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

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

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, AIF®
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

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

Wayne Roth
Retirement Plan Consultant

Shelly Schaefer, QPFC, AIF®
Retirement Plan Consultant

David Shnapek
Retirement Plan Consultant

Deanna Spivey, AIF
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®
Financial Wellness Consultant

Larissa S. Whittle, CEBS
Retirement Plan Consultant