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First Name Last Name Firm Name Job Title Line 1 -Work Address Line 2 -Work Address City -Work Address State/Province/County -Work Address Zip/Postal Code -Work Address Registrant Type
First Name Abril HUB International VP Financial Wellness and Employee Engagement 8300 Greensboro Dr   McLean VA 22102

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
First Name Acheson Advanced Strategies Group Certified Private Wealth Advisor 7540 Sawmill Parkway Suite E Powell OH 43065

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
First Name Allen Prudent Investor Advisors Principal 101 Parkshore Dr Suite 100 Folsom CA 95630 Financial Advisor Attendee
First Name Allen Private Advisor Group test       NC   Financial Advisor Attendee
First Name Allen Advisor2X Chief Revenue Officer 210 Avondale Ave   Wilmington NC 28403 A2X Team
First Name Allen Advisor2X Event Care Crew           A2X Team
First Name Anderson INPRS Sr. Manager 1 N Capitol Ave   Indianapolis IN 46204

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
First Name Anderson Anderson Financial Retirement Consultant 1601 Brighton Dam Rd   Brookeville MD 20833 Financial Advisor Attendee
First Name Arends intellicents CEO           Financial Advisor Attendee
First Name Armstrong flexPATH Strategies Investment Analyst           Sponsor Complimentary Attendee (includes Sponsor Speakers)
First Name Asher OneAmerica Business Development Director One American Square   Indianapolis IN 46206 Sponsor Complimentary Attendee (includes Sponsor Speakers)
First Name Assaley AFS 401(k) Retirement Services, LLC Managing Principal 7700 Old Georgetown Rd Suite 630 Bethesda MD 20814 Financial Advisor Attendee
First Name Bailey USI Consulting Group VP Retirement Plan Services 9394 W Dodge Rd Ste 250 Omaha NE 68114 Financial Advisor Attendee
First Name BAIRD DBIV BAIRD TRUST TRUSTEE 4801 GULF BLVD UNIT 223 ST PETE BEACH FL 33706 Package: Accredited Investment Fiduciary® Training + Wealth@wor(k) Registration
First Name Barker PGIM SVP 655 Broad St 18th floor Newark NJ 07102 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Rob Barnett Great Gray Trust Company President and CEO 3613 S. Sequoia Ave.   Broken Arrow OK 74011 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Peter Barron MFS Director, Consultant Relations           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Diane Barstein The Retirement Advisor University ("TRAU") Co-Owner     Jupiter FL 33458 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Fred Barstein TRAU & TPSU Founder & CEO 4514 Main St APT 1036 Jupiter FL 33458 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Lisa Barstow Sentinel Group Plan Advisor 100 Quannapowitt Pkwy   Wakefield MA 01880 Financial Advisor Attendee
Matthew Beach Allianz Life Insurance of North America Regional Vice President 5701 Golden Hills Dr   Golden Valley MN 55416 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Andy Beck MassMutual Investments Head of DCIO Sales 10 Fan Pier Boulevard   Boston MA 02210 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Rajan Bedi Advisor2X Event Care Crew           A2X Team
Katrina Bell ZUNA & WELLretire Principal, Advisor          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Jamie Bentley PIMCO EVP           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Roy Bentzen Fisher Investments Institutional Group Vice President - U.S. Defined Contribution           Financial Advisor Attendee
Dan Beyer Fiduciary Decisions VP, Product Management       KS   Sponsor Additional Attendee
Ron Bezis John Hancock Investment Management Director, DCIO channel           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Matt Bickett ADP Retirement Services Director, Alliances 11405 Bluegrass Pkwy   Louisville KY 40299 Sponsor Additional Attendee
Dennis Bielik HUB International EVP 900 S Capital of Texas Hwy   West Lake Hills TX 78746 Financial Advisor Attendee
Keith Birkhaeuser Macquarie Senior Advisory Consultant 53 State St   Boston MA 02109 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Marcie Blanco Neuberger Berman Vice President 1290 6th Ave Manhattan New York NY 10104 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jay C. Boothby CBIS Managing Director - Investor & Consultant Relations 125 S Wacker Dr Suite 2400 Chicago IL 60606 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Brian Bouchard Transameica VP           Sponsor Additional Attendee
Kasi Boyles SageView Advisory Senior Relationship Manager          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Julie Braun Morgan Stanley Financial Advisor           Financial Advisor Attendee
Sean Breen Finch Manager - Business Development 2261 Market St 4127 San Francisco CA 94114 Financial Advisor Attendee
Shaun Bromley JP Morgan Executive Director DCIS 277 Park Ave 8th floor Manhattan New York NY 10172 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jeremy Brooks 401GO Regional Director of Advisor Partnerships       MD   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Pam Brooks Oswald Financial Client Executive 1100 Superior Ave #1350 Cleveland OH 44114

