View Previous Lists View the 2023 Allied Advisors 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 Investment Management - Andrew Brosco Central - T. Rowe Price - Ryan Burcham Central - John Hancock - Blake Burkett Central - Fidelity Investments - Ryan Butt Central - John Hancock - Bill Cartwright Central - Fidelity Investments - Brook Cox Central - Transamerica - Travis Cox Central - American Century Investments - Jesse Daniels Central - Invesco - Michael Demler Central - John Hancock - Matt Deno Central - John Hancock - David Dickens Central - Fidelity Investments - Laura Ennis Central - Franklin Templeton - Ryan Griffin Central - Morningstar Investment Management - Andrew Hudson Central - John Hancock - Adam Johnson Central - Fidelity Investments - Joshua Jones Central - Principal - Autumn Katzenmoyer Central - DoubleLine - Daniel Long Central - John Hancock - Jerry Lopez Central - Principal - Kevin McDonough Central - John Hancock - Scott Messmer Central - PGIM - Tim Movido Central - Victory Capital - Neil Pederson Central - Principal - Dustin Pugh Central - John Hancock - John Robertson Central - Federated Hermes - Tim Rosewicz Central - T. Rowe Price - Brett Round Central - MassMutual Investments - Anthony Russo Central - MassMutual Stable Value Investments - Michael Seibert Central - American Century Investments - Steven Silverman Central - PIMCO - Jay Slusher Central - Principal - Joe Tabella Central - Principal - Eric Turner Central - Lincoln Financial Group - Sasha Underwood Central - John Hancock - Treye Weilbacher Central - Nationwide Insurance - Doug Allen Central - Nationwide Insurance - Rich Ohde Central - Nationwide Insurance - Rita Taylor Central - Nationwide Insurance - Chris Tingley Central - Nationwide Insurance - Dustin Van Atta Central - Nationwide Insurance - Raul Vargas Central - Nationwide Insurance - Isaac Wood Central - Nationwide Insurance - Matt Zusel Doucette - Ascensus - Marc Doucette East - Fidelity Investments - Timothy Griffith East - MassMutual Stable Value Investments - Todd Howard East - Fidelity Investments - Matthew May East - Fidelity Investments - Ryan Pannell East - Fidelity Investments - Greg Schifko East - Victory Capital - John Uricchio East - Nationwide Insurance - Jason Bowen East - Nationwide Insurance - Joe Broderick East - Nationwide Insurance - Mike Butler East - Nationwide Insurance - David Castina East - Nationwide Insurance - Chris Greene East - Nationwide Insurance - Jordan Pickney East - Nationwide Insurance - Bill Vassas Metro NY - Fidelity Investments - Steve Bae Metro NY - Principal - Michael Borrelli Metro NY - Fidelity Investments - Jamie Lagarce Metro NY - Invesco - Thomas Loncar Metro NY - Principal - Alison Smith Metro NY - John Hancock Investment Management - Lindsay Warrington Metro NYC - Lincoln Financial Group - Stewart Rauchman Mid Atlantic - Ameritas Retirement Plans - Ben Fisher Mid Atlantic - The Standard - Mathew Nesbit Mid Atlantic - DoubleLine - Mike Ryan Mid -Atlantic - Fidelity Investments - Jarrad Smith Mid Market - John Hancock - Jarrett Berry Mid Market - John Hancock - Dan Dodillet Mid Market - John Hancock - Daniel Fratalia Mid Market - John Hancock - DeCoud Karen Mid Market - John Hancock - Shannon Lee Knapp Mid-Atlantic - Franklin Templeton - Michael Andrulis Mid-Atlantic - Lincoln Financial Group - Brian Bakowski Mid-Atlantic - J.P. Morgan - Shaun Bromley Mid-Atlantic - T. Rowe Price - Shane Conceicao Mid-Atlantic - Lincoln Financial Group - Tim Curran Mid-Atlantic - Lincoln Financial Group - Denise D'Antuono Mid-Atlantic - Fidelity Investments - Jim Dowling Mid-Atlantic - PCS Retirement - Andrew Frangos Mid-Atlantic - PCS Retirement - Patrick Gano Mid-Atlantic - Franklin Templeton - Nancy Gerstner Mid-Atlantic - Amundi US - Tim Harkleroad Mid-Atlantic - MFS Investment Management - John Jessee Mid-Atlantic - Federated Hermes - Jeff Jones Mid-Atlantic - Transamerica - Kurt Lam Mid-Atlantic - J.P. Morgan Asset Management - Robert Lee Mid-Atlantic - Principal - Zachary Lickteig Mid-Atlantic - Fidelity Investments - Steve Long Mid-Atlantic - T. Rowe Price - Tom Masteller Mid-Atlantic - Invesco - Todd Matlack Mid-Atlantic - Ascensus - Michael Moschetta Mid-Atlantic - T. Rowe Price - Mike Nanz Mid-Atlantic - T. Rowe Price - David Norris Mid-Atlantic - Principal - Bryan Persak Mid-Atlantic - Principal - Chris Persak Mid-Atlantic - Lincoln Financial Group - Joe Poduslenko Mid-atlantic - Nuveen - James Polito Mid-Atlantic - T. Rowe Price - Jannie Ann Ramos Mid-Atlantic - Allspring Global Investments - Tim Reuling Mid-Atlantic - Morningstar Investment Management - Hannah Ritchie Mid-Atlantic - BlackRock - Dave Sargent Mid-Atlantic - Transamerica - Chris Schutz Mid-Atlantic - T. Rowe Price - Kevin Shamblin Mid-Atlantic - T. Rowe Price - Bryan Shaughness Mid-Atlantic - Lincoln Financial Group - Donny Sheinwald Mid-Atlantic - PIMCO - Matt Vanaman Midwest - The Standard - Graham Adams Midwest - Ascensus - Hockman Andy Midwest - John Hancock - Nicholas Barcelona Midwest - The Standard - Doug Beardslee Midwest - Transamerica - Brian Billmeier Midwest - John Hancock - Ben Bruetsch Midwest - Lincoln Financial Group - Pete Carlson Midwest - J.P. Morgan Asset Management - Nick Carpas Midwest - John Hancock - Jim Colby Midwest - J.P. Morgan Asset Management - Marc Cornell Midwest - Lincoln Financial Group - Marty Cozzi Midwest - J.P. Morgan Asset Management - Philip Doetsch Midwest - T. Rowe Price - Laura Durkin Midwest - T. Rowe Price - Alex Eaton Midwest - Ascensus - Eriksen Rick Midwest - Franklin Templeton - Daniel Florina Midwest - The Standard - David Foley Midwest - The Standard - Eric Fox Midwest - Principal - Scott Fraungruber Midwest - Principal - Andrew Garcia Midwest - T. Rowe Price - Travis Gavinski Midwest - Fidelity Investments - John Gonsior Midwest - Lincoln Financial Group - Josh Greisen Midwest - Lincoln Financial Group - Chris Hale Midwest - AllianceBernstein - Greg Handrahan Midwest - PIMCO - Aaron Hassinger Midwest - Transamerica - Jason Heine Midwest - John Hancock - David Hiss Midwest - John Hancock - Bryan Hosko Midwest - Ameritas Retirement Plans - Dawn Hotop Midwest - Ameritas Retirement Plans - Adam Howell Midwest - Invesco - Lisa Hultquist Midwest - Columbia Threadneedle Investments - Anthony Johnson Midwest - Ameritas Retirement Plans - Jay Killgore Midwest - Principal - Troy King Midwest - Transamerica - Mark Kirchner Midwest - Transamerica - Mike Konet Midwest - The Standard - Lauren Davi Midwest - Ascensus - Elice Lee Midwest - MassMutual Investments - Ernie Lopez Midwest - Neuberger Berman - Patrick Lovett Midwest - Transamerica - Greg Lucchesi Midwest - Janus Henderson - Eric Magyar Midwest - John Hancock - Hayden Main Midwest - Fidelity Investments - Al Mataloni Midwest - Fidelity Investments - Mary McNiff Midwest - Hartford Funds - Jeff Meltzer Midwest - T. Rowe Price - Eric Milano Midwest - T. Rowe Price - Lindsay Moody Midwest - Principal - Josh Mortenson Midwest - Fidelity Investments - Brian Motz Midwest - Transamerica - Lizzie Moye Midwest - The Standard - Marc Olson Midwest - Transamerica - Bryan Otis Midwest - Morningstar Investment Management - Tony Perrin Midwest - T. Rowe Price - Matt Petersen Midwest - John Hancock Investment Management - Brandon Radach Midwest - T. Rowe Price - Tony Robke Midwest - J.P. Morgan - Marta Rodriguez Midwest - Lincoln Financial Group - Bryan Rouse Midwest - John Hancock - Bridgette Rutter Midwest - Ameritas Retirement Plans - Adam San Juan Midwest - BlackRock - Kyle Schmit Midwest - The Standard - Eric Schneeman Midwest - MFS Investment Management - Mike Schwanekamp Midwest - J.P. Morgan Asset Management - Kristin Seabold Midwest - Amundi US - Jenna Sellman Midwest - The Standard - Craig Shrack Midwest - PIMCO - Chris Sleggs Midwest - John Hancock - Jonah Smith Midwest - Fidelity Investments - Andrew Spahr Midwest - J.P. Morgan - Jamie Spenthoff Midwest - Allspring Global Investments - Reed Steinmann Midwest - John Hancock - Kevin Stempin Midwest - Lincoln Financial Group - Anthony Summers Midwest - Fidelity Investments - Kevin Teague Midwest - Ascensus - Bas Van Rhee Midwest - T. Rowe Price - Tim White Midwest - MFS Investment Management - Doug Williams Midwest - Lincoln Financial Group - Aaron Wiseman Midwest - Lincoln Financial Group - John Wood Midwest - Ascensus - Jason Wroblewski Midwest - PCS Retirement - Jill Zeleznik Mid-West - Franklin Templeton - Dave Waters Midwest - BlackRock - Jessica Johanson National - Invesco - Michelle Alva National - Morningstar Investment Management - Fran Anello National - Spectrum Pension Consultants - Kate Bartolome National - Sentinel Group - Jerry Cicalese National - Spectrum Pension Consultants - Yannis Koumantaros National - Spectrum Pension Consultants - Brian Lamb National - Morningstar Investment Management - Madeline Rapp National - Spectrum Pension Consultants - Chad Ridgway National - GROUPIRA, Inc. - Sierra Shefferly National - Neuberger Berman - Kyle Trombley National - GROUPIRA, Inc. - Jaime Unkel National - J.P. Morgan Asset Management - Edgar Utset National - J.P. Morgan Asset Management - Susan Weeks National - J.P. Morgan Asset Management - Karen Zander National - PCS Retirement - Chad Azara National - PCS Retirement - Matthew Drummond National - PCS Retirement - Max Halberstadt National - PCS Retirement - Sean Smith National - PCS Retirement - Ben Trujillo North Central - Ameritas Retirement Plans - David Paetz Northeast - American Century Investments - Bobby Allen Northeast - J.P. Morgan - Omar Aridi Northeast - BlackRock - Chris Athens Northeast - Lincoln Financial Group - Charlie Bannon Northeast - Transamerica - Jeff Beauregard Northeast - Amundi US - Chris Bilello Northeast - Neuberger Berman - Marcie Blanco Northeast - John Hancock - Matt Bodnar Northeast - T. Rowe Price - Sally Bowen Northeast - John Hancock - Chris Britt Northeast - Transamerica - Frank Castellvi Northeast - PCS Retirement - Connor Castro Northeast - PIMCO - Marty Courage Northeast - Transamerica - Chris DeVito Northeast - Invesco - Robert Duffey Northeast - The Standard - Robert Edgar Northeast - Fidelity Investments - Allen Ehling Northeast - T. Rowe Price - Monica Elvira Northeast - John Hancock Investment Management - Ryan Fay Northeast - PCS Retirement - Sam Feirson Northeast - Lincoln Financial Group - Matt Fessler Northeast - Lincoln Financial Group - Nick Fox Northeast - J.P. Morgan - Tim Gannon Northeast - Ameritas Retirement Plans - Brian Gazawie Northeast - Nuveen - Gary Giffen Northeast - John Hancock - Jerry Giovinazzo Northeast - American Century Investments - Glenn Godin Northeast - Franklin Templeton - Liam Grubb Northeast - Sentinel Group - Eric Grzejka Northeast - MFS Investment Management - Jim Hakewill Northeast - Ameritas Retirement Plans - Scott Hankard Northeast - John Hancock - Ryan Hines Northeast - Principal - Mark Homsi Northeast - Fidelity Investments - Bob Hunt Northeast - DoubleLine - John Hussey Northeast - T. Rowe Price - Dave Kasparian Northeast - The Standard - Molly Kuchan Northeast - Fidelity Investments - Jack Levis Northeast - John Hancock - Thomas Lyman Northeast - AllianceBernstein - Todd Mann Northeast - Fidelity Investments - Mike Manosh Northeast - The Standard - Seth Marsters Northeast - Transamerica - Travis Matthews Northeast - T. Rowe Price - Chris McAvoy Northeast - T. Rowe Price - Jordan McClain Northeast - T. Rowe Price - Jeff Mosco Northeast - American Century Investments - Jen Mulrooney Northeast - J.P. Morgan Asset Management - Justin Muni Northeast - MFS Investment Management - Keith Neal Northeast - John Hancock - Mark Needham Northeast - Allspring Global Investments - Tom O'Connell Northeast - Columbia Threadneedle Investments - Dan O'Shea Northeast - John Hancock - Steve Person Northeast - PGIM - Ryan Quinn Northeast - John Hancock - Michael Roth Wind Northeast - Franklin Templeton - Devin Russell Northeast - Raymond James Investment Management - Michael Schill Northeast - Ascensus - Jeff Simes Northeast - The Standard - Mike Sperduto Northeast - Federated Hermes - Derrick Stancick Northeast - The Standard - Brian Stubbs Northeast - The Standard - Rhonda Troszak Northeast - T. Rowe Price - Alan Valenca Northeast - BlackRock - Erin Vollmuth Northeast - John Hancock - Scott Ward Northeast - Hartford Funds - Jeremy Watts Northeast - MassMutual Investments - Paul Webb Northeast - J.P. Morgan Asset Management - Scott Wendling Northeast - Lincoln Financial Group - Michele Wyatt Northeast - John Hancock - Daniel Zibaitis Northeast, Southeast, Mid-Atlantic - Janus Henderson - Ruben Gonzalez Northwest - BlackRock - Kelli Beauregard Northwest - Principal - Deena Bell Northwest - Fidelity Investments - Rachael Brumund Northwest - Morningstar Investment Management - Murray Cleaner Northwest - T. Rowe Price - Joe Culhane Northwest - The Standard - Travis Fossati Northwest - MFS Investment Management - Owen Kiernan Northwest - Lincoln Financial Group - John Martoncik Northwest - Transamerica - Jonathan McClain Northwest - J.P. Morgan Asset Management - Sam McGibbon Northwest - PIMCO - Rich Merson Northwest - T. Rowe Price - Shane Morales Northwest - Ameritas Retirement Plans - Todd Moriarty Northwest - Fidelity Investments - Ellie Rawls Northwest - Ascensus - Trent Schrader Northwest - T. Rowe Price - Bill Stetka Northwest - PCS Retirement - Tim Struck Northwest - T. Rowe Price - Brad Vaughan Northwest - The Standard - Chris Wolfe Northwest, Southwest, West - Janus Henderson - Taylor Pluss Pacific - John Hancock - Christopher Bradford Pacific - John Hancock - Angelo Cabral Pacific - John Hancock - Zachary Carstensen Pacific - John Hancock - Gary Anthony DiLoreto Pacific - John Hancock - David Eliopulos Pacific - John Hancock - Brenna Gould Pacific - John Hancock - Howard Joelson Pacific - John Hancock - Doug Johnson Pacific - John Hancock - David King Pacific - John Hancock - Chris McDavid Pacific - John Hancock - James Michael Swartz Pacific - John Hancock - Michael Woomer South - Lincoln Financial Group - Tanya Barron South - Transamerica - Jason Bouldin South - Lincoln Financial Group - Josh Gomez South - Nuveen - Kyle Kunde South - Lincoln Financial Group - Mike Thomas South - Lincoln Financial Group - Nick Verburgt South East - John Hancock - Corey Atturio South East - John Hancock - Dennis Beaudet South East - John Hancock - Bruce Cobey South East - John Hancock - Austin Erickson South East - John Hancock - Bob Forbes South East - John Hancock - Michael Johnson South East - John Hancock - Charles Reichelt South East - John Hancock - Bob Sternfeld South East - John Hancock - Chad Stewart South East - John Hancock - Edward T Thurmond Southeast - Lincoln Financial Group - Audra Barbour Southeast - BlackRock - Matt Bartch Southeast - PIMCO - Diego Betancourt Southeast - Invesco - Joshua Binford Southeast - Principal - Bradford Boney Southeast - Raymond James Investment Management - Brett Burkhalter Southeast - T. Rowe Price - Jason Butler Southeast - J.P. Morgan Asset Management - Scott Caloway Southeast - T. Rowe Price - Brandon Campbell Southeast - Franklin Templeton - Mark Conroy Southeast - J.P. Morgan Asset Management - Rob Couzzo Southeast - MassMutual Investments - Andy Cunningham Southeast - Sentinel Group - Dennis Davis Southeast - J.P. Morgan Asset Management - Kilie Donohue Southeast - T. Rowe Price - Joe Edmonds Southeast - Ameritas Retirement Plans - Drew Fairley Southeast - Ascensus - Farber Mike Southeast - Morningstar Investment Management - Matt Ferullo Southeast - Principal - Dan Graham Southeast - Hartford Funds - Tom Grasso Southeast - Transamerica - Mark Hamilton Southeast - Columbia Threadneedle Investments - Brandon Helms Southeast - Lincoln Financial Group - Bryson Hopkins Southeast - The Standard - Brian Hordichuk Southeast - The Standard - Jared Hyman Southeast - T. Rowe Price - Rob Ireland Southeast - The Standard - James Gilligan Southeast - Ameritas Retirement Plans - Eric Jones Southeast - MFS Investment Management - Kevin Keogh Southeast - Transamerica - Andy Larsen Southeast - Principal - Michael Leibig Southeast - Fidelity Investments - Greg Libby Southeast - DoubleLine - Jameson Love Southeast - Nuveen - Sara Lowery Southeast - Allspring Global Investments - Joe Lyons Southeast - John Hancock Investment Management - Aylmer Magill Southeast - Lincoln Financial Group - Jim McCrory Southeast - Federated Hermes - Chris Minton Southeast - American Century Investments - Brian Munn Southeast - Amundi US - Elliott Pedrick Southeast - PGIM - Jeff Petersen Southeast - Fidelity Investments - Ben Rich Southeast - T. Rowe Price - Mark Robinson Southeast - Franklin Templeton - Michael Rock Southeast - Fidelity Investments - Ray Rodriguez Southeast - Ameritas Retirement Plans - David Schlageter Southeast - T. Rowe Price - Doug Shannon Southeast - T. Rowe Price - Brandon Shea Southeast - Transamerica - Ross Sims Southeast - Lincoln Financial Group - Troy Steffen Southeast - American Century Investments - Frank Tighe Southeast - Neuberger Berman - Matthew Tollison Southeast - Fidelity Investments - Lauren Wagner Southeast - T. Rowe Price - Jay Walther Southeast - J.P. Morgan - Jeff Weaver Southeast - The Standard - Chris Weekley Southeast - PCS Retirement - Sam Weiss Southeast - The Standard - Kevin White Southeast - T. Rowe Price - Don Worden Southeast - AllianceBernstein - MJ Zayac Southeast - Lincoln Financial Group - Diana Zubrowski Southwest - The Standard - Shannon Birkes Southwest - T. Rowe Price - Keith Blackmon Southwest - Fidelity Investments - Katelyn Boone Southwest - J.P. Morgan Asset Management - Jennifer Brockwell Southwest - T. Rowe Price - Dayla Cabeza de Vaca Southwest - The Standard - Randy Cater Southwest - PCS Retirement - Jon Clark Southwest - PIMCO - Matt DeMarco Southwest - Franklin Templeton - Angela DeRubertis Southwest - Principal - Jenny Dodson Southwest - Ameritas Retirement Plans - 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 - PGIM - Steve Krauszer Southwest - T. Rowe Price - Heidi Lapham Southwest - Principal - Brooks Lau Southwest - BlackRock - Amanda Lewis Southwest - Amundi US - Mike Lowsley Southwest - Fidelity Investments - Nguyet Ly Southwest - Allspring Global Investments - Cara Magliocco Southwest - J.P. Morgan Asset Management - Skyler Minery Southwest - Ameritas Retirement Plans - Steve Mise Southwest - J.P. Morgan - Kevin Morgan Southwest - Lincoln Financial Group - Pat Mulquin Southwest - Fidelity Investments - Mark Murphy Southwest - Ascensus - Yen Nguyen Southwest - Lincoln Financial Group - Ryan Noto Southwest - The Standard - Ashley Pizer Southwest - T. Rowe Price - Corey Pride Southwest - T. Rowe Price - Matt Spicer Southwest - Fidelity Investments - Shane Tatum Southwest - Fidelity Investments - John Tuite Southwest - MFS Investment Management - Andy Tyndall Southwest - Morningstar Investment Management - Jason Vargovchik Southwest - BlackRock - Art Villar Southwest - T. Rowe Price - Andy Winn Soutwest - Neuberger Berman - Mark Pottle Taft Hartley - John Hancock - Mary Kate (Katie) Bailey Taft Hartley - John Hancock - William Evans West - Amundi US - Jeffrey Abelli West - Transamerica - Scott Adams West - John Hancock Investment Management - Derrick Amey West - Transamerica - Sebastian Aza West - J.P. Morgan - Staci Baker West - Franklin Templeton - Venia Balitsky West - Franklin Templeton - Matthew Beaulieu West - Fidelity Investments - Paul Burris West - Fidelity Investments - Travis Campbell West - Transamerica - Chris Castro West - Victory Capital - Kevin Crotsley West - Nationwide Insurance - Bailey Domer West - MFS Investment Management - Christopher Donnager West - AllianceBernstein - Mark Feeney West - Transamerica - Brett Galllinger West - T. Rowe Price - Henry Giano West - J.P. Morgan Asset Management - Jason Graeb West - American Century Investments - Tim Guay West - Columbia Threadneedle Investments - Joe Hake West - Principal - Brian Howarth West - PGIM - Chuck Johnson West - Nuveen - Matt Kasa West - Federated Hermes - Scott Kelley West - T. Rowe Price - Ken Krell West - Fidelity Investments - Ben Leger West - Fidelity Investments - Jennifer Love West - Allspring Global Investments - Lia Lundgren West - T. Rowe Price - Peter Lush West - Invesco - Scott Maney West - Ameritas Retirement Plans - Kevin McCarthy West - Ascensus - Miranda Nancy West - Ameritas Retirement Plans - Barry Newman West - MassMutual Stable Value Investments - Nick Rago West - Lincoln Financial Group - David Ravarino West - The Standard - Stephen Schaefer West - The Standard - Ben Standish West - T. Rowe Price - Mike Staples West - Fidelity Investments - Kevin Suen West - T. Rowe Price - Kevin Tessmer West - J.P. Morgan - Ben Travers West - Fidelity Investments - Byron Treichler West - T. Rowe Price - Scott Waterman West - The Standard - Brad Weber West - Franklin Templeton - Tina White West - Morningstar Investment Management - Ashley Whitney West - Nationwide Insurance - Paul Yossem West - Nationwide Insurance - Bob Eviston West - Nationwide Insurance - Jonathan Fry West - Nationwide Insurance - Jacob Halley West - Nationwide Insurance - Mac Hewitt West - Nationwide Insurance - Michael Leonard West - MassMutual Investments - Danielle McDonald West - Nationwide Insurance - Logan Meyer West - Nationwide Insurance - Tom Nawrocki West - Nationwide Insurance - Derek Philpot Company AllianceBernstein - West - Mark Feeney AllianceBernstein - Midwest - Greg Handrahan AllianceBernstein - Northeast - Todd Mann AllianceBernstein - Southeast - 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 - Central - Jesse Daniels American Century Investments - Northeast - Glenn Godin American Century Investments - West - Tim Guay American Century Investments - Northeast - Jen Mulrooney American Century Investments - Southeast - Brian Munn American Century Investments - Central - Steven Silverman American Century Investments - Southeast - Frank Tighe Ameritas Retirement Plans - Southeast - Drew Fairley Ameritas Retirement Plans - Mid Atlantic - Ben Fisher Ameritas Retirement Plans - Southwest - Ayla Galeyeva Ameritas Retirement Plans - Northeast - Brian Gazawie Ameritas Retirement Plans - Northeast - Scott Hankard Ameritas Retirement Plans - Midwest - Dawn Hotop Ameritas Retirement Plans - Midwest - Adam Howell Ameritas Retirement Plans - Southeast - Eric Jones Ameritas Retirement Plans - Midwest - Jay Killgore Ameritas Retirement Plans - West - Kevin McCarthy Ameritas Retirement Plans - Southwest - Steve Mise Ameritas Retirement Plans - Northwest - Todd Moriarty Ameritas Retirement Plans - West - Barry Newman Ameritas Retirement Plans - North Central - David Paetz Ameritas Retirement Plans - Midwest - Adam San Juan Ameritas Retirement Plans - 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 - Midwest - Jenna Sellman Ascensus - Midwest - Hockman Andy Ascensus - Doucette - Marc Doucette Ascensus - Midwest - Rick Eriksen Ascensus - Southeast - Mike Farber Ascensus - Midwest - Elice Lee Ascensus - West - Nancy Miranda Ascensus - Mid-Atlantic - Michael Moschetta Ascensus - Southwest - Yen Nguyen Ascensus - Northwest - Trent Schrader Ascensus - Northeast - Jeff Simes Ascensus - Midwest - Bas