I affirm that I am * a member of the National Association of Plan Advisors (NAPA) not a member of the National Association of Plan Advisors (NAPA) Unsure of my NAPA membership status First Name * Last Name * Gender Male Female Email Address * Firm Name * Broker-Dealer - None - (k)RPG Advisors, LLC Advisor Group Alliant Retirement Consulting Anselme Capital Ashford Investment Advisors Aurum Wealth Management Group AXA Equitable Bank of America Merrill Lynch Beltz Ianni & Associates, LLC Benefit Financial Services Group BenefitWorks, Inc. BerganKDV Wealth Management, LLC Blue Prairie Group Blue Rock 401k Group Bowers Advisory Group LLC Build Asset Management, LLC Cafaro Greenleaf Cambridge Investment Research, Inc. Cannon Capital Management Inc. CAPTRUST Financial Advisors CBIZ Financial Solutions, Inc. CBS Funding, Inc. Cetera Financial Group CG Financial Services Clearview Advisory Commonwealth Financial Network Compass Financial Partners Cooney Financial Advisors Inc CoSource Financial Group, LLC D.B. Root & Company, LLC Deane Retirement Strategies, Inc. Dietrich & Associates, Inc. DirectAdvisors Fiduciary Advisors, LLC Fiduciary Retirement Advisory Group, LLC First Heartland Capital, Inc. Fisher Investments Fluent Technologies Gasaway Investment Advisors, Inc. Global Retirement Partners Gordon Asset Management, LLC Green Retirement, Inc. GuidedChoice Guideline 401(k) Hauser Retirement Solutions, LLC HighTower Advisors HUB International Hurlow Wealth Mgmt Group, Inc. Independent Financial Partners (IFP) Insight Financial Partners, LLC Institutional Investment Consulting intellicents Invest Titan IRON Financial Ivy Investments Karp Capital Management KerberRose Retirement Plan Services Kestra Financial Kornerstone, Inc LAMCO Advisory Services Latus Group, Ltd. LeafHouse Financial Advisors Lockton Financial Advisors, LLC LPL Financial M Financial Group Marietta Wealth Management Mariner Retirement Advisors Marsh & McLennan Agency Of New England Mayflower Advisors, LLC MCF Advisors MMA Securities LLC Monarch Plan Advisors Morgan Stanley Multnomah Group, Inc. Murray Securus Wealth Management NFP Corp. Nicklas Financial Companies North Pier Search Consulting Penn Investment Advisors Pensionmark Financial Group PGR Solutions, LLC Plexus Financial Services, LLC Precept Advisory Group Principled Advisors ProCourse Fiduciary Advisors, LLC Procyon Partners, LLC Raymond James RBF Capital Management RCM&D Reilly Financial Advisors Resources Investment Advisors Responsible Asset Management Retirement Fund Management Retirement Plan Advisors Ltd. Retirement Planology Retirement Resources Investment Corp. Rogers Wealth Group, Inc. Roush Investment Group RPS Retirement Plan Advisors SageView Advisory Group Schwartz Investment Counsel, Inc. Shea & McMurdie Financial Shepherd Financial, LLC Sierra Pacific Financial Advisors, LLC Slavic401k Smith Bruer Advisors Soltis Investment Advisors Spectrum Investment Advisors Stadion Money Management Stiles Financial Services, Inc. Stonnington Group StratWealth Summit Benefit Solutions, Inc. Taylor Wealth Solutions Teros Advisors Three Bell Capital LLC Trinity Advisors Trutina Financial Tsukazaki & Associates, LLC Twelve Points Retirement Advisors UBS Financial Services Vita Planning Group Voya Financial Wells Fargo Advisors Wipfli Hewins Investment Advisors, LLC Other CRD Number * If none, please enter 000 What are the total assets represented in all employer-sponsored plans you manage? Home office, not applicable < $10 Million $10 - $50 Million $50- $100 Million $100 - $250 Million $250 Million - $1 Billion >$1 Billion Approximately what percentage of your total AUM is in employer-sponsored plans? * Home office, not applicable < 25% 25% - 50% 50% - 75% 75% - 99% 100% Which types of plans do you currently manage? * Home office-not applicable 401(k)/401(a) 403(b) 457 Defined Benefit IRA Non-Qualified HSA Other Sort candidates by Name Company Region Region Central - Nationwide - Doug Allen Central - Invesco - Rhea Berglund Central - John Hancock Retirement - Chris Bradford Central - John Hancock Investment Management - Andrew Brosco Central - John Hancock Retirement - Blake Burkett Central - Cuna Mutual Group - James Carrick Central - Lincoln Financial Group - Jeff Cricenti Central - AmericanCentury Investments - Jesse Daniels Central - John Hancock Retirement - Matt Deno Central - John Hancock Retirement - David Dickens Central - Fidelity - John Gonsior Central - Lord Abbett - Jessica Johanson Central - John Hancock Retirement - Adam Johnson Central - John Hancock Retirement - Doug Johnson Central - Nuveen - Eric Johnson Central - Cuna Mutual Group - Ashley Klein Central - John Hancock Retirement - Shannon Knapp Central - Cuna Mutual Group - Tiffany Lauer central - BlackRock - Amanda Lewis Central - John Hancock Retirement - Jerry Lopez Central - Janus Henderson Investors - Eric Magyar Central - American Trust - Kevin McDevitt Central - John Hancock Retirement - Scott Messmer Central - AmericanCentury Investments - Scott Pawlich Central - Victory Capital - Neil Pederson Central - July Business Services - Diana Perri Central - T. Rowe Price - Jim Quartarone Central - John Hancock Retirement - John Robertson Central - T. Rowe Price - Brett Round Central - Fidelity Institutional - Dave Sargent Central - Amundi US - Jenna Sellman Central - AmericanCentury Investments - Steven Silverman Central - PIMCO - Jay Slusher Central - T. Rowe Price - Jamie Spenthoff Central - T. Rowe Price - Dean Staroselskiy Central - Cuna Mutual Group - Chris Stemler Central - T. Rowe Price - Kevin Tessmer Central - Lincoln Financial Group - Sasha Underwood Central - John Hancock Retirement - Treye Weilbacher Central - Nationwide - George Williams East - Nationwide - Joseph Broderick East - Nationwide - David Castina East - PIMCO - Aaron Hassinger East - Fidelity - Robert Hunt East - T. Rowe Price - David Kasparian East - Fidelity - Jack Levis East - Fidelity - Stephen Long East - Fidelity - Matthew May East - T. Rowe Price - Mark Robinson East - Fidelity - Gregg Schifko East - Fidelity - Jarrad Smith East - Victory Capital - John Uricchio East - American Trust - Jerrod Weiss East Central - July Business Services - Jennifer McConnell East, Northeast - Mutual of Omaha Retirement Services - Thomas Fleming Great Lakes - T. Rowe Price - Peter Lush Metro NY - Fidelity - Stephen Bae Metro NY - Nationwide - Michael Butler Metro NY - T. Rowe Price - Monica Elvira Metro NY - Fidelity Institutional - Will Kempton Metro NY - T. Rowe Price - Jeffrey Mosco Metro NY - John Hancock Investment Management - Lindsay Warrington Metro NYC - Lincoln Financial Group - Stewart Rauchman Metro NYC - Lincoln Financial Group - Michael Tirney Michigan - Mutual of Omaha Retirement Services - Trevor Asti Midatlantic - Cuna Mutual Group - Ben Fisher Mid-Atlantic - J.P. Morgan Asset Management - Omar Aridi Mid-Atlantic - John Hancock Retirement - Nick Barcelona Mid-Atlantic - Lincoln Financial Group - Justin Bonavitacola Mid-Atlantic - John Hancock Retirement - Chris Britt Mid-Atlantic - J.P. Morgan Asset Management - Shaun Bromley Mid-Atlantic - J.P. Morgan Asset Management - Nickolas Carpas Mid-Atlantic - Nationwide - Stephen Carrera Mid-Atlantic - Principal - Greg Cowell Mid-Atlantic - Lincoln Financial Group - Tim Curran Mid-Atlantic - Lincoln Financial Group - Denise D'Antuono Mid-Atlantic - John Hancock Retirement - Edward Deeds Mid-Atlantic - John Hancock Retirement - Rebecca DeHainaut Mid-Atlantic - Ascensus - Ivette Dominguez Mid-Atlantic - Fidelity Institutional - Jim Dowling Mid Atlantic – BlackRock - Zach Friedrich Mid-Atlantic - MassMutual Investments - Andy Goeller Mid-Atlantic - Amundi US - Tim Harkleroad Mid-Atlantic - Principal - Brooke Harrison Mid-Atlantic - John Hancock Retirement - Bryan Hosko Mid-Atlantic - Securian Financial - Robert Janisko Mid-Atlantic - MFS Investment Management - John Jessee Mid-Atlantic - Federated Hermes - Jeff Jones Mid-Atlantic - Ameritas - Nick Kennedy Mid-Atlantic - Principal - Gress Lawson Mid-Atlantic - J.P. Morgan Asset Management - Robert Lee Mid-Atlantic - Principal - Michael Leibig Mid-Atlantic - Principal - Zachary Lickteig Mid-Atlantic - Invesco - Todd Matlack Mid-Atlantic - Transamerica - John May Mid-Atlantic - J.P. Morgan Asset Management - Justin Muni Mid-Atlantic - T. Rowe Price - Mike Nanz Mid-Atlantic - Lincoln Financial Group - Steve Nedl Mid-Atlantic - John Hancock Retirement - Mark Needham Mid-Atlantic - T. Rowe Price - David Norris Mid-Atlantic - Colombia Threadneedle Investments - Dan O'Shea Mid-Atlantic - John Hancock Retirement - Kendra Osowski Mid-Atlantic - Ameritas - Jim Pauley Mid-Atlantic - Principal - Bryan Persak Mid-Atlantic - Lincoln Financial Group - Jeannie Ann Ramos Mid-Atlantic - John Hancock Retirement - Charles Reichelt Mid-Atlantic - Allspring Global Investments - Tim Reuling Mid-Atlantic - Cuna Mutual Group - Patrick Ruane Mid-Atlantic - Transamerica - Chris Schutz Mid-Atlantic - T. Rowe Price - Bryan Shaughness Mid-Atlantic - Lincoln Financial Group - Donny Sheinwald Mid-Atlantic - John Hancock Retirement - Kevin Stempin Mid-Atlantic - John Hancock Retirement - Chad Stewart Mid-Atlantic - Franklin Templeton - Nancy Tassiello-Gerstner Mid-Atlantic - PIMCO - Matt Vanaman Mid-Atlantic - Nationwide - Bill Vassas Mid-Atlantic - J.P. Morgan Asset Management - Marc Cornell Midwest - Securian Financial - Doug Beardslee Midwest - Colombia Threadneedle Investments - Bill Beardsley Midwest - Cuna Mutual Group - Marc Berman Midwest - Transamerica - Brian Billmeier Midwest - Ameritas - Eric Blackburn Midwest - Ameritas - Stacey Branch Midwest - John Hancock Retirement - Bill Cartwright Midwest - John Hancock Retirement - Jim Colby Midwest - Fidelity - Brook Cox Midwest - Nationwide - Sasha Davi Midwest - Lincoln Financial Group - Drew Disher Midwest - John Hancock Retirement - Dan Dodillet Midwest - J.P. Morgan Asset Management - Philip Doetsch Midwest - Nationwide - Laura Durkin Midwest - Lincoln Financial Group - Gavin England Midwest - Securian Financial - David Foley Midwest - Securian Financial - Eric Fox Midwest - Principal - Scott Fraungruber Midwest - John Hancock Retirement - Kevin Frazier Midwest - Fidelity - Travis Gavinski Midwest - J.P. Morgan Asset Management - Mark Glatley Midwest - Mutual of Omaha Retirement Services - Mike Guinane Midwest - The Standard - Chris Hale Midwest - The Standard - Chris Halpin Midwest - AllianceBernstein - Greg Handrahan Midwest - Principal - Scott Hanson Midwest - The Standard - Erik Herman Midwest - John Hancock Retirement - David Hiss Midwest - Ameritas - Adam Howell Midwest - Invesco - Lisa Hultquist Midwest - Fidelity - Josh Jones Midwest - Ameritas - Jay Killgore Midwest - Principal - Troy King Midwest - Transamerica - Mark Kirchner Midwest - Franklin Templeton - Zak Koch Midwest - Transamerica - Mike Konet Midwest - Franklin Templeton - John Kutz Midwest - Principal - Ryan Lang Midwest - Ameritas - Duc Le Midwest - Neuberger Berman - Patrick Lovett Midwest - Cuna Mutual Group - Steve Mandel Midwest - State Street Global Advisors - Ned McNally Midwest - Ameritas - Scott McQuillen Midwest - Hartford Funds - Jeff Meltzer Midwest - The Standard - Rick Merwin Midwest - T. Rowe Price - Eric Milano Midwest - Principal - Josh Mortenson Midwest - BlackRock - Tyler Neenan Midwest - Principal - Dave Nikunen Midwest - Nationwide - Rich Ohde Midwest - The Standard - Marc Olson Midwest - T. Rowe Price - Matthew Petersen Midwest - Nationwide - Derek Philpot Midwest - AmericanCentury Investments - Christy Poe Midwest - J.P. Morgan Asset Management - Corey Pride Midwest - Principal - Dustin Pugh Midwest - John Hancock Investment Management - Brandon Radach Midwest - T. Rowe Price - Scott Redfield Midwest - Lincoln Financial Group - Mike Rinaldi Midwest - J.P. Morgan Asset Management - Marta Rodriguez Midwest - Federated Hermes - Tim Rosewicz Midwest - Lincoln Financial Group - Bryan Rouse Midwest - John Hancock Retirement - Bridgette Rutter Midwest - Ameritas - Adam San Juan Midwest - Hartford Funds - Dan Schatz Midwest - Securian Financial - Eric Schneeman Midwest - J.P. Morgan Asset Management - Kristin Seabold Midwest - Securian Financial - Craig Shrack Midwest - PIMCO - Chris Sleggs Midwest - July Business Services - Brian Smith Midwest - John Hancock Retirement - Jonah Smith Midwest - Fidelity Institutional - Andrew Spahr Midwest - Allspring Global Investments - Reed Steinmann Midwest - Principal - Chad Sturtz Midwest - Lincoln Financial Group - Anthony Summers Midwest - Nationwide - Michael Syrowski Midwest - Fidelity - Kevin Teague Midwest - Principal - Kirk Tebo Midwest - Securian Financial - Rhonda Troszak Midwest - John Hancock Retirement - Matt Van Egeren Midwest - Ascensus - Bas Van Rhee Midwest - Principal - Erin Walters Midwest - Franklin Templeton - Dave Waters Midwest - T. Rowe Price - Tim White Midwest - Lincoln Financial Group - Aaron Wiseman Midwest - John Hancock Retirement - John Wood Midwest - Nationwide - Isaac Wood Midwest - Ascensus - Jason Wroblewski Midwest - Transamerica - David Wyatt Midwest - MFS Investment Management - Mike Schwanekamp Midwest - Fidelity - Mary McNiff Midwest - MFS Investment Management - Phil Stewart Mtn/PacNW - MFS Investment Management - Owen Kiernan National - John Hancock Retirement - Katie Bailey National - Sentinel Benefit Group - Jerry Cicalese National - Sentinel Benefit Group - Grzejka Eric National - Franklin Templeton - Matt Foster National - Lord Abbett - James Lapiedra National - Janus Henderson Investors - Marquette Payton National - John Hancock Retirement - Leo Reed National - Janus Henderson Investors - Benjamin Rizzuto National - Franklin Templeton - Craig Miller New England - BlackRock - Chris Athens New England - MFS Investment Management - Keith Neal Northeasat - Transamerica - Jason Heine Northeasat - Transamerica - Bryan Otis Northeast - AmericanCentury Investments - Bobby Allen Northeast - Amundi US - Chris Bilello Northeast - Securian Financial - Tom Blake Northeast - John Hancock Retirement - Matt Bodnar Northeast - Principal - Michael Borrelli Northeast - Nationwide - Sally Bowen Northeast - Principal - Michael Burke Northeast - Cuna Mutual Group - Duke Carabase Northeast - Principal - Joseph Carew Northeast - Cuna Mutual Group - Lee Copson Northeast - PIMCO - Martin Courage Northeast - AmericanCentury Investments - Shane Dawe Northeast - Hartford Funds - Dom DeSantis Northeast - Transamerica - Chris DeVito Northeast - Nationwide - Matthew DiRamio Northeast - Invesco - Robert Duffey Northeast - T. Rowe