View Previous Lists View the 2022 Allied Advisors View the 2021 Allied Advisors View the 2020 Allied Advisors View the 2019 Allied Advisors View the 2018 Allied Advisors View the 2017 Allied Advisors View the 2016 Allied Advisors View the 2015 Allied Advisors View the 2014 Allied Advisors 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 Woman Man Non-Binary Other Prefer not to state 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 - Nuveen - Bill Beardsley Central - John Hancock Retirement - Andrew Brosco Central - John Hancock Retirement - Blake Burkett Central - Fidelity - Ryan Butt Central - John Hancock Retirement - Bill Cartwright Central - Fidelity - Brook Cox Central - Invesco - Michael Demler Central - John Hancock Retirement - Matt Deno Central - John Hancock Retirement - David Dickens Central - Principal - Scott Fraungruber Central - John Hancock Retirement - Kevin Frazier Central - John Hancock Retirement - Adam Johnson Central - Fidelity - Joshua Jones Central - Principal - Autumn Katzenmoyer Central - Principal - Rob Kerscher Central - John Hancock Retirement - Shannon Knapp Central - John Hancock Retirement - Jerry Lopez Central - Janus Henderson Investors - Eric Magyar Central - AmericanTCS - Kevin McDevitt Central - Principal - Kevin McDonough Central - John Hancock Retirement - Scott Messmer Central - Victory Capital - Neil Pederson Central - July Business Services - Diana Perri Central - Principal - Dustin Pugh Central - John Hancock Retirement - John Robertson Central - T. Rowe Price - Brett Round Central - MassMutual Investments - Anthony Russo Central - Principal - Dave Sandstead Central - Fidelity - Dave Sargent Central - Amundi US - Jenna Sellman Central - PIMCO - Jay Slusher Central - Principal - Joe Tabella Central - Principal - Eric Turner Central - Lincoln Financial Group - Sasha Underwood Central Morningstar Investment Management, LLC Jason Vargovchik Central - Franklin Templeton - Dave Waters Central - John Hancock Retirement - Treye Weilbacher Central - John Hancock Retirement - John Wood Central - Nationwide - Doug Allen Central - Nationwide - Sasha Davi Central - Nationwide - Jean Paul (JP) Holland Central - Nationwide - Richard (Rich) Ohde Central - Nationwide - Chris Tingley Central - Nationwide - Dustin Van Atta Central - Nationwide - Isaac Wood Central - Nationwide - Matthew (Matt) Zusel East - Principal - Anthony Gomez East - Fidelity - Timothy Griffith East - PIMCO - Aaron Hassinger East - Principal - Mark Homsi East - Fidelity - Robert Hunt East - Fidelity - Matthew May East - American Century Investments - Jennifer Mulrooney East - Fidelity - Ryan Pannell East - Fidelity - Greg Schifko East - Victory Capital - John Uricchio East - Nationwide - William (Bill) Vassas East - AmericanTCS - Jerrod Weiss East - Nationwide - Jason Bowen East - Nationwide - Joseph (Joe) Broderick East - Nationwide - Michael (Mike) Butler East - Nationwide - Stephen (Steve) Carrera East - Nationwide - David Castina East - BlackRock - Sarah Herman East - Nationwide - Jordan Pinckney East - Nationwide - Kevin Sugermeyer East - Nationwide - Raul Vargas Mid Atlantic - J.P. Morgan - Robert Lee Mid Atlantic - J.P. Morgan - Shaun Bromley Mid-Atlantic - Fidelity - Steve Bae Mid-Atlantic - T. Rowe Price - Javier Bermudez Mid-Atlantic - Lincoln Financial Group - Justin Bonavitacola Mid-Atlantic - Principal - Mike Borrelli Mid-Atlantic - Lincoln Financial Group - Tim Curran Mid-Atlantic - Lincoln Financial Group - Denise D'Antuono Mid-Atlantic - John Hancock Retirement - Edward Deeds Mid-Atlantic - Transamerica - Chris Devito Mid-Atlantic - Ascensus - Ivette Dominguez Mid-Atlantic - Fidelity - Jim Dowling Mid-Atlantic - CUNA Mutual - Ben Fisher Mid-Atlantic - PCS Retirement - Andrew Frangos Mid-Atlantic - PCS Retirement - Patrick Gano Mid-Atlantic - Franklin Templeton - Nancy Gerstner (Tassiello) Mid-Atlantic - American Century Investments - Glenn Godin Mid-Atlantic - MFS Investments - James Hakewill Mid-Atlantic - Amundi US - Tim Harkleroad Mid-Atlantic - The Standard - Robert Janisko Mid-Atlantic - MFS Investments - John Jessee Mid-Atlantic - Federated Hermes - Jeff Jones Mid-Atlantic - Fidelity - Will Kempton Mid-Atlantic - Ameritas - Nick Kennedy Mid-Atlantic - Transamerica - Kurt Lam Mid-Atlantic - Principal - Gress Lawson Mid-Atlantic - Principal - Zac Lickteig Mid-Atlantic - Invesco - Tom Loncar Mid-Atlantic - Fidelity - Steve Long Mid-Atlantic - Principal - Mike Looney Mid-Atlantic - Invesco - Todd Matlack Mid-Atlantic - Lincoln Financial Group - Steve Nedl Mid-Atlantic - T. Rowe Price - David Norris Mid-Atlantic - Columbia Threadneedle Investments - Dan O'Shea Mid-Atlantic - Principal - Kathleen Pallotta Mid-Atlantic - Principal - Bryan Persak Mid-Atlantic - Lincoln Financial Group - Joe Poduslenko Mid-atlantic - Nuveen - James Polito Mid-Atlantic - Lincoln Financial Group - Jeannie Ann Ramos Mid-Atlantic - Lincoln Financial Group - Stewart Rauchman Mid-Atlantic - Allspring Global Investments - Tim Reuling Mid-Atlantic Morningstar Investment Management, LLC Hannah Ritchie Mid-Atlantic - Transamerica - Chris Schutz Mid-Atlantic - Lincoln Financial Group - Donny Sheinwald Mid-Atlantic - Principal - Alison Smith Mid-Atlantic - Fidelity - Jarrad Smith Mid-Atlantic - PIMCO - Matt Vanaman Mid-Atlantic - BlackRock - Erin Vollmuth Mid-Atlantic - John Hancock Retirement - Lindsay Warrington Mid-Atlantic - J.P. Morgan - Scott Wendling Midwest - The Standard - Graham Adams Midwest - Principal - Jim Allen Midwest - John Hancock Retirement - Nick Barcelona Midwest - The Standard - Doug Beardslee Midwest - CUNA Mutual - Marc Berman Midwest - Ameritas - Eric Blackburn Midwest - Ameritas - Stacey Branch Midwest - John Hancock Retirement - Hosko Brian Midwest - Lincoln Financial Group - Pete Carlson Midwest - J.P. Morgan - Nickolas Carpas Midwest - John Hancock Retirement - Jim Colby Midwest - J.P. Morgan - Marc Cornell Midwest - Lincoln Financial Group - Marty Cozzi Midwest - American Century Investments - Jesse Daniels Midwest - John Hancock Retirement - Rebecca DeHainaut Midwest - Lincoln Financial Group - Drew Disher Midwest - John Hancock Retirement - Dan Dodillet Midwest - J.P. Morgan - Philip Doetsch Midwest - T. Rowe Price - Rich Fernandez Midwest - The Standard - David Foley Midwest - The Standard - Eric Fox Midwest - Principal - Andrew Garcia Midwest - Fidelity - John Gonsior Midwest - The Standard - Chris Hale Midwest - The Standard - Chris Halpin Midwest - AllianceBernstein - Greg Handrahan Midwest - Principal - Scott Hanson Midwest - Transamerica - Jason Heine Midwest - The Standard - Erik Herman Midwest - John Hancock Retirement - David Hiss Midwest - Ameritas - Adam Howell Midwest - Invesco - Lisa Hultquist Midwest - Ameritas - Jay Killgore Midwest - Transamerica - Mark Kirchner Midwest - CUNA Mutual - Ashley Klein Midwest - Franklin Templeton - Zak Koch Midwest - Transamerica - Michael Konet Midwest - Lincoln Financial Group - Jared Lapham Midwest - Ascensus - Elice Lee Midwest - MassMutual Investments - Ernie Lopez Midwest - Transamerica - Greg Lucchesi Midwest - John Hancock Retirement - Hayden Main Midwest - Fidelity - Al Mataloni Midwest - Fidelity - Mary McNiff Midwest - Hartford Funds - Jeff Meltzer Midwest - T. Rowe Price - Eric Milano, QPFC Midwest - Fidelity - Brian Motz Midwest - The Standard - Marc Olson Midwest - Transamerica - Bryan Otis Midwest - American Century