Retirement Plan Advisor Summit - Southeast 2024

Feb 7th - Feb 8th 2024
Lake Nona Wave Hotel
Orlando, Florida

Institutional Investor’s Retirement Plan Advisor Summits help retirement plan advisors (RPAs) make the investment decisions and practice management choices that will best serve their underlying clients — through expert-led panel discussions, presentations, guest speakers and real-time market research.

Convening North America’s premier RPAs for thought-provoking discussions via intimate summits, we bring the key decision-makers from every corner of the U.S. together in environments carefully built for purposeful collaboration.

Advisory Board

Michael Sasso, Principal, CAPTRUST

Connie Mulligan, Partner, Director of Investments, Cerity Partners

Kelly Famiglietta, Partner, Head of Qualified Plans, Charles Stephen and Company, Inc,

Chuck Williams, Chief Executive Officer, Managing Partner, Finspire

George Fraser, Managing Director,Fraser Group at Retirement Benefits Group

Janine Moore, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management

Brian Collins, Chief Investment Officer, HUB International Retirement and Private Wealth

Brad Arends, Co-Founder, Chief Executive Officer, intellicents

Kyle Nelson, Financial Consultant, intellicents

Rick Rodgers, Principal, Innovest

Steve Oliver, Founder, Manhattan Ridge Advisors

David Stofer, Managing Director, Senior Retirement Plan Advisor, Retirement Plan Solutions, Mariner Retirement Advisors

Craig J. Reid, National Practice Leader, Retirement & Wealth, President, Marsh McLennan Agency Retirement and Wealth

Josh Ulmer, Managing Director, Wealth Management, Institutional Consulting Director, Graystone Consulting from Morgan Stanley

Stephen Welch, Vice President, Wealth Management, Financial Advisor, Corporate Retirement Director, Foote Welch Group at Morgan Stanley

Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement & Wealth

Jason Chepenik, Senior Vice President, OneDigital Retirement & Wealth

Joe Hatfield, Vice President, OneGroup Retirement Advisors

Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors

Kevin Mahoney, Managing Director,The Mahoney Group, Raymond James

Josh Schwartz, President, Retirement Plan Advisors

Randy Long, Founder, Chairman, SageView Advisory Group

Leah Sylvester, Partner, Director of Retirement Plan Services, Shepherd Financial

Barbara Delaney, Principal, StoneStreet Renaissance/HUB International

Erin Hall, Managing Director, Strategic Retirement Partners

Jeff Cullen, Managing Partner, Strategic Retirement Partners

Daniel Peluse, Executive Director- Retirement Benefits Advisor, Wintrust Investments

Brett Shofner, President, Work Plan Retire


If you are interested in becoming involved or would like more information, please contact:

Cynthia Huynh

Executive Director, Head of Investor Relations

Institutional Investor


Upcoming Events

July 9 - July 10, 2024

Retirement Plan Advisor Summit- Central 2024

Four Seasons- Chicago

Learn More

September 25 - 26, 2024

Retirement Plan Advisor Summit- West 2024

Sofitel- Beverly Hills

Learn More