Attendee List through March 18, 2014
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Attendee List through March 18, 2014 Jeffrey Abelli Pioneer Investments Boston, MA Mario J. Alvino Connecticut Investors Group, LLC Glastonbury, CT Darby Armont RPS Retirement Plan Advisors, Inc. Richardson, TX Kevin Amoruso Principal Financial Group New York, NY Jerry Arndt The Retirement Plan Experts Baton Rouge, LA Jeffrey A. Acheson, QPFC Schneider Downs Wealth Management Advisors, LP Columbus, OH Betj L. Anderson ProEquities, Inc. Birmingham, AL Jorge A. Arroyo, QKA The Benefit Consultants Group Delran, NJ Ben Acquario Newkirk Products, Inc Albany, NY Bill Anderson American Funds Los Angeles, CA Beau C. Adams, QPA, QKA The Benefit Consultants Group Delran, NJ Jonathan Anderson Cetera Financial Group El Segundo, CA Angela S. Achatz Ivy Funds Overland Park, KS A. Michael Adams Adams Financial Concepts LLC Seattle, WA Patricia Advaney Transamerica Retirement Solutions Harrison, NY Lawrence J. Agler Beacon 401k Advisors, LLC Monroe, CT Mark A. Agustin Aspire Financial Services, LLC Tampa, FL Beverly D. Alleman Alliance Benefit Group Peoria, IL Doug Allen Nationwide Financial Covington, LA Jeffrey Allen TD Ameritrade Trust Company Greenwood Village, CO Kim Anderson Soltis Investment Advisors Saint George, UT Mary Jo Anderson Venture Solutions Arden Hills, MN Ronald Anderson John Hancock USA Toronto, ON Michael E. Annin Mesirow Financial Chicago, IL Christina L. Anstett, APM AXA Equitable Portland, CT Jonathan Apsley Principal Funds El Dorado Hills, CA Bradley K. Arends, J.D. Alliance Benefit Group Financial Services Corp. Albert Lea, MN Bruce L. Ashton, Esq., APM Drinker, Biddle & Reath, LLP Los Angeles, CA Alexander G. Assaley, III AFS 401(k) Retirement Services, LLC Bethesda, MD Jeff M. Atwell American National Bank of Texas Trust Fort Worth, TX Chris Auda ADP Retirement Services Florham Park, NJ Kevin Aufmann Wells Fargo Advisors San Diego, CA Christopher P. Augelli ADP Retirement Services Florham Park, NJ Diana Awed Matrix Financial Solutions, a Broadridge Company New York, NY Laura Ayars Charles Schwab Houston, TX Chad A. Azara EPIC Advisors, Inc. Rochester, NY 1 Attendee List through March 18, 2014 Frank S. Babashak, QPFC G.F. Pension Corp. Bethlehem, PA Andy Ballard Heartland Funds Milwaukee, WI Karl Bachman Asset International Exton, PA Maribeth Balon Fidelity Investments Smithfield, RI Allison Backlund BlackRock Princeton, NJ Audra Barbour Nationwide Financial Columbiana, AL Lauren M. Baczewski John Hancock Financial Services Boston, MA Jack Barbuto John Hancock Financial Services Toronto, ON Brian M. Bader Rainier Investment Management New York, NY Adam N. Barker July Business Services San Antonio, TX David Rhett Baker BenefitsLink.com, Inc. Sylva, NC Lois A. Baker BenefitsLink.com, Inc. Winter Park, FL Merl W. Baker Brightwork Partners, LLC Stamford, CT Stephen P. Baker Merrill Lynch Fairhope, AL Tess L. Baker Lions Bridge Financial Advisors, Inc. Newport News, VA Liz Baldini New Orleans CityBusiness Metairie, LA Eileen A. Baldwin-Shaw, QKA United Retirement Plan Consultants Denver, CO George R. Barker Advisor Group Saint Paul, MN Fred Barstein The Retirement Advisor University (TRAU) Jupiter, FL Bruce R. Barton Parkworth Wealth Management, Inc. San Jose, CA James J. Bartoszewicz, APM Fiducia Group, LLC Pittsburgh, PA Rohi Batra, QPFC CliftonLarsonAllen Wealth Advisors Plymouth Meeting, PA George Bauer Morgan Stanley Wealth Management Alexandria, VA Kenneth Barkman Wells Fargo Advisors Annapolis, MD Mary Jo Baumann Transamerica Retirement Solutions Charlotte, NC Shawn Barnes Edward Jones Saint Louis, MO Patrick Beaman INVESCO Houston, TX David W. Barrer Pentegra Retirement Services Louisville, KY Bill Beardsley LPL Financial Retirement Partners San Diego, CA Christopher Barrett Transamerica Retirement Solutions Needham, MA Adam Barrickman Ameritas Life Insurance Corporation Lincoln, NE Kevin Barry Fidelity Investments Boston, MA Karen Bednarz Prudential Hartford, CT Richard Behr, Jr. 401(k) Squared Littleton, CO Kathleen Beichert OppenheimerFunds New York, NY 2 Attendee List through March 18, 2014 Karen Belinski Wealth Management Systems, Inc. Boston, MA Jose R. Bello AXA Advisors, LLC Tampa, FL Patrick Bello Mutual of Omaha Omaha, NE Abigail Benham John Hancock Retirement Plan Services Farmington, CT Jeffrey S. Bennett, QPFC Direct Retirement Solutions Albany, NY Michael Berg SunGard Relius, LLC New York, NY Dan Besse Fidelity Investments Smithfield, RI Lee Bethel Comprehensive Benefit Services, Inc. Alexandria, VA Spencer Betts, Cfp Bickling Financial Services LLC Lexington, MA Dan Beyer Center For Fiduciary Management/FiRM Overland Park, KS Christopher Bilello Pioneer Investments Boston, MA Karin H. Billias DTCC New York, NY Robert Bishop PAi de Pere, WI Lindsey A. Black MBM Advisors, Inc. Houston, TX Brian Blair Eaton Vance Boston, MA Jeanne L. Blake, CPC, QPA Paychex, Inc. Rochester, NY Marcie Blanco Calvert Investments Bethesda, MD Alan R. Blaskowski, CPC, QPA, QKA BMO Retirement Services Milwaukee, WI Jessica Blood Commonwealth Financial Network Waltham, MA John D. Blossom, Jr., MSPA, QPFC Alliance Benefit Group of Illinois Peoria, IL Bo Bohanan Raymond James Financial Services, Inc. Saint Petersburg, FL Paul Boilard MassMutual Financial Group Springfield, MA Philip J. Bondi Tallahassee Memorial HealthCare Tallahassee, FL Justin Bonestroo, MSPA, CPC, QPA, QKA Actuarial Consultants, Inc. Torrance, CA Eric T. Bordonaro Nationwide Funds Columbus, OH Melinda F. Bowman U.S. Government Accountability Office Washington, DC Deborah Boyden BlackRock San Francisco, CA Kevin Boyles Ascensus Brainerd, MN Alesha R. Bradshaw MetLife San Francisco, CA Stacey Harper Prudential Investments Newark, NJ Samuel Brandwein, QPA, CFP®, CRPS®, CIMA® Morgan Stanley Boca Raton, FL Jamie Brauer PensionPlanet.com Tampa, FL Garry W. Bridgeman Graystone Consulting a Business of Morgan Stanley Smith Barney Atlanta, GA Richard D. Brindisi Paychex, Inc. Rochester, NY James Brockelman John Hancock Financial Services Boston, MA 3 Attendee List through March 18, 2014 Jennifer Brockwell Manning & Napier Advisors, LLC Fairport, NY Kathy S. Brodhag, QKA Vanguard Valley Forge, PA Shaun D. Bromley, QKA AllianceBernstein Investments Edgewater, MD John Brooks Millennium Trust Company Oak Brook, IL David A. Brounley LPL Financial Retirement Partners San Juan Capistrano, CA Chad Brown WisdomTree Asset Management, Inc. New York, NY Christopher Brown Hearts & Wallets LLC Hingham, MA Jason D. Brown Retirement Plan Concepts & Services, Inc. Fort Wayne, IN John Brown INVESCO Houston, TX Michael Brown Putnam Investments Boston, MA Ross K. Brown Verisight, Inc. Robbinsville, NJ Richard H. Bruce, CPC, QPA Principal Financial Group Houston, TX Joseph Brummel iJoin Solutions, LLC Raleigh, NC Teressa S. Brunson, QPFC Edd Holder & Associates Tavares, FL Marife Bryan Colonial Surety Company Montvale, NJ Ryan Bryte American Trust & Savings Bank Dubuque, IA John J. Buckley Great West Retirement Services Covington, LA Perry Buckman Wells Fargo Advisors Scottsdale, AZ Jeff Budd New York Life New York, NY Jared Buell RS Investments San Francisco, CA Scott Buffington MassMutual Financial Group Springfield, MA Brian Buhrow CUNA Mutual Retirement Solutions Grundy Center, IA Hal M. Bundrick NerdWallet.com Bossier City, LA Charles Burger CEFEX Bridgeville, PA Jordan Burgess Fidelity Investments Institutional Services Company Smithfield, RI Bryan Burke Federated Investors Pittsburgh, PA John P. Burke, Sr. Ameritas Life Insurance Corporation New Orleans, LA Brian M. Bursua Northern Trust Chicago, IL Stephen Burton Fidelity Investments Boston, MA Kathryn Busch LPL Financial Retirement Partners San Diego, CA Ronald L. Bush Retirement Research, Inc. West Hartford, CT Christian Buss Thornburg Investment Management Santa Fe, NM Rosina Butera Signator Investors, Inc. Boston, MA Greg Buzzell Columbia Management Boston, MA Dorann J. Cafaro Dorann Cafaro LLC Charleston, SC Allen L. Cairns, QPA John Hancock Boston, MA 4 Attendee List through March 18, 2014 Timothy B. Caldwell Pension Investors Corporation of Orlando, Inc. Altamonte Springs, FL William H. Callaway The Newport Group Brentwood, TN Megan Callea JP Morgan Chase & Co. New York, NY Brian Campbell Reliance Trust Company Atlanta, GA David K. Campbell, CPC, QPA Dimensional Fund Advisors Austin, TX Patricia T. Campbell, QPFC BB&T Scott & Stringfellow Richmond, VA Barbara Cantello Nationwide Financial Pottstown, PA Daniel H. Carlson Toroso Investments New