Taria Agbelusi - CAPTRUST
Rukshana (Shana) Aleem - SageView Advisory Group
Karin Alvarado - Woodbury Financial Services
Vita Amadeo - Willis Towers Watson
Terry Anderson - Anderson Financial
Elizabeth Angelone - Merrill
Sarah Anthofer - AssuredPartners Financial Advisors
Pam Appell - Plexus Financial Services, LLC
Barbara Appleby - Daybreak Financial Partners
Anne Arbuthnot - Sage Wealth Partners
Patricia Arnold - LPL Financial
Kate Asack - OneDigital
Wendy Astorino - Monteverde Group
Cindy Autry - OneDigital
Sara Babazadeh - UBS
Kathryn A Badger - Merrill
Megan E Bailey - Merrill
Kari Baker - 401K Resources
Kristi Baker - CSi Advisory Services, a division of HUB International
Beryl Ball - CAPTRUST
Jessica Ballin - 401(k) Plan Professionals
Deanna Bamford - CAPTRUST
Jessica Barba - Wharton Hill Advisors, a division of HUB Northeast Limited
Nancy L Barrette - Wells Fargo Advisors
Karen Barta - CBIZ Investment Advisory Services, LLC
Pam Basse - NFP
Laura Battle - Pensionmark Financial Group, LLC
Lauren Bauer - Merrill
Trena Bean - Healey Associates (A Pensionmark Firm)
Annette Becker - Gallagher
Molly Beer - Gallagher
Elizabeth Bennett - Chesapeake Financial Planning & Tax Services
Mary Berk - SageView Advisory Group
Loretta Besson - OneDigital
Kelly A Bevis - Wells Fargo Advisors
Lorice Bianchi - CAPTRUST
Susan Blassingame - HUB Retirement and Wealth Management - Fort Worth, TX
Tricia Cage - CBIZ Investment Advisory Services, LLC
Lisa Block - Everhart Advisors
Erica Blomgren - CAPTRUST
Natasha M Bonelli - Merrill
Kathy Branconier - Pensionmark Financial Group, LLC
Julie Braun - Morgan Stanley
Jennifer Breton - Lebel & Harriman Retirement Advisors
Linda Bright - PRECEPT ADVISORY GROUP
Kendall Brock - OneDigital
Pamela Brooks - Oswald Financial, Inc.
Kylee Bruno - SSRBA, a division of HUB International
Kristen Buchanan - LPL Financial
Regina Buchholz - 401(k) Plan Professionals
Lisa Buffington - MMA Retirement Services - New England Region
Ka'Neda Bullock - Master Plan Investment Group
Lauren Bump - Gallagher
Julienne Buxton - LPL Financial
Mary Caballero - OneDigital
Tricia Cage - CBIZ Investment Advisory Services, LLC
Linda Cahill - Enza Financial LLC
Erin Callahan - UBS
Sarah Cathey - CBIZ Investment Advisory Services, LLC
Deana Calvelli - Lockton Retirement Services, An Offering of Creative Planning
Michelle Cannan - Beltz Ianni & Associates
Kristen Cardey - SageView Advisory Group
Kelly Carlson - Advizrs
Karri Carrasco - OneDigital
Megan Carroll - Assurance, a Marsh McLennan Agency LLC Company
Rachel E Carter - Merrill
Sara Carvalho - MMA Retirement Services - New England Region
Kerrie Casey - SageView Advisory Group
Karen Casillas - CAPTRUST
Stacey E Cassis - Merrill
Kelly Caves - Wells Fargo Advisors
Tina Chambers - SageView Advisory Group
Amanda Chan - Assured Partners (A Pensionmark Firm)
Krista Chaves - WealthPath Investment Advisors (A Pensionmark Firm)
Christie Cheng Scott - RSG Advisory
Ann Cheu - SageView Advisory Group
Cathy Christ - SageView Advisory Group
Gina Cizek - BCG 401k Advisors
Dianne Clark - SSRBA, a division of HUB International
Kate Clark - Cypress Capital
Linda K Cliborne - Merrill
Michelle Coble - Royal Alliance Associates
Kim Cochrane - Raffa Retirement Services, a division of HUB Retirement and Wealth Management
Robin Coggins - The Point Financial Group
Melissa Combs - Wells Fargo Advisors
Laura Cooley - Lawley Retirement Advisors
Nicole Corning - Buckman & Corning Financial Strategies Group
Natalie Cress - Gallagher
Jennifer Crisologo - LPL Financial
Janel Cross - Align Financial Services Group
Margarita Cross - SageView Advisory Group
Ivannia Cuevas - Sequoia Conulting Group (A Pensionmark Firm)
Sandra Cunningham - UBS
Jennifer Daknis - Sigmon Daknis Wealth Management
Lori Daniel - Maclean Financial Group, Inc.