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Stephanie Broughton Cerity Partners Principal 2201 High Wickham Place   Louisville KY 40245 Financial Advisor Attendee
Kim Brown 11 Swans Consulting Consultant 6802 Van Fleet Drive   McLean VA 22101 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Rosalyn Brown WIPN Vice President 800 17th St NW Floor 3 Washington DC 20006

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Ross Brown Payden & Rygel Vice President DCIO National Accounts 333 S Grand Ave 39th 39th Floor Los Angeles CA 90071 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jen Browne Lincoln Financial Group, Retirement Plans Group AVP, Product Management 150 N Radnor Chester Rd   Wayne PA 19087 Sponsor Additional Attendee
Dan Bruns PIMCO Consultant           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Daniel Bryant The Mather Group Chairman           Non-Sponsor Subject Matter Expert Speaker
Brandon Budd intellicents Financial Consultant 7101 College Blvd, ste. 620   Overland Park KS 66210 Financial Advisor Attendee
Ashley Burchard ProCourse Fiduciary Advisors Director, Marketing 571 Monon Blvd   Carmel IN 46032

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Patrick Bushlack The Standard National Accounts Sales Director           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Greg Buzzell Voya Investments VP Institutional Client Advisor - Subadvisory & DCIO Sales 39 bay view rd, wellesley MA Manhattan Wellesley MA 02482 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Deana Calvelli Calvelli Consulting Principal 417 Margo Ln   Berwyn PA 19312 Financial Advisor Attendee
Dan Campanelli Paychex Retirement Advisor Channel Manager           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Danielle Carbone Fidelity Investments Senior Vice President, Sales 500 Salem Street   Smithfield RI 02917 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Mary Carlson Financial Behavior Keynote Group President PO Box 861644   Warrenton VA 20187 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Steve Carrera Nationwide Regional Vice President           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joseph Caruso Joseph Caruso & Associates Managing Director 1143 Willow Oaks Trl   Matthews NC 28104 Financial Advisor Attendee
Dee Dee Chadwick Nationwide Financial Sr. Director, Advanced Consulting Group One Nationwide Plaza   Columbus OH 43215 Sponsor Complimentary Attendee (includes Sponsor Speakers)
John Chandler OnTrack 401k CEO       VA   Financial Advisor Attendee
Dan Clark Pensionmark Vice President - Retirement Plans 19243 FM 2252   Garden Ridge TX 78266 Financial Advisor Attendee
Thomas Clark The Wagner Law Group Partner and COO 125 High Street Oliver Street Tower, 5th Floor Boston MA 02110 Non-Sponsor Subject Matter Expert Speaker
Tyler Clark Fiduciary Decisions VP, Product Management 13010 SW 68th Pkwy   Tigard OR 97223 Sponsor Additional Attendee
Jed Cohen Fiduciary In A Box Co-Founder & COO 286 Broad Street   Red Bank NJ 07701 Non-Sponsor Subject Matter Expert Speaker
Scott Colangelo Prime Capital Investment Advisors Chairman, Managing Partner 6201 College Blvd. Suite 150 OVERLAND PARK KS 66211 Financial Advisor Attendee
Nora Connerty Allspring Global Investments Director of DCIO           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Christabelle Cook Principal Managing Director – Strategic Partnerships     Bethesda MD 20817 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jonathan Coombs flexPATH Strategies Senior Investment Advisor 120 Vantis Suite 480 Aliso Viejo CA 92656 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Nicole Corning Pathlight Advisors Managing Partner 14624 N Scottsdale Rd   Scottsdale AZ 85254 Financial Advisor Attendee
Marty Courage PIMCO Account Manager 650 Newport Center Dr   Newport Beach CA 92660 Sponsor Additional Attendee
Melissa Cowan Melissa Cowan Consulting LLC President 3219 Detroit Ave Unit 607 Cleveland OH 44113 Financial Advisor Attendee
Casey Crawford Greenspring Advisors Relationship Manager          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Jeffrey Cullen Strategic Retirement Partners CEO           Financial Advisor Attendee
Andy Cunningham MassMutual Investments Regional Managing Director, DCIO 10 Fan Pier Boulevard   Boston MA 02210 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dick Darian Wise Rhino Group Founding Partner 817 Bridgetown Pass   Mount Pleasant SC 29464 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dennis Davis Financial Advisor Network, LLC General Managing Member 4755 E 91st St Suite B Tulsa OK 74137 Financial Advisor Attendee
Elizabeth DeKuiper Harborfront Financial Group Financial Advisor 401 W Ludington Ave suite 103   Ludington MI 49431 Financial Advisor Attendee
Sean de Lacy MassMutual Investments Head of Strategic Accounts & Consultant Relations DCIO 10 Fan Pier Boulevard   Boston MA 02210 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joseph Denoyior HUB International President           Financial Advisor Attendee
Sue Desrosier Carlson Capital Management Retirement Plan Client Relationship and Education Manager 1700 W. 82nd Street, Suite 110   Bloomington MN 55431 Financial Advisor Attendee
Craig Dewey Strategic Retirement Partners Managing Director           Financial Advisor Attendee
Glenn Dial American Century Investments Vice President, Senior Retirement Strategist       KS   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Rod Diaz HBKS Wealth Advisors Manager of Retirement Plan Services 200 Pinewood Ln Suite 204 Warrendale PA 15086