Investments - Scott Pawlich Midwest - American Century Investments - Christy Poe Midwest - John Hancock Retirement - Brandon Radach Midwest - J.P. Morgan - 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 - The Standard - Eric Schneeman Midwest - MFS Investments - Michael Schwanekamp Midwest - J.P. Morgan - Kristin Seabold Midwest - The Standard - Craig Shrack Midwest - American Century Investments - Steve Silverman Midwest - PIMCO - Chris Sleggs Midwest - July Business Services - Brian Smith Midwest - John Hancock Retirement - Jonah Smith Midwest - Fidelity - Andrew Spahr Midwest - Allspring Global Investments - Reed Steinmann Midwest - CUNA Mutual - Chris Stemler Midwest - John Hancock Retirement - Kevin Stempin Midwest - Lincoln Financial Group - Anthony Summers Midwest - Fidelity - Kevin Teague Midwest - John Hancock Retirement - Matt Van Egeren Midwest - Ascensus - Bas Van Rhee Midwest - T. Rowe Price - Tim White, CFP® Midwest - MFS Investments - Douglas Williams Midwest - Lincoln Financial Group - Aaron Wiseman Midwest - Ascensus - Jason Wroblewski Midwest - PCS Retirement - Jill Zeleznik Midwest - BlackRock - Jessica Johanson Midwest - BlackRock - Kyle Schmit National - Invesco - Michelle Alva National - John Hancock Retirement - Katie Bailey National - Sentinel Group - Jerry Cicalese National - Franklin Templeton - Matt Foster National - Sentinel Group - Eric Grzejka National - Franklin Templeton - John Kutz National - DoubleLine - Daniel Long National - Franklin Templeton - Craig Miller National - Janus Henderson Investors - Marquette Payton National - Janus Henderson Investors - Benjamin Rizzuto National - PCS Retirement - Chad Azara National - PCS Retirement - Matthew Drummond National - PCS Retirement - Sean Smith Northeast - American Century Investments - Bobby Allen Northeast - J.P. Morgan - Omar Aridi Northeast - Amundi US - Chris Bilello Northeast - The Standard - Tom Blake Northeast - Neuberger Berman - Marcie Blanco Northeast - John Hancock Retirement - Matt Bodnar Northeast - John Hancock Retirement - Chris Britt Northeast - Principal - Mike Burke Northeast - Ascensus - Frank Castellvi Northeast - PCS Retirement - Connor Castro NorthEast - PIMCO - Martin Courage Northeast - American Century Investments - Shane Dawe Northeast - Hartford Funds - Dom DeSantis Northeast - Ascensus - Marc Doucette Northeast - Invesco - Robert Duffey Northeast - The Standard - Robert Edgar Northeast - T. Rowe Price - Monica Elvira Northeast - John Hancock Retirement - Ryan Fay Northeast - PCS Retirement - Sam Feirson Northeast - Lincoln Financial Group - Matt Fessler Northeast - Lincoln Financial Group - Nick Fox Northeast - John Hancock Retirement - Daniel Fratalia Northeast - J.P. Morgan - Tim Gannon Northeast - Ameritas - Brian Gazawie Northeast - Transamerica - Gary Giffen Northeast - John Hancock Retirement - Jerry Giovinazzo Northeast - Janus Henderson Investors - Ruben Gonzalez Northeast - Franklin Templeton - Liam Grubb Northeast - Ameritas - Scott Hankard Northeast - Columbia Threadneedle Investments - Chris Helms Northeast - John Hancock Retirement - Ryan Hines Northeast - Fidelity - John Iodice Northeast - Nuveen - Eric Johnson Northeast - July Business Services - Brian Kearney Northeast - The Standard - Molly Kuchan Northeast - Fidelity - Jack Levis Northeast - John Hancock Retirement - Tom Lyman Northeast - AllianceBernstein - Todd Mann Northeast - Fidelity - Mike Manosh Northeast - The Standard - Seth Marsters Northeast - T. Rowe Price - Chris McAvoy Northeast - J.P. Morgan - Justin Muni Northeast - MFS Investments - Keith Neal Northeast - John Hancock Retirement - Mark Needham Northeast - Allspring Global Investments - Tom O'Connell Northeast - John Hancock Retirement - Steven Person Northeast - T. Rowe Price - Giovanni Petronelli Northeast Morningstar Investment Management, LLC Matt Savage Northeast - Hartford Funds - Greg Seaver Northeast - Ascensus - Jeff Simes Northeast - The Standard - Mike Sperduto Northeast - Hartford Funds - Derrick Stancick Northeast - The Standard - Brian Stubbs Northeast - The Standard - Rhonda Troszak Northeast - T. Rowe Price - Alan Valenca, CFP®, CIMA® Northeast - John Hancock Retirement - Scott Ward Northeast - MassMutual Investments - Paul Webb Northeast - John Hancock Retirement - Mike Wind Northeast - Federated Hermes - Jim Wojciak Northeast - Lincoln Financial Group - Michele Wyatt Northeast - John Hancock Retirement - Dan Zibaitis Northeast - BlackRock - Christopher Athens Northwest - Principal - Deena Bell Northwest - Fidelity - Rachael Brumund Northwest Morningstar Investment Management, LLC Murray Cleaner Northwest - The Standard - Travis Fossati Northwest - July Business Services - Ryan Geringer Northwest - Principal - Dan Litwora Northwest - Neuberger Berman - Patrick Lovett Northwest - Lincoln Financial Group - John Martoncik Northwest - J.P. Morgan - Sam McGibbon Northwest - PIMCO - Rich Merson Northwest - Ameritas - Todd Moriarty Northwest - PCS Retirement - Frannie Mulgrew Northwest - Fidelity - Ellie Rawls Northwest - RJ Investment Management - Michael Schill Northwest - The Standard - Tony Soble Northwest - J.P. Morgan - Benjamin Travers Northwest - T. Rowe Price - Brad Vaughan Northwest - Franklin Templeton - Tina White Northwest - The Standard - Chris Wolfe Northwest - Ascensus - Linsi Wolfe South - Transamerica - Jason Bouldin South - Lincoln Financial Group - Clayton Bunting South - Principal - Daniel Dekat South - Principal - Jenny Dodson South - Lincoln Financial Group - Kevin Donnellan South - Lincoln Financial Group - Landon Durham South - Principal - Wendell Epps South - Lincoln Financial Group - Josh Gomez South - Nuveen - Kyle Kunde South - Lincoln Financial Group - Mike Thomas South - American Century Investments - Frank Tighe Southeast - July Business Services - Cassie Aragon Southeast - Lincoln Financial Group - Audra Barbour Southeast - John Hancock Retirement - Dennis Beaudet Southeast - John Hancock Retirement - Jarrett Berry Southeast - PIMCO - Diego Betancourt Southeast - Invesco - Josh Binford Southeast - CUNA Mutual - Ryan Blythe Southeast - Ascensus - Chris Brock Southeast - T. Rowe Price - Jason Butler, CIMA® Southeast - J.P. Morgan - Scott Caloway Southeast - John Hancock Retirement - Bruce Cobey Southeast - Franklin Templeton - Mark Conroy Southeast - J.P. Morgan - Robert Couzzo Southeast - MassMutual Investments - Andy Cunningham Southeast - Ameritas - Jim Davis Southeast - J.P. Morgan - Kilie Donahue Southeast - T. Rowe Price - Joe Edmonds Southeast - Ameritas - Drew Fairley Southeast - Ascensus - Mike Farber Southeast Morningstar Investment Management, LLC Matt Ferullo Southeast - John Hancock Retirement - Bob Forbes Southeast - Hartford Funds - Matt Gaither Southeast - Lincoln Financial Group - Jim Gilligan Southeast - Principal - Dan Graham Southeast - Principal - Brooke Harrison Southeast - Columbia Threadneedle Investments - Brandon Helms Southeast - Lincoln Financial Group - Bryson Hopkins Southeast - The Standard - Brian Hordichuk Southeast - The Standard - Jared Hyman Southeast - John Hancock Retirement - Michael Johnson Southeast - The Standard - Epps Jones Southeast - Ameritas - Eric Jones Southeast - MFS Investments - Kevin Keogh Southeast - Principal - Mike Leibig Southeast - Fidelity - Greg Libby Southeast - The Standard - Scott Littlewood Southeast - Nuveen - Sara Lowery Southeast - Allspring Global