chapter
nebraska
Company
Qualified Plan Advisors
Title
Office Administrator
Industry
financial-advisor-consultant
Years in Industry
0-4
Mentor/Mentee
mentee
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
Dana Calabrese
Chapter
new-jersey
Company
Mutual of America
Title
Account Executive
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Danielle DeBord
Chapter
new-jersey
Company
Fidelity Investments
Title
VP, Regional Account Executive
Industry
broker-dealer-ria-home-office
Years in Industry
5-9
Mentor/Mentee
mentee
Virtual Networking
yes
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
CLA
Title
Principal
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Heather Jack
Chapter
new-jersey
Company
Janus Henderson
Title
Director
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Travel, Family, Outdoors, Foodie
Mary Jaffa
Chapter
new-jersey
Company
NJPAC
Title
AVP, Finance
Industry
plan-sponsor
Years in Industry
5-9
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
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
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
CLA
Title
DIRECTOR
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
Step Ahead Consulting
Title
Founder
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Vanessa Vaag
Chapter
new-jersey
Company
Milliman
Title
Principal and Consulting Actuary
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Foodie, Spin/Gym
Jillian White
Chapter
new-jersey
Company
J.P. Morgan
Title
Executive Director
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
no
Arleatha Williams CDFA, RICP, MBA
Chapter
new-jersey
Company
Harbour Bridge Wealth Management Advisors
Title
Senior Financial Advisor
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Hobbies
Travel, Tennis
Annmarie Woods
Chapter
new-jersey
Company
Guggenheim Investments
Title
Regional Vice President
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
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
Annemarie Bradford
Chapter
northeast-ohio
Company
Paychex
Title
Regional Retirement Sales Manager
Industry
recordkeeper
Years in Industry
5-9
Mentor/Mentee
mentor
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
Mentor/Mentee
mentor
Julia Chernyak
Chapter
northeast-ohio
Company
JC Actuarial Benefit Consultants
Title
President
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Hobbies
ballroom and Latin dancing, yoga, travel
Sonia Corpening
Chapter
northeast-ohio
Company
Charles Schwab
Title
Sr. Client Service Manager
Industry
third-party-administrator
Years in Industry
10
Melissa Cowan
Chapter
northeast-ohio
Company
Melissa Cowan Consulting LLC
Title
Independent Consultant
Industry
other
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
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
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
Fidelity Investments
Title
Financial Consultant
Industry
investment-management-firm
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
no
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
Kristen Low
Chapter
northeast-ohio
Company
Clearstead Advisors
Title
Consultant
Industry
financial-advisor-consultant
Years in Industry
0-4
Mentor/Mentee
mentee
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
Director of Retirement Plan Services
Industry
third-party-administrator
Years in Industry
10
Mentor/Mentee
mentor
Karen Prcela
Chapter
northeast-ohio
Company
Voya Financial
Title
Client Relationship Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Rosemary Rehner
Chapter
northeast-ohio
Company
Barnes Wendling
Title
Director
Industry
other
Years in Industry
10
Hannah Ritchie
Chapter
northeast-ohio
Company
Morningstar
Title
Regional Sales Director
Industry
other
Years in Industry
5-9
Mentor/Mentee
mentor
Ruby Roberts
Chapter
northeast-ohio
Company
Charles Schwab
Title
Manager, Consultant Relations
Industry
broker-dealer-ria-home-office
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Cooking, Traveling, Reading,
Misti Schillero
Chapter
northeast-ohio
Company
Empower
Title
Director, Relationship Management
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Tammy Sikon
Chapter
northeast-ohio
Company
T. Rowe Price
Title
Sr. Relationship Manager
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentee
Hobbies
Family, Board and card games, Trains
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
Angie Zouhar
Chapter
northeast-ohio
Company
Voya Financial
Title
Vice President of Client Relations
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
no
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
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
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
Desirae Hovdestad
Chapter
not-affiliated-with-a-regional-chapter
Company
Mutual of Omaha
Title
Financial Advisor
Industry
financial-advisor-consultant
Years in Industry
10
Mentor/Mentee
mentor
Virtual Networking
yes
Whitney Jones
Chapter
not-affiliated-with-a-regional-chapter
Company
Premier Wealth Management, a Relation Company
Title
VP, Corporate Retirement Solutions
Industry
financial-advisor-consultant
Years in Industry
5-9
Mentor/Mentee
mentee
Hobbies
Cooking, home improvement, reading, my children
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
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
Cheryl Shord
Chapter
not-affiliated-with-a-regional-chapter
Company
Alliance Benefit Group (or ABG)
Title
Director of Marketing
Industry
recordkeeper
Years in Industry
10
Mentor/Mentee
mentor
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
Tatiana Swanson
Chapter
not-affiliated-with-a-regional-chapter
Company
TRAU
Title
Sales-Advisor Development
Industry
other
Years in Industry
0-4
Mentor/Mentee
mentor