Retirement Plan Consultants
Randall C. Long, AIF®
Founder & Managing Principal
Jon T. Upham, MA
Principal
Mark H. Kordonsky
Principal & Chief Risk Officer
Shana Aleem
Retirement Plan Consultant
David C. Anderson, JD
Retirement Plan Consultant
Matt Anderson
Retirement Plan Consultant
TJ Arcuri, AIF®, CIMA®
Retirement Plan Consultant
Luka Arnerich, CAIA
Retirement Plan Consultant
Rodney Balbuena
Managing Director
Lucas Barton, CFP
Managing Director
Mary Berk, CPC
Senior Consultant and Plan Design Specialist
Howard Biggs
Managing Director
Ryan Biggs
Retirement Plan Consultant
Benaiah J. Burnich, QPFC
Financial Consultant
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
Luciano Costantini
Managing Director
Panfilo (Phil) Costantini
Retirement Plan Consultant
Margarita Cross
Retirement Plan Consultant
W. Larry Davis
Retirement Plan Consultant
Tom Demko
Managing Director
Jeff M. Gratton
Managing Director/Chief Marketing Officer
Mark Foster
Retirement Plan Consultant
Lisa Garcia, AIF®, CPFA
Retirement Plan Consultant
Bud Green, CIMA, AIF
Principal Consultant
Matt Gulseth
Managing Director
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
Irving Isaacson, JD
Senior Consultant and Plan Design Specialist
Nick Jahn, MBA, QPFC
Retirement Plan Consultant
Jennifer Jorgenson
Retirement Plan Consultant
Rodney Kauffman, MBA
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
Jack Lockwood
Consultant
David Lum, AIFA®, CIMA®
Managing Director
Brian Mahoney, AIF®
Retirement Plan Consultant
Michael J. Malone, CPC, AIFA
Managing Director
Ryan Manaker
Retirement Plan Consultant
Jim McDonald
Managing Director
James R. McCrary
Retirement Plan Consultant
Andrew Ness
Retirement Plan Consultant
Javier Obando
Retirement Plan Consultant
Jacob O’Shaughnessy, CFA
Managing Director
Scott Ondek, AIF®
Retirement Plan Consultant
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
Shelly Schaefer, QPFC
Retirement Plan Consultant
Marc Schmeeckle, MBA
Retirement Plan Consultant
Kevin Schmeits
Retirement Plan Consultant
David Shnapek
Retirement Plan Consultant
Deanna Spivey, AIF, CPFA
Retirement Plan Consultant
Jonathan St. Clair, JD
Chief Fiduciary Officer and Managing Director
Dan Stewart
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®
Financial Wellness Consultant
Larissa S. Whittle, CEBS
Retirement Plan Consultant
Steve Woodley
Retirement Plan Consultant