Price - Allen Ehling Northeast - John Hancock Investment Management - Ryan Fay Northeast - Lincoln Financial Group - Matt Fessler Northeast - Lincoln Financial Group - Nick Fox Northeast - John Hancock Retirement - Daniel Fratalia Northeast - J.P. Morgan Asset Management - Tim Gannon Northeast - Ameritas - Brian Gazawie Northeast - Transamerica - Gary Giffen Northeast - John Hancock Retirement - Jerry Giovinazzo Northeast - AmericanCentury Investments - Glenn Godin Northeast - Transamerica - Rob Goldman Northeast - Janus Henderson Investors - Ruben Gonzalez Northeast - Securian Financial - Evan Gray Northeast - Franklin Templeton - Liam Grubb Northeast - Ameritas - Scott Hankard Northeast - John Hancock Retirement - Ryan Hines Northeast - Franklin Templeton - Zach Houston Northeast - Fidelity - John Iodice Northeast - Principal - Autumn Katzenmoyer Northeast - July Business Services - Brian Kearney Northeast - Principal - Rob Kerscher Northeast - Virtus - Bill Laplante Northeast - Principal - Michael Looney Northeast - AllianceBernstein - Todd Mann Northeast - Fidelity Institutional - Mike Manosh Northeast - Neuberger Berman - Blanco Marcie Northeast - The Standard - Seth Marsters Northeast - John Hancock Retirement - Tom Martin Northwest - Cuna Mutual Group - John Martoncik Northeast - T. Rowe Price - Chris McCarthy Northeast - T. Rowe Price - Chris McAvoy Northeast - Principal - Ted McDermott Northeast - Principal - Kevin McDonough Northeast - Nuveen - John Mueller Northeast - AmericanCentury Investments - Jen Mulrooney Northeast - Allspring Global Investments - Tom O'Connell Northeast - Principal - John Pallaria Northeast - Principal - John Pallotta Northeast - Principal - Kathleen Pallotta Northeast - Fidelity - Ryan Pannell Northeast - Principal - Christopher Persak Northeast - John Hancock Retirement - Steven Person Northeast - Principal - Robert Pysk Northeast - PGIM - Ryan Quinn Northeast - Principal - David Sandstead Northeast - Carillon Tower Advisers - Michael Schill Northeast - Hartford Funds - Greg Seaver Northeast - Ascensus - Jeff Simes Northeast - Principal - Alison Smith Northeast - The Standard - Mike Sperduto Northeast - Hartford Funds - Derrick Stancick Northeast - The Standard - Brian Stubbs Northeast - Principal - Joe Tabella Northeast - Principal - Eric Turner Northeast - T. Rowe Price - Alan Valenca Northeast - John Hancock Retirement - Scott Ward Northeast - MassMutual Investments - Paul Webb Northeast - J.P. Morgan Asset Management - Scott Wendling Northeast - State Street Global Advisors - Justin Wilson Northeast - Federated Hermes - Jim Wojciak Northeast - Lincoln Financial Group - Michele Wyatt Northeast - John Hancock Retirement - Dan Zibaitis Northwest - Lincoln Financial Group - Tim Allen Northwest - Principal - Deena Bell Northwest - Lincoln Financial Group - Stan Bojko Northwest - Fidelity Institutional - Rachael Brumund Northwest - Fidelity - Ellie Bullitt Northwest - Fidelity - Ryan Butt Northwest - Invesco - Michael Demler Northwest - The Standard - Travis Fossati Northwest - Fidelity - Timothy Griffith Northwest - AmericanCentury Investments - Tim Guay Northwest - Principal - Dan Litwora Northwest - Fidelity - Al Mataloni Northwest - PIMCO - Rich Merson Northwest - Nationwide - Logan Meyer Northwest - Ameritas - Todd Moriarty Northwest - Nationwide - Greg Sabin Northwest - J.P. Morgan Asset Management - Benjamin Travers Northwest - T. Rowe Price - Brad Vaughan Northwest - Franklin Templeton - Tina White Northwest - The Standard - Chris Wolfe Northwest - Ascensus - Linsi Wolfe Northwest and Southwest - Carillon Tower Advisers - Mark Feeney NY Metro - Invesco - Thomas Loncar NY Metro, NJ, PA, NE Ohio - BlackRock - Erin Wikander NY/NJ - MFS Investment Management - Jim Hakewill South - Lincoln Financial Group - Kevin Donnellan South - Lincoln Financial Group - Landon Durham South - J.P. Morgan Asset Management - Kevin Morgan South - Lincoln Financial Group - Mike Thomas South - Nuveen - Kyle Kunde South - AmericanCentury Investments - Frank Tighe South East - Lord Abbett - Bill Feldmaier South/Southwest - J.P. Morgan Asset Management - Jennifer Brockwell Southeast - July Business Services - Cassie Aragon Southeast - State Street Global Advisors - Heather Bailey Southeast - Nationwide - Audra Barbour southeast - BlackRock - Matt Bartch Southeast - John Hancock Retirement - Dennis Beaudet Southeast - John Hancock Retirement - Jarrett Berry Southeast - PIMCO - Diego Betancourt Southeast - Invesco - Joshua Binford Southeast - John Hancock Retirement - Bradford Boney Southeast - Transamerica - Jason Bouldin Southeast - Securian Financial - Chris Brock Southeast - Carillon Tower Advisers - Brett Burkhalter Southeast - T. Rowe Price - Jason Butler Southeast - Securian Financial - Marc Cabral Southeast - The Standard - Neil Cabrera Southeast - J.P. Morgan Asset Management - Scott Caloway Southeast - John Hancock Retirement - Bruce Cobey Southeast - Franklin Templeton - Mark Conroy Southeast - J.P. Morgan Asset Management - Robert Couzzo Southeast - MassMutual Investments - Andy Cunningham Southeast - Ameritas - Jim Davis Southeast - J.P. Morgan Asset Management - Kilie Donahue Southeast - Ameritas - Drew Fairley Southeast - Lincoln Financial Group - Jonathan Farrell Southeast - John Hancock Retirement - Bob Forbes Southeast - Hartford Funds - Matt Gaither Southeast - Nationwide - Johannes Gerz-Escandon Southeast - Lincoln Financial Group - Jim Gilligan Southeast - Colombia Threadneedle Investments - Brandon Helms Southeast - T. Rowe Price - Jennifer Hinrichsen Southeast - Nationwide - JP Holland Southeast - Lincoln Financial Group - Bryson Hopkins Southeast - John Hancock Retirement - Michael Johnson Southeast - Cuna Mutual Group - Eric Jones Southeast - Securian Financial - Epps Jones Southeast - Virtus - Eric Kaleta Southeast - Transamerica - Kurt Lam Southeast - Fidelity - Gregg Libby Southeast - Securian Financial - Scott Littlewood Southeast - Virtus - Malcolm Lunn Southeast - Allspring Global Investments - Joe Lyons Southeast - John Hancock Investment Management - Aylmer Magill Southeast - John Hancock Retirement - Hayden Main Southeast - The Standard - Daniel Marshall Southeast - T. Rowe Price - Bryan McCain Southeast - Federated Hermes - Chris Minton Southeast - AmericanCentury Investments - Brian Munn Southeast - Amundi US - Elliott Pedrick Southeast - PGIM - Jeff Petersen Southeast - Nuveen - James Polito Southeast - Fidelity Institutional - Ben Rich Southeast - Nationwide - Doug Sandkuhl Southeast - Ameritas - David Schlageter Southeast - Hartford Funds - Kevin Shamblin Southeast - T. Rowe Price - Doug Shannon Southeast - T. Rowe Price - Brandon Shea Southeast - Transamerica - Ross Sims Southeast - Lincoln Financial Group - Troy Steffen Southeast - John Hancock Retirement - Bob Sternfeld Southeast - Janus Henderson Investors - Sara Tegethoff Lowery Southeast - John Hancock Retirement - Edward Thurmond Southeast - Neuberger Berman - Matthew Tollison Southeast - Cuna Mutual Group - Jeff Trull Southeast - T. Rowe Price - John Walther Southeast - J.P. Morgan Asset Management - Jeff Weaver Southeast - The Standard - Chris Weekley Southeast - John Hancock Retirement - Barbara Wilderman Southeast - John Hancock Retirement - Jason Yepko Southeast - AllianceBernstein - Martin J Zayac Southeast - Lincoln Financial Group - Diana Zubrowski Southwest - J.P. Morgan Asset Management - Staci Baker Southwest - Cuna Mutual Group - Jeff Beneteau Southwest - Securian Financial - Shannon Birkes Southwest - T. Rowe Price - Keith Blackmon Southwest - Fidelity Institutional - Katelyn Boone Southwest - Transamerica - Trey Caldwell Southwest - The Standard - Andrew Carrillo Southwest - The Standard - Randy Cater Southwest - The Standard - Shelly Cheng Southwest - Federated Hermes - Steven Cohen Southwest - Transamerica - Travis Cox Southwest - Principal - Daniel Dekat Southwest - PIMCO - Matt DeMarco Southwest - Principal - Jenny Dodson Southwest - Principal - Wendell Epps Southwest - Principal - Nick Eschenheimer Southwest - Nationwide - Robert Eviston Southwest - Ameritas - Claudia Ferguson Southwest - Fidelity - Lauren Gear Southwest - T. Rowe Price - Michele Giangrande Southwest - J.P. Morgan Asset Management - Jason Graeb Southwest - Principal - Dan Graham Southwest - Lincoln Financial Group - Doug Hajjar Southwest - PGIM - Steve Krauszer Southwest - Principal - Brooks Lau Southwest - Fidelity - Jen Love Southwest - Nationwide - James Lugo Southwest - Fidelity - Nguyet Ly Southwest - Allspring Global Investments - Cara Magliocco Southwest - Invesco - Scott Maney Southwest - Ameritas - Steve Mise Southwest - Lincoln Financial Group - Pat Mulquin Southwest - Fidelity - Mark Murphy Southwest - Lincoln Financial Group - Francisco Navarro Southwest - Securian Financial - Ashley Pizer Southwest - Janus Henderson Investors - Taylor Pluss Southwest - Neuberger Berman - Mark Pottle SouthWest - MFS Investment Management - Andy Tyndall Southwest – BlackRock - Art Villar Southwest - Franklin Templeton - Jessica Wilson Southwest - Nationwide - Paul Yossem Texas - Mutual of Omaha Retirement Services - Preston Hamilton West - MFS Investment Management - Chris Donnager West - Amundi US - Jeffrey Abelli West - Principal - James Allen West - John Hancock Investment Management - Derrick Amey West - Mutual of Omaha Retirement Services - Ashley Avaregan West - Transamerica - Sebastian Aza West - July Business Services - Adam Barker West - Franklin Templeton - Matt Beaulieu West - Colombia Threadneedle Investments - Kelli Beauregard West - Nationwide - Jason Bowen West - John Hancock Retirement - Scott Brandt West - Hartford Funds - John Brown West - Principal - Tom Burnor West - Fidelity - Paul Burris West - John Hancock Retirement - Angelo Cabral West - Fidelity - Travis Campbell West - John Hancock Retirement - Zach Carstensen West - Transamerica - Chris Castro West - Transamerica - Justin Chilcote West - MassMutual Investments - Murray Cleaner West - Victory Capital - Kevin Crotsley West - T. Rowe Price - Joe Culhane West - John Hancock Retirement - Gary DiLoreto West - John Hancock Retirement - Dave Eliopulos West - Lincoln Financial Group - Michael Fee West - Principal - Matt Fraisse West - Transamerica - Brett Gallinger West - Securian Financial - Brody Geist West - Nationwide - Jacob Halley West - Securian Financial - Scott Harrison West - State Street Global Advisors - Dave Henesey West - Principal - Brian Howarth West - John Hancock Retirement - Howard Joelson West - Virtus - Geoff Johnson West - PGIM - Chuck Johnson West - Nuveen - Matt Kasa West - John Hancock Retirement - David King West - Lord Abbett - Bill Kluber West - Fidelity Institutional - Ben Leger West - Allspring Global Investments - Lia Lundgren West - Cuna Mutual Group - Sean Mayo West - Ameritas - Kevin McCarthy West - John Hancock Retirement - Chris McDavid West - Ascensus - Nancy Miranda West - AmericanCentury Investments - Chris Monachino West - American Trust - Jack Moody West - Hartford Funds - Tim Murphy West - Hartford Funds - Matt Newdigger West - Ameritas - Barry Newman West - Principal - Ryan Noto West - Cuna Mutual Group - Don Oldag West - Principal - Scott Poppenhusen West - The Standard - David Ravarino West North Central - BlackRock - Kyle Schmit West - Principal - Mick Simmons West - Ascensus - Matt Spicer West - The Standard - Ben Standish West - T. Rowe Price - Mike Staples West - Fidelity - Kevin Suen West - John Hancock Retirement - James Swartz West - Fidelity - Shane Tatum West - T. Rowe Price - Emma Tookey West - Fidelity - Byron Treichler West - Fidelity - John Tuite West - The Standard - Brad Weber West - John Hancock Retirement - Karen DeCoud West - July Business Services - Ryan Geringer Company AllianceBernstein - Midwest - Greg Handrahan AllianceBernstein - Northeast - Todd Mann AllianceBernstein - Southeast - Martin J Zayac Allspring Global Investments - West - Lia Lundgren Allspring Global Investments - Southeast - Joe Lyons Allspring Global Investments - Southwest - Cara Magliocco Allspring Global Investments - Northeast - Tom O'Connell Allspring Global Investments - Mid-Atlantic - Tim Reuling Allspring Global Investments - Midwest - Reed Steinmann American Trust - Central - Kevin McDevitt American Trust - West - Jack Moody American Trust - East - Jerrod Weiss AmericanCentury Investments - Northeast - Bobby Allen AmericanCentury Investments - Central - Jesse Daniels AmericanCentury Investments - Northeast - Shane Dawe AmericanCentury Investments - Northeast - Glenn Godin AmericanCentury Investments - Northwest - Tim Guay AmericanCentury Investments - West - Chris Monachino AmericanCentury Investments - Northeast - Jen Mulrooney AmericanCentury Investments - Southeast - Brian Munn AmericanCentury Investments - Central - Scott Pawlich AmericanCentury Investments - Midwest - Christy Poe AmericanCentury Investments - Central - Steven Silverman AmericanCentury Investments - South - Frank Tighe Ameritas - Midwest - Eric Blackburn Ameritas - Midwest - Stacey Branch Ameritas - Southeast - Jim Davis Ameritas - Southeast - Drew Fairley Ameritas - Southwest - Claudia Ferguson Ameritas - Northeast - Brian Gazawie Ameritas - Northeast - Scott Hankard Ameritas - Midwest - Adam Howell Ameritas - Mid-Atlantic - Nick Kennedy Ameritas - Midwest - Jay Killgore Ameritas - Midwest - Duc Le Ameritas - West - Kevin McCarthy Ameritas - Midwest - Scott McQuillen Ameritas - Southwest - Steve Mise Ameritas - Northwest - Todd Moriarty Ameritas - West - Barry Newman Ameritas - Mid-Atlantic - Jim Pauley Ameritas - Midwest - Adam San Juan Ameritas - Southeast - David Schlageter Amundi US - West - Jeffrey Abelli Amundi US - Northeast - Chris Bilello Amundi US - Mid-Atlantic - Tim Harkleroad Amundi US - Southeast - Elliott Pedrick Amundi US - Central - Jenna Sellman Ascensus - Mid-Atlantic - Ivette Dominguez Ascensus - West - Nancy Miranda Ascensus - Northeast - Jeff Simes Ascensus - West - Matt Spicer Ascensus - Midwest - Bas Van Rhee Ascensus - Northwest - Linsi Wolfe Ascensus - Midwest - Jason Wroblewski BlackRock - New England - Chris Athens BlackRock - Southeast - Matt Bartch BlackRock - Mid Atlantic – Zach Friedrich BlackRock - Central - Amanda Lewis BlackRock - Midwest - Tyler Neenan BlackRock - West North Central – Kyle Schmit BlackRock - Southwest – Art Villar BlackRock - NY Metro, NJ, PA, NE Ohio - Erin Wikander Carillon Tower Advisers - Southeast - Brett Burkhalter Carillon Tower Advisers - Northwest and Southwest - Mark Feeney Carillon Tower Advisers - Northeast - Michael