York, NY Anthony R. Carmenate TIAA-CREF Waltham, MA Stuart G. Carslaw Vanguard Malvern, PA John Carty, Jr. Morgan Stanley SPRINGFIELD, MA Tiffany K. Case, QKA Charles Schwab Phoenix, AZ Todd Cassler John Hancock Investments Boston, MA Michael Castner Retirement Benefits Group Irvine, CA Sharlene Ching Franklin Templeton Rancho Cordova, CA Chad Castrinos Metaire, LA Alan Chingren American Century Investments Kansas City, MO Stephen Caywood Fidelity Investments Westlake, TX Robert L. Cecil, Jr. Cecil & Company Dallas, TX Christopher D. Cervantes Merrill Lynch Dallas, TX Steff C. Chalk Fiduciary Consulting and Governance Group, Inc Cincinnati, OH Gary R. Charles Fidelity Investments Westlake, TX Jeffery Chase J.P. Morgan Asset Management Atlanta, GA Jason Chepenik, CFP®, AIF®, C(k)P® Chepenik Financial Winter Park, FL William R. Chetney LPL Financial Retirement Partners San Juan Capistrano, CA Anthony Chiera Charles Schwab Investment Management Richfield, OH Judith Chin AllianceBernstein Investments New York, NY Phil Chisholm Fidelity Investments Smithfield, RI Donelle Chisolm OppenheimerFunds New York, NY Timothy J. Chmielewski, QKA Charles Schwab Phoenix, AZ Paul Chong CUNA Mutual Retirement Solutions Madison, WI Charles Church Ironwood Retirement Plan Consultants Bakersfield, CA Ronald J. Church Ironwood Retirement Plan Consultants Bakersfield, CA Gregory T. Cimmino, CFP®, AIF® Institutional Investment Consulting Waterbury, CT Joseph Cinseruli Fidelity Investments Boston, MA John Claiborne ING Windsor, CT 5 Attendee List through March 18, 2014 Charlie L. Clark, III, QPA, QKA, QPFC CliftonLarsonAllen Wealth Advisors Joliet, IL Colin Clark Washington Financial Group McLean, VA Murray A. Cleaner MFS Investment Management Boston, MA Peter Clements Columbia Management Boston, MA Michelle R. Coble Odyssey Financial Group LLC Oklahoma City, OK Kristine J. Coffey, CPC CPE Associates, Ltd., SOUTHWEST Albuquerque, NM Ron Cohen J.P. Morgan Asset Management Natick, MA Brian K. Cohoon Unified Trust Company, NA Lexington, KY Scott Colangelo, AIF® LawingFinancial Overland Park, KS Fiona Cole PIMCO Newport Beach, CA Michele A. Coletti, QKA Mid Atlantic Capital Group Jacksonville, FL Clayton S. Collins Morgan Stanley Shrewsbury, NJ Liz Collins Financial Telesis, Inc. San Rafael, CA Bryan Cook Nationwide Financial Blacklick, OH Alan Colodner DST Retirement Solutions Quincy, MA Ryan Coole Wheeler Associates Duluth, MN Kent Colwell McGladrey Wealth Management Des Moines, IA Nathan J. Cooley, QPA Nova 401(k) Associates Dallas, TX Michelle Combs PAi De Pere, WI Chris Compton Compton Financial Group Towson, MD Tom Condron LPL Financial Retirement Partners San Diego, CA Joe Connell Retirement Plan Partners, Inc. Maple Grove, MN Kathleen Connelly Ascensus Dresher, PA Thomas M. Connolly Great-West Financial Bloomfield, NJ Mark Conroy Legg Mason Baltimore, MD Heidi Conti Paychex, Inc. Henrietta, NY Molly Conway Pioneer Investments Boston, MA Beth Cooper Pinnacle Plan Design, LLC Tucson, AZ Brent Cooper Wells Fargo Advantage Funds Overland Park, KS Michele Copelotti Fidelity Investments Boston, MA Dana P. Corbett, QPFC Robert W. Baird & Co. Madison, WI Dominic J. Corleto Wells Fargo Advisors LLC Eugene, OR Warren J. Cormier Boston Research Group Woburn, MA Dennis Correia XTRAC Solutions, A Fidelity Investments Company Boston, MA John Corrieri Mutual of Omaha Omaha, NE Claire M. Corroon Asset International Stamford, CT Richard Cortellessa Goldman Sachs Asset Management New York, NY 6 Attendee List through March 18, 2014 Mark Cover T. Rowe Price Baltimore, MD George H. Curry, QPA, QKA EPIC Advisors, Inc. Omaha, NE James R. Daniel, Jr. OneAmerica Franklin, TN Melissa Cowan, QPA, QKA Morgan Stanley Wealth Management New York, NY Richard Curtin The Lynn Advisory Group, LLC Montvale, NJ Kirk Danielson Advance Capital Management Southfield, MI Daniel Cox CUNA Mutual Retirement Solutions Broomfield, CO David Curylo MetLife East Hampton, CT Jeffrey Croke MassMutual Retirement Services Boston, MA Stephen Cronin Ascensus Dresher, PA Tamara Cross U.S. GAO Washington, DC David Crotty Ascensus Fort Worth, TX Mark Crowley Fidelity Investments Boston, MA Thomas Crutchfield Commonwealth Financial Network Waltham, MA Robert J. Cruz BlackRock Plano, TX Kenneth Culver, Jr., CPC, QPFC Oklahoma City, OK Andy Cunningham Columbia Management Boston, MA Angela S. Cusmano Dahring/Cusmano and Associates Novi, MI Phil R. Dabney, CPC, QPA, QKA Benetech, Inc. Santa Ana, CA Dennis G. Dailey, Jr., QPFC BlueStar Retirement Services, Inc. Ponte Vedra Beach, FL Richard Darian BlackRock New York, NY Liz Davidson Financial Finesse San Francisco, CA Beth Davies, CPC RTD Financial Advisors, Inc. Philadelphia, PA Jennifer L. Davies INVESCO Londonberry, NH Chip Davis SunGard Relius, LLC Jacksonville, FL Paul D'Aiutolo UBS Institutional Consulting Group Rochester, NY Gary C. Davis Nachman Norwood & Parrott Wealth Mgmt Cons. Greenville, SC Andy Dalka Mutual of Omaha Omaha, NE Gregory S. Davis McGladrey Madison, WI Brady Dall 401(k) Advisors, LLC - Utah Salt Lake City, UT John M. Davis United Retirement Plan Consultants Dublin, OH Corby Dall, AIF® 401k Advisors Intermountain Salt Lake City, UT Shawn Daly Prudential Hartford, CT Will Davis Unified Trust Company, NA Lexington, KY Jeri Dawson InvesTrust, NA Oklahoma City, OK Katie D'Angelo Wells Fargo Asset Management San Francisco, CA 7 Attendee List through March 18, 2014 Patrick Daxon Raymond James Financial Services, Inc. Saint Petersburg, FL Joseph F. DeNoyior, CRPS®, AIF® Washington Financial Group McLean, VA Sean De Lacy Putnam Investments Boston, MA William DeSanto Charles Schwab Corporation New York, NY Keith L. Deane Deane Retirement Strategies New Orleans, LA Jim Detterick Morgan Stanley New York, NY Linda L. Deane Deane Retirement Strategies New Orleans, LA Samuel W. Devens MFS Investment Management Boston, MA Anthony DeAngelis BlackRock New York, NY Jayne Di Vincenzo Lions Bridge Financial Advisors, Inc. Newport News, VA Barbara J. Delaney StoneStreet Equity Pearl River, NY Patrick M. Delaney T. Rowe Price Baltimore, MD Jeremy Deleski Oppenheimer & Co., Inc. New York, NY Pete Dellaflora Broadridge Financial Solutions Denver, CO Glenn Dial Allianz Global Investors New York, NY Thomas Dice Dice Financial Services Group Mitchell, SD Michael DiCenso MassMutual Financial Group Enfield, CT Joshua D. Dietch Chatham Partners Waltham, MA Mark DiTota Fidelity Investments Boston, MA Stephen L. Dobrow, CPC, QPA, QKA, QPFC, TGPC Primark Benefits Burlingame, CA Ivette Dominguez CUNA Mutual Retirement Solutions Madison, WI Gwendolyn S. Dominic, QPA, QKA Frost Bank San Antonio, TX Daniel S. Donnellan, CPC, QPA, QKA Jack B. Turner & Associates, Inc. Clarksville, TN Jill B. Donnelly, CPC, QPA, QKA Boulay Donnelly & Supovitz Consulting Group, Inc. Worcester, MA Christopher C. Doucet Putnam Investments Boston, MA Jennifer Dowd Prudential Hartford, CT Ralph DelSesto ING Retirement Services Windsor, CT Matthew Digan Legg Mason Stamford, CT Lauren DeLuca T. Rowe Price Baltimore, MD Steven Dimitriou, AAMS, PRP® Mayflower Advisors, LLC Boston, MA Jim Dowling Fidelity Investments Smithfield, RI Micah DiSalvo CUNA Mutual Retirement Solutions Madison, WI Robert L. Downing National Planning Holdings, Inc. Denver, CO Deana Demir IRON Financial Northbrook, IL Mark Dence Columbia Management Boston, MA Guy W. Dowdy, III 401(k) Rekon Prescott, AZ 8 Attendee List through March 18, 2014 David W. Drakulich Raymond James Financial Services, Inc. Saint Petersburg, FL Greg Dreier Frost Bank San Antonio, TX Thomas W. Drosky PenChecks, Inc. La Mesa, CA Brett DuBay Principal Financial Group Leawood, KS Ilona Duckett UpTick Data Technologies Bethesda, MD Jonathon Dues Chicago, IL Devyn Duex, MBA, AIF®, C(k)P®, CRPS® Pensionmark Retirement Group Santa Barbara, CA Chris Dugan The Standard Portland, OR Sean M. Duggan, CPC, QPA, QKA, QPFC, TGPC Moneta Group, Inc. Clayton, MO Jerry DuKatz John Hancock Investments Boston, MA Michael Dullaghan Putnam Investments Boston, MA Katherine B. Dummitt SunGard Wealth Management Services Wichita, KS Sharon Duncan Selah Financial Services Friendswood, TX Wendy L. Eldridge Capital Planners Beachwood, OH Michael P. Dunham, CPC, QPA, QPFC Capstone Financial Group, Inc. Oklahoma City, OK Joe Eleccion Allianz Global Investors New York, NY Joseph R. Dunn iJoin Solutions, LLC Raleigh, NC John Dunnigan PIMCO New York, NY Fred K. Dutcher American Pensions Charleston, SC Grant R. Ellis, QPA, QKA Millennial Advisory Group, LLC Brentwood, TN Stephen H. Ellsworth, QPFC Robert