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.
Kyle Nelson, Senior Retirement Plan Advisor, bergakdv
Michael Sasso, Principal, CAPTRUST
Constantine Mulligan, Partner, Midwest, Cerity Partners
Chuck Williams, Managing Partner, Chief Executive Officer, FinspireAmy Glynn, Managing Partner, GRPAA
Brad Arends, Co-Founder, Chief Executive Officer, intellicents
Joshua Ulmer, Managing Director, Institutional Consulting Director, Graystone, Morgan Stanley
Sean Kelly, Vice President, Heffernan Financial Services
Janine Moore, Senior Vice President, Retirement Practice Leader, HUB Retirement and Wealth Management
Rick Rodgers, Principal, Innovest Solutions
Todd Kading, Chief Executive Officer, Co-Founder, Leafhouse Financial
Stephen A. Oliver, Founder, Manhattan Ridge Advisors
Saumen Chattopadhyay, Chief Investment Officer, OneDigital Retirement + Wealth
Jamie Linkowski, President, PRIMESolutions Advisors, LLC
Matthew Eickman, National Retirement Practice Leader, Qualified Plan Advisors (QPA)
George Fraser, Managing Director, Retirement Benefits Group
Kelli J. Davis, Vice President, Retirement Plan Consulting
Barbara Delaney, Principal, StoneStreet | Renaissance (SSRBA)
Erin Hall, Managing Director, Strategic Retirement Partners
Jeff Cullen, President, Strategic Retirement Partners
Stephen M. Welch, Vice President, Corporate Retirement Director, The Foote Welch Group Morgan Stanley Wealth Management
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