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Melissa DiPierro BNY Mellon Investment Management VP, Sr. Retirement Relationship Manager 240 Greenwich St   Exton PA 10286 Sponsor Complimentary Attendee (includes Sponsor Speakers)
James Dolan Natixis Investment Managers SVP - Retirement Strategic Accounts 888 Boylston St   Boston MA 02199 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Octavio Dominguez Pacific Life Insurance Company Senior Sales Associate 700 Newport Center Dr   Newport Beach CA 92660 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe Donovan Great Gray Trust Company Sr. Trust Sales Rep. (East Region) 280 Congress Street   Boston MA 02210 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kristen Donovan Buckingham Strategic Partners Director, Retirement Solutions 59 Rue Grand Drive   Lake Saint Louis MO 63367 Financial Advisor Attendee
Trey Dowdy Advisor2X Chief Financial Officer 210 Avondale Ave Ste 3 Wilmington NC 28403 A2X Team
Christopher Dubie Morgan Stanley Executive Director / Financial Advisor 105 W View Rd   Colchester VT 05446 Financial Advisor Attendee
Christopher Dubie Morgan Stanley Financial Advosr 105 W View Rd   Colchester VT 05446 Financial Advisor Attendee
Michael Duch CUSO Financial Services Financial Advisor 75 River Dr   Garfield NJ 07026 Package: Accredited Investment Fiduciary® Training + Wealth@wor(k) Registration
Mike Dullaghan Putnam Investments Director, DC Content & Sales Enablement 100 Federal St   Boston MA 02110 Sponsor Complimentary Attendee (includes Sponsor Speakers)
My Edmonds Raymond James Head of Institutional & Retirement Strategy 880 Carillon Pkwy   St. Petersburg FL 33716 Financial Advisor Attendee
John Edwards Alerus Regional Sales Consultant 11100 Wayzata Blvd Suite 570 Minneonka MN 55305 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Carmela Elco Trinity Advisors Group Managing Director 136 N Church St   West Chester PA 19380 Financial Advisor Attendee
Wendy Eldridge WLE Advisors Retirement Plan Advisor          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Erica Ellis Intention.ly Test 421 Park St   Coon Rapids IA 50058 A2X Team
Matthew England ADP Alliance & Channel Executive 1220 Calle Del Sur   El Paso TX 79912-3426 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sean Ensminger American Century Investments Vice President - Consultant Relations       MO   Sponsor Complimentary Attendee (includes Sponsor Speakers)
John Erickson The Standard National Accounts Sales Director 1100 SW Sixth Ave   Portland OR 97204 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Matt Escalante HUB International, Inc. Senior Vice President / Head of FinPath           Financial Advisor Attendee
Aaron Esker MassMutual Investments Director, Strategic Accounts, DCIO 10 Fan Pier Boulevard   Boston MA 02210 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Ian Eule Nuveen VP, Nuveen Retirement Investing       CT   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dan Fay Stadion Senior Vice President, Sales and Business Development 1061 Cliff Dawson Rd   Watkinsville GA 30677 Sponsor Additional Attendee
Ralph Ferraro Lincoln Financial Group SVP, President Retirement Plan Services 150 N Radnor Chester Rd   Wayne PA 19087 Sponsor Additional Attendee
Lorayne Fiorillo Raymond James Managing Director - Investments 320 Park Ave 12th fl Manhattan New York NY 10022