W. Baird & Co. Houston, TX William Elmslie ING Retirement Services Windsor, CT Joseph J. Dwyer, QKA Westpark Financial Mc Lean, VA Meghan Elwell Sage Advisory Services Ltd. Co. Austin, TX Kenneth R. Ebeling Lazard Asset Management New York, NY Sharon H. Ennis Reliance Trust Company Atlanta, GA Robert J. Edgar CUNA Mutual Retirement Solutions Hanover, MA Gerald R. Erickson, CPC, QPA, QKA Milliman, Inc. Minneapolis, MN Ron Eggert InspiraFS Pittsburgh, PA Patricia Ernst INVESCO Houston, TX Kevin Eknaian American Century Investments Kansas City, MO Chris P. Ersbo American Beacon Advisors Waukesha, WI Christopher Ekstrom ING New York, NY Kellie Dean Elder, CPC, QPA RidgeWorth Investments Houston, TX Aaron Esker John Hancock Investments Boston, MA James Evans Morgan Stanley Davenport, IA 9 Attendee List through March 18, 2014 Kelly G. Evans ProEquities, Inc. Birmingham, AL Ilene H. Ferenczy, Esq., CPC Ferenczy + Paul LLP Atlanta, GA Raymond T. Fontenote Lincoln Financial Group Radnor, PA Kyle P. Everett, QPFC Robert W. Baird & Co. Mishawaka, IN David Ferry Galliard Capital Management, Inc. Minneapolis, MN Thomas Ford Morgan Stanley Houston, TX Jessen Fahey Columbia Management Boston, MA Daniel Fienberg Wells Fargo Advisors Los Angeles, CA Mary Anne Forrester, AIF® Janney Montgomery Scott, LLC Washington, DC Michael Fillmore Clark Capital Management Group Philadelphia, PA Robert Forsythe The Online 401(k) Decimal, Inc. Lancaster, CA Kelly Famiglietta Charles Stephen & Company, Inc. Albuquerque, NM Gregory A. Fiore Clearview Group Atlanta, GA Clinton Foster Matthews Benefit Group, Inc. Saint Petersburg, FL John Fasig SunGard Relius, LLC Jacksonville, FL Anthony Fiore Prudential Investments Newark, NJ Graham Foster Great-West Financial Greenwood Village, CO Dan Fay MassMutual Retirement Services Springfield, MA Ted Fischer Fischer Investment Strategies Westlake Village, CA Mark Foster CUNA Mutual Retirement Group Madison, WI Jayne L. Fahlen Integrated Retirement Initiatives Baxter, MN Brandi Fear Retirement Revolution Pasadena, CA Todd Feder Vanguard Malvern, PA David Feilke Meridian Investment Advisors Little Rock, AR Jeffrey B. Feld Alliance Pension Consultants, LLC Deerfield, IL Bill Feldmaier CUNA Mutual Retirement Solutions Madison, WI Douglas B. Fisher Fidelity Investments Boston, MA Sheri Fitts ShoeFitts Marketing Portland, OR Jessica Fitzgerald Morgan Stanley Rochester, MI Michael Flahaven The Standard Schaumburg, IL Brian Flanagan F-Squared Investments Wellesley, MA James Folwell Nuveen Investments Walpole, MA Matt Foster INVESCO Houston, TX Matthew Foster T. Rowe Price Owings Mills, MD Don Fox Wells Fargo Advisors Fox Investment Consulting Group Saint Louis, MO Anthony M. Franchimone, AIF®, PRP©, PPC©, C(k)P® Retirement Beneftits Group San Diego, CA Victoria K. Frey OppenheimerFunds Centennial, CO 10 Attendee List through March 18, 2014 Robert L. Frick Allianz Center for Behavioral Finance Vienna, VA Patrick Gano Professional Capital Services, LLC Philadelphia, PA Shelby George Manning & Napier Advisors, LLC Fairport, NY Susen M. Friday Muhlenkamp & Company, Inc. Wexford, PA Janet Ganong Kieckhefer Group Brookfield, WI Julie Ann Geraci Thornburg Investment Management Santa Fe, NM Richard P. Friedman IRON Financial Northbrook, IL Joseph Frustaglio Nationwide Financial Powell, OH Robert Gant Hutchinson Financial, Inc. Texarkana, TX Heather Gardner William Blair Chicago, IL Justin Frye Fidelity Investments Covington, KY Craig A. Garner, QPA Eldridge Investment Advisors, Inc. (LPL Financial) Manchester, NH Randy S. Fuss, CFP® CUNA Mutual Retirement Solutions Santa Rosa, CA Eric Garofalo Morgan Stanley Wealth Management New York City, NY Daniel Gaertner UBS Financial Services, Inc. Westlake, OH Greg Garvin American Century Investments Kansas City, MO Sara O. Gagnon Pioneer Investments Boston, MA Edward Garza American Funds Los Angeles, CA James R. Gairns Ameritas Life Insurance Corporation Lincoln, NE Patrick J. Gaskin Northern Trust Chicago, IL Stephanie Gallegos NFP Waltham, MA Sandy K. Gehler, QPFC Robert W. Baird & Co. Madison, WI Frank Gallo UBS Financial Services, Inc. Seattle, WA Steven Geisert Pacific Investment Mgt Co. LLC New York, NY Matthew D. Gannon Cohen & Steers Capital Management New York, NY Jason K. Gentile Symmetry Partners Glastonbury, CT Hilda Gerhard Colonial Surety Company Montvale, NJ Gary Geringer Merrill Lynch Wichita, KS Karen Gernhardt ShareBuilder 401k by Capital One Seattle, WA Teresa Ghilarducci New School for Social Research New York, NY Dave Giannini Thornburg Investment Management Santa Fe, NM Lisa A. Gibson Morgan Stanley Smith Barney Houston, TX Richard Gibson Global View Capital Advisors Seal Beach, CA Harris Gignilliat UBS Financial Services, Inc. Atlanta, GA Christopher J. Gilbert, CPC, QPA, QKA American Pensions Charleston, SC Todd Gillespie vWise Inc, Aliso Viejo, CA 11 Attendee List through March 18, 2014 Vincent J. Giordano Securian Retirement Services Saint Paul, MN Matt Giovinazzo Retirement Plan Advisory Group Costa Mesa, CA Richard Lee Gjolme Corporate Benefit Coordinators Irvine, CA Regina Glick Judy Diamond Associates New York, NY Derek Glitz The Bancorp Bank Philadelphia, PA James R. Glose, QPFC Northeast Retirement Plan Advisors West Seneca, NY Amy Glynn Pension Resource Institute, LLC South Boston, MA Mark Goblisch Wells Fargo Minneapolis, MN Dennis Godin XTRAC Solutions, A Fidelity Investments Company Merrimack, NH Seth Godin Best Selling Author Andrew Goeller T. Rowe Price Baltimore, MD Chris Goetz CFG Wealth Management Portland, OR Tanara Golston BrightScope Brooklyn, NY Patrick M. Grant Northwestern Mutual Milwaukee, WI Joseph Golubski InspiraFS Pittsburgh, PA Jason E. Grantz, QPA Unified Trust Company, NA Highland Park, NJ Jonathan Gomes Lincoln Financial Group Charlotte, NC Christopher Graves ING Windsor, CT Steven J. Gondek McCamish Systems, LLC Atlanta, GA Tonya S. Gray, QKA, QPFC Scripps Network Interactive Knoxville, TN Ruben Gonzalez Janus Capital Group Denver, CO Frank Green BMO Retirement Services Kansas City, MO Joseph M. Gordon, APM Gordon Asset Management, LLC Durham, NC Jamie Greenleaf, AIF®, CBFA Cafaro Greenleaf Red Bank, NJ Cosmo Gould Financial Telesis, Inc. San Rafael, CA Steve Gradeless North American KTRADE Alliance, LLC Plymouth, IN Brian H. Graff, Esq., APM NAPA/ASPPA Arlington, VA Thomas Graham LPL Financial Retirement Partners Hunt Valley, MD Trisha Graham Morningstar, Inc. Chicago, IL Thomas J. Granger, CPC Security Benefit Topeka, KS Eddie Griffin July Business Services Toms River, NJ Mark C. Griffith, CPC Envestnet Retirement Solutions Boston, MA Natalie Groeger, QPA, QKA Charles Schwab Phoenix, AZ Alan M. Gross Gross Strategic Marketing LLC Jacksonville, FL Richard Grotto SunGard Relius, LLC Jacksonville, FL Stacey Gruber, QKA Trinity Pension Consultants, Inc. Mason, OH 12 Attendee List through March 18, 2014 Bruce Guarino Nationwide Funds Columbus, OH Carlo Guerrera MassMutual Financial Group Springfield, MA Ernest J. Guerriero, CPC Guardian Retirement Solutions Saugerties, NY Matt Gulseth, CFP® Channel Financial Minneapolis, MN Seth Gusman T. Rowe Price Baltimore, MD Libby Guthrey Mutual of Omaha Omaha, NE Chad W. Gutner, CFP®, AIF® Samuel Financial, Inc Dedham, MA Ted Haase Paychex, Inc. Folsom, CA Ralph Haberli BlackRock New York, NY James G. Hageney, PRP®, AIF® The Centurion Group, LLC Plymouth Meeting, PA Susan L. Hajek, QKA SageView Advisory Group Dripping Springs, TX Timothy J. Halchuck, QPFC AMI Benefit Administrators, Inc. Youngstown, OH Ryan Hale Graystone Consulting a Business of Morgan Stanley Smith Barney Green Bay, WI Daniel Hall The Standard Portland, OR John E. Hall PenChecks, Inc. La Mesa, CA Jonathan Hall BNY Mellon Asset Management Boston, MA Lorna Hallenbeck Symmetry Partners Glastonbury, CT William R. Hackler, QPA, QKA Hackler Associates, Inc. Leominster, MA Troy Hammond Pensionmark Retirement Group Santa Barbara, CA William D. Hackler, QPA, QKA Hackler Associates, Inc. Leominster, MA William David Hand, MSPA BPAS Houston, TX Jane L. Hagen Tri Star Trust Bank Saginaw, MI Stephen S. Hand Hand Benefits & Trust Company Houston, TX Larry B. Hanks APA Financial Group, LLC Sandy, UT Kalen M. Hanna Saturna Capital Corp Bellingham, WA Brian Hanrahan, QPFC Robert W. Baird & Co. Nashville, TN Naomi Y. Hanson-Galema CUNA Mutual Retirement Solutions Madison, WI William S. Harmon Great-West Financial Greenwood Village, CO Kelley Hartman Wells Fargo Advisors Saint Louis, MO Dana R. Hartwell Hartford Funds Scituate, MA Paul S. Hartwig, QPA, QKA Premier RPS