Liz Aidoo
Financial Planner, Manager of DEI and Spanish Language Services, Francis LLC
Kristi Baker
Managing Partner, CSi Advisory Services, a division of HUB International
Kim Cochrane
Director, Retirement Services, HUB International
Jeff Cullen
CEO, Strategic Retirement Partners
Barbara Delaney
Founder, Stone Street Benefit Advisors
Derek Fiorenza
Retirement Plan Specialist and Financial Planner, Summit Group Retirement Planners, Inc.
Kathleen Kelly
Managing Partner, Compass Financial Partners, a Marsh McLennan Agency LLC Company
Sean Kelly
Financial Advisor, Heffernan Financial
Robert Massa
Managing Director of Retirement, Qualified Plan Advisors
John O’Brien
Director of Retirement Plan Consulting, Venture Visionary Partners
Kelli Send
Senior Vice President – Participant Services, Francis LLC
Phil Sherman
Senior Retirement Plan Consultant, Deschutes Investment Consulting
Megan Warzinski
Managing Director, HB Retirement
Chuck Williams
CEO and Senior Consultant, Finspire