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Brett Fisher Principal Financial Group Head of Investment Product Strategy           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Matt Fisher Alerus Retirement & Benefits Retirement Plan Consultant PO Box 6001   Grand Forks ND 58206 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sheri Fitts Sheri Fitts & Co. Founder & CEO           Non-Sponsor Subject Matter Expert Speaker
Philip Fogli FRS Advisors Partner 460 E. Swedesford Road Suite 2020 Wayne PA 19087 Financial Advisor Attendee
Kelle Foley flexPATH Strategies Director, Investment Management       CA   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jessica Fox Nuveen MD, Head of Strategic Accounts       IL   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Paula Friedman McLean Asset Management Managing Principal 1900 Gallows Road Suite 350 Tysons VA 22182 Financial Advisor Attendee
Christopher Frrancis Millennium Trust Company, LLC Sales Executive 2001 Spring Rd Suite 700 Oak Brook IL 60523 Sponsor Additional Attendee
Joey Gallagher ECWM Managing Partner 210 E Tennessee St   Florence AL 35630 Financial Advisor Attendee
Ed Garza Capital Group Senior National Accounts Manager 333 S Hope St   Los Angeles CA 90071 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Chris Gasta Cohen & Steers Vice President, DCIO 280 Park Ave Manhattan New York NY 10017 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe Gastaldi Newcleus Managing Director 19 W College Ave   Yardley PA 19067

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Kelly Gates Newcleus SVP, Strategic Marketing Director 19 W College Ave Suite 500 Yardley PA 19067 Financial Advisor Attendee
Steven Geisert Transamerica Business Development Manager 33 Queens Dr   Little Silver NJ 07739 Sponsor Complimentary Attendee (includes Sponsor Speakers)
nancy gerstner Franklin Templeton Senior Retirement Plan Strategist Baltimore   Baltimore MD   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Brian Giles OneAmerica Practice Leader - Tax-Exempt Markets OneAmerica Tower   Indianapolis IN 46204 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Fran Gillis 401k Extra Retirement Plan Director 155 Boardwalk Dr Ste 470 Fort Collins CO 80525 Financial Advisor Attendee
Lucas Gillis 401k Extra LLC Sr. Retirement Advisor 155 Boardwalk Drive Suite 470 Fort Collins CO 80525 Package: Accredited Investment Fiduciary® Training + Wealth@wor(k) Registration
Amy Glynn Viking Cove Institute Managing Partner 60 Thomas Park   Boston MA 02127

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Glenn Godin American Century Investments Retirement Consultant 4400 Main St   Kansas City MO 64111 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kristopher Goeden Principal Global Investors Director-Strategic Client Group 711 High St.   Des Moines IA 50263 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Tyler Gosselin Betterment Advised 401(k) Advisor Sales Manager           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Ryan Goudie RMR Wealth Builders Wealth Advisor 111 Grove St Suite 203 Montclair NJ 07042

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Jason Graf FIS Reliance Trust Senior Strategic Sales Executive           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jeff Graf Cerity Partners Principal 2201 High Wickham Pl   Louisville KY 40245 Financial Advisor Attendee
Bridgett Graham Advisor2X BLX Intern           A2X Team
Chris Graves CUNA Mutual Group Director, Strategic Accounts 5910 Mineral Point Road   Madison WI 53705 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jamie Greenleaf Fiduciary in a Box Founder           Financial Advisor Attendee
Kristina Groff Greenspring Advisors Senior Financial Advisor     Lancaster PA   Financial Advisor Attendee
Andrew Gunning Ameritas Retirement Plans Director, National Accounts 5900 O St   Lincoln NE 68510 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sherry Haase BPAS Relationship Manager 5790 Widewaters Pkwy #7 DeWitt NY 13214 Sponsor Additional Attendee
Brett Hall American Century Business Development Consultant           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Matthew Halloran ProudMouth Co-founder           Non-Sponsor Subject Matter Expert Speaker
Tracy Hanson RBC Wealth Management Director, Retirement Solutions 250 Nicollet Mall   Minneapolis MN 55401 Financial Advisor Attendee
Eban Harlan Strategic Retirement Partners Manager, Field Training           Financial Advisor Attendee
Melissa Harrison Harrison Capital Management LLC President/Portfolio Manager/Wealth Creator 4124 Fairway Dr   Keswick VA 22947

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Phil Hecker HUB International VP, Business Development           Financial Advisor Attendee
Brandon Helms Columbia Threadneedle Investments Retirement Investment Consultant 121 Main Street Unit 3 Boston MA 02129 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe Hendrickson Allianz Life VP, Strategy & Relationship Management 5701 Golden Hills Dr   Golden Valley MN 55416 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Nicole Hendrix Nottingham Advisors Director of Institutional and Advisor Solutions 100 Corporate Pkwy suite 338   Buffalo NY 14226 Financial Advisor Attendee
Jason Herman SecureSave Head of Partnerships       NY   Sponsor Complimentary Attendee (includes Sponsor Speakers)
George Herrera Charles Schwab Trust Bank Retirement Business Development 2423 E Lincoln Dr   Phoenix AZ 85016 Sponsor Additional Attendee
Scott Higgins Rose Street Advisors Advisor 244 N Rose St   Kalamazoo MI 49007