Van Rhee Ascensus - Midwest - Jason Wroblewski BlackRock - Northeast - Chris Athens BlackRock - Southeast - Matt Bartch BlackRock - Northwest - Kelli Beauregard BlackRock - Midwest - Jessica Johanson BlackRock - Southwest - Amanda Lewis BlackRock - Mid-Atlantic - Dave Sargent BlackRock - Midwest - Kyle Schmit BlackRock - Southwest - Art Villar BlackRock - Northeast - Erin Vollmuth Columbia Threadneedle Investments - West - Joe Hake Columbia Threadneedle Investments - Southeast - Brandon Helms Columbia Threadneedle Investments - Midwest - Anthony Johnson Columbia Threadneedle Investments - Northeast - Dan O'Shea DoubleLine - Northeast - John Hussey DoubleLine - Central - Daniel Long DoubleLine - Southeast - Jameson Love DoubleLine - Mid Atlantic - Mike Ryan Federated Hermes - Mid-Atlantic - Jeff Jones Federated Hermes - West - Scott Kelley Federated Hermes - Southeast - Chris Minton Federated Hermes - Central - Tim Rosewicz Federated Hermes - Northeast - Derrick Stancick Fidelity Investments - Metro NY - Steve Bae Fidelity Investments - Southwest - Katelyn Boone Fidelity Investments - Northwest - Rachael Brumund Fidelity Investments - West - Paul Burris Fidelity Investments - Central - Ryan Butt Fidelity Investments - West - Travis Campbell Fidelity Investments - Central - Brook Cox Fidelity Investments - Mid-Atlantic - Jim Dowling Fidelity Investments - Northeast - Allen Ehling Fidelity Investments - Central - Laura Ennis Fidelity Investments - Midwest - John Gonsior Fidelity Investments - East - Timothy Griffith Fidelity Investments - Northeast - Bob Hunt Fidelity Investments - Central - Joshua Jones Fidelity Investments - Metro NY - Jamie Lagarce Fidelity Investments - West - Ben Leger Fidelity Investments - Northeast - Jack Levis Fidelity Investments - Southeast - Greg Libby Fidelity Investments - Mid-Atlantic - Steve Long Fidelity Investments - West - Jennifer Love Fidelity Investments - Southwest - Nguyet Ly Fidelity Investments - Northeast - Mike Manosh Fidelity Investments - Midwest - Al Mataloni Fidelity Investments - East - Matthew May Fidelity Investments - Midwest - Mary McNiff Fidelity Investments - Midwest - Brian Motz Fidelity Investments - Southwest - Mark Murphy Fidelity Investments - East - Ryan Pannell Fidelity Investments - Northwest - Ellie Rawls Fidelity Investments - Southeast - Ben Rich Fidelity Investments - Southeast - Ray Rodriguez Fidelity Investments - East - Greg Schifko Fidelity Investments - Mid -Atlantic - Jarrad Smith Fidelity Investments - Midwest - Andrew Spahr Fidelity Investments - West - Kevin Suen Fidelity Investments - Southwest - Shane Tatum Fidelity Investments - Midwest - Kevin Teague Fidelity Investments - West - Byron Treichler Fidelity Investments - Southwest - John Tuite Fidelity Investments - Southeast - Lauren Wagner Franklin Templeton - Mid-Atlantic - Michael Andrulis Franklin Templeton - West - Venia Balitsky Franklin Templeton - West - Matthew Beaulieu Franklin Templeton - Southeast - Mark Conroy Franklin Templeton - Southwest - Angela DeRubertis Franklin Templeton - Midwest - Daniel Florina Franklin Templeton - Mid-Atlantic - Nancy Gerstner Franklin Templeton - Central - Ryan Griffin Franklin Templeton - Northeast - Liam Grubb Franklin Templeton - Southeast - Michael Rock Franklin Templeton - Northeast - Devin Russell Franklin Templeton - Mid-West - Dave Waters Franklin Templeton - West - Tina White GROUPIRA, Inc. - National - Sierra Shefferly GROUPIRA, Inc. - National - Jaime Unkel Hartford Funds - Southeast - Tom Grasso Hartford Funds - Midwest - Jeff Meltzer Hartford Funds - Northeast - Jeremy Watts Invesco - National - Michelle Alva Invesco - Southeast - Joshua Binford Invesco - Central - Michael Demler Invesco - Northeast - Robert Duffey Invesco - Midwest - Lisa Hultquist Invesco - Metro NY - Thomas 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 - Mid-Atlantic - Shaun Bromley J.P. Morgan - Northeast - Tim Gannon J.P. Morgan - Southwest - Kevin Morgan J.P. Morgan - Midwest - Marta Rodriguez J.P. Morgan - Midwest - Jamie Spenthoff J.P. Morgan - West - Ben Travers J.P. Morgan - Southeast - Jeff Weaver J.P. Morgan Asset Management - Southwest - Jennifer Brockwell J.P. Morgan Asset Management - Southeast - Scott Caloway J.P. Morgan Asset Management - Midwest - Nick Carpas J.P. Morgan Asset Management - Midwest - Marc Cornell J.P. Morgan Asset Management - Southeast - Rob Couzzo J.P. Morgan Asset Management - Midwest - Philip Doetsch J.P. Morgan Asset Management - Southeast - Kilie Donohue J.P. Morgan Asset Management - West - Jason Graeb J.P. Morgan Asset Management - Mid-Atlantic - Robert Lee J.P. Morgan Asset Management - Northwest - Sam McGibbon J.P. Morgan Asset Management - Southwest - Skyler Minery J.P. Morgan Asset Management - Northeast - Justin Muni J.P. Morgan Asset Management - Midwest - Kristin Seabold J.P. Morgan Asset Management - National - Edgar Utset J.P. Morgan Asset Management - National - Susan Weeks J.P. Morgan Asset Management - Northeast - Scott Wendling J.P. Morgan Asset Management - National - Karen Zander Janus Henderson - Northeast, Southeast, Mid-Atlantic - Ruben Gonzalez Janus Henderson - Midwest - Eric Magyar Janus Henderson - Northwest, Southwest, West - Taylor Pluss John Hancock - South East - Corey Atturio John Hancock - Taft Hartley - Mary Kate (Katie) Bailey John Hancock - Midwest - Nicholas Barcelona John Hancock - South East - Dennis Beaudet John Hancock - Mid Market - Jarrett Berry John Hancock - Northeast - Matt Bodnar John Hancock - Pacific - Christopher Bradford John Hancock - Northeast - Chris Britt John Hancock - Midwest - Ben Bruetsch John Hancock - Central - Blake Burkett John Hancock - Pacific - Angelo Cabral John Hancock - Pacific - Zachary Carstensen John Hancock - Central - Bill Cartwright John Hancock - South East - Bruce Cobey John Hancock - Midwest - Jim Colby John Hancock - Central - Matt Deno John Hancock - Central - David Dickens John Hancock - Pacific - Gary Anthony DiLoreto John Hancock - Mid Market - Dan Dodillet John Hancock - Pacific - David Eliopulos John Hancock - South East - Austin Erickson John Hancock - Taft Hartley - William Evans John Hancock - South East - Bob Forbes John Hancock - Mid Market - Daniel Fratalia John Hancock - Northeast - Jerry Giovinazzo John Hancock - Pacific - Brenna Gould John Hancock - Northeast - Ryan Hines John Hancock - Midwest - David Hiss John Hancock - Midwest - Bryan Hosko John Hancock - Pacific - Howard Joelson John Hancock - Central - Adam Johnson John Hancock - Pacific - Doug Johnson John Hancock - South East - Michael Johnson John Hancock - Mid Market - DeCoud Karen John Hancock - Pacific - David King John Hancock - Mid Market - Shannon Lee Knapp John Hancock - Central - Jerry Lopez John Hancock - Northeast - Thomas Lyman John Hancock - Midwest - Hayden Main John Hancock - Pacific - Chris McDavid John Hancock - Central - Scott Messmer John Hancock - Northeast - Mark Needham John Hancock - Northeast - Steve Person John Hancock - South East - Charles Reichelt John Hancock - Central - John Robertson John Hancock - Northeast - Michael Roth Wind John Hancock - Midwest - Bridgette Rutter John Hancock - Midwest - Jonah Smith John Hancock - Midwest - Kevin Stempin John Hancock - South East - Bob Sternfeld John Hancock - South East - Chad Stewart John Hancock - Pacific - James Michael Swartz John Hancock - South East - Edward T Thurmond John Hancock - Northeast - Scott Ward John Hancock - Central - Treye Weilbacher John Hancock - Pacific - Michael Woomer John Hancock - Northeast - Daniel Zibaitis 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 Lincoln Financial Group - Mid-Atlantic - Brian Bakowski Lincoln Financial Group - Northeast - Charlie Bannon Lincoln Financial