Schill Colombia Threadneedle Investments - Midwest - Bill Beardsley Colombia Threadneedle Investments - West - Kelli Beauregard Colombia Threadneedle Investments - Southeast - Brandon Helms Colombia Threadneedle Investments - Mid-Atlantic - Dan O'Shea Cuna Mutual Group - Southwest - Jeff Beneteau Cuna Mutual Group - Midwest - Marc Berman Cuna Mutual Group - Northeast - Duke Carabase Cuna Mutual Group - Central - James Carrick Cuna Mutual Group - Northeast - Lee Copson Cuna Mutual Group - Midatlantic - Ben Fisher Cuna Mutual Group - Southeast - Eric Jones Cuna Mutual Group - Central - Ashley Klein Cuna Mutual Group - Central - Tiffany Lauer Cuna Mutual Group - Midwest - Steve Mandel Cuna Mutual Group - Northwest - John Martoncik Cuna Mutual Group - West - Sean Mayo Cuna Mutual Group - West - Don Oldag Cuna Mutual Group - Mid-Atlantic - Patrick Ruane Cuna Mutual Group - Central - Chris Stemler Cuna Mutual Group - Southeast - Jeff Trull Federated Hermes - SOUTHWEST - Steven Cohen Federated Hermes - MID-ATLANTIC - Jeff Jones Federated Hermes - SOUTHEAST - Chris Minton Federated Hermes - MIDWEST - Tim Rosewicz Federated Hermes - NORTHEAST - Jim Wojciak Fidelity - Metro NY - Stephen Bae Fidelity - Northwest - Ellie Bullitt Fidelity - West - Paul Burris Fidelity - Northwest - Ryan Butt Fidelity - West - Travis Campbell Fidelity - Midwest - Brook Cox Fidelity - Midwest - Travis Gavinski Fidelity - Southwest - Lauren Gear Fidelity - Central - John Gonsior Fidelity - Northwest - Timothy Griffith Fidelity - East - Robert Hunt Fidelity - Northeast - John Iodice Fidelity - Midwest - Josh Jones Fidelity - East - Jack Levis Fidelity - Southeast - Gregg Libby Fidelity - East - Stephen Long Fidelity - Southwest - Jen Love Fidelity - Southwest - Nguyet Ly Fidelity - Northwest - Al Mataloni Fidelity - East - Matthew May Fidelity - Midwest - Mary McNiff Fidelity - Southwest - Mark Murphy Fidelity - Northeast - Ryan Pannell Fidelity - East - Gregg Schifko Fidelity - East - Jarrad Smith Fidelity - West - Kevin Suen Fidelity - West - Shane Tatum Fidelity - Midwest - Kevin Teague Fidelity - West - Byron Treichler Fidelity - West - John Tuite Fidelity Institutional - Southwest - Katelyn Boone Fidelity Institutional - Northwest - Rachael Brumund Fidelity Institutional - Mid-Atlantic - Jim Dowling Fidelity Institutional - Metro NY - Will Kempton Fidelity Institutional - West - Ben Leger Fidelity Institutional - Northeast - Mike Manosh Fidelity Institutional - Southeast - Ben Rich Fidelity Institutional - Central - Dave Sargent Fidelity Institutional - Midwest - Andrew Spahr Franklin Templeton - West - Matt Beaulieu Franklin Templeton - Southeast - Mark Conroy Franklin Templeton - National - Matt Foster Franklin Templeton - Northeast - Liam Grubb Franklin Templeton - Northeast - Zach Houston Franklin Templeton - Midwest - Zak Koch Franklin Templeton - Midwest - John Kutz Franklin Templeton - National - Craig Miller Franklin Templeton - Mid-Atlantic - Nancy Tassiello-Gerstner Franklin Templeton - Midwest - Dave Waters Franklin Templeton - Northwest - Tina White Franklin Templeton - Southwest - Jessica Wilson Hartford Funds - West - John Brown Hartford Funds - Northeast - Dom DeSantis Hartford Funds - Southeast - Matt Gaither Hartford Funds - Midwest - Jeff Meltzer Hartford Funds - West - Tim Murphy Hartford Funds - West - Matt Newdigger Hartford Funds - Midwest - Dan Schatz Hartford Funds - Northeast - Greg Seaver Hartford Funds - Southeast - Kevin Shamblin Hartford Funds - Northeast - Derrick Stancick Invesco - Central - Rhea Berglund Invesco - Southeast - Joshua Binford Invesco - Northwest - Michael Demler Invesco - Northeast - Robert Duffey Invesco - Midwest - Lisa Hultquist Invesco - NY Metro - Thomas Loncar Invesco - Southwest - Scott Maney Invesco - Mid-Atlantic - Todd Matlack J.P. Morgan Asset Management - Mid-Atlantic - Omar Aridi J.P. Morgan Asset Management - Southwest - Staci Baker J.P. Morgan Asset Management - South/Southwest - Jennifer Brockwell J.P. Morgan Asset Management - Mid-Atlantic - Shaun Bromley J.P. Morgan Asset Management - Southeast - Scott Caloway J.P. Morgan Asset Management - Mid-Atlantic - Nickolas Carpas J.P. Morgan Asset Management - Mid-Atlantic/Midwest - Marc Cornell J.P. Morgan Asset Management - Southeast - Robert Couzzo J.P. Morgan Asset Management - Midwest - Philip Doetsch J.P. Morgan Asset Management - Southeast - Kilie Donahue J.P. Morgan Asset Management - Northeast - Tim Gannon J.P. Morgan Asset Management - Midwest - Mark Glatley J.P. Morgan Asset Management - Southwest - Jason Graeb J.P. Morgan Asset Management - Mid-Atlantic - Robert Lee J.P. Morgan Asset Management - South - Kevin Morgan J.P. Morgan Asset Management - Mid-Atlantic - Justin Muni J.P. Morgan Asset Management - Midwest - Corey Pride J.P. Morgan Asset Management - Midwest - Marta Rodriguez J.P. Morgan Asset Management - Midwest - Kristin Seabold J.P. Morgan Asset Management - Northwest - Benjamin Travers J.P. Morgan Asset Management - Southeast - Jeff Weaver J.P. Morgan Asset Management - Northeast - Scott Wendling Janus Henderson Investors - Northeast - Ruben Gonzalez Janus Henderson Investors - Central - Eric Magyar Janus Henderson Investors - National - Marquette Payton Janus Henderson Investors - Southwest - Taylor Pluss Janus Henderson Investors - National - Benjamin Rizzuto Janus Henderson Investors - Southeast - Sara Tegethoff Lowery John Hancock Investment Management - West - Derrick Amey John Hancock Investment Management - Central - Andrew Brosco John Hancock Investment Management - Northeast - Ryan Fay John Hancock Investment Management - Southeast - Aylmer Magill John Hancock Investment Management - Midwest - Brandon Radach John Hancock Investment Management - Metro NY - Lindsay Warrington John Hancock Retirement - National - Katie Bailey John Hancock Retirement - Mid-Atlantic - Nick Barcelona John Hancock Retirement - Southeast - Dennis Beaudet John Hancock Retirement - Southeast - Jarrett Berry John Hancock Retirement - Northeast - 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Brian Stubbs The Standard - West - Brad Weber The Standard - Southeast - Chris Weekley The Standard - Northwest - Chris Wolfe Transamerica - West - Sebastian Aza Transamerica - Midwest - Brian Billmeier Transamerica - Southeast - Jason Bouldin Transamerica - Southwest - Trey Caldwell Transamerica - West - Chris Castro Transamerica - West - Justin Chilcote Transamerica - Southwest - Travis Cox Transamerica - Northeast - Chris DeVito Transamerica - West - Brett Gallinger Transamerica - Northeast - Gary Giffen Transamerica - Northeast - Rob Goldman Transamerica - Northeasat - Jason Heine Transamerica - Midwest - Mark Kirchner Transamerica - Midwest - Mike Konet Transamerica - Southeast - Kurt Lam Transamerica - Mid-Atlantic - John May Transamerica - Northeasat - Bryan Otis Transamerica - Mid-Atlantic - Chris Schutz Transamerica - Southeast - Ross Sims Transamerica - Midwest - David Wyatt T. 