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Ami Hindia Fidelity Investments Senior Vice President, Sales 1 Destiny Way   Westlake TX 76262 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jeff Hladun Broadridge Director, Sales           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Michael Hlavin Broadridge Financial Solutions Vice President       IL   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Michael Hogan Wells Fargo Advisors First Vice President, Investment Officer 1 Almaden Blvd Suite 1000 San Jose CA 95113 Financial Advisor Attendee
Greg Houck Janus Henderson Investors Director- DC National Accounts 151 Detroit St   Denver CO 80206 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Maggie Howe Wise Rhino Group Senior Associate 111 Westbourne Terrace   Brookline MA 02446 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jamila Hoyett Ameriprise Financial Financial Advisor 1618 Jackson Way Suite 920 Atlanta GA 30318 Financial Advisor Attendee
Zack Hubbard Greenspring Advisors Director of Financial Planning & Participant Engagement 1 W Pennsylvania Ave Suite 500 Towson MD 21204 Financial Advisor Attendee
Amy Huber Broadridge Vice President, Sales Consultant 717 17th St Suite 1300 Denver CO 80202 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kayla Huff Oswald Financial Participant Education Associate 1100 Superior Ave   Cleveland OH 44114

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Kyle Hughes Milliman EB Admin & Consulting National Sales Leader 12790 Merit Dr Suite 800 Irving TX 75038 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Charmaine Hughes Lee Transamerica Director Business Development 1801 California St. Ste 52 Denver CO 80202 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Anna Huniak Buckingham Wealth Partners Operations Manager, Retirement Solutions           Financial Advisor Attendee
Delphine Hunt OneDigital Advisor 1450 Maria Ln # 400   Walnut Creek CA 94596 Financial Advisor Attendee
Jess Hurley Oswald Financial, Inc. Strategy and Operations Leader

1100 Superior Avenue, Suite 1350

   Cleveland OH 44114

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Vinnie Iacono Transamerica RVP - DCIO 1801 California St Suite 5200 Denver CO 80202 Sponsor Additional Attendee
Nick Jackson Cerity Partners Principal 2201 High Wickham Pl   Louisville KY 40245 Financial Advisor Attendee
Michael A. Jackson, C(k)P, AIFA, CPFA CBIS Managing Director - Co-Head of U.S. Distribution 125 S Wacker Dr Suite 2400 Chicago IL 60606 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Julie Johnson XY Communication Founder and Chief Engagement Officer     Denver CO 80109 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Tess Johnson BPAS Relationship Manager 5790 Widewaters Pkwy   DeWitt NY 13214 Sponsor Additional Attendee
Ashlea Jones Prime Capital Investment Advisors Financial Advisor 1815 Boyson Rd   Hiawatha IA 52233 Financial Advisor Attendee
Jeff Jones Federated Hermes, Inc. Senior Vice President 1001 Liberty Ave   Pittsburgh PA 15222 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Lorie Jones Fidelis Wealth Advisors President 751 Maleta Ln, Suite 203   Castle Rock CO 80108-____ Financial Advisor Attendee
Curt Joyner Charles Schwab Managing Director - Retirement Business Services 3000 Schwab Way   Westlake TX 76262 Sponsor Complimentary Attendee (includes Sponsor Speakers)
John Jurik Gallagher U.S. Retirement Practice Leader 299 Claremont St   Elmhurst IL 60126 Financial Advisor Attendee
Kristina Keck Woodruff Sawyer Practice Leader 3300 Midway Drive 12th Floor Santa Rosa CA 94111 Financial Advisor Attendee
Sean Kelly Bento Engine Senior Growth Partner 1771 Post Rd E   Westport CT 06880 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jason Key Lincoln Financial Group VP, Head of Consultant Relations           Sponsor Additional Attendee
Steven Kimmel Ameritas Director of Institutional Sales           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Constance King Legacy Planning Partners Client Relationship Manager 600 W Germantown Pike Ste 261 Plymouth Meeting PA 19462 Financial Advisor Attendee
Michelle Klein SageView Financial Advisor          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Scott Klein Stifel Vice President/Investments 400 Broadhollow Rd Suite 401 Melville NY 11747