Group - Southeast - Audra Barbour Lincoln Financial Group - South - Tanya Barron 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 - Northeast - Matt Fessler Lincoln Financial Group - Northeast - Nick Fox Lincoln Financial Group - South - Josh Gomez Lincoln Financial Group - Midwest - Josh Greisen Lincoln Financial Group - Southwest - Doug Hajjar Lincoln Financial Group - Midwest - Chris Hale Lincoln Financial Group - Southeast - Bryson Hopkins Lincoln Financial Group - Northwest - John Martoncik Lincoln Financial Group - Southeast - Jim McCrory Lincoln Financial Group - Southwest - Pat Mulquin Lincoln Financial Group - Southwest - Ryan Noto Lincoln Financial Group - Mid-Atlantic - Joe Poduslenko Lincoln Financial Group - Metro NYC - Stewart Rauchman Lincoln Financial Group - West - David Ravarino 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 - South - Nick Verburgt Lincoln Financial Group - Midwest - Aaron Wiseman Lincoln Financial Group - Midwest - John Wood Lincoln Financial Group - Northeast - Michele Wyatt Lincoln Financial Group - Southeast - Diana Zubrowski MassMutual Investments - Southeast - Andy Cunningham MassMutual Investments - Midwest - Ernie Lopez MassMutual Investments - West - Danielle McDonald MassMutual Investments - Central - Anthony Russo MassMutual Investments - Northeast - Paul Webb MassMutual Stable Value Investments - East - Todd Howard MassMutual Stable Value Investments - West - Nick Rago MassMutual Stable Value Investments - Central - Michael Seibert MFS Investment Management - West - Christopher Donnager MFS Investment Management - Northeast - Jim Hakewill MFS Investment Management - Mid-Atlantic - John Jessee MFS Investment Management - Southeast - Kevin Keogh MFS Investment Management - Northwest - Owen Kiernan MFS Investment Management - Northeast - Keith Neal MFS Investment Management - Midwest - Mike Schwanekamp MFS Investment Management - Southwest - Andy Tyndall MFS Investment Management - Midwest - Doug Williams Morningstar Investment Management - National - Fran Anello Morningstar Investment Management - Northwest - Murray Cleaner Morningstar Investment Management - Southeast - Matt Ferullo Morningstar Investment Management - Central - Andrew Hudson Morningstar Investment Management - Midwest - Tony Perrin Morningstar Investment Management - National - Madeline Rapp Morningstar Investment Management - Mid-Atlantic - Hannah Ritchie Morningstar Investment Management - Southwest - Jason Vargovchik Morningstar Investment Management - West - Ashley Whitney Nationwide Insurance - Central - Doug Allen Nationwide Insurance - East - Jason Bowen Nationwide Insurance - East - Joe Broderick Nationwide Insurance - East - Mike Butler Nationwide Insurance - East - David Castina Nationwide Insurance - West - Bailey Domer Nationwide Insurance - West - Bob Eviston Nationwide Insurance - West - Jonathan Fry Nationwide Insurance - East - Chris Greene Nationwide Insurance - West - Jacob Halley Nationwide Insurance - West - Mac Hewitt Nationwide Insurance - West - Michael Leonard Nationwide Insurance - West - Logan Meyer Nationwide Insurance - West - Tom Nawrocki Nationwide Insurance - Central - Rich Ohde Nationwide Insurance - West - Derek Philpot Nationwide Insurance - East - Jordan Pickney Nationwide Insurance - Central - Rita Taylor Nationwide Insurance - Central - Chris Tingley Nationwide Insurance - Central - Dustin Van Atta Nationwide Insurance - Central - Raul Vargas Nationwide Insurance - East - Bill Vassas Nationwide Insurance - Central - Isaac Wood Nationwide Insurance - West - Paul Yossem Nationwide Insurance - Central - Matt Zusel Neuberger Berman - Northeast - Marcie Blanco Neuberger Berman - Midwest - Patrick Lovett Neuberger Berman - Soutwest - Mark Pottle Neuberger Berman - Southeast - Matthew Tollison Neuberger Berman - National - Kyle Trombley Nuveen - Central - Bill Beardsley Nuveen - Northeast - Gary Giffen 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 - National - Max Halberstadt PCS Retirement - National - Sean Smith PCS Retirement - Northwest - Tim Struck PCS Retirement - National - Ben Trujillo PCS Retirement - Southeast - Sam Weiss PCS Retirement - Midwest - Jill Zeleznik PGIM - West - Chuck Johnson PGIM - Southwest - Steve Krauszer PGIM - Central - Tim Movido PGIM - Southeast - Jeff Petersen PGIM - Northeast - Ryan Quinn PIMCO - Southeast - Diego Betancourt PIMCO - Northeast - Marty Courage PIMCO - Southwest - Matt DeMarco PIMCO - Midwest - Aaron Hassinger PIMCO - Northwest - Rich Merson PIMCO - Midwest - Chris Sleggs PIMCO - Central - Jay Slusher PIMCO - Mid-Atlantic - Matt Vanaman Principal - Northwest - Deena Bell Principal - Southeast - Bradford Boney Principal - Metro NY - Michael Borrelli Principal - Southwest - Jenny Dodson Principal - Midwest - Scott Fraungruber Principal - Midwest - Andrew Garcia Principal - Southeast - Dan Graham Principal - Northeast - Mark Homsi Principal - West - Brian Howarth Principal - Central - Autumn Katzenmoyer Principal - Midwest - Troy King Principal - Southwest - Brooks Lau Principal - Southeast - Michael Leibig Principal - Mid-Atlantic - Zachary Lickteig Principal - Central - Kevin McDonough Principal - Midwest - Josh Mortenson Principal - Mid-Atlantic - Bryan Persak Principal - Mid-Atlantic - Chris Persak Principal - Central - Dustin Pugh Principal - Metro NY - Alison Smith Principal - Central - Joe Tabella Principal - Central - Eric Turner Raymond James Investment Management - Southeast - Brett Burkhalter Raymond James Investment Management - Northeast - Michael Schill Sentinel Group - National - Jerry Cicalese Sentinel Group - Southeast - Dennis Davis Sentinel Group - Northeast - Eric Grzejka Spectrum Pension Consultants - National - Kate Bartolome Spectrum Pension Consultants - National - Yannis Koumantaros Spectrum Pension Consultants - National - Brian Lamb Spectrum Pension Consultants - National - Chad Ridgway T. Rowe Price - Southwest - Keith Blackmon T. Rowe Price - Northeast - Sally Bowen T. Rowe Price - Central - Ryan Burcham T. Rowe Price - Southeast - Jason Butler T. Rowe Price - Southwest - Dayla Cabeza de Vaca T. Rowe Price - Southeast - Brandon Campbell T. Rowe Price - Mid-Atlantic - Shane Conceicao T. Rowe Price - Northwest - Joe Culhane T. Rowe Price - Midwest - Laura Durkin T. Rowe Price - Midwest - Alex Eaton T. Rowe Price - Southeast - Joe Edmonds T. Rowe Price - Northeast - Monica Elvira T. Rowe Price - Midwest - Travis Gavinski T. Rowe Price - Southwest - Michele Giangrande T. Rowe Price - West - Henry Giano T. Rowe Price - Southeast - Rob Ireland T. Rowe Price - Northeast - Dave Kasparian T. Rowe Price - West - Ken Krell T. Rowe Price - Southwest - Heidi Lapham T. Rowe Price - West - Peter Lush T. Rowe Price - Mid-Atlantic - Tom Masteller T. Rowe Price - Northeast - Chris McAvoy T. Rowe Price - Northeast - Jordan McClain T. Rowe Price - Midwest - Eric Milano T. Rowe Price - Midwest - Lindsay Moody T. Rowe Price - Northwest - Shane Morales T. Rowe Price - Northeast - Jeff Mosco T. Rowe Price - Mid-Atlantic - Mike Nanz T. Rowe Price - Mid-Atlantic - David Norris T. Rowe Price - Midwest - Matt Petersen T. Rowe Price - Southwest - Corey Pride T. Rowe Price - Mid-Atlantic - Jannie Ann Ramos T. Rowe Price - Southeast - Mark Robinson T. Rowe Price - Midwest - Tony Robke T. Rowe Price - Central - Brett Round T. Rowe Price - Mid-Atlantic - Kevin Shamblin T. Rowe Price - Southeast - Doug Shannon T. Rowe Price - Mid-Atlantic - Bryan Shaughness T. Rowe Price - Southeast - Brandon Shea T. Rowe Price - Southwest - Matt Spicer T. Rowe Price - West - Mike Staples T. Rowe Price - Northwest - Bill Stetka T. Rowe Price - West - Kevin Tessmer T. Rowe Price - Northeast - Alan Valenca T. Rowe Price - Northwest - Brad