Wilsonville, OR Jonathan B. Haslauer, QPA, QKA The Haslauer Group, Inc. Harahan, LA Scott Hauptmann JEM Resource Partners Austin, TX Harry D. Haverkos, QKA AFS 401(k) Retirement Services, LLC Bethesda, MD Regena Hawkins College of Financial Planning Centennial, CO 13 Attendee List through March 18, 2014 Matthew E. Hawthorne Benefit Trust Company Overland Park, KS Eric A. Henon EACH Enterprise, LLC East Granby, CT Scott S. Hisamoto Charles Schwab Phoenix, AZ Maureen M. Hayburn, QPA Valley Forge Asset Management Wilmington, DE Paul S. Henry LIMRA LOMA Secure Retirement Institute Windsor, CT Lana E. Hock, QPFC Robert W. Baird & Co. Phoenix, AZ Jamie Hayes, QPFC, C(k)P®, AIF® FiduciaryFirst Maitland, FL Ursula Henry Legg Mason Stamford, CT Scott A. Hayes, QPFC, TGPC ISC Group, Inc. Dallas, TX W. Allan Hensley, CPC Pinpoint Financial, LLC Memphis, TN Adrian Hodge Fidelity Investments Institutional Services Company Smithfield, RI James Holland MIRA Center Charlotte, NC Randy Henze Wells Fargo Asset Management Menomonee Falls, WI Eric Holquist OppenheimerFunds New York, NY Jennifer Hays Wells Fargo Advantage Funds Menomonee Falls, WI Ruben Hernandez Hayashi & Wayland Retirement Plan Services Salinas, CA Jeffrey Hommel TD Ameritrade Trust Company Highlands Ranch, CO Dennis Hearns Fred Alger & Company, Inc. Norwell, MA George Herrera Charles Schwab Phoenix, AZ Russell J. Hooker, QKA Nova 401(k) Associates Houston, TX Dennis Hegarty Fidelity Investments Boston, MA Deb Hettler SunGard Jacksonville, FL Heather Hooper Loring Ward San Jose, CA Jean Heinz LPL Financial Retirement Partners San Diego, CA Victor H. Hicks, II Lumin Financial LLC Southfield, MI Gary C. Horby John Hancock Investments Boston, MA Tim Higgins BMO Retirement Services Milwaukee, WI Bob Hord Wells Fargo Institutional Retirement & Trust Charlotte, NC Frank Hayn National Planning Holdings, Inc. Santa Monica, CA Jeffrey Hemker INVESCO Houston, TX Hayward Henderson Plansponsor-Planadvisor Stamford, CT Bobbie R. Henion-Green, QPFC Robert W. Baird & Co. Ludington, MI David W. Hilton Payden/ Kravitz Cash Balance Plan Los Angeles, CA Ami Hindia Fidelity Investments Institutional Services Company Smithfield, RI Tommy D. Horst ERISA Services, Inc. Knoxville, TN James A. Houpt National Retirement Services Charlotte, NC 14 Attendee List through March 18, 2014 Esther V. Houser Morgan Stanley HOUSTON, TX Brian Houston ING Windsor, CT Todd Howard ING U.S. Investment Management Windsor, CT Craig Howell The Online 401(k) San Francisco, CA Monika Hubbard Unified Trust Company, NA Lexington, KY Amy Huber Charles Schwab Advisor Services Englewood, CO Stephanie Hunt Stadion Money Management Inc. Watkinsville, GA Natalie Hunter PenChecks, Inc. La Mesa, CA William K. Hurley, Jr. Morgan Stanley Chicago, IL John Hurlow Wells Fargo Advisors Financial Network Bloomington, IN Marta L. Hurst, QKA InWest Retirement Solutions Midland, TX Patty Hutchinson Mutual of Omaha Omaha, NE Anne Hubert Viacom Media Networks New York, NY Gene Huxhold John Hancock Investments Boston, MA Jason Hudes Goldman Sachs Asset Management New York, NY Michael Iapalucci UpTick Data Technologies Bethesda, MD Melissa E. Hudson Mutual of Omaha Missouri City, TX Charmaine Hughes Transamerica Retirement Solutions Chicago, IL Kyle Hughes Milliman, Inc. Dallas, TX Jay Hunt McKinely Carter Wealth Services Wheeling, WV Kenneth G. Ingham, MSPA Ingham Retirement Group Miami, FL Jennifer Ingham Shelley Ingham Retirement Group Miami, FL Peter Inoue Compensation Consultants, Inc. Honolulu, HI Shinichiro Inoue ForUs San Francisco, CA Rob Ivanoff Financial Products Research Matt Iverson Boulevard R San Francisco, CA James M. Izett Pension Advisors Lilburn, GA Michael A. Jackson American Century Investments Kansas City, MO Barry Jacobs Edward Jones Saint Louis, MO Otis Jacobs LPL Financial Retirement Partners San Juan Capistrano, CA Paul Jaeger The Trust Company of Knoxville Knoxville, TN Chris Jamail TCG Group Holdings Austin, TX Lee James July Business Services Waco, TX Timothy D. Jansen, QKA, QPFC Waddell & Reed Shawnee Mission, KS Patrick E. Jergens Pinnacle Fiduciary Consulting Group, LLC Mansfield, OH Brian D. Jessen, CPC, QPA INVESCO Houston, TX Shanley Johndrow The Standard Portland, OR 15 Attendee List through March 18, 2014 Michael Johnson ING Tampa, FL Sally M. Johnson Principal Financial Group Phoenix, AZ Steven E. Johnson Retirement Solutions Advisors, LLC. Chicago, IL Ben Jones BMO Retirement Services Milwaukee, WI Jeffrey Jones Federated Investors Pittsburgh, PA Thomas Joseph Clifton, NJ Bob Judd Mutual of Omaha Rochester, NY Brandon Kaboski OneAmerica Trenton, NJ Raoul Kamath MullinTBG New York, NY Brian M. Kane, CPC, QPA, QKA Preferred Pension Planning Corporation Bridgewater, NJ Michael Kane Plan Sponsor Consultants Alpharetta, GA Peter Kapinos Putnam Investments Boston, MA Ray J. Kaplan Thomson Reuters New York, NY Rebecca Kaplan, Esq. The ANGELL Pension Group, Inc. East Providence, RI Anthony M. Karamas Fidelity Investments Institutional Services Company Smithfield, RI Steven Karnolt Columbia Management Boston, MA Aaron P. Karr, QKA Polycomp Administrative Services, Inc. Roseville, CA Lawrence M. Kavanaugh, Jr., QPFC Northeast Retirement Plan Advisors West Seneca, NY Jeffrey P. Keating John Hancock Boston, MA Matthew Keating RS Funds Radnor, PA Kyla M. Keck, CPC, QPA, QKA SageView Retirement Plan Consultants, Inc. Knoxville, TN Meg Kelleher Fidelity Investments Boston, MA Jeffrey N. Keller Stadion Money Management Inc. Marietta, GA Susan Kelley Ann Schleck & Company Woodbury, MN George Kelly Security Benefit Topeka, KS Kathleen Kelly, CRPS®, AIFA® Compass Financial Partners Greensboro, NC Sean Kelly LPL Financial Retirement Partners San Juan Capistrano, CA Sean Kelly WisdomTree Asset Management, Inc. New York, NY Thomas P. Kelly Legg Mason Stamford, CT Charley Kennedy Fiducia Group, LLC Pittsburgh, PA Scott D. Kennedy Vantage Benefits Administrators Temecula, CA Kyle Kennelly Morgan Stanley Great Neck, NY Martin L. Kerns, II Kerns Capital Management, Inc. Houston, TX Joseph P. Kerrigan, Jr. Great-West Financial Greenwood Village, CO Lance W. Kesterson United Retirement Plan Consultants Dublin, OH 16 Attendee List through March 18, 2014 Amie Khondo John Hancock Financial Services Toronto, ON Michael Kiernan Clark Capital Management Group Philadelphia, PA Jennifer Kiffmeyer Retirement Learning Center Brainerd, MN Kevin Kilcarr Enterprise Iron Financial Matawan, NJ Chin H. Kim Pacific Life Insurance Company Newport Beach, CA Steven Kimmel BlueStar Retirement Services, Inc. Ponte Vedra Beach, FL Maureen E. King, QKA, TGPC OneAmerica Indianapolis, IN Edward Kirby Fidelity Investments Boston, MA Shelly M. Kirkgard, QPA Employee Incentive Plans, Inc. Austin, TX Laura D. Kirkover, QKA Wells Fargo Advisors Saint Louis, MO James Kirkpatrick CUNA Mutual Retirement Solutions Zionsville, IN Brad Kirschman Verisight, Inc. Walnut Creek, CA Eric Kirste IRON Financial Northbrook, IL Diane W. Kolvek, QPFC Mutual of Omaha Omaha, NE Peter Kirtland Aspire Financial Services, LLC Tampa, FL Karnail S. Kooner, CPC, QPA, QKA, QPFC CUNA Mutual Retirement Solutions Chantilly, VA Brian Klecan PNC Capital Advisors Cleveland, OH Mark B. Klein Professional Capital Services, LLC Philadelphia, PA Phyllis E. Klein CAPTRUST Financial Advisors Raleigh, NC Gary F. Kleinschmidt Legg Mason Baltimore, MD Thomas R. Kmak Fiduciary Benchmarks, Inc. Lake Oswego, OR Ben Knauer Enterprise Iron Financial Matawan, NJ Sam J. Kneuper, CPC, QPA OneAmerica New Braunfels, TX Gary Kostuke American Century Investments Kansas City, MO Lisa G. Kottler NFP Austin, TX Petros P. Koumantaros, QPFC Spectrum Pension Consultants, Inc. Tacoma, WA Yannis P. Koumantaros, CPC, QPA, QKA Spectrum Pension Consultants, Inc. Tacoma, WA Dean Kramar Ameriprise Financial Minneapolis, MN Tony Krause Ascensus Dresher, PA Monica Knowles Morley Financial Services, Inc. Ann Arbor, MI Steven Krauszer INVESCO Houston, TX Jeffrey Kohl Heartland Funds Milwaukee, WI Richard H. Kravitz R.H. Kravitz & Company Island Park, NY Greg Koleno LPL Financial Retirement Partners San Juan Capistrano, CA Scott B. Krowczyk McGladrey Wealth Management LLC Rockford, IL 17 Attendee List through March 18, 2014 Teresa J. Kruse, QPFC Advanced Capital Group Minneapolis, MN Tom A. Krusic, CPC, QPA, QKA Spectrum Pension Consultants, Inc. Tacoma, WA Steven Lang Summit Professional Networks New York, NY Mark E. Laughton, QPFC Hayashi & Wayland Retirement Plan Services Salinas, CA Anissa E. Langhorst, QKA Integrated Retirement Initiatives Baxter, MN