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Holly Knight NFP Senior Advisor; Financial Coach 141 Longwater Dr   Norwell MA 02061 Financial Advisor Attendee
Philip Kojich Capital Group Defined Contribution Retirement Consultant           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jake Konaxis MFS Director, Consultant Relations 111 Huntington Ave   Boston MA 02199 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Josh Kopec Connor & Gallagher OneSource Retirement Plan Director 750 Warrenville Rd 4th Floor Lisle IL 60532 Financial Advisor Attendee
Petros Koumantaros intellicents Financial Consultant           Financial Advisor Attendee
Eric Kristenson Cohen & Steers Vice President, DCIO 280 Park Ave Manhattan New York NY 10017 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Maureen Kuhns BNY Mellon Investment Management Head of DC Strategic Relationships 332 Biddle Dr. 9th Floor Exton PA 19341 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kelly Kurtz Commonwealth Financial Network Director of Retirement Services 3 Elm Street Suite 201 Morristown NJ 07960 Financial Advisor Attendee
Michael Kushner RPC Retirement Plan Consultant           Non-Sponsor Subject Matter Expert Speaker
Greg Kutrow Pensionmark Managing Director 266 N Front St   Wilmington NC 28401 Financial Advisor Attendee
Todd Lacey Stadion Chief Revenue Officer 1061 Cliff Dawson Rd   Watkinsville GA 30677 Sponsor Additional Attendee
Joe Lambert PIMCO Senior Vice President 1633 Broadway Manhattan New York NY 10019 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Eli Landow Vestwell DVP 1400 Broadway Manhattan New York NY 10018 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Amanda Lannert Jellyvision Chief Executive Officer,           Non-Sponsor Subject Matter Expert Speaker
Barry Lawrence PIMCO DC Key Accounts Manager 650 Newport Center Drive   Newport Beach CA 92660 Sponsor Additional Attendee
Joseph Lawrence ARIA Wealth Management Director, Corporate Services 1525 Perimeter Parkway Suite 280 Huntsville AL 35806 Financial Advisor Attendee
Audrey Lee Advisor2X Event Care Crew           A2X Team
Bryant Lester Advisor2X Senior Manager           A2X Team
Todd Levy The Retirement Plan Company Managing Director RIA 9155 S Dadeland Blvd, STE 1512   Miami FL 33156 Financial Advisor Attendee
Kelly Lloyd Allianz Regional Vice President 5701 Golden Hills Dr   Golden Valley MN 55416 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Lauren Loehning Retirement Impact, LLC Partner           Financial Advisor Attendee
Craig Lombardi Virtus Investment Partners Managing Director One Financial Plaza   Hartford CT 06103 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe Long, CEBS, CPC, QPA, QPFC, AIF® BPAS Regional Sales Director 820 Gessner Road Suite 1250 Houston NY 77024 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dominika Luszcz Betterment Sales Development Representative           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Aylmer Magill John Hancock Investment Management Senior Managing Director 197 Clarendon St   Boston MA 02116 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Lathan Mahaffey J.P. Morgan Managing Director 277 Park Ave 8th Floor New York NY 10172 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kelly Majdan Power Through Wellness Owner & Founder          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Heather Malfa Transamerica Sr. Business Development Manager - National Accounts 4265 S Nepal Circle   Auroar CO 80013 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Susie Mansker, CRSP®, CPFA® BPAS Regional Sales Director 5790 Widewaters Pkwy #7 DeWitt NY 13214 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Mia Marino Advisor2X Event Care Crew           A2X Team
Ross Marino Advisor2X Founder & CEO           Financial Advisor Attendee
Amira Martin OneDigital Retirement Plan Consultant           Financial Advisor Attendee
Steve Mason Stadion VP, Retirement Consultant 657 Arleigh Rd   Severna Park MD 21146 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Todd Matlack Invesco Senior Retirement Consultant           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Deane Mayerhofer Strategic Retirement Partners Chief Operating Officer           Financial Advisor Attendee
Anthony McCracken Newcleus Managing Director - Retirement Plans 411 S State St   Newtown PA 18940 Financial Advisor Attendee
Chris McGlynn Pacific Life | Institutional Division Director, Retirement Solutions 700 Newport Center Dr   Newport Beach CA 92660 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe McHugh Advisor2X Executive Administrator           A2X Team
Craig McKenna MFS Managing Director, Head of DC Accounts           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Michael McKenna T. Rowe Price Head of DCIO Field Sales 100 East Pratt Street   Baltimore MD 21202 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Ned McNally State Street Global Advisors Senior Retirement Director 200 W Madison St Suite 2100 Chicago IL 60606 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Bryce McPhail Security Benefit Defined Contribution Sales Consultant One SW Security Benefit Pl   Topeka KS 66636 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dawn McPherson CAPTRUST Director 4208 Six Forks Rd   Raleigh NC 27609 Financial Advisor Attendee
Michele Medugno Voya Financial Advisors, INC. CRPS 4710 4th St #300   La Mesa CA 91941 Financial Advisor Attendee
Chris Messina Milliman Regional Sales Manager 12720 Merit Dr Suite 800 Dallas TX 75251 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe Metheney Macquarie Asset Management Advisor Consultant 610 Market St   Philadelphia PA 19106 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Brian Metz PGIM Investments DCIO National Accounts           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kelby Meyers Nestimate CEO 4801 Country Hill Road   Lincoln NE 68516 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sam Mitchell Sentinel Group CEO 100 Quannapowitt Pkwy Suite 300 Wakefield MA 01880 Financial Advisor Attendee
Daniella Moiseyev Smart Head of Marketing 657 Arleigh Rd   Severna Park MD 21146 Non-Sponsor Subject Matter Expert Speaker
Adriel Montes Advisor2X BLX Intern           A2X Team
Sung won Steve MOON OSAIC Wealth(Royal Alliance) Registered Representative 1432 W. San Carlos St. # 234   San Jose CA 95126