Investments - Joe Lyons Southeast - John Hancock Retirement - Aylmer Magill Southeast - July Business Services - Jennifer McConnell Southeast - Federated Hermes - Chris Minton Southeast - American Century Investments - Brian Munn Southeast - Transamerica - Dak Patel Southeast - Amundi US - Elliott Pedrick Southeast - John Hancock Retirement - Charles Reichelt Southeast - Fidelity - Ben Rich Southeast - Fidelity - Ray Rodriguez Southeast - Ameritas - David Schlageter Southeast - PCS Retirement - Stephen Scott Southeast - Hartford Funds - Kevin Shamblin Southeast - T. Rowe Price - Brandon Shea Southeast - Lincoln Financial Group - Troy Steffen Southeast - John Hancock Retirement - Bob Sternfeld Southeast - John Hancock Retirement - Chad Stewart Southeast - John Hancock Retirement - Edward Thurmond Southeast - Neuberger Berman - Matthew Tollison Southeast - Fidelity - Lauren Wagner (Gear) Southeast - CUNA Mutual - Bryan Waites Southeast - J.P. Morgan - Jeff Weaver Southeast - The Standard - Chris Weekley Southeast - PCS Retirement - Sam Weiss Southeast - John Hancock Retirement - Barbara Wilderman Southeast - John Hancock Retirement - Jason Yepko Southeast - AllianceBernstein - Martin (MJ) Zayac Southeast - Lincoln Financial Group - Diana Zubrowski Southeast - BlackRock - Matt Bartch Southeast - Principal - Kaye Cronin Southwest - CUNA Mutual - Jeff Beneteau Southwest - The Standard - Lucas Berg Southwest - The Standard - Shannon Birkes Southwest - T. Rowe Price - Keith Blackmon Southwest - Fidelity - Katelyn Boone Southwest - J.P. Morgan - Jennifer Brockwell Southwest - RJ Investment Management - Brett Burkhalter Southwest - The Standard - Andrew Carrillo Southwest - The Standard - Randy Cater Southwest - PCS Retirement - Jon Clark Southwest - Transamerica - Travis Cox Southwest - PIMCO - Matt DeMarco Southwest - Ameritas - Ayla Galeyeva Southwest - T. Rowe Price - Michele Giangrande Southwest - PCS Retirement - Marc Gueriera Jr. Southwest - Lincoln Financial Group - Doug Hajjar Southwest - The Standard - Scott Harrison Southwest - Federated Hermes - Scott Kelley Southwest - Principal - Brooks Lau Southwest - BlackRock - Amanda Lewis Southwest - Amundi US - Mike Lowsley Southwest - Fidelity - Nguyet Ly Southwest - Allspring Global Investments - Cara Magliocco Southwest - CUNA Mutual - Sean Mayo Southwest - Ameritas - Steve Mise Southwest - J.P. Morgan - Kevin Morgan Southwest - Lincoln Financial Group - Pat Mulquin Southwest - Fidelity - Mark Murphy Southwest - Lincoln Financial Group - Francisco Navarro Southwest - Ascensus - Yen Nguyen Southwest - The Standard - Ashley Pizer Southwest - Janus Henderson Investors - Taylor Pluss Southwest - Neuberger Berman - Mark Pottle Southwest - J.P. Morgan - Corey Pride Southwest - Ascensus - Matt Spicer Southwest - Fidelity - Shane Tatum Southwest - Fidelity - John Tuite Southwest - MFS Investments - Andy Tyndall Southwest - Franklin Templeton - Jessica Wilson Southwest - T. Rowe Price - Andy Winn West - Amundi US - Jeffrey Abelli West - John Hancock Retirement - Derrick Amey West - J.P. Morgan - Staci Baker West - July Business Services - Adam Barker West - Franklin Templeton - Matt Beaulieu West - BlackRock - Kelli Beauregard West - John Hancock Retirement - Chris Bradford West - John Hancock Retirement - Gould Brenna West - Hartford Funds - John Brown 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 - Victory Capital - Kevin Crotsley West - Ascensus - Mark Demyanovich West - John Hancock Retirement - Gary DiLoreto West - MFS Investments - Christopher Donnager West - John Hancock Retirement - Dave Eliopulos West - AllianceBernstein - Mark Feeney West - Principal - Matt Fraisse West - Transamerica - Brett Gallinger West - The Standard - Brody Geist West - J.P. Morgan - Jason Graeb West - Ascensus - Evan Gray West - American Century Investments - Tim Guay West - Columbia Threadneedle Investments - Joe Hake West - Principal - Brian Howarth West - John Hancock Retirement - Howard Joelson West - John Hancock Retirement - Doug Johnson West - Nuveen - Matt Kasa West - MFS Investments - Owen Kiernan West - John Hancock Retirement - David King West - Fidelity - Ben Leger West - Fidelity - Jennifer Love West - Allspring Global Investments - Lia Lundgren West - Invesco - Scott Maney West - Ameritas - Kevin McCarthy West - John Hancock Retirement - Chris McDavid West - American Century Investments - Sam Mielnik West - Ascensus - Nancy Miranda West - AmericanTCS - Jack Moody West - Hartford Funds - Tim Murphy West - Hartford Funds - Matt Newdigger West - Ameritas - Barry Newman West - The Standard - David Ravarino West - Principal - Mick Simmons West - The Standard - Ben Standish West - Fidelity - Kevin Suen West - John Hancock Retirement - James Swartz West - Fidelity - Byron Treichler West - The Standard - Brad Weber West - Ascensus - Ken Weida West Morningstar Investment Management, LLC Ashley Whitney West - John Hancock Retirement - Karen DeCoud West - Nationwide - Bob Eviston West - Nationwide - Jonathan Fry West - BlackRock - Meghan Garrity West - Nationwide - Jacob Halley West - Nationwide - Mac Hewitt West - Nationwide - Michael Leonard West - Nationwide - Logan Meyer West - Nationwide - Tom Nawrocki West - Nationwide - Derek Philpot West - BlackRock - Art Villar West - Nationwide - George Williams West - Nationwide - Paul Yossem Company AllianceBernstein - West - Mark Feeney AllianceBernstein - Midwest - Greg Handrahan AllianceBernstein - Northeast - Todd Mann AllianceBernstein - Southeast - Martin (MJ) 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 Century Investments - Northeast - Bobby Allen American Century Investments - Midwest - Jesse Daniels American Century Investments - Northeast - Shane Dawe American Century Investments - Mid-Atlantic - Glenn Godin American Century Investments - West - Tim Guay American Century Investments - West - Sam Mielnik American Century Investments - East - Jennifer Mulrooney American Century Investments - Southeast - Brian Munn American Century Investments - Midwest - Scott Pawlich American Century Investments - Midwest - Christy Poe American Century Investments - Midwest - Steve Silverman American Century Investments - South - Frank Tighe AmericanTCS - Central - Kevin McDevitt AmericanTCS - West - Jack Moody AmericanTCS - East - Jerrod Weiss Ameritas - Midwest - Eric Blackburn Ameritas - Midwest - Stacey Branch Ameritas - Southeast - Jim Davis Ameritas - Southeast - Drew Fairley Ameritas - Southwest - Ayla Galeyeva Ameritas - Northeast - Brian Gazawie Ameritas - Northeast - Scott Hankard Ameritas - Midwest - Adam Howell Ameritas - Southeast - Eric Jones Ameritas - Mid-Atlantic - Nick Kennedy Ameritas - Midwest - Jay Killgore Ameritas - West - Kevin McCarthy Ameritas - Southwest - Steve Mise Ameritas - Northwest - Todd Moriarty Ameritas - West - Barry Newman 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 - Southwest - Mike Lowsley Amundi US - Southeast - Elliott Pedrick Amundi US - Central - Jenna Sellman Ascensus - Southeast - Chris Brock Ascensus - Northeast - Frank Castellvi Ascensus - West - Mark Demyanovich Ascensus - Mid-Atlantic - Ivette Dominguez Ascensus - Northeast - Marc Doucette Ascensus - Southeast - Mike Farber Ascensus - West - Evan Gray Ascensus - Midwest - Elice Lee Ascensus - West - Nancy Miranda Ascensus - Southwest - Yen Nguyen Ascensus - Northeast - Jeff Simes Ascensus - Southwest - Matt Spicer