Retirement Plan Consultants
Randall C. Long, AIF®
Founder & Managing Principal
Jon T. Upham, MA
Principal
Mark H. Kordonsky
Principal & Chief Risk Officer
David C. Anderson, JD
Retirement Plan Consultant
Matt Anderson
Retirement Plan Consultant
TJ Arcuri, AIF®, CIMA®
Retirement Plan Consultant
Rodney Balbuena
Managing Director
Lucas Barton, CFP
Managing Director
Howard Biggs
Managing Director
Ryan Biggs
Retirement Plan Consultant
Benaiah J. Burnich, QPFC
Financial Consultant
Tim Burns, CPA, CFA
Managing Director
Kerrie Casey, AIF®
Retirement Plan Consultant
Jon Chambers, CPFA
Managing Director
Tina Alexander Chambers
Senior Retirement Plan Consultant
Ann Cheu
Retirement Plan Consultant
Cathy Christ, CPFA
Retirement Plan Consultant
Michael Coelho, C(k)P®, AIF®
Managing Director
Margarita Cross
Retirement Plan Consultant
W. Larry Davis
Retirement Plan Consultant
Tom Demko
Managing Director
Steven Edwards
Retirement Plan Consultant
Jeff M. Gratton
Managing Director/Chief Marketing Officer
Mark Foster
Retirement Plan Consultant
Lisa Garcia, AIF®, CPFA
Retirement Plan Consultant
Rich Ginel, Jr, MBA, CIMA®
Retirement Plan Consultant
Susan L. Hajek, MBA, QPFC
Retirement Plan Consultant
Clinton Heine, AIF®
Retirement Plan Consultant
James Henry, CFS
Retirement Plan Consultant
Ken Hyne, MBA, CIMA
Managing Director
Nick Jahn, MBA, QPFC
Retirement Plan Consultant
Kyla Keck, ERPA, CPC, CEBS
Principal
Sean Gregory King, JD, CPA
Principal
Gregory A. Koehler, CFP®, QPFC
Wealth Management
Nichole Labott, MBA, AIF®
Managing Director
David Lum, AIFA®, CIMA®
Managing Director
Brian Mahoney
Retirement Plan Consultant
Ryan Manaker
Retirement Plan Consultant
James R. McCrary
Retirement Plan Consultant
Mike Nash, CPA, JD
Principal
Jacob O’Shaughnessy, CFA
Managing Director
Robert Patton
Managing Director
Stuart Payment, CFA
Retirement Plan Consultant
Jeffrey M. Petrone
Managing Director
Stephen Popper, AIF®, QPFC
Managing Director
William Posch, AIF®
Retirement Plan Consultant
Chris Reagan, AIF®, CIMA®
Managing Director
Wayne Roth
Retirement Plan Consultant
Shelly Schaefer, QPFC, AIF®
Retirement Plan Consultant
David Shnapek
Retirement Plan Consultant
Deanna Spivey
Retirement Plan Consultant
Jonathan St. Clair, JD
Chief Fiduciary Officer and Managing Director
Garrett Stinson
Managing Director
Robert Trethewey
Principal
Ji Mi Tsang, QPFC
Retirement Plan Consultant
Edward A. Wagner
Managing Director
Larkin Walsh, AIF®
Retirement Plan Consultant
Erica Washburn, AIF®
Senior Retirement Plan Consultant
Douglas A. Webster, AIFA®
Managing Director
Eric Weissman, AIF®
Retirement Plan Consultant
Larissa S. Whittle, CEBS
Retirement Plan Consultant