Retirement Plan Consultants
Jon T. Upham, MA
Principal
Mark H. Kordonsky
Principal & Chief Risk Officer
Shana Aleem
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
Larry Deatherage
Managing Director
Tom Demko
Managing Director
Jeff M. Gratton
Managing Director/Chief Marketing Officer
Mark Foster
Retirement Plan Consultant
Tony Franchimone
Managing Director
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
Irving Isaacson, JD
Senior Consultant and Plan Design Specialist
Nick Jahn, MBA, QPFC
Retirement Plan Consultant
Jennifer Jorgenson, AIF®, CFS, CPFA™
Retirement Plan Consultant
Rodney Kauffman, MBA, CFA®
Retirement Plan Consultant
Kyla Keck, ERPA, CPC, CEBS
Principal
Gregory A. Koehler, CFP®, QPFC
Wealth Management
Nichole Labott, MBA, AIF®
Managing Director
Jack Lockwood
Investment 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
Cory McCarthy
Retirement Plan Consultant
James R. McCrary
Retirement Plan Consultant
Stephan Miskjian, CFA®, CFP®, QKA
Senior Investment Advisor
Andrew Ness
Retirement Plan Consultant
Javier Obando
Retirement Plan Consultant
Jacob O’Shaughnessy, CFA
Managing Director
Scott Ondek, AIF®
Retirement Plan Consultant
Sarah Parker, 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
Lisa Quinn
Retirement Plan Consultant
Chris Reagan, AIF®, CIMA®
Managing Director
Cullen Reif, C(k)P®, CPFA
Retirement Plan Consultant
Steve Sansone, JD, AIF®
Managing Director
Shelly Schaefer, QPFC
Retirement Plan Consultant
Marc Schmeeckle, MBA
Retirement Plan Consultant
Jeff Schwendig
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
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
Steve Woodley
Retirement Plan Consultant
Patrick Abelon
Registered Client Associate