Brea Dantin - ProCourse Fiduciary Advisors
Heather Darcy - CAPTRUST
Alice Davis - OneDigital
Kelli Davis - CSi Advisory Services, a division of HUB International
Morgan Davis - NFP
Virginia Debbink - M3 Financial
Anne Debowes - Wells Fargo Advisors
Jackie Deckman - OneDigital
Kristen Deevy - Pensionmark/Fiduciary Retirement Advisory Group, LLC
Barbara Delaney - SSRBA, a division of HUB International
Elizabeth Delgado - Every Season Wealth Management
Wanda Delgado - Insight Financial Advisors
Morgan DeSalvo - CBIZ Investment Advisory Services, LLC
Jayne Deutmeyer - AssuredPartners Financial Advisors
Melanie Dickinson - Pmd Advisory
Elena Dixon - Linden Wealth Advisors, LLC
Jill Donnelly - BDS Financial Advisors
Dori Drayton - CAPTRUST
Devyn Duex - CAPTRUST
Mary W Duffman - Merrill
Jean Duffy - CAPTRUST
Macy Dunegan - TCG, a HUB International Company
Kris Dwyer - Longview Wealth Management
Katharine Eggiman - LPL Financial
Carmela Elco - Trinity Advisors Group
Katie Eldred - CAPTRUST
Wendy Eldridge - Marcum Wealth
Mary Grace Elizondo - LPL Financial
Catherine Ellis - CAPTRUST
Cynthia E Elmore - Merrill
Louise Emerson - UBS
Jessica Espinoza - NFP
Maressa Etzig - SageView Advisory Group
Emily Everett - Wintrust Retirement Benefits Advisors
Sarah Falgiatano - CAPTRUST
Kelly Famiglietta - Sagepoint Financial
Elaine Featherstone - OneDigital
Francesca Federico - Twelve Points Retirement Advisors
Erica Feldblum - EF Financial, P.L.A.N.
Claudia Ferguson - Trinity Retirement Solutions of Raymond James
Windy Fino - Meridien (A Pensionmark Firm)
Jessica Fitzgerald - Morgan Stanley
Lucia Rita Fiumara - UBS
Kayla Foltmer - intellicents
Marta Fosco - OneDigital
Renee Fourcade - UBS
Mary Francisco - Pensionmark Financial Group, LLC
Kelly Freeman - BKA Wealth Consulting, Inc.
