Francisco is a bilingual educational specialist with a demonstrated track record working in the financial services industry. He passionately assists clients of all backgrounds to help them seek to understand their financial opportunities, secure their future, and protect their loved ones.

As Vice President, Financial Wellness and Employee Engagement, Francisco is responsible for managing relationships with our retirement plan participants and providing the support to deliver customized financial planning and retirement educational programs.

Beryl joined CAPTRUST in 2008 and serves as a principal and financial adviser responsible for providing plan design, governance, investment management, vendor oversight, and participant engagement services to corporate and nonprofit retirement plan fiduciaries and fiduciaries of endowments and foundations.

Prior to joining the firm, Beryl served as the Executive Vice President at SunTrust-Bank Mid-Atlantic.

Mark currently serves as Vice President of the retirement & wealth division and has over 10 years of experience providing retirement plan services to institutions and their employees. Mark leads the retirement + wealth team in Denver, Colorado, where he is highly focused on helping his clients, which include corporations, find the most efficient pathway towards retirement and wealth protection. Mark works directly with retirement plan committees and administrators on delivering retirement plan fiduciary, investment, advisory and other consultant services.

Joe has been working in the industry since 2003 in various roles including: 401(k), defined benefit, nonqualified call center, plan administration, new plan onboarding and implementation, and relationship management/plan consulting. His areas of experience include: 401(k), 403(b), 457(b), 457(f), 457 governmental, defined benefit, ESOP and nonqualified retirement plans; plan design analysis; retirement readiness best practices and strategic benefit design; financial wellness program evaluation, implementation and ongoing oversight, investment benchmarking and analysis; employee education; fiduciary liability considerations and plan governance best practices; and vendor oversight, evaluation and benchmarking.

He studied finance at The Pennsylvania State University. Joe holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and Henderson Brothers Financial Partners.

Domenic DiPiero, President and Founder of Newport Capital Group, has been assisting corporate sponsors meet their obligation to prudently monitor and select investments for more than 20 years. Newport Capital Group has more than $18.9 billion AUA as of December 2024. Domenic was named 2025 PLANADVISER Retirement Plan Adviser of the Year Finalist for 403(b) Plan Service.  Domenic and Newport Capital Group have been named one of PLANADVISER’s Top Retirement Advisers in 2025 and 13 years prior. Newport Capital Group was ranked 44th Largest Investment Consultants in 2024 by worldwide assets under advisement by Pension & Investments.  He is on the Board of Trustees of Drexel University and Hackensack Meridian Health and Chairman of the Investment Committee. Domenic graduated cum laude with a business degree from Salve Regina University. He’s a member of YPO Big Apple Gold Chapter.

Sean Kelly serves as a financial adviser and holds the position of Vice President at Heffernan Financial Services. With a career spanning 17 years in the retirement plan investment advisory business, Sean has become a trusted expert in group retirement plans across private, public, and nonprofit sectors. His dedication lies in helping organizations craft and sustain robust retirement plan benefits for both the company and its employees.

Sean takes pride in delivering genuine independent investment advice and fostering a consultative relationship with each client. As a committed advocate, he guides them through every step of the process, ensuring the best outcomes. Together with his team, Sean manages a portfolio of just over $1 billion in assets, distributed among 47 valued clients.

Sean pursued his education at The University of California, Santa Barbara, earning a BA in Business Economics.

Bruce Lanser is a First Vice President–Wealth Management and Financial Advisor at TruSource Advisors at UBS. For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment consulting, and fiduciary guidance.

Bruce has been named to PLANADVISER’s Top Retirement Plan Advisers listing in 2014, 2019 and 2023. Educational degrees include B.S.B.A. Accounting, Marquette University. Credentials include Certified Investment Management Analyst, Certified Portfolio Manager, Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist.

Brendan is the Head of Retirement Investing for Nuveen where he is responsible for the firm’s DCIO efforts in the U.S. In this role, he leads strategy and distribution for Nuveen investment and TIAA lifetime income solutions in the 401(k), 403(b) and 457 marketplaces. He joined the organization in 2015.

Brendan has more than two decades of retirement leadership experience in the financial services industry. A frequent speaker at industry conferences, he has been quoted in a number of publications such as the Financial Times, Investment News and Plan Sponsor magazine, and was recently named #35 on the 2022 “401kWire 100 Most Influential People” list.  Prior to joining TIAA, he was Chief Operating Officer of F-Squared Retirement Solutions, a subsidiary of F Squared Investments. Previously, he was a Senior Vice President at Putnam Investments responsible for Defined Contribution Investment Only Business Development. In addition, he held other leadership roles at Putnam Investments including 401(k) product development, DCIO relationship management and institutional trust services.

Brendan graduated with a B.S. in Business Administration from St. Joseph’s College and an M.B.A. from the Carroll School of Management at Boston College.

Phil Sherman, CFP, is the Senior Retirement Plan Consultant of Deschutes Investment Consulting in Portland, OR. He was originally drawn to the retirement plan industry after years of working in the wealth management field, where his interactions shed light on the lack of financial literacy. This inspired him to shift his focus to retirement plans and their participants. By working with retirement plans, he realized he could have a direct impact on education through workplace benefits and help employees better handle their money and make choices today that will have a lasting impact for tomorrow.

Leah is an Executive Partner and the President of Retirement Plans for Shepherd Financial. Prior to joining Shepherd Financial in 2015, Leah worked as a retirement plan designer and plan consultant. She has a Bachelor of Science in Mathematics from the University of Notre Dame. Leah is a Qualified 401(k) Administrator; Qualified Pension Administrator; and Certified Pension Consultant.