|
Kara Adame
|
Vice President, Government Affairs |
Protective Life Insurance Company |
|
Matt Appenfelder
|
EVP, Head of Annuity Business |
PIMCO |
|
Matt Aurelia
|
Relationship Manager |
Fidelity Investments |
|
*Sean Baker
|
Managing Director, Head of US Life & Annuity Relationship Management |
BlackRock |
|
Brent Beardsley
|
SVP, General Manager, Investment Advisory |
USAA - Life Company |
|
Sarah Berry
|
Vice President |
Goldman Sachs Asset Management |
|
*David Blanchett
|
Head of Retirement Research |
Prudential Financial |
|
*Melissa Buccilli
|
Director |
Capital Group Companies |
|
Wilma Burdis
|
Director |
Raymond James Insurance Group |
|
Tom Callahan
|
Strategic Relationship Manager |
Capital Group Companies |
|
James Caparosa
|
Director, Index Sales Insurance Solutions |
Nasdaq Insurance Index Solutions |
|
Chris Ceder
|
Senior Retirement Strategist |
Goldman Sachs Asset Management |
|
Donelle Chisolm
|
VP, Strategic Relationship Manager |
American Century Investments |
|
*Wayne Chopus
|
President & CEO |
Insured Retirement Institute |
|
Jon Clement
|
National Director Insurance Sales |
MFS Investment Management |
|
Leanne Corbett
|
Relationship Manager |
BlackRock |
|
*Robert Crothers
|
Head of Product Business Development |
TIAA |
|
*Mike Eustic
|
Head of US Insurance & Subadvisory |
Invesco |
|
Cindy Feliconio
|
Chief Administrative Officer |
Insured Retirement Institute |
|
Kenneth Fitzsimons
|
Annuity Product Manager |
UBS Financial Services Inc. |
|
James Garrison
|
VP, Annuity Product Management |
Bank of America |
|
Scott Gaul
|
President, Individual Retirement |
Prudential Financial |
|
Marci Green
|
Managing Director, Head of Retirement Distribution & Third Party Insurance |
Goldman Sachs Asset Management |
|
Dan Gutman
|
Vice President, Head of Annuities |
Goldman Sachs Ayco |
|
Dywane Hall
|
Registered Principal |
LPL Financial |
|
Mike Haney
|
SVP - Chief Risk Officer Enterprise Risk Management |
MassMutual Ascend |
|
Matthew Hansan
|
SVP, Head of Business Development |
FIDx |
|
*Scott Hawkins
|
Managing Director, Head of Insurance Research |
Conning |
|
*Daniel Herrick
|
Vice President, Membership & Business Development |
Insured Retirement Institute |
|
Anna Hildreth
|
Vice President, Marketing & Events |
Insured Retirement Institute |
|
*Daniel Hunt
|
Managing Director |
Morgan Stanley Wealth Management |
|
*Jordan Jackson
|
SVP, Head of Insurance Solutions |
Raymond James Insurance Group |
|
Robert Jameison
|
SVP, Head of Insurance, DCIO & BD Investments |
Fidelity Investments |
|
Shannan Johnson
|
Executive Assistant |
Insured Retirement Institute |
|
Michael Jordan
|
Divisional Sales Manager |
Brighthouse Financial |
|
Chris Kaufman
|
Director |
BlackRock |
|
*Mike Kazanjian
|
Head of Insurance Overlays |
FIDx |
|
Talia Klein
|
Head of Wealth & Investment Solutions |
DTCC (Depository Trust |
|
Meredith Kroger
|
Financial Advisor |
Edward Jones |
|
Liz Lanahan
|
Insurance Strategy & Partnerships |
SS&C Black Diamond Wealth Solutions |
|
*Michael Lee
|
Financial Planner |
Prudential Financial |
|
*Emily LeMay
|
MD, Co-Head Individual Markets |
Global Atlantic Financial Group |
|
*Jonathan Lepore
|
Head of Retirement National Acounts & VA Distribution |
T. Rowe Price |
|
Kevin Libby
|
Director |
Global Atlantic Financial Group |
|
Ryan Liberatore
|
Head of Internal Sales - Retirement |
T. Rowe Price |
|
Diana Lohrer
|
National Accounts Relationship Manager |
JP Morgan Asset Management |
|
Jean LoSchiavo
|
Client Service & Strategic Partnership Director |
Franklin Templeton |
|
Paul Lucas
|
SVP, National Sales Manager |
PIMCO |
|
Conor Lucey
|
Internal Sales Manager |
MFS Investment Management |
|
Stefne Lynch
|
VP, Product Management and Client Engagement |
Fidelity Insurance Agency |