Greg Laurence Charles Schwab Corporation Chicago, IL Barry S. Kublin BPAS Utica, NY Scott Lanigan New York Life New York, NY Bryan P. Kucholtz Comerica Insurance and Retirement Services Dallas, TX Brad Lankford North American KTRADE Alliance, LLC Plymouth, IN Lisa Kueng INVESCO Downers Grove, IL Bill Laplante RidgeWorth Investments Atlanta, GA Paul Kuhn Legg Mason Baltimore, MD Jaclynn Larington OppenheimerFunds New York, NY Robert Kumming The Standard Atlanta, GA Greg LaRose New Orleans CityBusiness Metairie, LA John M. Kutz Legg Mason Kirkland Hills, OH Chad J. Larsen, AIF® Moreton Retirement Partners Denver, CO C. Todd Lacey Transamerica Retirement Solutions Bogart, GA Jennifer Larson Investment Planners, Inc. Wealth Management Yankton, SD Brian S. Lakkides, AIF® Fiduciary Plan Governance, LLC Waterford, MI William A. Lathram Fidelity Investments Merrimack, NH Ellen R. Lander, PRP, AIF® Renaissance Benefit Advisors Group Jamison, PA Matthew Landon F-Squared Investments Wellesley, MA Cynthia Laub Merrill Lynch Wichita, KS Chris G. Laucks Pioneer Investments Shrewsbury, MA Jessica L. Lavely, Esq. Fidelity Investments Westlake, TX Michael Law Saint Paul, MN Stacy Lawn Allianz Global Investors NEW YORK, NY Jason Lawrence Karr Barth & Associates, Inc. Bala Cynwyd, PA Chad S. Lay CUNA Mutual Retirement Solutions Marshall, WI Michelle A. LeCates, QPA, QKA July Business Services Round Rock, TX Benjamin Lee Charles Schwab Charlotte, NC Elice Lee CUNA Mutual Retirement Solutions Madison, WI John W. Leissner, CFS, ARPS® CAPTRUST Financial Advisors Raleigh, NC William C. Leitner, QPFC, TGPC ISC Group, Inc. Dallas, TX 18 Attendee List through March 18, 2014 Jonathan Leman Leman Financial Advisors, Inc. Fort Wayne, IN John M. Lennon Ohio National Financial Services Loveland, OH John P. Leonard OppenheimerFunds Cumberland, RI George Lessner ING Addison, TX Bryant W. Lester Rekon Intelligence Wilmington, NC Thomas R. Leverone LPL Financial Retirement Partners McLean, VA David M. Lipkin, MSPA Metro Benefits, Inc. Pittsburgh, PA Steven M. Loseff, CPC, QPA The Standard Cincinnati, OH Reed J. Lloyd Pacific Life Insurance Company Newport Beach, CA Mark Lowbridge John Hancock USA Boston, MA Lauren Loehning Eaton Vance Boston, MA Brandon Lowe Stadion Money Management Inc. Watkinsville, GA Burke Lofland Fidelity Investments Atlanta, GA Leslie A. Lowery Retirement Strategies, Inc. Augusta, GA Miriam C. Lohmann The Standard Portland, OR Rick Luchinsky American Century Investments Kansas City, MO Allen Long Heritage Seubert Financial, LLC Pittsburgh, PA Amanda Lewis Columbia Management Boston, MA Robert L. Long, APM Actuarial Systems Corporation Sylmar, CA Mark Lewis Castle Rock Innovations, LLC Chicago, IL Joe R. Long, CPC, QPA, QPFC July Business Services Dallas, TX James Liberi The Bancorp Bank Philadelphia, PA Randall C. Long SageView Advisory Group Irvine, CA Jennifer Lima Prudential Hartford, CT Hugo Lopez, QKA Seaside Financial Carlsbad, CA Charles K. Lincoln, II Morgan Stanley Wealth Management Little Rock, AR Jerry Lopez Principal Financial Group Houston, TX Gary Lineberry LOMA Atlanta, GA Brandie J. Lord, QKA Fidelity Investments Menifee, CA Cheryl A. Luedtke-Shoehr Spectrum Investment Advisors Mequon, WI Lia Lundgren BNY Mellon Retirement Boston, MA Malcolm Lunn Goldman Sachs Asset Management New York, NY Eli Lyons Lincoln Trust Company Denver, CO Don Mackanos Alliance Benefit Group Ponte Vedra Beach, FL Cameron H. MacLeod Nyhart Indianapolis, IN Don MacQuattie American Funds Los Angeles, CA 19 Attendee List through March 18, 2014 Ted Madden Fidelity Investments Boston, MA Jonathan H. Maertz, QPFC Robert W. Baird & Co. Milwaukee, WI Cara Magliocco Legg Mason Austin, TX Richard E. Magner Infosys McCamish Systems Atlanta, GA Lathan C. Mahaffey J.P. Morgan Asset Management New York, NY Paul Mahan Commonwealth Financial Network Waltham, MA Sean Maher Allianz Global Investors New York, NY Kevin E. Mahoney, QPA, QKA, QPFC Financial Decisions Stockton, CA Zach Mahoney American Trust & Savings Bank Dubuque, IA Tom Makeever Gross Strategic Marketing LLC Jacksonville, FL Darsh Makim Capstone Retirement Group Falls Church, VA John A. Malcolm, TGPC VALIC Chatham, NJ Sosseh Malkhassian John Hancock Retirement Plan Services Toronto, ON Christina Marschinke LPL Financial Retirement Partners San Diego, CA Stephen A. Mandel Milliman, Inc. Minneapolis, MN Christen Marsenison Envisage Ithaca, NY John Manganaro PLANSPONSOR Magazine New York, NY Gregory J. Marsh Wells Fargo Advisors Basking Ridge, NJ Alan S. Mann ADP Retirement Services Salem, NH Jeanie M. Marsh, QPFC InWest Retirement Solutions Midland, TX William Brad Mann, QPFC DMJ Wealth Advisors LLC Greensboro, NC Daniel A. Marshall, III The Standard Mandeville, LA Mike Manosh Fidelity Investments Smithfield, RI Larry Marshall Center For Fiduciary Management/FiRM Overland Park, KS Tom Mantych Morgan Stanley Purchase, NY Barbara L. March BridgePoint Group, LLC Flagler Beach, FL Lucio Marino Fidelity Investments Boston, MA Darryl Marks Retirement Plan Advisory Group Aliso Viejo, CA Chris Marovich Retirement Design Group Roseville, CA Michael Marr Castle Rock Innovations, LLC Chicago, IL Amir Martin Morgan Stanley Beverly Hills, CA Robert Martin Symmetry Partners Glastonbury, CT Stephen Maschino Financial Soundings Alpharetta, GA Margaret Massaro BNY Mellon Asset Management New York, NY Ron Mastrogiovanni Healthview Services Danvers, MA Andrea L. Masucci Castle Rock Innovations, LLC Upper Arlington, OH 20 Attendee List through March 18, 2014 Scott T. Matheson,APM, CFA, CPA CAPTRUST Financial Advisors Raleigh, NC Mark E. McCoy Retirement Fund Management Atlanta, GA Joseph M. Matis Morgan Stanley Indianapolis, IN Brian McFadzen Wells Fargo Advisors St Louis, MO Jill Maybaum INVESCO Downers Grove, IL William Kerr McGowan Stadion Money Management Inc. Watkinsville, GA R. Michael McAleer Charles Schwab Advisor Services Radnor, PA John F. McAvoy Waterstone Retirement Services Canton, MA Brian McCabe, QPA, QKA United Retirement Plan Consultants Dublin, OH Timothy McCabe Stadion Money Management Inc. Watkinsville, GA Brendan McCarthy F-Squared Investments Wellesley Hills, MA Brian McCarthy Morgan Stanley New York, NY Kevin F. McCormack, QPA Pension Parameters Financial Services, Inc. Aberdeen, NJ Mary Ann McCormack Securian Retirement Services Glenwood, NJ Michael J. McGraw, QPFC CliftonLarsonAllen Wealth Advisors Minneapolis, MN Steven McKay Putnam Investments Boston, MA Craig McKenna MFS Investment Management Boston, MA Tom McKenna Healthview Services Danvers, MA Terri McNamara Securian Retirement Services Saint Paul, MN Shaun McNeill Broadridge Financial Solutions Denver, CO Kimberly McVicker Principal Financial Group Des Moines, IA Amar Medjid, MSPA CMC Interactive, LLC New York, NY Joel L. Mee, CPC, QPA, QKA, QPFC The Standard Portland, OR Ann B. Megan, QKA BMO Retirement Services Milwaukee, WI Walter Melcher, QPFC RMB Capital Management Denver, CO Tom McKenna Healthview Services Danvers, MA Sarah Melius Aspire Financial Services, LLC Denver, CO Carey McKenzie T. Rowe Price Owings Mills, MD Darla Mercado Investment News New York, NY Joseph McLaughlin Kelliher Corbett Group at MSSB Norwell, MA Charlene L. Merner Wolf Financial Management Oakbrook Terrace, IL Robyn McNair Colonial Surety Company Montvale, NJ Kelli McNamara Columbia Management Boston, MA Richard Merson Legg Mason Denver, CO Jody Meth BridgePoint Group, LLC Flagler Beach, FL 21 Attendee List through March 18, 2014 Kyla Meyer CUNA Mutual Retirement Solutions Madison, WI Kyle K. Mitchum, QKA CUNA Mutual Retirement Solutions Madison, WI David Michaud Eaton Vance Boston, MA Bijan Mohseni Axa Advisors, LLC Tampa, FL Jordan Migneault Professional Capital Services, LLC Philadelphia, PA Daniella Moiseyev T. Rowe Price Baltimore, MD Bart Miller Legg Mason Baltimore, MD Fielding J. Miller CAPTRUST Financial Advisors Raleigh, NC Penny P. Milligan, QPA, QKA BSM Consulting Group, LTD. Mandeville, LA Timothy J. Minard Principal Financial Group Des Moines, IA Jennifer Mingo Enterprise Iron Financial Matawan, NJ Tony Mingo vWise, Inc. Aliso Viejo, CA Emily G. Minnich UBS Financial Services, Inc. Westlake, OH Alison Cooke Mintzer PLANSPONSOR Magazine New York, NY Matthew P. Mintzer J.P. Morgan Asset Management New York, NY Tom Monnerat AllianceBernstein Investments Secaucus, NJ Matt Monroe Retirement & Benefit Partners East Syracuse, NY William Michael Montgomery, TGPC Montgomery Retirement Plan Advisors, Inc. Tampa, FL John Moody Matrix Financial Solutions, a Broadridge