Ascensus - Midwest - Bas Van Rhee Ascensus - West - Ken Weida Ascensus - Northwest - Linsi Wolfe Ascensus - Midwest - Jason Wroblewski BlackRock - Northeast - Christopher Athens BlackRock - Southeast - Matt Bartch BlackRock - West - Kelli Beauregard BlackRock - West - Meghan Garrity BlackRock - East - Sarah Herman BlackRock - Midwest - Jessica Johanson BlackRock - Southwest - Amanda Lewis BlackRock - Midwest - Kyle Schmit BlackRock - West - Art Villar BlackRock - Mid-Atlantic - Erin Vollmuth Columbia Threadneedle Investments - West - Joe Hake Columbia Threadneedle Investments - Southeast - Brandon Helms Columbia Threadneedle Investments - Northeast - Chris Helms Columbia Threadneedle Investments - Mid-Atlantic - Dan O'Shea CUNA Mutual - Southwest - Jeff Beneteau CUNA Mutual - Midwest - Marc Berman CUNA Mutual - Southeast - Ryan Blythe CUNA Mutual - Mid-Atlantic - Ben Fisher CUNA Mutual - Midwest - Ashley Klein CUNA Mutual - Southwest - Sean Mayo CUNA Mutual - Midwest - Chris Stemler CUNA Mutual - Southeast - Bryan Waites DoubleLine - National - Daniel Long Federated Hermes - Mid-Atlantic - Jeff Jones Federated Hermes - Southwest - Scott Kelley Federated Hermes - Southeast - Chris Minton Federated Hermes - Midwest - Tim Rosewicz Federated Hermes - Northeast - Jim Wojciak Fidelity - Mid-Atlantic - Steve Bae Fidelity - Southwest - Katelyn Boone Fidelity - Northwest - Rachael Brumund Fidelity - West - Paul Burris Fidelity - Central - Ryan Butt Fidelity - West - Travis Campbell Fidelity - Central - Brook Cox Fidelity - Mid-Atlantic - Jim Dowling Fidelity - Midwest - John Gonsior Fidelity - East - Timothy Griffith Fidelity - East - Robert Hunt Fidelity - Northeast - John Iodice Fidelity - Central - Joshua Jones Fidelity - Mid-Atlantic - Will Kempton Fidelity - West - Ben Leger Fidelity - Northeast - Jack Levis Fidelity - Southeast - Greg Libby Fidelity - Mid-Atlantic - Steve Long Fidelity - West - Jennifer Love Fidelity - Southwest - Nguyet Ly Fidelity - Northeast - Mike Manosh Fidelity - Midwest - Al Mataloni Fidelity - East - Matthew May Fidelity - Midwest - Mary McNiff Fidelity - Midwest - Brian Motz Fidelity - Southwest - Mark Murphy Fidelity - East - Ryan Pannell Fidelity - Northwest - Ellie Rawls Fidelity - Southeast - Ben Rich Fidelity - Southeast - Ray Rodriguez Fidelity - Central - Dave Sargent Fidelity - East - Greg Schifko Fidelity - Mid-Atlantic - Jarrad Smith Fidelity - Midwest - Andrew Spahr Fidelity - West - Kevin Suen Fidelity - Southwest - Shane Tatum Fidelity - Midwest - Kevin Teague Fidelity - West - Byron Treichler Fidelity - Southwest - John Tuite Fidelity - Southeast - Lauren Wagner (Gear) Franklin Templeton - West - Matt Beaulieu Franklin Templeton - Southeast - Mark Conroy Franklin Templeton - National - Matt Foster Franklin Templeton - Mid-Atlantic - Nancy Gerstner (Tassiello) Franklin Templeton - Northeast - Liam Grubb Franklin Templeton - Midwest - Zak Koch Franklin Templeton - National - John Kutz Franklin Templeton - National - Craig Miller Franklin Templeton - Central - 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 - National - Michelle Alva Invesco - Southeast - Josh Binford Invesco - Central - Michael Demler Invesco - Northeast - Robert Duffey Invesco - Midwest - Lisa Hultquist Invesco - Mid-Atlantic - Tom Loncar Invesco - West - Scott Maney Invesco - Mid-Atlantic - Todd Matlack J.P. Morgan - Northeast - Omar Aridi J.P. Morgan - West - Staci Baker J.P. Morgan - Southwest - Jennifer Brockwell J.P. Morgan - Mid Atlantic - Shaun Bromley J.P. Morgan - Southeast - Scott Caloway J.P. Morgan - Midwest - Nickolas Carpas J.P. Morgan - Midwest - Marc Cornell J.P. Morgan - Southeast - Robert Couzzo J.P. Morgan - Midwest - Philip Doetsch J.P. Morgan - Southeast - Kilie Donahue J.P. Morgan - Northeast - Tim Gannon J.P. Morgan - West - Jason Graeb J.P. Morgan - Mid Atlantic - Robert Lee J.P. Morgan - Northwest - Sam McGibbon J.P. Morgan - Southwest - Kevin Morgan J.P. Morgan - Northeast - Justin Muni J.P. Morgan - Southwest - Corey Pride J.P. Morgan - Midwest - Marta Rodriguez J.P. Morgan - Midwest - Kristin Seabold J.P. Morgan - Northwest - Benjamin Travers J.P. Morgan - Southeast - Jeff Weaver J.P. Morgan - Mid-Atlantic - 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 John Hancock Retirement - West - Derrick Amey John Hancock Retirement - National - Katie Bailey John Hancock Retirement - Midwest - Nick Barcelona John Hancock Retirement - Southeast - Dennis Beaudet John Hancock Retirement - Southeast - Jarrett Berry John Hancock Retirement - Northeast - Matt Bodnar John Hancock Retirement - West - Chris Bradford John Hancock Retirement - West - Gould Brenna John Hancock Retirement - Midwest - Hosko Brian John Hancock Retirement - Northeast - Chris Britt John Hancock Retirement - Central - Andrew Brosco John Hancock Retirement - Central - Blake Burkett John Hancock Retirement - West - Angelo Cabral John Hancock Retirement - West - Zach Carstensen John Hancock Retirement - Central - Bill Cartwright John Hancock Retirement - Southeast - Bruce Cobey John Hancock Retirement - Midwest - Jim Colby John Hancock Retirement - West - Karen DeCoud John Hancock Retirement - Mid-Atlantic - Edward Deeds John Hancock Retirement - Midwest - Rebecca DeHainaut John Hancock Retirement - Central - Matt Deno John Hancock Retirement - Central - David Dickens John Hancock Retirement - West - Gary DiLoreto John Hancock Retirement - Midwest - Dan Dodillet John Hancock Retirement - West - Dave Eliopulos John Hancock Retirement - Northeast - Ryan Fay John Hancock Retirement - Southeast - Bob Forbes John Hancock Retirement - Northeast - Daniel Fratalia John Hancock Retirement - Central - Kevin Frazier John Hancock Retirement - Northeast - Jerry Giovinazzo John Hancock Retirement - Northeast - Ryan Hines John Hancock Retirement - Midwest - David Hiss John Hancock Retirement - West - Howard Joelson John Hancock Retirement - Central - Adam Johnson John Hancock Retirement - West - Doug Johnson John Hancock Retirement - Southeast - Michael Johnson John Hancock Retirement - West - David King John Hancock Retirement - Central - Shannon Knapp John Hancock Retirement - Central - Jerry Lopez John Hancock Retirement - Northeast - Tom Lyman John Hancock Retirement - Southeast - Aylmer Magill John Hancock Retirement - Midwest - Hayden Main John Hancock Retirement - West - Chris McDavid John Hancock Retirement - Central - Scott Messmer John Hancock Retirement - Northeast - Mark Needham John Hancock Retirement - Northeast - Steven Person John Hancock Retirement - Midwest - Brandon Radach John Hancock Retirement - Southeast - Charles Reichelt John Hancock Retirement - Central - John Robertson John Hancock Retirement - Midwest - Bridgette Rutter John Hancock Retirement - Midwest - Jonah Smith John Hancock Retirement - Midwest - Kevin Stempin John Hancock Retirement - Southeast - Bob Sternfeld John Hancock Retirement - Southeast - Chad Stewart John Hancock Retirement - West - James Swartz John Hancock Retirement - Southeast - Edward Thurmond John Hancock Retirement - Midwest - Matt Van Egeren John Hancock Retirement - Northeast - Scott Ward John Hancock Retirement - Mid-Atlantic - Lindsay Warrington John Hancock Retirement - Central - Treye Weilbacher John Hancock Retirement - Southeast - Barbara Wilderman John Hancock Retirement - Northeast - Mike Wind John Hancock Retirement - Central - John Wood John Hancock