Sherri Fryatt - GRP Financial California, a division of HUB Retirement and Wealth Management
Panfang “Pam” Fu - UBS
Jennifer Gage - CBIZ Investment Advisory Services, LLC
Janet Ganong - LPL Financial
Lisa Garcia - SageView Advisory Group
Monica Garver - McKinley Carter Wealth Services
Sara Gdowik - Merrill
Addie George - Plan Sponsor Consultants, a division of HUB International
Chera Gerstein - Georgetown Financial
Lisa Gibson - Morgan Stanley
Loreen Gilbert - WealthWise Financial Services
Patricia Gildea - Summit Financial, a division of HUB International
Pamela Glaser - Wells Fargo Advisors
Louise W Glover - Merrill
Christine R Goldsmith - Merrill
Brandy Goodnow - LPL Financial
Hailey Green - Kornerstone Inc., a division of HUB International
Jamie Greenleaf - OneDigital
Jill Greiner - Wells Fargo Advisors
Judy Gutierrez - RSG Advisory
Susann Haas - NFP
Moira Hagy - Assurance, a Marsh McLennan Agency LLC Company
Heather Haines - IMA Wealth
Susan Hajek - SageView Advisory Group
Gina L Hall - Merrill
Erin Hall - Strategic Retirement Partners
Kimberly L Hammond - Merrill
Amy Hanophy - NFP
Cristina Hansen - Pensionmark Financial Group, LLC
Jamie Hayes - NFP
Tammy Head - UBS
Lisa Heath - Financial Partners Of Louisiana, LLC
Christina B Henderson - Merrill
Heather Heron - Strategic Retirement Partners
Elisabeth Hickox - Core Financial Partners
Susan Hilton - First Insurance Group, LLC
Rebecca Hipp - Gallagher
Haley Hitchman - Hastie Financial Group
Melanie Hnatishion - Merrill
Cat Hoang - MMA Retirement Services - Southwest Region
Jennifer Hocking - UBS
Cynthia Hodges - Achieve Retirement
Sarah Hodian - NFP
Rachael Holcomb - Head Investment Partners
Emily Hopkins - NFP
Shelly Horwitz - Pensionmark
Jennifer Hoselton - UBS
Christina Hughes - Tufford-Hughes & Associates
Delphine Hunt - OneDigital
Stephanie Hunt - OneDigital
Stacey Hyde - Envision Financial Planning
Brianne Ikerd - CSi Advisory Services, a division of HUB International
Kerri Irick Churchill - Bennett Wealth Management, LLC
Olga Ismail - Provenance Wealth Advisors
Claire Jackson - Healey Associates (A Pensionmark Firm)
Kristin Jacobson - First Western Trust (A Pensionmark Partner)
Joyce Jennings (McLain) - SageView Advisory Group
Jenny Jeter - Merrill
Heather Johnson - SageView Advisory Group
Sally Johnson - Lockton Retirement Services, An Offering of Creative Planning
Drenna Jones - Hickok Boardman Retirement Solutions (A Pensionmark Firm)
Jennifer Jones - Flynn Benefits Group
Melissa Jones - Pointer Financial Group
Whitney Jones - Premier Wealth Management, a Relation Company
Jennifer Jorgenson - Channel Financial
Evangelia Kalivas - EPIC Retirement Consulting Services, a division of HUB International
Tracie Karr - WealthPath Investment Advisors (A Pensionmark Firm)
Krystle Kaufman - OneDigital
Allison Kaylor-Flink - NFP
Kristina Keck - Woodruff-Sawyer & Co.
Sarah Keibler - Alliant Retirement Consulting
Kathleen Kelly - Compass Financial Partners, a Marsh McLennan Agency LLC Company
Nicole Kelly - Valley Forge Investment Consultants, Inc.