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Morgan Asset Management Trevor Asti - Michigan - Mutual of Omaha Retirement Services Chris Athens - new england - BlackRock Ashley Avaregan - West - Mutual of Omaha Retirement Services Sebastian Aza - West - Transamerica Stephen Bae - Metro NY - Fidelity Heather Bailey - Southeast - State Street Global Advisors Katie Bailey - National - John Hancock Retirement Staci Baker - Southwest - J.P. Morgan Asset Management Audra Barbour - Southeast - Nationwide Nick Barcelona - Mid-Atlantic - John Hancock Retirement Adam Barker - West - July Business Services Matt Bartch - Southeast - BlackRock Doug Beardslee - Midwest - Securian Financial Bill Beardsley - Midwest - Colombia Threadneedle Investments Dennis Beaudet - Southeast - John Hancock Retirement Matt Beaulieu - West - Franklin Templeton Kelli Beauregard - West - Colombia Threadneedle Investments Deena Bell - Northwest - Principal Jeff Beneteau - Southwest - Cuna Mutual Group Rhea Berglund - Central - Invesco Marc Berman - Midwest - Cuna Mutual Group Jarrett Berry - Southeast - John Hancock Retirement Diego Betancourt - Southeast - PIMCO Chris Bilello - Northeast - Amundi US Brian Billmeier - Midwest - Transamerica Joshua Binford - Southeast - Invesco Shannon Birkes - Southwest - Securian Financial Eric Blackburn - Midwest - Ameritas Keith Blackmon - Southwest - T. Rowe Price Tom Blake - Northeast - Securian Financial Matt Bodnar - Northeast - John Hancock Retirement Stan Bojko - Northwest - Lincoln Financial Group Justin Bonavitacola - Mid-Atlantic - Lincoln Financial Group Bradford Boney - Southeast - John Hancock Retirement Katelyn Boone - Southwest - Fidelity Institutional Michael Borrelli - Northeast - Principal Jason Bouldin - Southeast - Transamerica Sally Bowen - Northeast - Nationwide Jason Bowen - West - Nationwide Chris Bradford - Central - John Hancock Retirement Stacey Branch - Midwest - Ameritas Scott Brandt - West - John Hancock Retirement Chris Britt - Mid-Atlantic - John Hancock Retirement Chris Brock - Southeast - Securian Financial Jennifer Brockwell - South/Southwest - J.P. Morgan Asset Management Joseph Broderick - East - Nationwide Shaun Bromley - Mid-Atlantic - J.P. Morgan Asset Management Andrew Brosco - Central - John Hancock Investment Management John Brown - West - Hartford Funds Rachael Brumund - Northwest - Fidelity Institutional Ellie Bullitt - Northwest - Fidelity Michael Burke - Northeast - Principal Blake Burkett - Central - John Hancock Retirement Brett Burkhalter - Southeast - Carillon Tower Advisers Tom Burnor - West - Principal Paul Burris - West - Fidelity Michael Butler - Metro NY - Nationwide Jason Butler - Southeast - T. Rowe Price Ryan Butt - Northwest - Fidelity Angelo Cabral - West - John Hancock Retirement Marc Cabral - Southeast - Securian Financial Neil Cabrera - Southeast - The Standard Trey Caldwell - Southwest - Transamerica Scott Caloway - Southeast - J.P. Morgan Asset Management Travis Campbell - West - Fidelity Duke Carabase - Northeast - Cuna Mutual Group Joseph Carew - Northeast - Principal Nickolas Carpas - Mid-Atlantic - J.P. Morgan Asset Management Stephen Carrera - Mid-Atlantic - Nationwide James Carrick - Central - Cuna Mutual Group Andrew Carrillo - Southwest - The Standard Zach Carstensen - West - John Hancock Retirement Bill Cartwright - Midwest - John Hancock Retirement David Castina - East - Nationwide Chris Castro - West - Transamerica Randy Cater - Southwest - The Standard Shelly Cheng - Southwest - The Standard Justin Chilcote - West - Transamerica Jerry Cicalese - National - Sentinel Benefits Group Murray Cleaner - West - MassMutual Investments Bruce Cobey - Southeast - John Hancock Retirement Steven Cohen - SOUTHWEST - Federated Hermes Jim Colby - Midwest - John Hancock Retirement Mark Conroy - Southeast - Franklin Templeton Lee Copson - Northeast - Cuna Mutual Group Marc Cornell - Mid-Atlantic/Midwest - J.P. Morgan Asset Management Martin Courage - Northeast - PIMCO Robert Couzzo - Southeast - J.P. Morgan Asset Management Greg Cowell - Mid-Atlantic - Principal Brook Cox - Midwest - Fidelity Travis Cox - Southwest - Transamerica Jeff Cricenti - Central - Lincoln Financial Group Kevin Crotsley - West - Victory Capital Joe Culhane - Western - T. Rowe Price Andy Cunningham - Southeast - MassMutual Investments Tim Curran - Mid-Atlantic - Lincoln Financial Group Jesse Daniels - Central - AmericanCentury Investments Denise D'Antuono - Mid-Atlantic - Lincoln Financial Group Sasha Davi - Midwest - Nationwide Jim Davis - Southeast - Ameritas Shane Dawe - Northeast - AmericanCentury Investments Karen DeCoud - West - John Hancock Retirement Edward Deeds - Mid-Atlantic - John Hancock Retirement Rebecca DeHainaut - Mid-Atlantic - John Hancock Retirement Daniel Dekat - Southwest - Principal Matt DeMarco - Southwest - PIMCO Michael Demler - Northwest - Invesco Matt Deno - Central - John Hancock Retirement Dom DeSantis - Northeast - Hartford Funds Chris DeVito - Northeast - Transamerica David Dickens - Central - John Hancock Retirement Gary DiLoreto - West - John Hancock Retirement Matthew DiRamio - Northeast - Nationwide Drew Disher - Midwest - Lincoln Financial Group Dan Dodillet - Midwest - John Hancock Retirement Jenny Dodson - Southwest - Principal Philip Doetsch - Midwest - J.P. Morgan Asset Management Ivette Dominguez - Mid-Atlantic - Ascensus Kilie Donahue - Southeast - J.P. Morgan Asset Management Chris Donnager - CA/HI - MFS Investment Management Kevin Donnellan - South - Lincoln Financial Group Jim Dowling - Mid-Atlantic - Fidelity Institutional Robert Duffey - Northeast - Invesco Landon Durham - South - Lincoln Financial Group Laura Durkin - Midwest - Nationwide Allen Ehling - Northeast - T. Rowe Price Dave Eliopulos - West - John Hancock Retirement Monica Elvira - Metro NY - T. Rowe Price Gavin England - Midwest - Lincoln Financial Group Wendell Epps - Southwest - Principal Nick Eschenheimer - Southwest - Principal Robert Eviston - Southwest - Nationwide Drew Fairley - Southeast - Ameritas Jonathan Farrell - Southeast - Lincoln Financial Group Ryan Fay - Northeast - John Hancock Investment Management Michael Fee - West - Lincoln Financial Group Mark Feeney - Northwest and Southwest - Carillon Tower Advisers Bill Feldmaier - South East - Lord Abbett Claudia Ferguson - Southwest - Ameritas Matt Fessler - Northeast - Lincoln Financial Group Ben Fisher - Midatlantic - Cuna Mutual Group Thomas Fleming - East, Northeast - Mutual of Omaha Retirement Services David Foley - Midwest - Securian Financial Bob Forbes - Southeast - John Hancock Retirement Travis Fossati - Northwest - The Standard Matt Foster - National - Franklin Templeton Eric Fox - Midwest - Securian Financial Nick Fox - Northeast - Lincoln Financial Group Matt Fraisse - West - Principal Daniel Fratalia - Northeast - John Hancock Retirement Scott Fraungruber - Midwest - Principal Kevin Frazier - Midwest - John Hancock Retirement Zach Friedrich - Mid-Atlantic - BlackRock Matt Gaither - Southeast - Hartford Funds Brett Gallinger - West - Transamerica Tim Gannon - Northeast - J.P. Morgan Asset Management Travis Gavinski - Midwest - Fidelity Brian Gazawie - Northeast - Ameritas Lauren Gear - Southwest - Fidelity Brody Geist - West - Securian Financial Ryan Geringer - West Central - July Business Services Johannes Gerz-Escandon - Southeast - Nationwide Michele Giangrande - Southwest - T. Rowe Price Gary Giffen - Northeast - Transamerica Jim Gilligan - Southeast - Lincoln Financial Group Jerry Giovinazzo - Northeast - John Hancock Retirement Mark Glatley - Midwest - J.P. Morgan