Retirement - Southeast - Jason Yepko John Hancock Retirement - Northeast - Dan Zibaitis July Business Services - Southeast - Cassie Aragon July Business Services - West - Adam Barker July Business Services - Northwest - Ryan Geringer July Business Services - Northeast - Brian Kearney July Business Services - Southeast - Jennifer McConnell July Business Services - Central - Diana Perri July Business Services - Midwest - Brian Smith Lincoln Financial Group - Southeast - Audra Barbour Lincoln Financial Group - Mid-Atlantic - Justin Bonavitacola Lincoln Financial Group - South - Clayton Bunting Lincoln Financial Group - Midwest - Pete Carlson Lincoln Financial Group - Midwest - Marty Cozzi Lincoln Financial Group - Mid-Atlantic - Tim Curran Lincoln Financial Group - Mid-Atlantic - Denise D'Antuono Lincoln Financial Group - Midwest - Drew Disher Lincoln Financial Group - South - Kevin Donnellan Lincoln Financial Group - South - Landon Durham Lincoln Financial Group - Northeast - Matt Fessler Lincoln Financial Group - Northeast - Nick Fox Lincoln Financial Group - Southeast - Jim Gilligan Lincoln Financial Group - South - Josh Gomez Lincoln Financial Group - Southwest - Doug Hajjar Lincoln Financial Group - Southeast - Bryson Hopkins Lincoln Financial Group - Midwest - Jared Lapham Lincoln Financial Group - Northwest - John Martoncik Lincoln Financial Group - Southwest - Pat Mulquin Lincoln Financial Group - Southwest - Francisco Navarro Lincoln Financial Group - Mid-Atlantic - Steve Nedl Lincoln Financial Group - Mid-Atlantic - Joe Poduslenko Lincoln Financial Group - Mid-Atlantic - Jeannie Ann Ramos Lincoln Financial Group - Mid-Atlantic - Stewart Rauchman Lincoln Financial Group - Midwest - Bryan Rouse Lincoln Financial Group - Mid-Atlantic - Donny Sheinwald Lincoln Financial Group - Southeast - Troy Steffen Lincoln Financial Group - Midwest - Anthony Summers Lincoln Financial Group - South - Mike Thomas Lincoln Financial Group - Central - Sasha Underwood Lincoln Financial Group - Midwest - Aaron Wiseman Lincoln Financial Group - Northeast - Michele Wyatt Lincoln Financial Group - Southeast - Diana Zubrowski MassMutual Investments - Southeast - Andy Cunningham MassMutual Investments - Midwest - Ernie Lopez MassMutual Investments - Central - Anthony Russo MassMutual Investments - Northeast - Paul Webb MFS Investments - West - Christopher Donnager MFS Investments - Mid-Atlantic - James Hakewill MFS Investments - Mid-Atlantic - John Jessee MFS Investments - Southeast - Kevin Keogh MFS Investments - West - Owen Kiernan MFS Investments - Northeast - Keith Neal MFS Investments - Midwest - Michael Schwanekamp MFS Investments - Southwest - Andy Tyndall MFS Investments - Midwest - Douglas Williams Morningstar Investment Management, LLC - Northwest - Murray Cleaner Morningstar Investment Management, LLC - Southeast - Matt Ferullo Morningstar Investment Management, LLC - Mid-Atlantic - Hannah Ritchie Morningstar Investment Management, LLC - Northeast - Matt Savage Morningstar Investment Management, LLC - Central - Jason Vargovchik Morningstar Investment Management, LLC - West - Ashley Whitney Nationwide - Central - Doug Allen Nationwide - East - Jason Bowen Nationwide - East - Joseph (Joe) Broderick Nationwide - East - Michael (Mike) Butler Nationwide - East - Stephen (Steve) Carrera Nationwide - East - David Castina Nationwide - Central - Sasha Davi Nationwide - West - Bob Eviston Nationwide - West - Jonathan Fry Nationwide - West - Jacob Halley Nationwide - West - Mac Hewitt Nationwide - Central - Jean Paul (JP) Holland Nationwide - West - Michael Leonard Nationwide - West - Logan Meyer Nationwide - West - Tom Nawrocki Nationwide - Central - Richard (Rich) Ohde Nationwide - West - Derek Philpot Nationwide - East - Jordan Pinckney Nationwide - East - Kevin Sugermeyer Nationwide - Central - Chris Tingley Nationwide - Central - Dustin Van Atta Nationwide - East - Raul Vargas Nationwide - East - William (Bill) Vassas Nationwide - West - George Williams Nationwide - Central - Isaac Wood Nationwide - West - Paul Yossem Nationwide - Central - Matthew (Matt) Zusel Neuberger Berman - Northeast - Marcie Blanco Neuberger Berman - Northwest - Patrick Lovett Neuberger Berman - Southwest - Mark Pottle Neuberger Berman - Southeast - Matthew Tollison Nuveen - Central - Bill Beardsley Nuveen - Northeast - Eric Johnson Nuveen - West - Matt Kasa Nuveen - South - Kyle Kunde Nuveen - Southeast - Sara Lowery Nuveen - Mid-atlantic - James Polito PCS Retirement - National - Chad Azara PCS Retirement - Northeast - Connor Castro PCS Retirement - Southwest - Jon Clark PCS Retirement - National - Matthew Drummond PCS Retirement - Northeast - Sam Feirson PCS Retirement - Mid-Atlantic - Andrew Frangos PCS Retirement - Mid-Atlantic - Patrick Gano PCS Retirement - Southwest - Marc Gueriera Jr. PCS Retirement - Northwest - Frannie Mulgrew PCS Retirement - Southeast - Stephen Scott PCS Retirement - National - Sean Smith PCS Retirement - Southeast - Sam Weiss PCS Retirement - Midwest - Jill Zeleznik PIMCO - Southeast - Diego Betancourt PIMCO - NorthEast - Martin Courage PIMCO - Southwest - Matt DeMarco PIMCO - East - Aaron Hassinger PIMCO - Northwest - Rich Merson PIMCO - Midwest - Chris Sleggs PIMCO - Central - Jay Slusher PIMCO - Mid-Atlantic - Matt Vanaman Principal - Midwest - Jim Allen Principal - Northwest - Deena Bell Principal - Mid-Atlantic - Mike Borrelli Principal - Northeast - Mike Burke Principal - Southeast - Kaye Cronin Principal - South - Daniel Dekat Principal - South - Jenny Dodson Principal - South - Wendell Epps Principal - West - Matt Fraisse Principal - Central - Scott Fraungruber Principal - Midwest - Andrew Garcia Principal - East - Anthony Gomez Principal - Southeast - Dan Graham Principal - Midwest - Scott Hanson Principal - Southeast - Brooke Harrison Principal - East - Mark Homsi Principal - West - Brian Howarth Principal - Central - Autumn Katzenmoyer Principal - Central - Rob Kerscher Principal - Southwest - Brooks Lau Principal - Mid-Atlantic - Gress Lawson Principal - Southeast - Mike Leibig Principal - Mid-Atlantic - Zac Lickteig Principal - Northwest - Dan Litwora Principal - Mid-Atlantic - Mike Looney Principal - Central - Kevin McDonough Principal - Mid-Atlantic - Kathleen Pallotta Principal - Mid-Atlantic - Bryan Persak Principal - Central - Dustin Pugh Principal - Central - Dave Sandstead Principal - West - Mick Simmons Principal - Mid-Atlantic - Alison Smith Principal - Central - Joe Tabella Principal - Central - Eric Turner RJ Investment Management - Southwest - Brett Burkhalter RJ Investment Management - Northwest - Michael Schill Sentinel Group - National - Jerry Cicalese Sentinel Group - National - Eric Grzejka T. Rowe Price - Mid-Atlantic - Javier Bermudez T. Rowe Price - Southwest - Keith Blackmon T. Rowe Price - Southeast - Jason Butler, CIMA® T. Rowe Price - Southeast - Joe Edmonds T. Rowe Price - Northeast - Monica Elvira T. Rowe Price - Midwest - Rich Fernandez T. Rowe Price - Southwest - Michele Giangrande T. Rowe Price - Northeast - Chris McAvoy T. Rowe Price - Midwest - Eric Milano, QPFC T. Rowe Price - Mid-Atlantic - David Norris T. Rowe Price - Northeast - Giovanni Petronelli T. Rowe Price - Central - Brett Round T. Rowe Price - Southeast - Brandon Shea T. Rowe Price - Northeast - Alan Valenca, CFP®, CIMA® T. Rowe Price - Northwest - Brad Vaughan T. Rowe Price - Midwest - Tim White, CFP® T. Rowe