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