First Name Last Name City State Specialty  
Thomas Bick Waxahachie TX Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Dick Billings Jefferson SD Qualified DC Plans Contact
David Bromelkamp Minneapolis MN Foundations and Endowments ESG/SRI Contact
Mary Kathryn (MK) Campion Houston CA DB Plans - Public and Corporate Contact
Danielle Burns Noblesville IN ESG/SRI Contact
Clint Cannon Sandy UT Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Elio Chiarelli Gainesville FL Wealth Management Contact
Susan (Sue) Diehl Horsham PA Tax-Exempt DC Plans Contact
Guerdon Ely Contact
Barry Flagg Tampa FL Wealth Management Contact
Mario Giganti Uniontown OH Wealth Management Contact
Keith Gredys Clive IA Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Jamie Greenleaf Red Bank NJ Healthcare Contact
Sean Hannah Lewisville NC General Fiduciary Practices Contact
Allan Henriques San Jose CA Foundations and Endowments Contact
Donald Jones Gilbert AZ Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Michael Jones Gilbert AZ Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Keith Loveland Minneapolis MN General Fiduciary Practices Contact
Ken Mathis Tupelo MS Foundations and Endowments and ESG/SRI Contact
Kathleen (Kate) McBride Rumson NJ Foundations and Endowments Contact
Trevor Merrill Mesa AZ Qualified DC Plans Contact
Vincent Micciche Rochester NY General Fiduciary Practices Contact
Tony Michael Arlington TN Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Hugh O'toole Contact
Al Otto Kennesaw GA Tax-Exempt DC Plans Contact
Ken Parkinson Tupelo MS Contact
Marie Pillai Minneapolis MN DB Plans - Public and Corporate Contact
Lawrence (Larry) Raymond Bloomfield Hills MI DB Plans- Public and Corporate/Insurance and Wealth Management Contact
Scott Reed Tupelo MS Foundations and Endowments Contact
Jackie Reeves Boca Raton FL Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact
Bryan Simmons Minneapolis MN Qualified DC Plans Contact
Scott Simon Vista CA General Fiduciary Practices Contact
Michael Smith Crystal Lake IL Contact
Don Trone Stonington CT General Fiduciary Practices Contact
David Witz Fort Mill SC Qualified DC Plans - 402(a), 3(16), 3(38), 3(21), TPA, and Record Keeping Contact