Price - Southwest - Andy Winn The Standard - Midwest - Graham Adams The Standard - Midwest - Doug Beardslee The Standard - Southwest - Lucas Berg The Standard - Southwest - Shannon Birkes The Standard - Northeast - Tom Blake The Standard - Southwest - Andrew Carrillo The Standard - Southwest - Randy Cater The Standard - Northeast - Robert Edgar The Standard - Midwest - David Foley The Standard - Northwest - Travis Fossati The Standard - Midwest - Eric Fox The Standard - West - Brody Geist The Standard - Midwest - Chris Hale The Standard - Midwest - Chris Halpin The Standard - Southwest - Scott Harrison The Standard - Midwest - Erik Herman The Standard - Southeast - Brian Hordichuk The Standard - Southeast - Jared Hyman The Standard - Mid-Atlantic - Robert Janisko The Standard - Southeast - Epps Jones The Standard - Northeast - Molly Kuchan The Standard - Southeast - Scott Littlewood The Standard - Northeast - Seth Marsters The Standard - Midwest - Marc Olson The Standard - Southwest - Ashley Pizer The Standard - West - David Ravarino The Standard - Midwest - Eric Schneeman The Standard - Midwest - Craig Shrack The Standard - Northwest - Tony Soble The Standard - Northeast - Mike Sperduto The Standard - West - Ben Standish The Standard - Northeast - Brian Stubbs The Standard - Northeast - Rhonda Troszak The Standard - West - Brad Weber The Standard - Southeast - Chris Weekley The Standard - Northwest - Chris Wolfe Transamerica - South - Jason Bouldin Transamerica - West - Chris Castro Transamerica - Southwest - Travis Cox Transamerica - Mid-Atlantic - Chris Devito Transamerica - West - Brett Gallinger Transamerica - Northeast - Gary Giffen Transamerica - Midwest - Jason Heine Transamerica - Midwest - Mark Kirchner Transamerica - Midwest - Michael Konet Transamerica - Mid-Atlantic - Kurt Lam Transamerica - Midwest - Greg Lucchesi Transamerica - Midwest - Bryan Otis Transamerica - Southeast - Dak Patel Transamerica - Mid-Atlantic - Chris Schutz Victory Capital - West - Kevin Crotsley Victory Capital - Central - Neil Pederson Victory Capital - East - John Uricchio Name Jeffrey Abelli - Amundi US - West Graham Adams - The Standard - Midwest Bobby Allen - American Century Investments - Northeast Doug Allen - Nationwide - Central Jim Allen - Principal - Midwest Michelle Alva - Invesco - National Derrick Amey - John Hancock Retirement - West Cassie Aragon - July Business Services - Southeast Omar Aridi - J.P. Morgan - Northeast Christopher Athens - BlackRock - Northeast Chad Azara - PCS Retirement - National Steve Bae - Fidelity - Mid-Atlantic Katie Bailey - John Hancock Retirement - National Staci Baker - J.P. Morgan - West Audra Barbour - Lincoln Financial Group - Southeast Nick Barcelona - John Hancock Retirement - Midwest Adam Barker - July Business Services - West Matt Bartch - BlackRock - Southeast Doug Beardslee - The Standard - Midwest Bill Beardsley - Nuveen - Central Dennis Beaudet - John Hancock Retirement - Southeast Matt Beaulieu - Franklin Templeton - West Kelli Beauregard - BlackRock - West Deena Bell - Principal - Northwest Jeff Beneteau - CUNA Mutual - Southwest Lucas Berg - The Standard - Southwest Marc Berman - CUNA Mutual - Midwest Javier Bermudez - T. Rowe Price - Mid-Atlantic Jarrett Berry - John Hancock Retirement - Southeast Diego Betancourt - PIMCO - Southeast Chris Bilello - Amundi US - Northeast Josh Binford - Invesco - Southeast Shannon Birkes - The Standard - Southwest Eric Blackburn - Ameritas - Midwest Keith Blackmon - T. Rowe Price - Southwest Tom Blake - The Standard - Northeast Marcie Blanco - Neuberger Berman - Northeast Ryan Blythe - CUNA Mutual - Southeast Matt Bodnar - John Hancock Retirement - Northeast Justin Bonavitacola - Lincoln Financial Group - Mid-Atlantic Katelyn Boone - Fidelity - Southwest Mike Borrelli - Principal - Mid-Atlantic Jason Bouldin - Transamerica - South Jason Bowen - Nationwide - East Chris Bradford - John Hancock Retirement - West Stacey Branch - Ameritas - Midwest Gould Brenna - John Hancock Retirement - West Hosko Brian - John Hancock Retirement - Midwest Chris Britt - John Hancock Retirement - Northeast Chris Brock - Ascensus - Southeast Jennifer Brockwell - J.P. Morgan - Southwest Joseph (Joe) Broderick - Nationwide - East Shaun Bromley - J.P. Morgan - Mid Atlantic Andrew Brosco - John Hancock Retirement - Central John Brown - Hartford Funds - West Rachael Brumund - Fidelity - Northwest Clayton Bunting - Lincoln Financial Group - South Mike Burke - Principal - Northeast Blake Burkett - John Hancock Retirement - Central Brett Burkhalter - RJ Investment Management - Southwest Paul Burris - Fidelity - West Michael (Mike) Butler - Nationwide - East Jason Butler, CIMA® - T. Rowe Price - Southeast Ryan Butt - Fidelity - Central Angelo Cabral - John Hancock Retirement - West Scott Caloway - J.P. Morgan - Southeast Travis Campbell - Fidelity - West Pete Carlson - Lincoln Financial Group - Midwest Nickolas Carpas - J.P. Morgan - Midwest Stephen (Steve) Carrera - Nationwide - East Andrew Carrillo - The Standard - Southwest Zach Carstensen - John Hancock Retirement - West Bill Cartwright - John Hancock Retirement - Central Frank Castellvi - Ascensus - Northeast David Castina - Nationwide - East Chris Castro - Transamerica - West Connor Castro - PCS Retirement - Northeast Randy Cater - The Standard - Southwest Jerry Cicalese - Sentinel Group - National Jon Clark - PCS Retirement - Southwest Murray Cleaner - Morningstar Investment Management, LLC - Northwest Bruce Cobey - John Hancock Retirement - Southeast Jim Colby - John Hancock Retirement - Midwest Mark Conroy - Franklin Templeton - Southeast Marc Cornell - J.P. Morgan - Midwest Martin Courage - PIMCO - NorthEast Robert Couzzo - J.P. Morgan - Southeast Brook Cox - Fidelity - Central Travis Cox - Transamerica - Southwest Marty Cozzi - Lincoln Financial Group - Midwest Kaye Cronin - Principal - Southeast Kevin Crotsley - Victory Capital - West Andy Cunningham - MassMutual Investments - Southeast Tim Curran - Lincoln Financial Group - Mid-Atlantic Jesse Daniels - American Century Investments - Midwest Denise D'Antuono - Lincoln Financial Group - Mid-Atlantic Sasha Davi - Nationwide - Central Jim Davis - Ameritas - Southeast Shane Dawe - American Century Investments - Northeast Karen DeCoud - John Hancock Retirement - West Edward Deeds - John Hancock Retirement - Mid-Atlantic Rebecca DeHainaut - John Hancock Retirement - Midwest Daniel Dekat - Principal - South Matt DeMarco - PIMCO - Southwest Michael Demler - Invesco - Central Mark Demyanovich - Ascensus - West Matt Deno - John Hancock Retirement - Central Dom DeSantis - Hartford Funds - Northeast Chris Devito - Transamerica - Mid-Atlantic David Dickens - John Hancock Retirement - Central Gary DiLoreto - John Hancock Retirement - West Drew Disher - Lincoln Financial Group - Midwest Dan Dodillet - John Hancock Retirement - Midwest Jenny Dodson - Principal - South Philip Doetsch - J.P. Morgan - Midwest Ivette Dominguez - Ascensus - Mid-Atlantic Kilie Donahue - J.P. Morgan - Southeast Christopher Donnager - MFS Investments - West Kevin Donnellan - Lincoln Financial Group - South Marc Doucette - Ascensus - Northeast Jim Dowling - Fidelity - Mid-Atlantic Matthew Drummond - PCS Retirement - National Robert Duffey - Invesco - Northeast Landon Durham - Lincoln Financial Group - South Robert Edgar - The Standard - Northeast Joe Edmonds - T. Rowe Price - Southeast