|
Roger Ackerman
|
Investment Director |
Loomis Sayles & Co LP |
|
Steven Acosta
|
National Sales Director |
LUMA Financial Technologies |
|
James Adams
|
Managing Director |
MFS Investment Management |
|
Matt Aurelia
|
Relationship Manager |
Fidelity Investments |
|
Sarah Berry
|
Vice President |
Goldman Sachs Asset Management |
|
Kenneth Birk
|
Product & Actuarial |
American Life & Security |
|
Abigail Burns
|
Sales Associate |
JP Morgan Asset Management |
|
James Caparosa
|
Director, Index Sales Insurance Solutions |
Nasdaq Insurance Index Solutions |
|
Jay Charles
|
Managing Director, Head of Insurance Products |
LUMA Financial Technologies |
|
Donelle Chisolm
|
VP, Strategic Relationship Manager |
American Century Investments |
|
*Wayne Chopus
|
President & CEO |
Insured Retirement Institute |
|
Michelle Colbert
|
Vice President, Senior Strategic Account Manager |
Corebridge Financial |
|
Leanne Corbett
|
Senior Relationship Manager |
BlackRock |
|
Hilary Corman Kirsch
|
Head of Enterprise Sales |
State Street Investment Management |
|
Meta Curry
|
Head of Insurance Strategy |
State Street Investment Management |
|
*Katherine Dease
|
Chief Technology & Innovation Officer |
Insured Retirement Institute |
|
Kyle
|
Senior Strategic Account Manager |
Invesco |
|
Cindy Feliconio
|
Chief Administrative Officer |
Insured Retirement Institute |
|
John Finnerty
|
Relationship Manager - Global Strategic Accounts |
MFS Investment Management |
|
Thomas Foley
|
Financial Advisor |
Equitable Advisors, LLC |
|
Sarah Garrity
|
Head of Retail Insurance |
BlackRock |
|
*Eli George
|
SVP, Wealth Strategy |
SS&C Black Diamond Wealth Solutions |
|
*Jennifer Glowacki
|
Head of in-Plan Retirement Income |
Corebridge Financial |
|
*Marci Green
|
Head of Retirement Distribution and Retail Insurance |
Goldman Sachs Asset Management |
|
Dywane Hall
|
Registered Principal |
LPL Financial |
|
Elena Haman
|
Retirement Product Director |
Protective Life Insurance Company |
|
Brian Hanna
|
SVP - Insurance |
AllianceBernstein |
|
*Mike Hart
|
SVP, Insurance Services |
AllianceBernstein |
|
*Daniel Herrick
|
Vice President, Membership & Business Development |
Insured Retirement Institute |
|
Dan Hess
|
Investment Funds Manager |
Delaware Life Insurance Company |
|
*Anna Hildreth
|
Vice President, Marketing & Events |
Insured Retirement Institute |
|
Christopher Hunter
|
Managing Director |
Natixis Investment Managers |
|
Elizabeth Jaffe
|
Sales Director |
Schroders Investment Management |
|
Robert Jameison
|
SVP, Head of Insurance, DCIO & BD Investments |
Fidelity Investments |
|
*Michael Kazanjian
|
Head of Insurance Overlays |
FIDx |
|
Meredith Kroger
|
Financial Advisor |
Edward Jones |
|
Liz Lanahan
|
Insurance Strategy & Partnerships |
SS&C Black Diamond Wealth Solutions |
|
Michael Lee
|
Financial Planner |
Prudential Financial |
|
Jonathan Lepore
|
Head of Retirement National Acounts & VA Distribution |
T. Rowe Price |
|
John Lindsay
|
Strategic Account Director |
Franklin Templeton Distributors |
|
Diana Lohrer
|
Vice President |
JP Morgan Asset Management |
|
Jean LoSchiavo
|
Client Service & Strategic Partnership Director |
Franklin Templeton |
|
Paul Lucas
|
Senior Vice President & Account Manager |
PIMCO |
|
Stefne Lynch
|
VP, Product Management and Client Engagement |
Fidelity Insurance Agency |
|
Richard Macari
|
Head of Insurance Index Solutions |
Nasdaq Insurance Index Solutions |
|
*Scot MacDonald
|
VP, Business Development and Integration |
Fidelity Insurance Agency |
|
*Ed Malone
|
Sales Director - Protected Retirement |
Nationwide Financial |
|
Connor McGowan
|
Vice President |
Goldman Sachs Asset Management |
|
Shannon McVeigh
|
Strategic Accounts Director |
Franklin Templeton Distributors |
|
Louis Minora
|
Senior National Accounts Manager |
Capital Group Companies |