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Patrick Moore Pretekt Director, Health Care Consulting           Non-Sponsor Subject Matter Expert Speaker
Sharon Mossman Virtus Investment Partners Head of DCIO The Gold Building   Hartford CT 06103 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Rob Mudd Principal Asset Management National Accounts 711 High St   Des Moines IA 50392 Sponsor Additional Attendee
Steven Muller Nationwide Consultant Relationship Manager 10 W Nationwide Blvd   Columbus OH 43215 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jen Mulrooney American Century Investment Services Vice President, Regional Retirement Consultant       CT   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kevin Murphy Franklin Templeton Head of Workplace Retirement Sales       NJ   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Tyler Neenan BlackRock National Sales Manager 2401 Oak Tree Lane   Park Ridge IL 66068 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Anna Nelson Mosaic Financial Solutions, LLC Founder/Financial Advisor 3712 Spenceville Rd   Wheatland CA 95692 Financial Advisor Attendee
Kevin Neuhart Janus Henderson Lead Director 151 Detroit St   Denver CO 80206 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Marianne Nguyen Sun Life Program Director, Decumulation       ON   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Erica Niewoehner Principal Event Marketing Strategist           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Andrea Nitta Fiduciary Decisions VP, National Accounts           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Alex Nobile J.P. Morgan Asset Management Retirement Insights 277 Park Ave Manhattan New York NY 10172 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Bob Nocera ADP Retirement Services SR Director Relationship Management 71 Hanover Rd   Florham Park NJ 07932 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Nicole Offerman RTD Financial Director of Retirement Plan Services 30 S 17th St   Philadelphia PA 19103 Financial Advisor Attendee
Scott Okrasinski PenChecks Trust VP, National Sales Director 8530 La Mesa Blvd   La Mesa CA 91942 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Patrick Oldham Lincoln Financial Group Senior Business Development Manager 130 N Radnor Chester Rd   Radnor PA 19087 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Melissa Olson Johnson Financial Group Financial Consultant 555 E Wells St   Milwaukee WI 53202