Dave Eliopulos - John Hancock Retirement - West Monica Elvira - T. Rowe Price - Northeast Wendell Epps - Principal - South Bob Eviston - Nationwide - West Drew Fairley - Ameritas - Southeast Mike Farber - Ascensus - Southeast Ryan Fay - John Hancock Retirement - Northeast Mark Feeney - AllianceBernstein - West Sam Feirson - PCS Retirement - Northeast Rich Fernandez - T. Rowe Price - Midwest Matt Ferullo - Morningstar Investment Management, LLC - Southeast Matt Fessler - Lincoln Financial Group - Northeast Ben Fisher - CUNA Mutual - Mid-Atlantic David Foley - The Standard - Midwest Bob Forbes - John Hancock Retirement - Southeast Travis Fossati - The Standard - Northwest Matt Foster - Franklin Templeton - National Eric Fox - The Standard - Midwest Nick Fox - Lincoln Financial Group - Northeast Matt Fraisse - Principal - West Andrew Frangos - PCS Retirement - Mid-Atlantic Daniel Fratalia - John Hancock Retirement - Northeast Scott Fraungruber - Principal - Central Kevin Frazier - John Hancock Retirement - Central Jonathan Fry - Nationwide - West Matt Gaither - Hartford Funds - Southeast Ayla Galeyeva - Ameritas - Southwest Brett Gallinger - Transamerica - West Tim Gannon - J.P. Morgan - Northeast Patrick Gano - PCS Retirement - Mid-Atlantic Andrew Garcia - Principal - Midwest Meghan Garrity - BlackRock - West Brian Gazawie - Ameritas - Northeast Brody Geist - The Standard - West Ryan Geringer - July Business Services - Northwest Nancy Gerstner (Tassiello) - Franklin Templeton - Mid-Atlantic Michele Giangrande - T. Rowe Price - Southwest Gary Giffen - Transamerica - Northeast Jim Gilligan - Lincoln Financial Group - Southeast Jerry Giovinazzo - John Hancock Retirement - Northeast Glenn Godin - American Century Investments - Mid-Atlantic Anthony Gomez - Principal - East Josh Gomez - Lincoln Financial Group - South John Gonsior - Fidelity - Midwest Ruben Gonzalez - Janus Henderson Investors - Northeast Jason Graeb - J.P. Morgan - West Dan Graham - Principal - Southeast Evan Gray - Ascensus - West Timothy Griffith - Fidelity - East Liam Grubb - Franklin Templeton - Northeast Eric Grzejka - Sentinel Group - National Tim Guay - American Century Investments - West Marc Gueriera Jr. - PCS Retirement - Southwest Doug Hajjar - Lincoln Financial Group - Southwest Joe Hake - Columbia Threadneedle Investments - West James Hakewill - MFS Investments - Mid-Atlantic Chris Hale - The Standard - Midwest Jacob Halley - Nationwide - West Chris Halpin - The Standard - Midwest Greg Handrahan - AllianceBernstein - Midwest Scott Hankard - Ameritas - Northeast Scott Hanson - Principal - Midwest Tim Harkleroad - Amundi US - Mid-Atlantic Brooke Harrison - Principal - Southeast Scott Harrison - The Standard - Southwest Aaron Hassinger - PIMCO - East Jason Heine - Transamerica - Midwest Brandon Helms - Columbia Threadneedle Investments - Southeast Chris Helms - Columbia Threadneedle Investments - Northeast Erik Herman - The Standard - Midwest Sarah Herman - BlackRock - East Mac Hewitt - Nationwide - West Ryan Hines - John Hancock Retirement - Northeast David Hiss - John Hancock Retirement - Midwest Jean Paul (JP) Holland - Nationwide - Central Mark Homsi - Principal - East Bryson Hopkins - Lincoln Financial Group - Southeast Brian Hordichuk - The Standard - Southeast Brian Howarth - Principal - West Adam Howell - Ameritas - Midwest Lisa Hultquist - Invesco - Midwest Robert Hunt - Fidelity - East Jared Hyman - The Standard - Southeast John Iodice - Fidelity - Northeast Robert Janisko - The Standard - Mid-Atlantic John Jessee - MFS Investments - Mid-Atlantic Howard Joelson - John Hancock Retirement - West Jessica Johanson - BlackRock - Midwest Adam Johnson - John Hancock Retirement - Central Doug Johnson - John Hancock Retirement - West Eric Johnson - Nuveen - Northeast Michael Johnson - John Hancock Retirement - Southeast Epps Jones - The Standard - Southeast Eric Jones - Ameritas - Southeast Jeff Jones - Federated Hermes - Mid-Atlantic Joshua Jones - Fidelity - Central Matt Kasa - Nuveen - West Autumn Katzenmoyer - Principal - Central Brian Kearney - July Business Services - Northeast Scott Kelley - Federated Hermes - Southwest Will Kempton - Fidelity - Mid-Atlantic Nick Kennedy - Ameritas - Mid-Atlantic Kevin Keogh - MFS Investments - Southeast Rob Kerscher - Principal - Central Owen Kiernan - MFS Investments - West Jay Killgore - Ameritas - Midwest David King - John Hancock Retirement - West Mark Kirchner - Transamerica - Midwest Ashley Klein - CUNA Mutual - Midwest Shannon Knapp - John Hancock Retirement - Central Zak Koch - Franklin Templeton - Midwest Michael Konet - Transamerica - Midwest Molly Kuchan - The Standard - Northeast Kyle Kunde - Nuveen - South John Kutz - Franklin Templeton - National Kurt Lam - Transamerica - Mid-Atlantic Jared Lapham - Lincoln Financial Group - Midwest Brooks Lau - Principal - Southwest Gress Lawson - Principal - Mid-Atlantic Elice Lee - Ascensus - Midwest Robert Lee - J.P. Morgan - Mid Atlantic Ben Leger - Fidelity - West Mike Leibig - Principal - Southeast Michael Leonard - Nationwide - West Jack Levis - Fidelity - Northeast Amanda Lewis - BlackRock - Southwest Greg Libby - Fidelity - Southeast Zac Lickteig - Principal - Mid-Atlantic Scott Littlewood - The Standard - Southeast Dan Litwora - Principal - Northwest Tom Loncar - Invesco - Mid-Atlantic Daniel Long - DoubleLine - National Steve Long - Fidelity - Mid-Atlantic Mike Looney - Principal - Mid-Atlantic Ernie Lopez - MassMutual Investments - Midwest Jerry Lopez - John Hancock Retirement - Central Jennifer Love - Fidelity - West Patrick Lovett - Neuberger Berman - Northwest Sara Lowery - Nuveen - Southeast Mike Lowsley - Amundi US - Southwest Greg Lucchesi - Transamerica - Midwest Lia Lundgren - Allspring Global Investments - West Nguyet Ly - Fidelity - Southwest Tom Lyman - John Hancock Retirement - Northeast Joe Lyons - Allspring Global Investments - Southeast Aylmer Magill - John Hancock Retirement - Southeast Cara Magliocco - Allspring Global Investments - Southwest Eric Magyar - Janus Henderson Investors - Central Hayden Main - John Hancock Retirement - Midwest Scott Maney - Invesco - West Todd Mann - AllianceBernstein - Northeast Mike Manosh - Fidelity - Northeast Seth Marsters - The Standard - Northeast John Martoncik - Lincoln Financial Group - Northwest Al Mataloni - Fidelity - Midwest Todd Matlack - Invesco - Mid-Atlantic Matthew May - Fidelity - East Sean Mayo - CUNA Mutual - Southwest Chris McAvoy - T. Rowe Price - Northeast Kevin McCarthy - Ameritas - West Jennifer McConnell - July Business Services - Southeast Chris McDavid - John Hancock Retirement - West Kevin McDevitt - AmericanTCS - Central Kevin McDonough - Principal - Central Sam McGibbon - J.P. Morgan - Northwest Mary McNiff - Fidelity - Midwest Jeff Meltzer - Hartford Funds - Midwest Rich Merson - PIMCO - Northwest Scott Messmer - John Hancock Retirement - Central Logan Meyer - Nationwide - West Sam Mielnik - American Century Investments - West Eric Milano, QPFC - T. Rowe Price - Midwest Craig Miller - Franklin Templeton - National Chris Minton - Federated Hermes - Southeast Nancy Miranda - Ascensus - West Steve Mise - Ameritas - Southwest Jack Moody - AmericanTCS - West Kevin Morgan - J.P. Morgan - Southwest Todd Moriarty - Ameritas - Northwest Brian Motz - Fidelity - Midwest Frannie Mulgrew - PCS Retirement - Northwest Pat Mulquin - Lincoln Financial Group - Southwest