Amber Kendrick - Procyon Advisors, LLC
Holley Kenyon - Wells Fargo Advisors
Jamie Kertis - EverThrive Financial Group
Ji Mi Kim - SageView Advisory Group
Julie Kim - SageView Advisory Group
Julie A Kinney - Merrill
Molly Knapp - Sequoia Conulting Group (A Pensionmark Firm)
Holly Knight - NFP
Michele Kocak - Gallagher
Nora J Kolar - Merrill
Kristen Koluch - Raymond James
Gorana Komazec-Tosic - Merrill
Christine Konvolinka - Royal Alliance Associates
Beth Krasnow - NFP
Angela J Krebsbach - Merrill
Rachel Kuss - Kennebec Wealth Management
Elizabeth Kwoka - Foresight Solutions, LLC
Nichole Labott - SageView Advisory Group
Mechiel Lake - MMA Retirement Services - Southwest Region
Ellen Lander - Renaissance Benefit Advisor Group
Bernadette Lanser - UBS
Michele Lantz - Pensionmark Financial Group, LLC
Natalie M Lariccia - Merrill
Julie LaRocque - Assurance, a Marsh McLennan Agency LLC Company
Cynthia Laub - Merrill
Cathey Le Hudson - NWK Group (A Pensionmark Partner)
Stacy League - Strategic Retirement Partners
Tami Ledger - Mariner Wealth Advisors
Lisa Lee - Woodbury Financial Services
Heather Lemon - NBT Bank
Jill Leo - American Pension Benefits (A Pensionmark Firm)
Valerie Leonard - EverThrive Financial Group
Paula Lewis - CBIZ Investment Advisory Services, LLC
Grace J Lin - Merrill
Katie Lindfelt - LPL Financial
Mary B Lindquist - Merrill
Ramona Z Locke - Merrill
Lauren Loehning - Retirement Impact, LLC
Susan Lombardo - LPL Financial
Lisa London - Merrill
Callie Lucas - Gallagher
Lindsay Luketic - Royal Alliance Associates
Debbie J Lumpkin - Wells Fargo Advisors
Linda Lyons - Wells Fargo Advisors
Marianne Lyons - Howell Benefit Services, Inc
Yuxia Ma - Merrill
Charlotte Macfarlane - MRP, a division of HUB International
Patrice MacGibbon - OneDigital
Molly Magnuson - intellicents
Shannon Main - Pensionmark Financial Group, LLC
Kelly Majdan - Pensionmark Financial Group, LLC
Alicia Malcolm - UBS
Shannon Maloney - Strategic Retirement Partners
Angela Mansfield - Pensionmark Los Angeles
Vania Markarian - UBS
Marie Marks - Sikich Financial
Laila Marshall-Pence - Pence Wealth Management
Lily Matias - NFP
Debbie Matustik - Pensionmark Financial Group, LLC
Karen McArthur - HUB International MidAtlantic, Inc.
Pat McCandless - OneDigital
Rebecca McCormick - Graystone Consulting/Morgan Stanley
Kelly McKay - MCKAY RETIREMENT CONSULTANTS
Kathleen McManus - Wharton Hill Advisors, a division of HUB Northeast Limited
Elizabeth (Betsy) Meagher - BMR Retirement Group, LLC
Maureen Mendoza - UBS
Victoria Mercado - Assurance, a Marsh McLennan Agency LLC Company
Karianne Middleton - Middleton Wealth Management
Liz Mikkelson - NFP
Sarah Militano - Paradigm Consulting, Inc.
Bonnie Miller - Tobash Financial Solutions
Cortney Milner - Veery Capital
Angela Mirrione - MRP, a division of HUB International
Linda Modico - UBS
Alex Moen - MMA Retirement Services - Upper Midwest Region
Sarah Montoya - Graystone Consulting
Courtney Moore - Merrill
Janine Moore - HUB Retirement and Wealth Management - Houston, TX
Kylee Moore - Ccb Financial Services
Carrie Mullins - Firenze Wealth
Linde Murphy - M.E. Allison & Co., Inc.
Janet Mylnar - LPL Financial
Sarah Nadiri - TCG, a HUB International Company
JoanAnn Natola - Element Financial Group
Lauren Neeno - NFP
Susanne Nelson - Bay Financial Associates LLC
Alexandra Nichols - Wells Fargo Advisors
Keri Nishimura - Wells Fargo Advisors
Britton Noble - The Noble Group
Sharon Nudo - Gallagher
Kathleen (Karie) O'Connor - Merrill
Teresa O'Connor - ALTUS Consulting Group
Laura O'Dea - HILB Group
Lisa Olinger - Merrill
Sharon Olson - Olson Wealth Group, LLC
Cindy Orr - CBIZ Investment Advisory Services, LLC
Ashley L Pantone - Merrill
Samantha Parker-Hopkins - UBS
Camay Pascucci - OneDigital
Mary Patch - Patch Investment Solutions
Tori Patrick - Progressive Strategies Financial Group
Penelope Paugh - Carson Wealth
Jennifer Pearson - OneDigital
Kathleen Persak - Royal Alliance Associates
Kathy Peterson - Aldrich Wealth
Sabrina Peterson - Wilson Albers
Mary Anne O Phillips - Merrill
Apryl Pope - LPL Financial
Alyssa Potter - MCF Advisors, LLC
Daintry Price - HUB Retirement and Wealth Management
Kelli Price - UBS
Stephany Primitivo - AssuredParrtners MCM
Kimberly Pruitt - Trinity Retirement Solutions of Raymond James
Jennifer Purisima - SageView Advisory Group
Christine Quinones-Spurling - Raymond James
Marcia Quiroz - Merrill
Michelle Rafalski - Gleba & Associates, Inc.
