Adamson Financial Planning President Adamson, Craig Legg Mason & Co., LLC

Adamson Financial Planning President Adamson, Craig Legg Mason & Co., LLC

Name
Organization
Title
Adamson, Craig
Adamson Financial Planning
President
Barmash, Todd
Legg Mason & Co., LLC
Product Manager
Bartlett, Anthony
Baystate Financial
Belknap, Juneen
PricewaterhouseCoopers
Partner
Boros, Joan
Stradley Ronon Stevens & Young, LLP
Of Counsel
Brown, Jeffrey
University of Illinois
Professor
Bryan, Adam
Depository Trust & Clearing Corporation (DTCC)
Managing Director
Buckeridge, Tim
Franklin Templeton Investments
Vice President
Burden, Tamara
Milliman
Burkholder, Deborah
RIIA
Principal and Managing Director
Pensions & Endowments
Business Manager
Callahan, Michael
Edu4Retirement, Inc.
President
Callahan, Nicholas
NP Callahan & Co.
President
Caron, Grace
Capital Group
Sr. Product Specialist
Carroll, Kristopher
Carroll Financial Associates
Chief Investment Officer
Carson, Sharon
J.P. Morgan Asset Management
VP, Retirement Strategist
Ciemiewicz, Sean
Retirement Benefits Group
Principal
Clark, Cullen
Ernst & Young LLP
Senior Consultant
Cohen, Larry
Strategic Business Insights
Cornelio, Charles
Lincoln Financial Group
VP, Director, Consumer Financial
Decisions
President, Retirement Plan Services
Cotton, Dirk
JDC Planning
Mr
Coveney, Anne
T. Rowe Price
Daley, Michael
HealthView Services
Product Marketing Specialist
Davis-Whitmore, Cathleen
Wells Fargo
Product Manager
Denning, Drew
Wells Fargo Advisors
SVP - Retirement Strategist
Dortch, Jeffrey
Local Government Federal Credit Union
Doshier, Michael
Franklin Templeton Investments
Vice President-Retirement
Elward, Nick
Natixis
SVP Business Development
Fine, Rick
Sensible Financial Planning and Management, LLC
Senior Financial Advisor
Frank, Udo
RIIA
Treasurer
Fredrickson, Aaron
Transamerica Retirement Management, Inc.
Director, Retirement Planning
Gabriel, Frederick
InvestmentNews
Editor
Gadenne, Francois
RIIA
Gaito, Steve
Social Security Solutions
Chairman of the Board / Executive
Director
Director of Advisor and Enterprise
Solutions
RIIA Conference
10/22/2014 8:18:34 AM, page 1 of 3
Name
Organization
Title
Giordano, Shelley
Security1 Lending
Chair,Funding Longevity Task Force
Haendiges, Brian
MassMutual
Senior Vice President
Hansen, Greg
Challenger
Head of Distribution Strategy
Hardin, Mike
FTB Advisors
Investment officer
Hodgens, Bryan
Wells Fargo - Retail Retirement
Director of Sales Retail Retirement
Hynes, Kelly
Ernst & Young LLP
Executive Director
Joseph, Johan
PwC
Managing Director
Kenyon, David
RBC Wealth Management
Kim, Chin
Pacific Life
Senior Vice President-Financial
Consultant| Accredited Wealth Manager
AVP, Advanced Marketing
Lance, Nicolas
OneAmerica
VP, Retirement Income Strategies
Langenwalter, Kurt
First Command Financial Planning
Financial Advisor
Laucks, Chris
Pioneer Investments
Leavitt, Robin
Wells Fargo
SVP, Director of Sales and Business
Development
Vice President
Lee, Connie
Capital Group
Product Development
Locke, Simon
Cattell, Locke, Pendleton & Partners
Mr.
Lonier, Michael
Lonier Financial Advisory LLC
CEO
Lumia, Mark
True Wealth Group, LLC
Retirement Income Specialist
Macchia, David
Wealth2K, Inc.
Founder and CEO
Mahaney, Jim
Prudential
Vice President
Mastrogiovanni, Ron
HealthView Services
Strategic Alliances
McDonald, Dennis
TIAA-CREF
Managing Director - Investment Strategy
and Product Development
McDonough, Tom
RIIA
Technology Manager
McSheridan, Kim
RIIA
Program Director
Morello, Antonio
PNC
VP Senior Analyst, Retirement Products
Morrison, Judy
Wells Fargo
Murtagh, Gerry
Ernst & Young LLP
Director, WBR Client Segments and
Experience
Product Manager
Nichols IV, James
Voya Financial
President, Voya Retirement Advisors, LLC
O'Brien, Mike
Franklin Templeton
Director, Retirement Marketing
O'Connor, Edward
Morgan Stanley
Managing Director
Pechter, Kerry
Retirement Income Journal
Publisher
Peterson, Donna
Wells Fargo & Co.
SVP, Strategy Analyst
Pfau, Wade
American College
Prest, Will
KWP Consulting LLC
Prout, Dennis
Prout Financial Design
Rabe, Tammy
OneAmerica, American United Life Insurance
Company
Mauterstock, Robert
Mercier, Jonathan
RIIA Conference
Managing Partner
Retirement in Motion Marketing Director
10/22/2014 8:18:34 AM, page 2 of 3
Name
Organization
Title
Rao, Anand
PwC
Principal
Ray, Pallav
PwC
Reddy, Sri
Prudential Retirement
Revak, Maureen
Ascensus
Rogan, Paul
Challenger Limited
Rothrock, Gwen
PNC Financial Services Group
Chief Executive - Distribution, Product &
Marketing
Financial Advisor
Russell, Christine
Christine Russell Retirement Consulting
Retirement Strategist
Sanghvi, Ankita
PwC
Manager
Schwartz, Jim
Strategic Wealth Advisors, LLC
Senior Advisor
Singer, Justin
Ernst & Young LLP
Senior Manager
Smart, Lindsey
PricewaterhouseCoopers
Senior Associate
Spil, Henry
Magellan Tax Consultants, LLC
President
Spindell, George
ICMA-RC
Stellhorn, Stephen
MSM Capital Management, LLC
Director, Product Management and
Development
Founder
Sterling, David F.
David F. Sterling, Esq., Consultant
Stoffregen, Josh
Prudential Financial
Director
Thunen, Steve
Life Sales, LLC
Co-President
Tillotson, Marcia
Wells Fargo Advisors
Managing Director - Investments
Timmermann, Sandra
Aging and Business Strategies
Gerontologist
Tripathy, Amaresh
PwC
Principal
Turco, Al
McElroy, Deutsh, Mulvaney & Carpenter, LLP
New England Managing Partner
Turner, Elvin
Turner Consulting LLC
President
Uffman, Kerry
TWRU CPAs And Financial Advisors
Valenta, Vladimir
TIAA CREF
Director
Valles, Alain
Direct Finance Corp.
President
Valles, Derek
London School of Economics
Doctoral Researcher
Vrdoljak, Nevenka
Merrill Lynch
Director
Wald, Tom
Well Fargo Advisors
Sr. Vice President
Weinreich, Gil
Summit Professional Networks
Research Editor
Williams, Randy
UnitedHealthcare
Regional Vice President, NE Region
Wimbish, Karen
Wells Fargo Bank, N.A.
Director - Retail Retirement
Windsor, Andrew
Unified Trust
Investment Analyst
Yakoboski, Paul
TIAA-CREF
Senior Economist
Yarbrough, Chad
Wells Fargo Advisors, LLC
Manager
RIIA Conference
SVP, Institutional Income & Capital
Markets
10/22/2014 8:18:34 AM, page 3 of 3