| American Century Investments |
Donelle Chisolm
|
VP, Strategic Relationship Manager |
| American Century Investments |
Michael Nelligan
|
VP, Head of Financial Institutions |
| Athene USA |
Rich Porter
|
Senior Vice President, Strategic Markets & Retail Growth |
| Bank of America |
James Garrison
|
VP, Annuity Product Management |
| Bank of America |
Richard Polimeni
|
Managing Director, Head of Annuity Product |
| BlackRock |
*Sean Baker
|
Managing Director, Senior RM |
| BlackRock |
Leanne Corbett
|
Relationship Manager |
| BlackRock |
Sarah Garrity
|
Head of Retail |
| BlackRock |
Chris Kaufman
|
Managing Director |
| BlackRock |
*Nick Nefouse
|
Global Head of Retirement Solutions and Head of LifePath |
| Brighthouse Financial |
Michael Jordan
|
Divisional Sales Manager |
| Brighthouse Financial |
Kendra Pasciucco
|
Vice President - Divisional Sales Manager |
| Capital Group Companies |
*Melissa Buccilli
|
Director |
| Capital Group Companies |
Tom Callahan
|
Strategic Relationship Manager |
| Cetera Financial Group |
*Harlan Wenig
|
Director of Insurance & Annuities/ Financial Representative |
| Conning |
*Scott Hawkins
|
Managing Director, Head of Insurance Research |
| Corebridge Financial |
Chris Monk
|
SVP, Wealth Solutions and Supervision |
| DTCC (Depository Trust |
Talia Klein
|
Head of Wealth & Investment Solutions |
| Edward Jones |
Gregory Jaeck
|
Senior Director – Retirement Products |
| Edward Jones |
Meredith Kroger
|
Financial Advisor |
| Fidelity Insurance Agency |
*Stefne Lynch
|
VP, Product Management and Client Engagement |
| Fidelity Insurance Agency |
Scot MacDonald
|
VP, Business Development and Integration |
| Fidelity Investments |
Matt Aurelia
|
Relationship Manager |
| Fidelity Investments |
Robert Jameison
|
SVP, Head of Insurance, DCIO & BD Investments |
| FIDx |
Matthew Hansan
|
SVP, Head of Business Development |
| FIDx |
*Mike Kazanjian
|
Head of Insurance Overlays |
| FIDx |
Kevin Osborn
|
Fiduciary Exchange |
| Franklin Templeton |
Aaron Shapley
|
Senior Vice President |
| Franklin Templeton |
Colleen Tycz
|
SVP, Head of Strategic Accounts and Insurance Distribution |
| Franklin Templeton Distributors |
Shannon McVeigh
|
Strategic Accounts Director |
| Global Atlantic Financial Group |
*Emily LeMay
|
MD, Co-Head Individual Markets |
| Global Atlantic Financial Group |
Kevin Libby
|
Director |
| Goldman Sachs Asset Management |
Sarah Berry
|
Vice President |
| Insured Retirement Institute |
*Wayne Chopus
|
President & CEO |
| Insured Retirement Institute |
Cindy Feliconio
|
Chief Administrative Officer |
| Insured Retirement Institute |
*Daniel Herrick
|
Vice President, Membership & Business Development |
| Insured Retirement Institute |
Anna Hildreth
|
Vice President, Marketing & Events |
| Insured Retirement Institute |
Shannan Johnson
|
Executive Assistant |
| Insured Retirement Institute |
Vijay Raghavan
|
Vice President, Research |
| Invesco |
*Mike Eustic
|
Head of US Insurance & Subadvisory |
| Invesco |
Adam Rivituso
|
National Sales Director and Head of Business Development |
| Jackson National Life Distributors, LLC |
Brian Sward
|
EVP, Head of Product Solutions Group |
| Janus Henderson Investors |
Jessica Ruiz
|
Executive Director, Lead Insurance & Annuities |
| Janus Henderson Investors |
*Michelin Sharp
|
Head of Insurance & Retirement Group |
| JP Morgan Asset Management |
Diana Lohrer
|
National Accounts Relationship Manager |
| JP Morgan Asset Management |
Robi Minogue
|
Subadvisory National Accounts |
| LPL Financial |
Dywane Hall
|
Registered Principal |
| LPL Financial |
Ricardo Thomas, RFC, ChFEBC
|
Financial Consultant |
| LPL Financial |
Carla Williams
|
Financial Advisor |
| MassMutual Ascend |
Mike Haney
|
SVP - Chief Risk Officer Enterprise Risk Management |