Company Denver, CO Kevin D. Morgan J.P. Morgan Asset Management Fort Worth, TX Thomas Morrison Fred Alger & Company, Inc. Parker, CO Laura Lynn Morrissey Bridgepoint Gilmanton, NH Julie Morse Fidelity Investments Covington, KY Richard Moser Professional Capital Services, LLC Philadelphia, PA Melissa Mosher Managers Investment Group Conshohocken, PA Laura S. Moskwa, CPC, QPA TPA Resources, LLC Auburn, CA Scott Moss Wealth Management Systems, Inc. New York, NY John B. Mott Morgan Stanley Smith Barney Houston, TX Tyler Moyer College of Financial Planning Centennial, CO Robyn Michelle Morgan, QKA Employee Fiduciary Saint Petersburg, FL John Moynihan Diversified Financial Advisors, LLC St. Louis, MO Terrence Morgan Ok401K, Inc. Edmond, OK Joseph W. Mrozek Bank of America Merrill Lynch Pennington, NJ Patrick Morrell Ingham & Company Miami, FL Michael Muirhead Ann Schleck & Company Woodbury, MN 22 Attendee List through March 18, 2014 Curt Mull Westpark Financial McLean, VA William D. Nestel Security Benefit Topeka, KS Mike R. Mumford UBS Financial Services, Inc. Weehawken, NJ Kevin Neuhart Janus Capital Group Denver, CO Roy Murai Tsukazaki & Associates, LLC Honolulu, HI Paul Neveu BPAS Utica, NY Kevin D. Murphy Moore Stephens Lovelace, P.A. Winter Park, FL Paul M. Newmann Mesirow Financial Chicago, IL Patricia R. Murphy Fidelity Investments Covington, KY Sean S. Murray, CFA® PIMCO Newport Beach, CA Marta Mycyk Mesirow Financial Chicago, IL Janet Nahorney, CPA BlumShapiro W Hartford, CT Christina Nakashima-Petrucci LPL Financial Retirement Partners San Diego, CA Randolph Namin Castle Rock Innovations, LLC Chicago, IL Michael Narkoff Ascensus Dresher, PA Tyler Neenan Eaton Vance Boston, MA Joan M. Neri Drinker, Biddle & Reath, LLP Florham Park, NJ Kevin Ng Asset International New York, NY Douglas Nolte LPL Financial Retirement Partners San Juan Capistrano, CA Christopher Noone MN Investment Group Jackson, MS Michael Norman Galliard Capital Management, Inc. Minneapolis, MN Jennifer Norr CUNA Mutual Retirement Solutions Madison, WI Brian Nicholson BPAS Utica, NY Daniel T. Notartomaso, Jr. LPL Financial Retirement Partners Charlotte, NC Brandon Nicklas Nicklas Financial Companies Jefferson City, MO Paul Notermann Morgan Stanley Bloomington, MN Kenneth Nicklas Nicklas Financial Companies Jefferson City, MO Robert Nourse Mutual of Omaha Omaha, NE Nick Niebeling Broadridge Financial Solutions Pittsburgh, PA Keri Nuzzi Legg Mason Baltimore, MD Steve Nielson Charles Schwab Phoenix, AZ Mark Noble iJoin Solutions, LLC Raleigh, NC Robert C. Nocera ADP Retirement Services Florham Park, NJ Stig O. Nybo Transamerica Retirement Solutions Portola Valley, CA Calvin E. Nystrom, QPA National Planning Holdings, Inc. Tampa, FL Jay O'Brien Brinker Capital Berwyn, PA Jeremy Noland Ivy Funds Shawnee Mission, KS 23 Attendee List through March 18, 2014 Kevin P. O'Connell, QPFC Northeast Retirement Plan Advisors Horseheads, NY Brandon T. Oliver United Planners Financial Services Scottsdale, AZ James Owen LPL Financial Retirement Partners San Juan Capistrano, CA Caitlin O'Connor Envisage Ithaca, NY Matthew C. Olson, CPC, QPA, QKA GROUPIRA Tacoma, WA Nicholas Pagano T. Rowe Price Colorado Springs, CO Edward P. O'Connor Morgan Stanley Wealth Management Purchase, NY Kevin P. O'Connor, CPC, QPA Pacific Portfolio Consulting Seattle, WA Mindy O'Connor Transamerica Retirement Solutions Chicago, IL Patrick S. O'Hara BNP Paribas Investment Partners New York, NY Christopher O'Neill, Ph.D., CFA®, CFP®, FRM®, ChFC® Mesirow Financial Chicago, IL Martha Ophir Kravitz, Inc. Encino, CA Shawn K. Oram, QKA Alliance Benefit Group Rocky Mountain Salt Lake City, UT Brad Palmer The Conestoga Group Frazer, PA Brian Palmer INVESCO Waxhaw, NC Jay C. Palmer INVESCO Houston, TX Mona M. Palmer, QKA Wells Fargo Advisors Edwardsville, IL Pamela S. O'Rourke, Esq., APM Integrated Retirement Initiatives Baxter, MN Marc Panasuk TD Ameritrade Trust Company Hingham, MA Cindy Orr CBIZ Financial Solutions Leawood, KS Gwenn Paness SunGard Relius, LLC New York, NY Kathryn Orr Goldman Sachs Asset Management New York, NY Rosemarie M. Panico-Marino, QPA The Private Bank Chicago, IL Valeria C. Ortega Nationwide Financial Miami, FL Mark A. Paone UBS Financial Services, Inc. Boston, MA Candy C. Okuhama ASC Trust Corp. Hagatna, GU Shannon OShaughnessy Insperity Kingwood, TX Ken Pardue Wells Fargo Advisors St Louis, MO Andrew Olear iJoin Solutions, LLC Raleigh, NC Tammy Ouverson ING Windsor, CT Nathan B. Paris, QPFC Unified Trust Company, NA Lexington, KY Brett Okamoto Morley Financial Services, Inc. Portland, OR John O'Keefe Matrix Financial Solutions, a Broadridge Company Denver, CO Scott O'Keeffe United Planners Financial Services Scottsdale, AZ 24 Attendee List through March 18, 2014 Eric Parisi Pioneer Investments Boston, MA Chad Parks The Online 401(k) San Francisco, CA William S. Parry SunGard Wealth Management Services Charlotte, NC David E. Patch MFS Investment Management Boston, MA Mary L. Patch, QKA, QPFC Trademark Capital Dubuque, IA Tamara W. Patterson BenefitsPro.com Centennial, CO James C. Paul, APM Ferenczy + Paul LLP Gold River, CA Erin Pauley Edward Jones Saint Louis, MO Jim Pavia CNBC Englewood Cliffs, NJ Jennifer Pearson, QKA Clearview Group Atlanta, GA Mike Peddicord Mutual of Omaha Dublin, OH Denise K. Penn, QKA CUNA Mutual Retirement Solutions Great Bend, KS Todd J. Perala, QKA BMO Retirement Services Milwaukee, WI Gerard P. Pernot CUNA Mutual Retirement Solutions Madison, WI Richard A. Perry, QPA, QPFC Retirement Resource Group, LLC Auburn, MA John Peters Commonwealth Financial Network Atlanta, GA Robert A. Petrillo Pinnacle Plan Design, LLC Tucson, AZ Jesse Pettis DailyAccess Corporation Mobile, AL Lisa Pettis, QKA DailyAccess Corporation Mobile, AL Marek Pfeil SageView Advisory Group Irvine, CA Eileen N. Pickard Merrill Lynch Pennington, NJ Leah R. Pelfrey, QKA Oppenheimer & Co., Inc. Los Angeles, CA John W. Picone Morgan Stanley Wealth Management Purchase, NY Brian Penn, QPFC Robert W. Baird & Co. Towson, MD Michael E. Pierce Pierce Financial Group, Inc. Annapolis, MD Donald L. Pierini, Jr. Wells Fargo Advisors Birmingham, AL Tania Pierre-Kopy MassMutual Financial Group Springfield, MA Cornelius Phillip Pigott Cetera Advisor Networks, LLC Clovis, CA Steven Pilger BBM Financial Services, Inc Yakima, WA Frank Pitten TD Ameritrade Trust Company Hingham, MA James Polito BNY Mellon Asset Management Boston, MA Ivana Polonijo M Financial Group Portland, OR Peter J. Ponzio Longview Financial Partners, Inc. Mercerville, NJ Greg Poplarski Allianz Global Investors Carmel, IN Jaime D. Porras MetLife New York, NY Gregory Porteous BlackRock San Francisco, CA Mike Possley Chicago, IL 25 Attendee List through March 18, 2014 Von Pounds CUNA Mutual Retirement Solutions Great Bend, KS Drew Powers John Hancock Financial Network Boston, MA Peter E. Preovolos PenChecks, Inc. La Mesa, CA Jon Prescott Colorado National Bank Denver, CO Wesley Previant Morgan Stanley Pasadena, CA Kasey R. Price, QPA, QKA, ERPA Retirement Strategies, Inc. Augusta, GA Ryan Racine Aspire Financial Services, LLC Tampa, FL Ann M. Radford John Hancock Retirement Services Toronto, ON John Raedel Judy Diamond Associates Washington, DC Matthew R. Rafferty Morningstar, Inc. Chicago, IL Omar Rasheed Merrill Lynch Yardley, PA C. Frederick Reish, Esq., APM Drinker, Biddle & Reath, LLP Los Angeles, CA Scott Raue Artisan Partners Milwaukee, WI Karen L. Repmann CUNA Mutual Retirement Solutions Madison, WI Michael A. Ravnsborg Benefit Trust Company Overland Park, KS Mark D. Ray, AIF®, C(k)P®, CRPS®, RF™, CBC, PRP Praxis Consulting Sacramento, CA Christopher Real, QPFC Principal Financial Group Lake Oswego, OR Shelia Reed Aspire Financial Services, LLC Tampa, FL Joseph M. Reese, QPFC Unified Trust Company, NA Pittsford, NY Reno J. Regalbuto AdvisorTrust, Inc Wilmington, DE David Reich LPL Financial Retirement Partners San Diego, CA William E. Reimold Mid-Atlantic Pension Specialists, Inc. Center Valley, PA David Ramirez ForUs San Francisco, CA James Reimold Mid-Atlantic Pension Specialists, Inc. Center Valley, PA Richard Randa Wells Fargo Advisors St Louis, MO Michael Reis ADP Retirement Services Jackson, NJ Scott Revare Center For Fiduciary Management/FiRM Overland Park, KS George J. Revoir, QPA John Hancock USA Boston, MA Greg T. Rhinehardt Gordon Asset Management, LLC Durham, NC Bill Riccio Retirement Revolution Pasadena, CA John E. Rice, QKA DailyAccess Corporation Mobile, AL William Rice Pensionmark Retirement Group Santa Barbara, CA Jeff Richie Vantage