Meet Our Team
Our team’s dedication exemplifies integrity and trustworthiness.
Mike Albers
Staff Accountant
Charlie Abboud
Regional Managing Director
Jonathan Barnes
VP, Non-Qualified Benefits
Bill Barr
Senior Cloud Administrator
William Chatfield
Regional Managing Director
Shera Brady
AVP, Dir of System Ops and Product Management
Fabrizio D’Uva
Regional Managing Director
Zach Brennan
Data Analyst
Brad Dyksen
Regional Managing Director
Mike Bruschini
VP, Product and Solutions Manager
Flynt Gallagher
President - Compensation Advisors
Kevin Burns
SVP, Director of IT
Joe Gastaldi, AIF®,C(k)P®, CBFA®
Managing Director - Retirement Plans
Tara Canniff
AVP, Director of Policy Services
Jah-Healla Daniel
Compensation Analyst – Compensation Advisors
Charlie Hicks
Regional Managing Director
Melissa D’Amico
Director of Compliance and Agent Operations
Robin Houston
SVP, Compensation AdvisorsCCP®, CPSP®
Amy Feminella
Director of Strategic Programs
Kevin Killian
Regional Managing Director
Jennifer Freeman
Regional Support Associate
JR Llewellyn
Regional Managing Director
Kendall Gallagher
Client Success Manager – Compensation Advisors
Zach Low
Regional Managing Director
Mark Grant
SVP, Non-Qualified
Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
Sarah Grutka
Manager of Marketing Ops, Events and Hospitality
Nicole McKay
SVP, Non-Qualified Managing Director
Yul Hawkins
Client Success Manager
Kelly Henriksen
Data and Asset Analyst
Cory McPhee
Regional Managing Director
Amanda Hoffman
VP, Client Success Manager
Tedd Meyer
Director – Credit Union Advisors
Steve Kezel
Sr. Software Engineer
Thomas Molteni
Regional Managing Director Richard Malone
Senior Non-Qualified Plan Advisor
John Moreno
Managing Partner – Credit Union Advisors
Dolores Marinucci
Accounting Support Associate
Daniel Peterson
Regional Managing Director
Brian McCracken
SVP, Director of Administration
Jaimie McMillin
Policy Servicing Associate
Larry Rowley
Regional Managing Director
Karen Moore
Sr. Accounting Specialist
Leland Rowley
Regional Managing Director
Victoria Peacock
Non-Qualified Benefits Associate Anthony Ruggiero
Regional Managing Director
Hayley Reed
Policy Servicing Associate
Jill Ricci
Business Development Manager David Schunke
Regional Managing Director
Andrea Sandlin
VP, Client Success Manager
Anna L. Sanchez
Account Executive - Retirement Plan Advisors
Brian Sheldon
Regional Managing Director
Jonathan Schwartz
Data Analyst
Dave Schwartz
VP, Client Success Manager
Mark Sollenberger
Regional Managing Director David Soto
Regional Managing Director
Joe Verrecchio
Benefit Design Specialist
Cole Svenson
Regional Managing Director
Jared Watson
Client Success Manager
Rachel Wentz
VP, Client Success Manager Brian Watterson
Regional Managing Director
Daniel L. Barbaree
President and CEO
Kamel Boulos
EVP, Chief Operating Officer
Richard Pearson
EVP, Chief Client Officer
Christopher J. Pezalla
EVP, Chief Product Officer
Thomas Hamill
VP of FinanceYour Career Starts Here
We’re always looking to grow our team of collaborators, doers, and innovative thinkers.