Teressa Rambo - OneDigital
Lisa Rarus - Lindberg & Ripple
Stephanie Reese - Tutton Insurance Services, Inc./Assured Partners (A Pensionmark Firm)
Lindsay Reichert - Merrill
Stephanie Richardson - Washington Financial, a division of HUB International
Rachel Rieder - Valley Forge Investment Consultants, Inc.
Arisleyda D Riehl - Merrill
Marla Ringling - Wealth Management Strategies, LLC
Deena Rini - Oswald Financial, Inc.
Ashley Ritter - Compass Financial Partners, a Marsh McLennan Agency LLC Company
Allie Rivera - OneDigital
Ruth Rivera - OneDigital
Karen Roberts - CBIZ Investment Advisory Services, LLC
Karen Robinson - Hutchinson Financial
Emily Roselle - The Partners Group
Angie Rosson - Mariner Wealth Advisors
Shelby Rothman - Newport Advisory, LLC
Penny N Rozelle - Merrill
Alice Rudd - Morgan Stanley
Alaina Ruiz - Gallagher
Abigail Russell - CAPTRUST
Julie Sagatelian - LPL Financial
Miki Sakata - Three Bell Capital
Marcella Saliba - Heffernan Retirement Services
Jennifer San Fillippo - Lakeview Wealth Strategies
Elvia Sanchez - RSG Advisory
Katherine Sanchez - Acumen Wealth Advisors
Deborah K Sandar - Wells Fargo Advisors
Tracee Sapp - T. Sapp Financial Partners
Danelle Saucier - Sequoia Conulting Group (A Pensionmark Firm)
Tina Schackman - BFSG, LLC
Jennifer Schaefer - Capital Advisors
Shelly Schaefer - SageView Advisory Group
Elaine Schamber - The Schamber Group, Inc.
Renee Scherzer - 401K Resources
Karlynn Schramm - Gallagher
Christine Schroeder - StoneBridge Wealth Management
Leslie Schroeder - Oakeson Steiner Wealth & Retirement
Sarah Schwartz - Newfront Retirement Services
Karen Sciarra - Wharton Hill Advisors, a division of HUB Northeast Limited
Laura Scobee - OneDigital
Mandie Scott - intellicents
Mary Scott - First Interstate Bank
Michaela Scott - Borislow Insurance Employer Retirement Consulting
Sarah Scruggs Reddell - Financial Designs
Rebecca Searles - SageView Advisory Group
Helen Seestadt - Gallagher
Ambler Selway - FRS Advisors
Ann-Marie Sepuka - Strategic Retirement Partners
Lindsey Sharpe - BKA Wealth Consulting, Inc.
Jill Shea - NFP
Megan Sherman - RSG Advisory
Courtenay Shipley - Retirement Planology, Inc.