Asset Management Glenn Godin - Northeast - AmericanCentury Investments Andy Goeller - Mid-Atlantic - MassMutual Investments Rob Goldman - Northeast - Transamerica John Gonsior - Central - Fidelity Ruben Gonzalez - Northeast - Janus Henderson Investors Jason Graeb - Southwest - J.P. Morgan Asset Management Dan Graham - Southwest - Principal Evan Gray - Northeast - Securian Financial Timothy Griffith - Northwest - Fidelity Liam Grubb - Northeast - Franklin Templeton Eric Grzejka - National - Sentinel Benefit Group Tim Guay - Northwest - AmericanCentury Investments Mike Guinane - Midwest - Mutual of Omaha Retirement Services Doug Hajjar - Southwest - Lincoln Financial Group Jim Hakewill - NY/NJ - MFS Investment Management Chris Hale - Midwest - The Standard Jacob Halley - West - Nationwide Chris Halpin - Midwest - The Standard Preston Hamilton - Texas - Mutual of Omaha Retirement Services Greg Handrahan - Midwest - AllianceBernstein Scott Hankard - Northeast - Ameritas Scott Hanson - Midwest - Principal Tim Harkleroad - Mid-Atlantic - Amundi US Brooke Harrison - Mid-Atlantic - Principal Scott Harrison - West - Securian Financial Aaron Hassinger - East - PIMCO Jason Heine - Northeasat - Transamerica Brandon Helms - Southeast - Colombia Threadneedle Investments Dave Henesey - West - State Street Global Advisors Erik Herman - Midwest - The Standard Ryan Hines - Northeast - John Hancock Retirement Jennifer Hinrichsen - Southeast - T. Rowe Price David Hiss - Midwest - John Hancock Retirement JP Holland - Southeast - Nationwide Bryson Hopkins - Southeast - Lincoln Financial Group Bryan Hosko - Mid-Atlantic - John Hancock Retirement Zach Houston - Northeast - Franklin Templeton Brian Howarth - West - Principal Adam Howell - Midwest - Ameritas Lisa Hultquist - Midwest - Invesco Robert Hunt - East - Fidelity John Iodice - Northeast - Fidelity Robert Janisko - Mid-Atlantic - Securian Financial John Jessee - Mid-atlantic - MFS Investment Management Howard Joelson - West - John Hancock Retirement Jessica Johanson - Central - Lord Abbett Adam Johnson - Central - John Hancock Retirement Chuck Johnson - West - PGIM Doug Johnson - Central - John Hancock Retirement Eric Johnson - Central - Nuveen Geoff Johnson - West - Virtus Michael Johnson - Southeast - John Hancock Retirement Epps Jones - Southeast - Securian Financial Eric Jones - Southeast - Cuna Mutual Group Jeff Jones - MID-ATLANTIC - Federated Hermes Josh Jones - Midwest - Fidelity Eric Kaleta - Southeast - Virtus Matt Kasa - West - Nuveen David Kasparian - Eastern - T. Rowe Price Autumn Katzenmoyer - Northeast - Principal Brian Kearney - Northeast - July Business Services Will Kempton - Metro NY - Fidelity Institutional Nick Kennedy - Mid-Atlantic - Ameritas Rob Kerscher - Northeast - Principal Owen Kiernan - Mtn/PacNW - MFS Investment Management Jay Killgore - Midwest - Ameritas David King - West - John Hancock Retirement Troy King - Midwest - Principal Mark Kirchner - Midwest - Transamerica Ashley Klein - Central - Cuna Mutual Group Bill Kluber - West - Lord Abbett Shannon Knapp - Central - John Hancock Retirement Zak Koch - Midwest - Franklin Templeton Mike Konet - Midwest - Transamerica Steve Krauszer - Southwest - PGIM Kyle Kunde - South - Nuveen John Kutz - Midwest - Franklin Templeton Kurt Lam - Southeast - Transamerica Ryan Lang - Midwest - Principal James Lapiedra - National - Lord Abbett Bill Laplante - Northeast - Virtus Brooks Lau - Southwest - Principal Tiffany Lauer - Central - Cuna Mutual Group Gress Lawson - Mid-Atlantic - Principal Duc Le - Midwest - Ameritas Robert Lee - Mid-Atlantic - J.P. Morgan Asset Management Ben Leger - West - Fidelity Institutional Michael Leibig - Mid-Atlantic - Principal Jack Levis - East - Fidelity Amanda Lewis - central - BlackRock Gregg Libby - Southeast - Fidelity Zachary Lickteig - Mid-Atlantic - Principal Scott Littlewood - Southeast - Securian Financial Dan Litwora - Northwest - Principal Thomas Loncar - NY Metro - Invesco Stephen Long - East - Fidelity Michael Looney - Northeast - Principal Jerry Lopez - Central - John Hancock Retirement Jen Love - Southwest - Fidelity Patrick Lovett - Midwest - Neuberger Berman James Lugo - Southwest - Nationwide Lia Lundgren - West - Allspring Global Investments Malcolm Lunn - Southeast - Virtus Peter Lush - Great Lakes - T. Rowe Price Nguyet Ly - Southwest - Fidelity Joe Lyons - Southeast - Allspring Global Investments Aylmer Magill - Southeast - John Hancock Investment Management Cara Magliocco - Southwest - Allspring Global Investments Eric Magyar - Central - Janus Henderson Investors Hayden Main - Southeast - John Hancock Retirement Steve Mandel - Midwest - Cuna Mutual Group Scott Maney - Southwest - Invesco Todd Mann - Northeast - AllianceBernstein Mike Manosh - Northeast - Fidelity Institutional Blanco Marcie - Northeast - Neuberger Berman Daniel Marshall - Southeast - The Standard Seth Marsters - Northeast - The Standard Tom Martin - Northeast - John Hancock Retirement John Martoncik - Northwest - Cuna Mutual Group Al Mataloni - Northwest - Fidelity Todd Matlack - Mid-Atlantic - Invesco John May - Mid-Atlantic - Transamerica Matthew May - East - Fidelity Sean Mayo - West - Cuna Mutual Group Chris McAvoy - Northeast - T. Rowe Price Bryan McCain - Southeast - T. Rowe Price Chris McCarthy - Northeast - T. Rowe Price Kevin McCarthy - West - Ameritas Jennifer McConnell - East Central - July Business Services Chris McDavid - West - John Hancock Retirement Ted McDermott - Northeast - Principal Kevin McDevitt - Central - American Trust Kevin McDonough - Northeast - Principal Ned McNally - Midwest - State Street Global Advisors Mary McNiff - Midwest - Fidelity Scott McQuillen - Midwest - Ameritas Jeff Meltzer - Midwest - Hartford Funds Rich Merson - Northwest - PIMCO Rick Merwin - Midwest - The Standard Scott Messmer - Central - John Hancock Retirement Logan Meyer - Northwest - Nationwide Eric Milano - Midwest - T. Rowe Price Craig Miller - National - Franklin Templeton Chris Minton - SOUTHEAST - Federated Hermes Nancy Miranda - West - Ascensus Steve Mise - Southwest - Ameritas Chris Monachino - West - AmericanCentury Investments Jack Moody - West - American Trust Kevin Morgan - South - J.P. Morgan Asset Management Todd Moriarty - Northwest - Ameritas Josh Mortenson - Midwest - Principal Jeffrey Mosco - Metro NY - T. Rowe Price John Mueller - Northeast - Nuveen Pat Mulquin - Southwest - Lincoln Financial Group Jen Mulrooney - Northeast - AmericanCentury Investments Justin Muni - Mid-Atlantic - J.P. Morgan Asset Management Brian Munn - Southeast - AmericanCentury Investments Mark Murphy - Southwest - Fidelity Tim Murphy - West - Hartford Funds Mike Nanz - Mid-Atlantic - T. Rowe Price Francisco Navarro - Southwest - Lincoln Financial Group Keith Neal - new england - MFS Investment Management Steve Nedl - Mid-Atlantic - Lincoln Financial Group Mark Needham - Mid-Atlantic - John Hancock Retirement Tyler Neenan - midwest - BlackRock Matt Newdigger - West - Hartford Funds Barry Newman - West - Ameritas Dave Nikunen - Midwest - Principal David Norris - Mid-Atlantic - T. Rowe Price Ryan Noto - West - Principal Tom O'Connell - Northeast - Allspring Global Investments Rich Ohde - Midwest - Nationwide Don Oldag - West - Cuna Mutual Group Marc Olson - Midwest - The