Jennifer Mulrooney - American Century Investments - East Justin Muni - J.P. Morgan - Northeast Brian Munn - American Century Investments - Southeast Mark Murphy - Fidelity - Southwest Tim Murphy - Hartford Funds - West Francisco Navarro - Lincoln Financial Group - Southwest Tom Nawrocki - Nationwide - West Keith Neal - MFS Investments - Northeast Steve Nedl - Lincoln Financial Group - Mid-Atlantic Mark Needham - John Hancock Retirement - Northeast Matt Newdigger - Hartford Funds - West Barry Newman - Ameritas - West Yen Nguyen - Ascensus - Southwest David Norris - T. Rowe Price - Mid-Atlantic Tom O'Connell - Allspring Global Investments - Northeast Richard (Rich) Ohde - Nationwide - Central Marc Olson - The Standard - Midwest Dan O'Shea - Columbia Threadneedle Investments - Mid-Atlantic Bryan Otis - Transamerica - Midwest Kathleen Pallotta - Principal - Mid-Atlantic Ryan Pannell - Fidelity - East Dak Patel - Transamerica - Southeast Scott Pawlich - American Century Investments - Midwest Marquette Payton - Janus Henderson Investors - National Neil Pederson - Victory Capital - Central Elliott Pedrick - Amundi US - Southeast Diana Perri - July Business Services - Central Bryan Persak - Principal - Mid-Atlantic Steven Person - John Hancock Retirement - Northeast Giovanni Petronelli - T. Rowe Price - Northeast Derek Philpot - Nationwide - West Jordan Pinckney - Nationwide - East Ashley Pizer - The Standard - Southwest Taylor Pluss - Janus Henderson Investors - Southwest Joe Poduslenko - Lincoln Financial Group - Mid-Atlantic Christy Poe - American Century Investments - Midwest James Polito - Nuveen - Mid-atlantic Mark Pottle - Neuberger Berman - Southwest Corey Pride - J.P. Morgan - Southwest Dustin Pugh - Principal - Central Brandon Radach - John Hancock Retirement - Midwest Jeannie Ann Ramos - Lincoln Financial Group - Mid-Atlantic Stewart Rauchman - Lincoln Financial Group - Mid-Atlantic David Ravarino - The Standard - West Ellie Rawls - Fidelity - Northwest Charles Reichelt - John Hancock Retirement - Southeast Tim Reuling - Allspring Global Investments - Mid-Atlantic Ben Rich - Fidelity - Southeast Hannah Ritchie - Morningstar Investment Management, LLC - Mid-Atlantic Benjamin Rizzuto - Janus Henderson Investors - National John Robertson - John Hancock Retirement - Central Marta Rodriguez - J.P. Morgan - Midwest Ray Rodriguez - Fidelity - Southeast Tim Rosewicz - Federated Hermes - Midwest Brett Round - T. Rowe Price - Central Bryan Rouse - Lincoln Financial Group - Midwest Anthony Russo - MassMutual Investments - Central Bridgette Rutter - John Hancock Retirement - Midwest Adam San Juan - Ameritas - Midwest Dave Sandstead - Principal - Central Dave Sargent - Fidelity - Central Matt Savage - Morningstar Investment Management, LLC - Northeast Dan Schatz - Hartford Funds - Midwest Greg Schifko - Fidelity - East Michael Schill - RJ Investment Management - Northwest David Schlageter - Ameritas - Southeast Kyle Schmit - BlackRock - Midwest Eric Schneeman - The Standard - Midwest Chris Schutz - Transamerica - Mid-Atlantic Michael Schwanekamp - MFS Investments - Midwest Stephen Scott - PCS Retirement - Southeast Kristin Seabold - J.P. Morgan - Midwest Greg Seaver - Hartford Funds - Northeast Jenna Sellman - Amundi US - Central Kevin Shamblin - Hartford Funds - Southeast Brandon Shea - T. Rowe Price - Southeast Donny Sheinwald - Lincoln Financial Group - Mid-Atlantic Craig Shrack - The Standard - Midwest Steve Silverman - American Century Investments - Midwest Jeff Simes - Ascensus - Northeast Mick Simmons - Principal - West Chris Sleggs - PIMCO - Midwest Jay Slusher - PIMCO - Central Alison Smith - Principal - Mid-Atlantic Brian Smith - July Business Services - Midwest Jarrad Smith - Fidelity - Mid-Atlantic Jonah Smith - John Hancock Retirement - Midwest Sean Smith - PCS Retirement - National Tony Soble - The Standard - Northwest Andrew Spahr - Fidelity - Midwest Mike Sperduto - The Standard - Northeast Matt Spicer - Ascensus - Southwest Derrick Stancick - Hartford Funds - Northeast Ben Standish - The Standard - West Troy Steffen - Lincoln Financial Group - Southeast Reed Steinmann - Allspring Global Investments - Midwest Chris Stemler - CUNA Mutual - Midwest Kevin Stempin - John Hancock Retirement - Midwest Bob Sternfeld - John Hancock Retirement - Southeast Chad Stewart - John Hancock Retirement - Southeast Brian Stubbs - The Standard - Northeast Kevin Suen - Fidelity - West Kevin Sugermeyer - Nationwide - East Anthony Summers - Lincoln Financial Group - Midwest James Swartz - John Hancock Retirement - West Joe Tabella - Principal - Central Shane Tatum - Fidelity - Southwest Kevin Teague - Fidelity - Midwest Mike Thomas - Lincoln Financial Group - South Edward Thurmond - John Hancock Retirement - Southeast Frank Tighe - American Century Investments - South Chris Tingley - Nationwide - Central Matthew Tollison - Neuberger Berman - Southeast Benjamin Travers - J.P. Morgan - Northwest Byron Treichler - Fidelity - West Rhonda Troszak - The Standard - Northeast John Tuite - Fidelity - Southwest Eric Turner - Principal - Central Andy Tyndall - MFS Investments - Southwest Sasha Underwood - Lincoln Financial Group - Central John Uricchio - Victory Capital - East Alan Valenca, CFP®, CIMA® - T. Rowe Price - Northeast Dustin Van Atta - Nationwide - Central Matt Van Egeren - John Hancock Retirement - Midwest Bas Van Rhee - Ascensus - Midwest Matt Vanaman - PIMCO - Mid-Atlantic Raul Vargas - Nationwide - East Jason Vargovchik - Morningstar Investment Management, LLC - Central William (Bill) Vassas - Nationwide - East Brad Vaughan - T. Rowe Price - Northwest Art Villar - BlackRock - West Erin Vollmuth - BlackRock - Mid-Atlantic Lauren Wagner (Gear) - Fidelity - Southeast Bryan Waites - CUNA Mutual - Southeast Scott Ward - John Hancock Retirement - Northeast Lindsay Warrington - John Hancock Retirement - Mid-Atlantic Dave Waters - Franklin Templeton - Central Jeff Weaver - J.P. Morgan - Southeast Paul Webb - MassMutual Investments - Northeast Brad Weber - The Standard - West Chris Weekley - The Standard - Southeast Ken Weida - Ascensus - West Treye Weilbacher - John Hancock Retirement - Central Jerrod Weiss - AmericanTCS - East Sam Weiss - PCS Retirement - Southeast Scott Wendling - J.P. Morgan - Mid-Atlantic Tina White - Franklin Templeton - Northwest Tim White, CFP® - T. Rowe Price - Midwest Ashley Whitney - Morningstar Investment Management, LLC - West Barbara Wilderman - John Hancock Retirement - Southeast Douglas Williams - MFS Investments - Midwest George Williams - Nationwide - West Jessica Wilson - Franklin Templeton - Southwest Mike Wind - John Hancock Retirement - Northeast Andy Winn - T. Rowe Price - Southwest Aaron Wiseman - Lincoln Financial Group - Midwest Jim Wojciak - Federated Hermes - Northeast Chris Wolfe - The Standard - Northwest Linsi Wolfe - Ascensus - Northwest John Wood - John Hancock Retirement - Central Isaac Wood - Nationwide - Central Jason Wroblewski - Ascensus - Midwest Michele Wyatt - Lincoln Financial Group - Northeast Jason Yepko - John Hancock Retirement - Southeast Paul Yossem - Nationwide - West Martin (MJ) Zayac - AllianceBernstein - Southeast Jill Zeleznik - PCS Retirement - Midwest Dan Zibaitis - John Hancock Retirement - Northeast Diana Zubrowski - Lincoln Financial Group - Southeast Matthew (Matt) Zusel - Nationwide - Central
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