Susan Shoemaker - CAPTRUST
Nadia Shokohi - LPL Financial
Heidi Sidley - StoneStreet Equity, LLC
Courtney Sindelar - OneDigital
Kaci Skidgel - Summit
Linda Skoglund - Ja Counter
Peggy Slaughter - Raymond James
Elissa F Slavin - Merrill
Brittany Smith - Wealth Partners Alliance
Megan Smith - UBS
Valerie Smith - Merrill
Victoria Smith - Morgan Stanley
Kathleen Snodgrass - UBS
Sophois Sokhom - Accelerate Retirement
Katie M Solvesky - Merrill
Hannah Sorensen - Gate City Investment Services
Christine Soscia - Wealth Consulting Group
Barbara Sourjohn - SourjohnKim Retirement Solutions (A Pensionmark Firm)
Keri Spanier - OneDigital
Deanna Spivey - SageView Advisory Group
Lori Spivey - Financial Directions
Molly Spowal - MMA Retirement Services - Upper Midwest Region
Julie Staehr - Merrill
Stephanie Stano - Western Wealth Benefits
Sheryl Stephens - Stephens Wealth Management Group
Taylor Stevenson - NFP
Mary Stoddard - OneDigital
Jania Stout - OneDigital
Sara Strasser - Strategic Retirement Partners
Carol Strehlow - Retirement Plan Solutions
Leneen Strickfaden - OneDigital
Courtney Stroope - Lockton Retirement Services, An Offering of Creative Planning
Annie Strout - Morgan Stanley
Jackie Stutzman - Abbey Street
Marilyn Suey - Yerba Buena Financial Partners, LCC
Marcy Supovitz - Boulay Donnelly & Supovitz Financial Services
Jeanne Sutton - Strategic Retirement Partners
Virginia Sutton - Johnson Dugan
Leah Sylvester - Shepherd Financial
Donna Tamburelli - NFP
Jennifer Tanck - Pensionmark Financial Group, LLC
Rebecca Tapia - Heffernan Retirement Services
Brenda Tarjan - SageView Advisory Group
Veronica Taylor - Pensionmark Financial Group, LLC
Laura Thai - MMA Retirement Services - Upper Midwest Region
Kristi Thelen - UBS
Haley Thomas - Wells Fargo Advisors
Jacinta Thompson- VisionPoint
Chris Thurman - OneDigital
Lieren Timeus - Summit Group of Virginia LLP
Desiree Ting - Central Pacific Investment Services
Kristen K Trovas - Merrill
Christina Tunison - LPL Financial
Taylor Ulrich - SageView Advisory Group
Joan Valenti - Valenti Wealth Management, LLC
Marie A Vanerian - Merrill
Lisa Vilardi - Assured Partners (A Pensionmark Firm)
Judy Vo - Sequoia Conulting Group (A Pensionmark Firm)
Brittany Vollmar - Shepherd Financial
Cynthia L Voth - Merrill
Heidi Wade - Gallagher
Gay Wagner - Jemma Financial Services, LLC
Jani Walker - Pensionmark Financial Group, LLC
Larkin Walsh - SageView Advisory Group
Johanna L Walters - Merrill
Stacy Walters - SageView Advisory Group
Megan Warzinski - HB Retirement
Erica Washburn - SageView Advisory Group
Vanessa Watkins - NFP
Melissa M Watson - Wells Fargo Advisors
Suzanne Weeden - Spectrum Investment Advisors
Carol Weems - CJK Investment Consultants
Lynn Weirich - WKA Financial
Patricia S Wenzel - Merrill
Julie Wenzlick - Gallagher
Peggy Whitmore - CAPTRUST
Larissa Whittle - SageView Advisory Group
Kyla Wicks - SageView Advisory Group
Sabrina E Wiesel-Crammer - Merrill
Crystal Wild - Loring Advisory Group
Katherine Williams - LPL Financial
Allison Winge - Plexus Financial Services
Tina Wisialowski - Morgan Stanley
Jenna Witherbee - 401(k) Plan Professionals
Shelly Wohler - Pointer Financial Group
Rachele Wolf - HORAN Securities, Inc.
Heather Wonderly - Aldich Wealth
Courtney Wood - Merrill
Christina Wright-Campbell - Merrill
Emily Wrightson - CAPTRUST
Carrie Yates - TCG, a HUB International Company
April Ylvisaker Tardiff - Merrill
Limei Yu - UBS
Jenny Yun Hunter - Merrill
Rachel Zachary - SageView Advisory Group
Emily Zimmerman - Spectrum Investment Advisors
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