Vaughan T. Rowe Price - Southeast - Jay Walther T. Rowe Price - West - Scott Waterman T. Rowe Price - Midwest - Tim White T. Rowe Price - Southwest - Andy Winn T. Rowe Price - Southeast - Don Worden The Standard - Midwest - Graham Adams The Standard - Midwest - Doug Beardslee The Standard - Southwest - Shannon Birkes 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 - Southwest - Scott Harrison The Standard - Southeast - Brian Hordichuk The Standard - Southeast - Jared Hyman The Standard - Southeast - James Gilligan The Standard - Northeast - Molly Kuchan The Standard - Midwest - Lauren Davi The Standard - Northeast - Seth Marsters The Standard - Mid Atlantic - Mathew Nesbit The Standard - Midwest - Marc Olson The Standard - Southwest - Ashley Pizer The Standard - West - Stephen Schaefer The Standard - Midwest - Eric Schneeman The Standard - Midwest - Craig Shrack 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 - Southeast - Kevin White The Standard - Northwest - Chris Wolfe Transamerica - West - Scott Adams Transamerica - West - Sebastian Aza Transamerica - Northeast - Jeff Beauregard Transamerica - Midwest - Brian Billmeier Transamerica - South - Jason Bouldin Transamerica - Northeast - Frank Castellvi Transamerica - West - Chris Castro Transamerica - Central - Travis Cox Transamerica - Northeast - Chris DeVito Transamerica - West - Brett Galllinger Transamerica - Southeast - Mark Hamilton Transamerica - Midwest - Jason Heine Transamerica - Midwest - Mark Kirchner Transamerica - Midwest - Mike Konet Transamerica - Mid-Atlantic - Kurt Lam Transamerica - Southeast - Andy Larsen Transamerica - Midwest - Greg Lucchesi Transamerica - Northeast - Travis Matthews Transamerica - Northwest - Jonathan McClain Transamerica - Midwest - Lizzie Moye Transamerica - Midwest - Bryan Otis Transamerica - Mid-Atlantic - Chris Schutz Transamerica - Southeast - Ross Sims 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 Scott Adams - Transamerica - West Bobby Allen - American Century Investments - Northeast Doug Allen - Nationwide Insurance - Central Michelle Alva - Invesco - National Derrick Amey - John Hancock Investment Management - West Michael Andrulis - Franklin Templeton - Mid-Atlantic Hockman Andy - Ascensus - Midwest Fran Anello - Morningstar Investment Management - National Omar Aridi - J.P. Morgan - Northeast Chris Athens - BlackRock - Northeast Corey Atturio - John Hancock - South East Sebastian Aza - Transamerica - West Chad Azara - PCS Retirement - National Steve Bae - Fidelity Investments - Metro NY Mary Kate (Katie) Bailey - John Hancock - Taft Hartley Staci Baker - J.P. Morgan - West Brian Bakowski - Lincoln Financial Group - Mid-Atlantic Venia Balitsky - Franklin Templeton - West Charlie Bannon - Lincoln Financial Group - Northeast Audra Barbour - Lincoln Financial Group - Southeast Nicholas Barcelona - John Hancock - Midwest Tanya Barron - Lincoln Financial Group - South Matt Bartch - BlackRock - Southeast Kate Bartolome - Spectrum Pension Consultants - National Doug Beardslee - The Standard - Midwest Bill Beardsley - Nuveen - Central Dennis Beaudet - John Hancock - South East Matthew Beaulieu - Franklin Templeton - West Jeff Beauregard - Transamerica - Northeast Kelli Beauregard - BlackRock - Northwest Deena Bell - Principal - Northwest Jarrett Berry - John Hancock - Mid Market Diego Betancourt - PIMCO - Southeast Chris Bilello - Amundi US - Northeast Brian Billmeier - Transamerica - Midwest Joshua Binford - Invesco - Southeast Shannon Birkes - The Standard - Southwest Keith Blackmon - T. Rowe Price - Southwest Marcie Blanco - Neuberger Berman - Northeast Matt Bodnar - John Hancock - Northeast Bradford Boney - Principal - Southeast Katelyn Boone - Fidelity Investments - Southwest Michael Borrelli - Principal - Metro NY Jason Bouldin - Transamerica - South Sally Bowen - T. Rowe Price - Northeast Jason Bowen - Nationwide Insurance - East Christopher Bradford - John Hancock - Pacific Chris Britt - John Hancock - Northeast Jennifer Brockwell - J.P. Morgan Asset Management - Southwest Joe Broderick - Nationwide Insurance - East Shaun Bromley - J.P. Morgan - Mid-Atlantic Andrew Brosco - John Hancock Investment Management - Central Ben Bruetsch - John Hancock - Midwest Rachael Brumund - Fidelity Investments - Northwest Ryan Burcham - T. Rowe Price - Central Blake Burkett - John Hancock - Central Brett Burkhalter - Raymond James Investment Management - Southeast Paul Burris - Fidelity Investments - West Jason Butler - T. Rowe Price - Southeast Mike Butler - Nationwide Insurance - East Ryan Butt - Fidelity Investments - Central Dayla Cabeza de Vaca - T. Rowe Price - Southwest Angelo Cabral - John Hancock - Pacific Scott Caloway - J.P. Morgan Asset Management - Southeast Brandon Campbell - T. Rowe Price - Southeast Travis Campbell - Fidelity Investments - West Pete Carlson - Lincoln Financial Group - Midwest Nick Carpas - J.P. Morgan Asset Management - Midwest Zachary Carstensen - John Hancock - Pacific Bill Cartwright - John Hancock - Central Frank Castellvi - Transamerica - Northeast David Castina - Nationwide Insurance - 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 - Northwest Bruce Cobey - John Hancock - South East Jim Colby - John Hancock - Midwest Shane Conceicao - T. Rowe Price - Mid-Atlantic Mark Conroy - Franklin Templeton - Southeast Marc Cornell - J.P. Morgan Asset Management - Midwest Marty Courage - PIMCO - Northeast Rob Couzzo - J.P. Morgan Asset Management - Southeast Brook Cox - Fidelity Investments - Central Travis Cox - Transamerica - Central Marty Cozzi - Lincoln Financial Group - Midwest Kevin Crotsley - Victory Capital - West Joe Culhane - T. Rowe Price - Northwest Andy Cunningham - MassMutual Investments - Southeast Tim Curran - Lincoln Financial Group - Mid-Atlantic Jesse Daniels - American Century Investments - Central Denise D'Antuono - Lincoln Financial Group - Mid-Atlantic Dennis Davis - Sentinel Group - Southeast Matt DeMarco - PIMCO - Southwest Michael Demler - Invesco - Central Matt Deno - John Hancock - Central Angela DeRubertis - Franklin Templeton - Southwest Chris DeVito - Transamerica - Northeast David Dickens - John Hancock - Central Gary Anthony DiLoreto - John Hancock - Pacific Dan Dodillet - John Hancock - Mid Market Jenny Dodson - Principal - Southwest Philip Doetsch - J.P. Morgan Asset Management - Midwest Bailey Domer - Nationwide Insurance - West Christopher Donnager - MFS Investment Management - West Kilie Donohue - J.P. Morgan Asset Management - Southeast Marc Doucette - Ascensus - Doucette Jim Dowling - Fidelity Investments - Mid-Atlantic Matthew Drummond - PCS Retirement - National Robert Duffey - Invesco - Northeast Laura Durkin - T. Rowe Price - Midwest Alex Eaton - T. Rowe Price - Midwest Robert Edgar - The Standard - Northeast Joe Edmonds - T. Rowe Price - Southeast Allen Ehling - Fidelity Investments - Northeast David Eliopulos - John Hancock - Pacific Monica Elvira - T. Rowe Price - Northeast Laura Ennis - Fidelity Investments - Central Austin Erickson - John Hancock - South East Eriksen Rick - Ascensus - Midwest William Evans - John Hancock - Taft Hartley Bob Eviston - Nationwide Insurance - West Drew Fairley - Ameritas Retirement Plans - Southeast Farber Mike - Ascensus - Southeast Ryan Fay - John Hancock Investment Management - Northeast Mark Feeney - AllianceBernstein - West Sam Feirson - PCS Retirement - Northeast Matt Ferullo - Morningstar Investment Management - Southeast Matt Fessler - Lincoln Financial Group - Northeast Ben Fisher - Ameritas Retirement Plans - Mid Atlantic Daniel Florina - Franklin Templeton - Midwest David Foley - The Standard - Midwest Bob Forbes - John Hancock - South East Travis Fossati - The Standard - Northwest Eric Fox - The Standard - Midwest Nick Fox - Lincoln Financial Group - Northeast Andrew Frangos - PCS Retirement - Mid-Atlantic Daniel Fratalia - John Hancock - Mid Market Scott Fraungruber - Principal - Midwest Jonathan Fry - Nationwide Insurance - West Ayla Galeyeva - Ameritas Retirement Plans - Southwest Brett Galllinger - Transamerica - West Tim Gannon - J.P. Morgan - Northeast Patrick Gano - PCS Retirement - Mid-Atlantic Andrew Garcia - Principal - Midwest Travis Gavinski - T. Rowe Price - Midwest Brian Gazawie - Ameritas Retirement Plans - Northeast Nancy Gerstner - Franklin Templeton - Mid-Atlantic Michele Giangrande - T. Rowe Price - Southwest Henry Giano - T. Rowe Price - West Gary Giffen - Nuveen - Northeast Jerry Giovinazzo - John Hancock - Northeast Glenn Godin - American Century Investments - Northeast Josh Gomez - Lincoln Financial Group - South John Gonsior - Fidelity Investments - Midwest Ruben Gonzalez - Janus Henderson - Northeast, Southeast, Mid-Atlantic Brenna Gould - John Hancock - Pacific Jason Graeb - J.P. Morgan Asset Management - West Dan Graham - Principal - Southeast Tom Grasso - Hartford Funds - Southeast Chris Greene - Nationwide Insurance - East Josh Greisen - Lincoln Financial Group - Midwest Ryan Griffin - Franklin Templeton - Central Timothy Griffith - Fidelity Investments - East Liam Grubb - Franklin Templeton - Northeast Eric Grzejka - Sentinel Group - Northeast Tim Guay - American Century Investments - West Marc Gueriera Jr. - PCS Retirement - Southwest Doug Hajjar - Lincoln Financial Group - Southwest Joe Hake - Columbia Threadneedle Investments - West Jim Hakewill - MFS Investment Management - Northeast Max Halberstadt - PCS Retirement - National Chris Hale - Lincoln Financial Group - Midwest Jacob Halley - Nationwide Insurance - West Mark Hamilton - Transamerica - Southeast Greg Handrahan - AllianceBernstein - Midwest Scott Hankard - Ameritas Retirement Plans - Northeast Tim Harkleroad - Amundi US - Mid-Atlantic Scott Harrison - The Standard - Southwest Aaron Hassinger - PIMCO - Midwest Jason Heine - Transamerica - Midwest Brandon Helms - Columbia Threadneedle Investments - Southeast Mac Hewitt - Nationwide Insurance - West Ryan Hines - John Hancock - Northeast David Hiss - John Hancock - Midwest Mark Homsi - Principal - Northeast Bryson Hopkins - Lincoln Financial Group - Southeast Brian Hordichuk - The Standard - Southeast Bryan Hosko - John Hancock - Midwest Dawn Hotop - Ameritas Retirement Plans - Midwest Todd Howard - MassMutual Stable Value Investments - East Brian Howarth - Principal - West Adam Howell - Ameritas Retirement Plans - Midwest Andrew Hudson - Morningstar Investment Management - Central Lisa Hultquist - Invesco - Midwest Bob Hunt - Fidelity Investments - Northeast John Hussey - DoubleLine - Northeast Jared Hyman - The Standard - Southeast Rob Ireland - T. Rowe Price - Southeast James Gilligan - The Standard - Southeast John Jessee - MFS Investment Management - Mid-Atlantic Howard Joelson - John Hancock - Pacific Jessica Johanson - BlackRock - Midwest Adam Johnson - John Hancock - Central Anthony Johnson - Columbia Threadneedle Investments - Midwest Chuck Johnson - PGIM - West Doug Johnson - John Hancock - Pacific Michael Johnson - John Hancock - South East Eric Jones - Ameritas Retirement Plans - Southeast Jeff Jones - Federated Hermes - Mid-Atlantic Joshua Jones - Fidelity Investments - Central DeCoud Karen - John Hancock - Mid Market Matt Kasa - Nuveen - West Dave Kasparian - T. Rowe Price - Northeast Autumn Katzenmoyer - Principal - Central Scott Kelley - Federated Hermes - West Kevin Keogh - MFS Investment Management - Southeast Owen Kiernan - MFS Investment Management - Northwest Jay Killgore - Ameritas Retirement Plans - Midwest David King - John Hancock - Pacific Troy King - Principal - Midwest Mark Kirchner - Transamerica - Midwest Shannon Lee Knapp - John Hancock - Mid Market Mike Konet - Transamerica - Midwest Yannis Koumantaros - Spectrum Pension Consultants - National Steve Krauszer - PGIM - Southwest Ken Krell - T. Rowe Price - West Molly Kuchan - The Standard - Northeast Kyle Kunde - Nuveen - South Jamie Lagarce - Fidelity Investments - Metro NY Kurt Lam - Transamerica - Mid-Atlantic Brian Lamb - Spectrum Pension Consultants - National Heidi Lapham - T. Rowe Price - Southwest Andy Larsen - Transamerica - Southeast Brooks Lau - Principal - Southwest Lauren Davi - The Standard - Midwest Elice Lee - Ascensus - Midwest Robert Lee - J.P. Morgan Asset Management - Mid-Atlantic Ben Leger - Fidelity Investments - West Michael Leibig - Principal - Southeast Michael Leonard - Nationwide Insurance - West Jack Levis - Fidelity Investments - Northeast Amanda Lewis - BlackRock - Southwest Greg Libby - Fidelity Investments - Southeast Zachary Lickteig - Principal - Mid-Atlantic Thomas Loncar - Invesco - Metro NY Daniel Long - DoubleLine - Central Steve Long - Fidelity Investments - Mid-Atlantic Ernie Lopez - MassMutual Investments - Midwest Jerry Lopez - John Hancock - Central Jameson Love - DoubleLine - Southeast Jennifer Love - Fidelity Investments - West Patrick Lovett - Neuberger Berman - Midwest Sara Lowery - Nuveen - Southeast Mike Lowsley - Amundi US - Southwest Greg Lucchesi - Transamerica - Midwest Lia Lundgren - Allspring Global Investments - West Peter Lush - T. Rowe Price - West Nguyet Ly - Fidelity Investments - Southwest Thomas Lyman - John Hancock - Northeast Joe Lyons - Allspring Global Investments - Southeast Aylmer Magill - John Hancock Investment Management - Southeast Cara Magliocco - Allspring Global Investments - Southwest Eric Magyar - Janus Henderson - Midwest Hayden Main - John Hancock - Midwest Scott Maney - Invesco - West Todd Mann - AllianceBernstein - Northeast Mike Manosh - Fidelity Investments - Northeast Seth Marsters - The Standard - Northeast John Martoncik - Lincoln Financial Group - Northwest Tom Masteller - T. Rowe Price - Mid-Atlantic Al Mataloni - Fidelity Investments - Midwest Mathew Nesbit - The Standard - Mid Atlantic Todd Matlack - Invesco - Mid-Atlantic Travis Matthews - Transamerica - Northeast Matthew May - Fidelity Investments - East Chris McAvoy - T. Rowe Price - Northeast Kevin McCarthy - Ameritas Retirement Plans - West Jonathan McClain - Transamerica - Northwest Jordan McClain - T. Rowe Price - Northeast Jim McCrory - Lincoln Financial Group - Southeast Chris McDavid - John Hancock - Pacific Danielle McDonald - MassMutual Investments - West Kevin McDonough - Principal - Central Sam McGibbon - J.P. Morgan Asset Management - Northwest Mary McNiff - Fidelity Investments - Midwest Jeff Meltzer - Hartford Funds - Midwest Rich Merson - PIMCO - Northwest Scott Messmer - John Hancock - Central Logan Meyer - Nationwide Insurance - West Eric Milano - T. Rowe Price - Midwest Skyler Minery - J.P. Morgan Asset Management - Southwest Chris Minton - Federated Hermes - Southeast Miranda Nancy - Ascensus - West Steve Mise - Ameritas Retirement Plans - Southwest Lindsay Moody - T. Rowe Price - Midwest Shane Morales - T. Rowe Price - Northwest Kevin Morgan - J.P. Morgan - Southwest Todd Moriarty - Ameritas Retirement Plans - Northwest Josh Mortenson - Principal - Midwest Michael Moschetta - Ascensus - Mid-Atlantic Jeff Mosco - T. Rowe Price - Northeast Brian Motz - Fidelity Investments - Midwest Tim Movido - PGIM - Central Lizzie Moye - Transamerica - Midwest Pat Mulquin - Lincoln Financial Group - Southwest Jen Mulrooney - American Century Investments - Northeast Justin Muni - J.P. Morgan Asset Management - Northeast Brian Munn - American Century Investments - Southeast Mark Murphy - Fidelity Investments - Southwest Mike Nanz - T. Rowe Price - Mid-Atlantic Tom Nawrocki - Nationwide Insurance - West Keith Neal - MFS Investment Management - Northeast Mark Needham - John Hancock - Northeast Barry Newman - Ameritas Retirement Plans - West Yen Nguyen - Ascensus - Southwest David Norris - T. Rowe Price - Mid-Atlantic Ryan Noto - Lincoln Financial Group - Southwest Tom O'Connell - Allspring Global Investments - Northeast Rich Ohde - Nationwide Insurance - Central Marc Olson - The Standard - Midwest Dan O'Shea - Columbia Threadneedle Investments - Northeast Bryan Otis - Transamerica - Midwest David Paetz - Ameritas Retirement Plans - North Central Ryan Pannell - Fidelity Investments - East Neil Pederson - Victory Capital - Central Elliott Pedrick - Amundi US - Southeast Tony Perrin - Morningstar Investment Management - Midwest Bryan Persak - Principal - Mid-Atlantic Chris Persak - Principal - Mid-Atlantic Steve Person - John Hancock - Northeast Jeff Petersen - PGIM - Southeast Matt Petersen - T. Rowe Price - Midwest Derek Philpot - Nationwide Insurance - West Jordan Pickney - Nationwide Insurance - East Ashley Pizer - The Standard - Southwest Taylor Pluss - Janus Henderson - Northwest, Southwest, West Joe Poduslenko - Lincoln Financial Group - Mid-Atlantic James Polito - Nuveen - Mid-atlantic Mark Pottle - Neuberger Berman - Soutwest Corey Pride - T. Rowe Price - Southwest Dustin Pugh - Principal - Central Ryan Quinn - PGIM - Northeast Brandon Radach - John Hancock Investment Management - Midwest Nick Rago - MassMutual Stable Value Investments - West Jannie Ann Ramos - T. Rowe Price - Mid-Atlantic Madeline Rapp - Morningstar Investment Management - National Stewart Rauchman - Lincoln Financial Group - Metro NYC David Ravarino - Lincoln Financial Group - West Ellie Rawls - Fidelity Investments - Northwest Charles Reichelt - John Hancock - South East Tim Reuling - Allspring Global Investments - Mid-Atlantic Ben Rich - Fidelity Investments - Southeast Chad Ridgway - Spectrum Pension Consultants - National Hannah Ritchie - Morningstar Investment Management - Mid-Atlantic John Robertson - John Hancock - Central Mark Robinson - T. Rowe Price - Southeast Tony Robke - T. Rowe Price - Midwest Michael Rock - Franklin Templeton - Southeast Marta Rodriguez - J.P. Morgan - Midwest Ray Rodriguez - Fidelity Investments - Southeast Tim Rosewicz - Federated Hermes - Central Michael Roth Wind - John Hancock - Northeast Brett Round - T. Rowe Price - Central Bryan Rouse - Lincoln Financial Group - Midwest Devin Russell - Franklin Templeton - Northeast Anthony Russo - MassMutual Investments - Central Bridgette Rutter - John Hancock - Midwest Mike Ryan - DoubleLine - Mid Atlantic Adam San Juan - Ameritas Retirement Plans - Midwest Dave Sargent - BlackRock - Mid-Atlantic Stephen Schaefer - The Standard - West Greg Schifko - Fidelity Investments - East Michael Schill - Raymond James Investment Management - Northeast David Schlageter - Ameritas Retirement Plans - Southeast Kyle Schmit - BlackRock - Midwest Eric Schneeman - The Standard - Midwest Trent Schrader - Ascensus - Northwest Chris Schutz - Transamerica - Mid-Atlantic Mike Schwanekamp - MFS Investment Management - Midwest Kristin Seabold - J.P. Morgan Asset Management - Midwest Michael Seibert - MassMutual Stable Value Investments - Central Jenna Sellman - Amundi US - Midwest Kevin Shamblin - T. Rowe Price - Mid-Atlantic Doug Shannon - T. Rowe Price - Southeast Bryan Shaughness - T. Rowe Price - Mid-Atlantic Brandon Shea - T. Rowe Price - Southeast Sierra Shefferly - GROUPIRA, Inc. - National Donny Sheinwald - Lincoln Financial Group - Mid-Atlantic Craig Shrack - The Standard - Midwest Steven Silverman - American Century Investments - Central Jeff Simes - Ascensus - Northeast Ross Sims - Transamerica - Southeast Chris Sleggs - PIMCO - Midwest Jay Slusher - PIMCO - Central Alison Smith - Principal - Metro NY Jarrad Smith - Fidelity Investments - Mid -Atlantic Jonah Smith - John Hancock - Midwest Sean Smith - PCS Retirement - National Andrew Spahr - Fidelity Investments - Midwest Jamie Spenthoff - J.P. Morgan - Midwest Mike Sperduto - The Standard - Northeast Matt Spicer - T. Rowe Price - Southwest Derrick Stancick - Federated Hermes - Northeast Ben Standish - The Standard - West Mike Staples - T. Rowe Price - West Troy Steffen - Lincoln Financial Group - Southeast Reed Steinmann - Allspring Global Investments - Midwest Kevin Stempin - John Hancock - Midwest Bob Sternfeld - John Hancock - South East Bill Stetka - T. Rowe Price - Northwest Chad Stewart - John Hancock - South East Tim Struck - PCS Retirement - Northwest Brian Stubbs - The Standard - Northeast Kevin Suen - Fidelity Investments - West Anthony Summers - Lincoln Financial Group - Midwest James Michael Swartz - John Hancock - Pacific Joe Tabella - Principal - Central Shane Tatum - Fidelity Investments - Southwest Rita Taylor - Nationwide Insurance - Central Kevin Teague - Fidelity Investments - Midwest Kevin Tessmer - T. Rowe Price - West Mike Thomas - Lincoln Financial Group - South Edward T Thurmond - John Hancock - South East Frank Tighe - American Century Investments - Southeast Chris Tingley - Nationwide Insurance - Central Matthew Tollison - Neuberger Berman - Southeast Ben Travers - J.P. Morgan - West Byron Treichler - Fidelity Investments - West Kyle Trombley - Neuberger Berman - National Rhonda Troszak - The Standard - Northeast Ben Trujillo - PCS Retirement - National John Tuite - Fidelity Investments - Southwest Eric Turner - Principal - Central Andy Tyndall - MFS Investment Management - Southwest Sasha Underwood - Lincoln Financial Group - Central Jaime Unkel - GROUPIRA, Inc. - National John Uricchio - Victory Capital - East Edgar Utset - J.P. Morgan Asset Management - National Alan Valenca - T. Rowe Price - Northeast Dustin Van Atta - Nationwide Insurance - Central Bas Van Rhee - Ascensus - Midwest Matt Vanaman - PIMCO - Mid-Atlantic Raul Vargas - Nationwide Insurance - Central Jason Vargovchik - Morningstar Investment Management - Southwest Bill Vassas - Nationwide Insurance - East Brad Vaughan - T. Rowe Price - Northwest Nick Verburgt - Lincoln Financial Group - South Art Villar - BlackRock - Southwest Erin Vollmuth - BlackRock - Northeast Lauren Wagner - Fidelity Investments - Southeast Jay Walther - T. Rowe Price - Southeast Scott Ward - John Hancock - Northeast Lindsay Warrington - John Hancock Investment Management - Metro NY Scott Waterman - T. Rowe Price - West Dave Waters - Franklin Templeton - Mid-West Jeremy Watts - Hartford Funds - Northeast Jeff Weaver - J.P. Morgan - Southeast Paul Webb - MassMutual Investments - Northeast Brad Weber - The Standard - West Chris Weekley - The Standard - Southeast Susan Weeks - J.P. Morgan Asset Management - National Treye Weilbacher - John Hancock - Central Sam Weiss - PCS Retirement - Southeast Scott Wendling - J.P. Morgan Asset Management - Northeast Kevin White - The Standard - Southeast Tim White - T. Rowe Price - Midwest Tina White - Franklin Templeton - West Ashley Whitney - Morningstar Investment Management - West Doug Williams - MFS Investment Management - Midwest Andy Winn - T. Rowe Price - Southwest Aaron Wiseman - Lincoln Financial Group - Midwest Chris Wolfe - The Standard - Northwest Isaac Wood - Nationwide Insurance - Central John Wood - Lincoln Financial Group - Midwest Michael Woomer - John Hancock - Pacific Don Worden - T. Rowe Price - Southeast Jason Wroblewski - Ascensus - Midwest Michele Wyatt - Lincoln Financial Group - Northeast Paul Yossem - Nationwide Insurance - West Karen Zander - J.P. Morgan Asset Management - National MJ Zayac - AllianceBernstein - Southeast Jill Zeleznik - PCS Retirement - Midwest Daniel Zibaitis - John Hancock - Northeast Diana Zubrowski - Lincoln Financial Group - Southeast Matt Zusel - Nationwide Insurance - Central
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