Standard Dan O'Shea - Mid-Atlantic - Colombia Threadneedle Investments Kendra Osowski - Mid-Atlantic - John Hancock Retirement Bryan Otis - Northeasat - Transamerica John Pallaria - Northeast - Principal John Pallotta - Northeast - Principal Kathleen Pallotta - Northeast - Principal Ryan Pannell - Northeast - Fidelity Jim Pauley - Mid-Atlantic - Ameritas Scott Pawlich - Central - AmericanCentury Investments Marquette Payton - National - Janus Henderson Investors Neil Pederson - Central - Victory Capital Elliott Pedrick - Southeast - Amundi US Diana Perri - Central - July Business Services Bryan Persak - Mid-Atlantic - Principal Christopher Persak - Northeast - Principal Steven Person - Northeast - John Hancock Retirement Jeff Petersen - Southeast - PGIM Matthew Petersen - Midwest - T. Rowe Price Derek Philpot - Midwest - Nationwide Ashley Pizer - Southwest - Securian Financial Taylor Pluss - Southwest - Janus Henderson Investors Christy Poe - Midwest - AmericanCentury Investments James Polito - Southeast - Nuveen Scott Poppenhusen - West - Principal Mark Pottle - Southwest - Neuberger Berman Corey Pride - Midwest - J.P. Morgan Asset Management Dustin Pugh - Midwest - Principal Robert Pysk - Northeast - Principal Jim Quartarone - Central - T. Rowe Price Ryan Quinn - Northeast - PGIM Brandon Radach - Midwest - John Hancock Investment Management Jeannie Ann Ramos - Mid-Atlantic - Lincoln Financial Group Stewart Rauchman - Metro NYC - Lincoln Financial Group David Ravarino - West - The Standard Scott Redfield - Midwest - T. Rowe Price Leo Reed - National - John Hancock Retirement Charles Reichelt - Mid-Atlantic - John Hancock Retirement Tim Reuling - Mid-Atlantic - Allspring Global Investments Ben Rich - Southeast - Fidelity Institutional Mike Rinaldi - Midwest - Lincoln Financial Group Benjamin Rizzuto - National - Janus Henderson Investors John Robertson - Central - John Hancock Retirement Mark Robinson - East - T. Rowe Price Marta Rodriguez - Midwest - J.P. Morgan Asset Management Tim Rosewicz - MIDWEST - Federated Hermes Brett Round - Central - T. Rowe Price Bryan Rouse - Midwest - Lincoln Financial Group Patrick Ruane - Mid-Atlantic - Cuna Mutual Group Bridgette Rutter - Midwest - John Hancock Retirement Greg Sabin - Northwest - Nationwide Adam San Juan - Midwest - Ameritas Doug Sandkuhl - Southeast - Nationwide David Sandstead - Northeast - Principal Dave Sargent - Central - Fidelity Institutional Dan Schatz - Midwest - Hartford Funds Gregg Schifko - East - Fidelity Michael Schill - Northeast - Carillon Tower Advisers David Schlageter - Southeast - Ameritas Kyle Schmit - West - BlackRock Eric Schneeman - Midwest - Securian Financial Chris Schutz - Mid-Atlantic - Transamerica Mike Schwanekamp - mid-west - MFS Investment Management Kristin Seabold - Midwest - J.P. Morgan Asset Management Greg Seaver - Northeast - Hartford Funds Jenna Sellman - Central - Amundi US Kevin Shamblin - Southeast - Hartford Funds Doug Shannon - Southeast - T. Rowe Price Bryan Shaughness - Mid-Atlantic - T. Rowe Price Brandon Shea - Southeast - T. Rowe Price Donny Sheinwald - Mid-Atlantic - Lincoln Financial Group Craig Shrack - Midwest - Securian Financial Steven Silverman - Central - AmericanCentury Investments Jeff Simes - Northeast - Ascensus Mick Simmons - West - Principal Ross Sims - Southeast - Transamerica Chris Sleggs - Midwest - PIMCO Jay Slusher - Central - PIMCO Alison Smith - Northeast - Principal Brian Smith - Midwest - July Business Services Jarrad Smith - East - Fidelity Jonah Smith - Midwest - John Hancock Retirement Andrew Spahr - Midwest - Fidelity Institutional Jamie Spenthoff - Central - T. Rowe Price Mike Sperduto - Northeast - The Standard Matt Spicer - West - Ascensus Mike Staples - West - T. Rowe Price Derrick Stancick - Northeast - Hartford Funds Ben Standish - West - The Standard Dean Staroselskiy - Central - T. Rowe Price Troy Steffen - Southeast - Lincoln Financial Group Reed Steinmann - Midwest - Allspring Global Investments Chris Stemler - Central - Cuna Mutual Group Kevin Stempin - Mid-Atlantic - John Hancock Retirement Bob Sternfeld - Southeast - John Hancock Retirement Chad Stewart - Mid-Atlantic - John Hancock Retirement Phil Stewart - upper mid-west - MFS Investment Management Brian Stubbs - Northeast - The Standard Chad Sturtz - Midwest - Principal Kevin Suen - West - Fidelity Anthony Summers - Midwest - Lincoln Financial Group James Swartz - West - John Hancock Retirement Michael Syrowski - Midwest - Nationwide Joe Tabella - Northeast - Principal Nancy Tassiello-Gerstner - Mid-Atlantic - Franklin Templeton Shane Tatum - West - Fidelity Kevin Teague - Midwest - Fidelity Kirk Tebo - Midwest - Principal Sara Tegethoff Lowery - Southeast - Janus Henderson Investors Kevin Tessmer - Central - T. Rowe Price Mike Thomas - South - Lincoln Financial Group Edward Thurmond - Southeast - John Hancock Retirement Frank Tighe - South - AmericanCentury Investments Michael Tirney - Metro NYC - Lincoln Financial Group Matthew Tollison - Southeast - Neuberger Berman Emma Tookey - West - T. Rowe Price Benjamin Travers - Northwest - J.P. Morgan Asset Management Byron Treichler - West - Fidelity Rhonda Troszak - Midwest - Securian Financial Jeff Trull - Southeast - Cuna Mutual Group John Tuite - West - Fidelity Eric Turner - Northeast - Principal Andy Tyndall - SouthWest - MFS Investment Management Sasha Underwood - Central - Lincoln Financial Group John Uricchio - East - Victory Capital Alan Valenca - Northeast - T. Rowe Price Matt Van Egeren - Midwest - John Hancock Retirement Bas Van Rhee - Midwest - Ascensus Matt Vanaman - Mid-Atlantic - PIMCO Bill Vassas - Mid-Atlantic - Nationwide Brad Vaughan - Northwest - T. Rowe Price Art Villar - Southwest - BlackRock Erin Walters - Midwest - Principal John Walther - Southeast - T. Rowe Price Scott Ward - Northeast - John Hancock Retirement Lindsay Warrington - Metro NY - John Hancock Investment Management Dave Waters - Midwest - Franklin Templeton Jeff Weaver - Southeast - J.P. Morgan Asset Management Paul Webb - Northeast - MassMutual Investments Brad Weber - West - The Standard Chris Weekley - Southeast - The Standard Treye Weilbacher - Central - John Hancock Retirement Jerrod Weiss - East - American Trust Scott Wendling - Northeast - J.P. Morgan Asset Management Tim White - Midwest - T. Rowe Price Tina White - Northwest - Franklin Templeton Erin Wikander - Ny Metro, NJ, Pa, NE Ohio - BlackRock Barbara Wilderman - Southeast - John Hancock Retirement George Williams - Central - Nationwide Jessica Wilson - Southwest - Franklin Templeton Justin Wilson - Northeast - State Street Global Advisors Aaron Wiseman - Midwest - Lincoln Financial Group Jim Wojciak - NORTHEAST - Federated Hermes Chris Wolfe - Northwest - The Standard Linsi Wolfe - Northwest - Ascensus Isaac Wood - Midwest - Nationwide John Wood - Midwest - John Hancock Retirement Jason Wroblewski - Midwest - Ascensus David Wyatt - Midwest - Transamerica Michele Wyatt - Northeast - Lincoln Financial Group Jason Yepko - Southeast - John Hancock Retirement Paul Yossem - Southwest - Nationwide Martin J Zayac - Southeast - AllianceBernstein Dan Zibaitis - Northeast - John Hancock Retirement Diana Zubrowski - Southeast - Lincoln Financial Group
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