Benefits Administrators Temecula, CA James A. Rie TIAA-CREF New York, NY Patrick J. Rieck, QPA, QKA, QPFC Morgan Stanley Severna Park, MD 26 Attendee List through March 18, 2014 Kaitlyn Ries American Trust & Savings Bank Dubuque, IA Sean Riley Wells Fargo Advisors Scottsdale, AZ Karen A. Ritgert T. Rowe Price Owings Mills, MD Matthew Rivers LPL Financial Retirement Partners San Diego, CA Jason C. Roberts, Esq., AIFA® Pension Resource Institute, LLC Manhattan Beach, CA Mark Roberts Fidelity Investments Atlanta, GA James Robison, AIF® White Oak Advisors Indianapolis, IN Kathleen Roche Commonwealth Financial Network Waltham, MA Dean Rodewald Broadridge Financial Solutions Denver, CO Al Rodridguez CUNA Mutual Retirement Solutions Madison, WI Renee Rodriguez Bank of America Merrill Lynch Pennington, NJ Rochelle Rodriguez American Funds San Antonio, TX Austin S. Rosenthal Dimensional Fund Advisors Austin, TX Chris Rodzen Managers Investment Group Conshohocken, PA Craig Rosenthal Fiduciary Benchmarks, Inc. Southbury, CT Debra Roey Janney Montgomery Scott, LLC Philadelphia, PA Tim A. Rosewicz Federated Investors Pittsburgh, PA Kenneth Rogers Rogers Financial Harrisonburg, VA Michael L. Rogers, CPC, QPA, QKA, QPFC, TGPC Burr Pilger & Mayer, Inc. San Jose, CA Dave J. Romagosa Cornerstone Financial Group, Inc Lafayette, LA Chris M. Rooney Pax World Investment Management Portsmouth, NH Mariana Rosario-Gonzalez BenefitsPro.com New York, NY Hal R. Rose Princeton Junction, NJ Melissa Rosenbaum TD Ameritrade Trust Company Denver, CO Charles Rosenberg INTAC Actuarial Services, Inc. Ridgewood, NJ Hank Rosenblum Charles Schwab Corporation San Francisco, CA Andrew Ross John Hancock Financial Services Toronto, Ontario Kevin Ross Fidelity Investments Smithfield, RI Margaret Ross Ivy Funds Overland Park, KS Deborah J. Rubin Transamerica Retirement Solutions Columbia, MD Craig Rubino ProcessUnity Alpharetta, GA Christine C. Rucker, QKA M.L. Kerns & Associates, LLC Houston, TX Mark Russell Newkirk Products, Inc Albany, NY Preston Rutledge Senate Finance Committee Washington, DC Steve Rydzak Fi360 Bridgeville, PA Eric Ryles Judy Diamond Associates Washington, DC 27 Attendee List through March 18, 2014 Diane Rzepecki Columbia Management Boston, MA Dave T. Sauter Fiduciary Benchmarks, Inc. Oxford, CT Sharon Schmid, QPFC Robert W. Baird & Co. Milwaukee, WI Dave Sabol Bank of America Merrill Lynch Pennington, NJ James Sawma JP Morgan Business Retirement Group Chicago, IL Mark Schnabl BMO Retirement Services Milwaukee, WI S. Andrew Saeta Parnassus Investments San Francisco, CA Ron Sala Meeder Investment Management Dublin, OH Alex Salton Legg Mason New York, NY Keith R. Sams, QPFC Robert W. Baird & Co. Cincinnati, OH Trent Sanden, CIMA® UBS Institutional Consulting Group North Bend, WA Michael Sanders Cammack LaRhette Consulting New York, NY Rachel Scanzillo Colonial Surety Company Montvale, NJ Lindsey L. Scarpati Deutsche Asset & Wealth Management Chicago, IL Richard Schainker INVESCO Houston, TX Lisa A. Schallenberg, QKA Employee Incentive Plans, Inc. Austin, TX Lisa A. Schallenberg, QKA Employee Incentive Plans, Inc. Austin, TX Andrew J. Scherer Russell Investments Chicago, IL Steven S. Sansone Kravitz Investment Services, Inc. Encino, CA Garry D. Scheufler Merrill Lynch Dallas, TX Thomas M. Santa Barbara, QPFC Direct Retirement Solutions Albany, NY David R. Schlageter Ameritas Life Insurance Corporation Atlanta, GA Peggy Santhouse Wethersfield, CT Ann M. Schleck Ann Schleck & Company Saint Paul, MN Sam Sarcone PensionPlanet.com Tampa, FL Aaron Schlipman Wells Fargo Advisors St Louis, MO Jay Thomas Scholz, CPC, QPA, QKA Scholz, Klein & Friends Enlightened Retirement Group, Inc. San Antonio, TX Trent Schrader CUNA Mutual Retirement Solutions Madison, WI Bryan Schultheis Transamerica Retirement Solutions Tampa, FL Richard Schwamb, C(k)P®, ARPC Merrill Lynch Garden City, NY John M. Sciarra National Retirement Services Huntington Beach, CA Laura T. Scobee, CPC The Capital Group, LLC Saint Louis, MO Jessica Searcy-Maldonado Searcy Financial Services, Inc. Peoria, AZ Genny Sedgwick Milliman, Inc. Seattle, WA Anand Sekhar Fidelity Investments Boston, MA 28 Attendee List through March 18, 2014 Jenna Sellman Pioneer Investments Boston, MA Nicholas Serenyi Morgan Stanley Wealth Management Purchase, NY Donald J. Settina RetireRight Pittsburgh Pittsburgh, PA Brandy L. Sexton Principal Financial Group Des Moines, IA Kimberly A. Sexton, QKA Total Benefit Communications - An Ascensus Company Atlanta, GA Marc Seymour PAi Palatine, IL Steven Shackelford PAi DePere, WI Michael T. Shafer Wealth Management Systems, Inc. New York, NY Douglas H. Shannon T. Rowe Price Owings Mills, MD Karen A. Shapiro Dedicated Defined Benefit Services Glendale, CA Eric Sharon Retirement Solutions Advisors, LLC Chicago, IL Brandon Shea RidgeWorth Capital Management Gallatin, TN Terence Shea John Hancock Financial Services Boston, MA Steve Shearn Hayashi & Wayland Retirement Plan Services Salinas, CA William Sheehy, III Sheehy Associates, Inc. Hamilton, NJ Brian Shepley Venture Solutions Arden Hills, MN Gary Shipper Wells Fargo Asset Management San Francisco, CA Susan A. Shoemaker Plante Moran Financial Advisors Southfield, MI Rick D. Shoff CAPTRUST Financial Advisors Doylestown, PA Eric M. Sholberg 401(k) Advisors - Arizona Phoenix, AZ Ashish Shrestha Dimensional Fund Advisors Santa Monica, CA John Shuta John Hancock USA Downers Grove, IL Lloyd Silk INVESCO Houston, TX Gene Silverman UBS Financial Services, Inc. Weehawken, NJ Brad Simek SunGard Relius, LLC Lombard, IL Jeff Simes CUNA Mutual Retirement Solutions Hopkinton, MA Chris L. Simmons Neuberger Berman LLC San Francisco, CA Joseph Simmons, JR New York Life Westwood, MA Sarah Simoneaux, CPC Simoneaux & Stroud Consulting Services Mandeville, LA Ken Simons Jacksonville, FL Amy L. Simonson Verity Asset Management Durham, NC Jeffrey R. Sinak BNY Mellon Asset Management Dallas, TX Sherry Slade Ivy Funds Shawnee Mission, KS Timothy J. Slavin Matrix Financial Solutions, a Broadridge Company Edgewood, NY Chris W. Sleggs BNY Mellon Retirement Chicago, IL Anjeanette M. Smith Ascensus Brainerd, MN 29 Attendee List through March 18, 2014 Ashli B. Smith JP Morgan Chase & Co. Atlanta, GA Carli Renee Smith Dimensional Fund Advisors Austin, TX David B. Smith, QPA, QKA National Benefit Services, LLC West Jordan, UT Russell B. Smith Gordon Asset Management, LLC Durham, NC Stan Smith Fidelity Investments Newport Beach, CA Todd Smith Morgan Stanley Bellevue, WA Joshua Sorensen Cetera Advisor Networks, LLC Fresno, CA Anne Soucy Nationwide Financial Westwood, MA Kevin J. Spaeth Great-West Financial Greenwood Village, CO Eric W. Smith Morgan Stanley Wealth Management Rochester, NY Stacy Smolka American Funds Los Angeles, CA Jake R. Smith Judy Diamond Associates Washington, DC Robert Snyder Envisage Ithaca, NY Anthony C. Spano McGladrey Wealth Management LLC Gaithersburg, MD Leslie Smith July Business Services Waco, TX Eric Sobczak, QPFC, TGPC Robert W. Baird & Co. Milwaukee, WI Joseph W. Spatucci Pershing, LLC Jersey City, NJ Lisa M. Smith Fidelity Investments Institutional Services Company Smithfield, RI Patricia H. Sobel, QPFC Pension & Estate Planners, Inc. Fort Washington, PA Jeffrey Spiegel New York, NY Lowell M. Smith, Jr. InspiraFS Pittsburgh, PA Michael Smith Morgan Stanley Wealth Management New York, NY Michael K. Smith Plexus Financial Services, LLC Barrington, IL Steve Soccorso PLANSPONSOR Magazine Stamford, CT Adam Sokolic LPL Financial Retirement Partners San Diego, CA Steven Sokolic Benefit Consultants Group Riverside, NJ Paul J. Smith NAPLIA Framingham, MA David A. Solomon Goldman Sachs Asset Management New York, NY Paula A. Smith ING Investment Management New York, NY Lawrence Solomon Alliance Benefit Group Salt Lake City, UT Steve Spann ING Investment Management Marietta, GA Alan Spierer UBS Financial Services, Inc. Unknown, Harley Spring The Standard Portland, OR Leif Springer John Hancock Boston, MA Brandon K. Sproles AFS Advisors, LLC Suwanee, GA Matthew G. Stahr VisionPoint Advisory Group West Des Moines, IA Craig M. Stanley, QPFC Summit Group of Virginia LLP Virginia Beach, VA 30 Attendee List through March 18, 2014 Michael N. Staples OppenheimerFunds Centennial, CO Keith S. Stecker, QPFC OppenheimerFunds South Orange, NJ Daniel Steele BNY Mellon Asset Management Boston, MA Peter R. Stephan United Retirement Plan Consultants Laguna Hills, CA Timothy P. Stephens Ohio National Financial Services McKinney, TX Brett Burgau BlackRock Minneapolis, MN Scott