Retirement Plan Advisor Summit - Central 2023

Jul 11th - Jul 12th 2023
Four Seasons Hotel
Chicago, IL



Coming Soon


2022 Advisory Board
  • Stace Hilbrant, Managing Director, 401k Advisors
  • Michael Sasso, Principal, CAPTRUST
  • Constantine Mulligan, Partner, Midwest, Cerity Partners
  • Chuck Williams, Chief Executive Officer, Finspire
  • Amy Glynn, Managing Partner, Global Retirement Partners Advisor Alliance (GRPAA)
  • Rick Rogers, Principal, Consultant, Innovest
  • Todd Kading, CEO, Founder, Leafhouse Financial
  • David K. Stofer, Managing Director, Retirement Plan Solutions, Mariner Wealth Advisors
  • Joshua E. Ulmer, Executive Director, Institutional Consulting Director, Morgan Stanley at Work | Graystone Consulting
  • Jania Stout, Senior Vice President, OneDigital Retirement and Wealth
  • Doug Prince, Co-Founder, Advisor, ProCourse Advisors
  • Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors (QPA)
  • Jeff Cullen, Managing Partner, Strategic Retirement Partners
  • Barbara Delaney, Founder and Principal, StoneStreet Renaissance, HUB International
  • Michael Welz, President & Chief Investment Officer, USI Advisors
  • Daniel Peluse, Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management
  • Brett Shofner, President, Work Plan Retire, FL
If you are interested in be involved and for more information, please contact:

Cynthia Huynh

Director, Investor Relations
Program Manager
Institutional Investor Memberships & Forums 
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September 26-27, 2023 | In-Person Conference

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