Mat Powers, CFA®, AIF®
Manager, Retirement Consulting Investment Services
Sophie Barrow
Retirement Consulting Services Associate
Adam Khalek
Retirement Consulting Investment Associate
Chris Lydon
Retirement Consulting Investment Associate
Alex Lauretti, CPF
Retirement Consulting Services Analyst
Patricia Garvey
Product Manager
Dan Collins, AIF®
Retirement Marketing Program Manager
John Peters, CFP®, AIF®, PPC™
Manager, Retirement Plan Marketing
Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®
Senior Product Manager, Retirement Consulting Investment Services
Karen DiStasio
Vice President, Retirement Consulting Services
Jeff Gillette, CPFA
Retirement Consultant
Mike Triana, CRPS®, CPFA
Retirement Consultant
Mike Clifford, CPFA
Retirement Consultant
Sheryll Yee, CRPS®, CPFA
Retirement Consultant
Steven Johnian, CPFA
Supervisor, Retirement Consulting Services
Allen Cohen, CPFA
Senior Retirement Consultant
Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA
Manager, Advisor Solutions