A. Stewart Nationwide Retirement Plans Columbus, OH John C. Stiglich CliftonLarsonAllen Wealth Advisors Joliet, IL John Stilley Charles Schwab Charlotte, NC Jessica Stoker 401k Advisors Intermountain Salt Lake City, UT Andy Stonehouse Employee Benefit News Centennial, CO Denis Storey Benefits Pro Centennial, CO Jania Stout, AIF® Fiduciary Consulting Group At PSA Hunt Valley, MD Antonina Strain John Hancock Financial Services Toronto, ON Danny Streiff Reliance Trust Company Charlotte, NC Marie Strolin Asset International Stamford, CT Timothy A. Struck Alliance Benefit Group Albert Lea, MN Marcy L. Supovitz, CPC, QPA, QKA Boulay Donnelly & Supovitz Consulting Group, Inc. Worcester, MA Dyan L. Suppes, CPC, QPA, QKA, TGPC CUNA Mutual Retirement Solutions Great Bend, KS Gary B. Sutherland NAPLIA Framingham, MA Anne Marie Sutton PIMCO New York, NY Jeffrey K. Suyematsu Pax World Investment Management Portsmouth, NH Richard R. Sweeney, Jr. Morgan Stanley Wealth Management Purchase, NY Brandy Swift Russell Investments Seattle, WA Peter K. Swisher, CPC, QPA, TGPC Pentegra Retirement Services Versailles, KY Teddy Sznaj Prudential Hartford, CT Jeffrey S. Talbott T. Rowe Price Owings Mills, MD Aaron Tallen Security Benefit Topeka, KS Jennifer Tanck Aspire Financial Services, LLC Tampa, FL Troy Tarr Aspire Financial Services, LLC Tampa, FL Paul Tavella Mutual of Omaha Dublin, OH Lori Taylor Fidelity Investments Westlake, TX Carrie Temkin Legg Mason Chicago, IL Lee Emerson Tenney 3D Asset Management East Hartford, CT Christine Teske Calvert Investments Bethesda, MD Jason Thackeray Raymond James Financial Services, Inc. Saint Petersburg, FL 31 Attendee List through March 18, 2014 Christopher Thomas Planning Solutions Group Fulton, MD Brian C. Tousignant Pershing, LLC Jersey City, NJ Graham Thomas InvestmentNews New York, NY Ruchi Tripathi MFS Investment Management Boston, MA Melinda Thomas, QPFC Pensionmark Retirement Group San Luis Obispo, CA Peter M. Tsukazaki, QPFC, TGPC Tsukazaki & Associates, LLC Honolulu, HI Tommy Thomasson DailyAccess Corporation Mobile, AL Stacey L. Tucker CecilCo Dallas, TX Melissa Thompson Matrix Financial Solutions, a Broadridge Company Denver, CO David Turner Millennium Trust Company Oak Brook, IL Eric Thorne, QKA National Benefit Services, LLC West Jordan, UT Ryan Tiernan Columbia Management Boston, MA Frank Tighe The Newport Group Spring, TX David Tippets Principal Financial Group The Woodlands, TX Steve Todd Fidelity Investments Westlake, TX Matthew Tollison RidgeWorth Investments Atlanta, GA Lee R. Topley Unified Trust Company, NA Lexington, KY Frank Tortora Paychex, Inc. West Henrietta, NY Michael Turner American Century Investments Kansas City, MO Douglas S. Van Galder, QPA Strategic Pension Services, Inc. Irvine, CA Sharad Vasanth New York Life New York, NY Andrea Beth Vassiliadis TriPension Associates Marlborough, MA Robert Veigel Alliance Benefit Group of Illinois Peoria, IL Vincent Vermette OppenheimerFunds New York, NY Kenneth J. Vilcheck NFP Greenville, SC Peter Tziachris MassMutual Retirement Services Boston, MA Cindy Villa Transamerica Retirement Solutions Covina, CA Bryan D. Uecker, QPA Potter Audit Services, LLC Austin, TX Derek Vito Graystone Consulting a Business of Morgan Stanley Smith Barney Wilmington, DE Jon Upham SageView Advisory Group Irvine, CA Amy Vaillancourt ING Windsor, CT Phil F. Valdes National Pension Services Monrovia, CA Val Van Deventer Mainstay Investments/NewYork Life Myrtle Beach, SC Johanna Vogel Dividend Capital Denver, CO Todd Vollmer Matrix Financial Solutions, a Broadridge Company Denver, CO Laura L. Vujovich, QKA Benefit Resources, Inc. Sacramento, CA James E. Waggoner VisionPoint Advisory Group Plano, TX 32 Attendee List through March 18, 2014 Keith Wagner Allianz Global Investors New York, NY Lindsay Warrington, TGPC Ivy Funds Shawnee Mission, KS Marcia S. Wagner, Esq. The Wagner Law Group, P.C. Boston, MA David Wasik Federated Investors Pittsburgh, PA Steve Wagoner Newkirk Products, Inc. Albany, NY Kevin Watt Security Benefit Topeka, KS Christopher R. Waldron GROUPIRA Tacoma, WA Jeffrey Weaver Allianz Global Investors New York, NY Christopher Walker Neuberger Berman LLC Keller, TX Ken Weaver The Benefit Consultants Group Delran, NJ Cliff N. Wallace, Jr. ADP Retirement Services Salem, NH Derek Wallen Fidelity Investments Institutional Services Company Smithfield, RI Jessie Ellen Waller, QPFC Retirement Plans Division Ameritas Life Insurance Corp Lincoln, NE Jeffrey D. Walsh, QPFC Robert W. Baird & Co. Grand Rapids, MI Michael D. Walton Sage Advisory Services Ltd. Co. Austin, TX Jing Wang Vanguard Malvern, PA Anthony J. Warren, QKA Trinity Pension Consultants, Inc. Copley, OH Philip Webb RPS Retirement Plan Advisors, Inc. Richardson, TX Jeffrey Weber The Standard Christopher Weekley The Standard Atlanta, GA Heather Weeks Unified Trust Company, NA Lexington, KY Elizabeth A. Wendt Stephen M. Wendt & Associates, Inc. Burr Ridge, IL Edward Wenzel American Beacon Advisors Fort Worth, TX Tim Werner BlueStar Retirement Services, Inc. Ponte Vedra Beach, FL Gerald J. Wernette, CPA, CEBS, AIFA®, C(k)P® The Rehmann Group Farmington Hills, MI Peter Wesner CUNA Mutual Retirement Solutions Great Bend, KS Chris West MullinTBG Dallas, TX Mike West Fidelity Investments El Segundo, CA John Westerman Selah Financial Services Friendswood, TX Susan Weeks Northern Trust Chicago, IL Andrew Wexler Broadridge Financial Solutions Denver, CO Ken Weida Verisight, Inc. Walnut Creek, CA Eben J. Wheeler BlackRock Waxhaw, NC Steven Weil IRON Financial Northbrook, IL Emily White LPL Financial Retirement Partners San Diego, CA Daniel Weinerman Asset International New York, NY 33 Attendee List through March 18, 2014 Geoffrey White LPL Financial Retirement Partners San Juan Capistrano, CA Jillian White UBS Financial Services, Inc. Weehawken, NJ Nathan White Midwestern Securities Trading Company, LLC East Peoria, IL Patrick White PNC Capital Advisors Cleveland, OH Michael D. Whitehurst Merrill Lynch San Antonio, TX Jerry C. Whitmire Morgan Stanley Wealth Management Alexandria, VA Ashley Whitney LPL Financial Retirement Partners San Diego, CA Joseph Wietecha, III Lexington Financial Clinton Township, MI John L. Wilcox Mayflower Advisors, LLC Westborough, MA Mike Wilder Retirement Clearinghouse, LLC Charlotte, NC Charles Williams, CFP®, CRPS®, AIF®, AAMS®, CRPC® Sheridan Road Financial, LLC Northbrook, IL George M. Williams Nationwide Financial Keller, TX James Williams Financial Telesis, Inc. San Rafael, CA Kimberly B. Williams Davenport & Company, LLC Richmond, VA Andy Wilmot Allianz Global Investors New York, NY Chad J. Wilson, CFP® Fiduciary Consulting Group at PSA Hunt Valley, MD Forrest Wilson Aspire Financial Services, LLC Tampa, FL Guy Wilson, QPFC Karr Barth & Associates, Inc. Bala Cynwyd, PA Justin Wilson Eaton Vance Boston, MA Julie Wimer AllianceBernstein Investments New York, NY Mary E. Witherow Fidelity Investments Westlake, TX Jeffrey Woei Wells Fargo Advisors LLC Tampa, FL Therese Woelfel PAi De Pere, WI James Wojciak Federated Investors Pittsburgh, PA Adeline Wong LPL Financial Retirement Partners San Diego, CA Donna Wong John Hancock USA Boston, MA Anthony Wood McGladrey & Pullen, LLP Atlanta, GA Paul Wood CliftonLarsonAllen LLP Bellevue, WA Joshua Woodford Lane Bridgers Schill Wealth Management Group Moorestown, NJ Robert J. Woods, QPFC Guardian Retirement Solutions Pembroke, MA Matthew Wooten American Funds Carmel, IN Andy Wright Columbia Management Boston, MA Gary L. Wright, QPFC Pinnacle Wealth Planning Sevices, Inc. Medina, OH Susan Miner Wright, APM Coastal Retirement Consultants, LLC Port Saint Joe, FL Ron Wyant Nationwide Financial Columbus, OH Natalie R.E. Wyatt, QKA, QPFC Innovest Versailles, KY 34 Attendee List through March 18, 2014 Christopher Yeomans Asset International New York, NY Jo Yi Ivy Funds Shawnee Mission, KS William F. Yoerger OneAmerica Financial Partners, Inc Indianapolis, IN William Jeffrey Zobell, QPA, QKA Alliance Benefit Group Rocky Mountain Salt Lake City, UT Kim Zook Victory Capital West Hartford, CT Henry Yoshida Maresh Yoshida 401k Group Austin, TX David L. Young SunGard Relius, LLC Jacksonville, FL Robert Younger ShareBuilder 401k By Capital One Seattle, WA Karen Zander JP Morgan Chase & Co. New York, NY Christopher Zarcaro, QPFC Fidelity Investments Cranston, RI Todd Zempel, QKA Gordon Asset Management, LLC Durham, NC Stacy Zenger, QPFC Ivy Funds Shawnee Mission, KS Jay Zickerman Guardian Retirement Solutions Allentown, PA Marc Zimmerman John Hancock USA Plantation, FL 35