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Sarah Parker SageView Advisory Group Retirement Plan Advisor     Cleveland OH   Financial Advisor Attendee
Lucy Pelsma Stadion Vice President, Strategic Marketing 657 Arleigh Rd   Severna Park MD 21146 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Morgan Pendleton SRP | Strategic Retirement Partners Executive Assistant 298 Leon Dr   Bowling Green KY 42104 Financial Advisor Attendee
Robert Petchal Millennium Trust Company, LLC Relationship Manager 2001 Spring Road Suite 700 Suite 700 Oak Brook IL 60523 Sponsor Additional Attendee
Kerra Peters Empower National Account Director-Broker Dealer 8515 E Orchard Rd   Greenwood Village CO 80111 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Cami Peterson Carlson Retirement Plan Services Director of Retirement Plan Services 1700 W. 82nd St. #110   Bloomington MN 55431 Financial Advisor Attendee
Chris Phillips Mutual of Omaha Retirement Key Account Executive 3300 Dodge St   Omaha NE 68131 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Christina Pihos PIMCO SVP           Sponsor Complimentary Attendee (includes Sponsor Speakers)
James Polito Nuveen Vice President       NC   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Amanda Poole Strategic Retirement Partners Sales Enhancement Coordinator 25434 Prairiewood Ln   Shorewood IL 60404 Financial Advisor Attendee
Apryl Pope Retirement Plan Partners, LLP Plan Advisor          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Stephen Popper SageView Advisory Group Managing Director 114 State St   Boston MA 02109 Non-Sponsor Subject Matter Expert Speaker
Greg Porteous State Street Global Advisors Head of DC INtermediary 1 Iron St   Boston MA 02210 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Brian Portnoy Shaping Wealth Founder       IL   Non-Sponsor Subject Matter Expert Speaker
Diane Pressley MILLENNIUM TRUST COMPANY LLC Sr. Sales Analyst 2001 Spring Rd, Ste 700   Oak Brook IL 60523 Sponsor Additional Attendee
Jim Quartarone Milliman Regional Sales Manager 12790 Merit Dr Suite 800 Dallas TX 75251 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joe Ramon Pensionmark Financial Group VP-Retirement Specialist           Financial Advisor Attendee
Jennifer Rayner Moniwell, SPC Founder           Financial Advisor Attendee
Barbara Redstone Ameritas Retirement Plans VP - Divisional Sales Manager (West) 5900 O Street   Lincoln NE 68510 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Elizabeth Rehbehn AFS 401(k) Retirement Services, LLC Director of Financial Wellness 7700 Old Georgetown Rd   Bethesda MD 20814 Financial Advisor Attendee
Steven Reilly Cohen & Steers DCIO Specialist 280 Park Ave Manhattan New York NY 10017 Sponsor Additional Attendee
Meghan Richter Intention.ly Co-Founder           Non-Sponsor Subject Matter Expert Speaker
Carl Rickmeier RBC Wealth Management RBC Advisory Council Member & Financial Advisor 66 S Main St   Fond du Lac WI 54935 Financial Advisor Attendee
Patrick Rieck HUB International VP, Retirement and Private Wealth Product           Financial Advisor Attendee
Jessica Ritchie Cuna Mutual Group Strategic Account Manager 5910 Mineral Point Road   Madison WI 53705 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Janelle Rivera Pensionmark Financial Group Executive VP/COO, WD Pensionmark 19243 FM 2252 Ste 300 Garden Ridge TX 78266 Financial Advisor Attendee
Jim Robinson Principal Financial Group Market Director - Investment Only           Sponsor Additional Attendee
Karen Robinson The Strategic Retirement Benefits Group Director of Retirement Plan Client Services 23 Keewaydin Dr   Salem NH 03079 Financial Advisor Attendee
David Rogers Ameritas Divisional Vice President           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Christian Romano Vestwell VP, Sales       NY   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Mike Rosenberg OneAmerica Senior Director- Consultant Relations       CA   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Craig Rosenthal Fiduciary Decisions Chief Marketing Officer 13010 SW 68th Pkwy Ste. 140 Tigard OR 97223 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Coker Roswell Schwab Retirement Plan Services Director, Consultant Relations 3000 Schwab Way   Westlake TX 76262 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jeff Rudloff Lincoln Financial Advisors AVP           Financial Advisor Attendee
John Russo Empower Regional Vice President 8515 E Orchard Rd   Greenwood Village CO 80111 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Hannah Ryan Greenspring Advisors Financial Planner     Towson MD   Financial Advisor Attendee
Stefanie Rzepecki GRP Financial SVP, Business Development           Financial Advisor Attendee
Jamie Salafia Lincoln Financial Director, Consultant Relations           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sammy Salek Totus Wealth Management Director of Asset Management 701 N Post Oak Rd ste 320 Houston TX 77024 Package: Accredited Investment Fiduciary® Training + Wealth@wor(k) Registration
Dean Salyer Pensionmark Financial Group CEO/President-WD Pensionmark 19243 FM 2252   Garden Ridge TX 78266 Financial Advisor Attendee
Anna Sanchez Newcleus Account Executive 19 W College Ave Suite 500 Yardley PA 19067 Financial Advisor Attendee
Dave Sargent BlackRock DCIO 50 Hudson Yards Manhattan New York NY 10001 Sponsor Additional Attendee
Dave Sauter Fiduciary Decisions VP, Advisor Sales 20047 Hartford Blvd   Estero FL 33928 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Matthew Savage Morningstar Investment Management Regional Sales Director 22 W Washington St #7 Chicago IL 60602 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Troy Savigny SecureSave Partnerships Manager           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Joel Schiffman Schroders Head of Strategic Partnerships 7 Bryant Pk Manhattan New York NY 10018 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Missy Schoedel 401k Marketing VP Business Development 501 W Broadway Suite 1070 San Diego CA 92101 Non-Sponsor Subject Matter Expert Speaker
Lance Schoening Principal Financial Group Director of Policy           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Bill Schories Invesco National Sales Director - DCIO           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Ryan Schutty Principal Financial Group Director-Strategic Client Group           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Michaela Scott The Strategic Retirement Benefits Group, LLC Principal & Founder, 401(k)/403(b) Advisor 23 Keewaydin Dr   Salem NH 03079 Financial Advisor Attendee
Kathy Seimet Gallagher Senior Retirement Plan Consultant          

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Phil Senderowitz Strategic Retirement Partners Managing Director 874 Brightwater Cir   Maitland FL 32751

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Chuck Serveiss GRP/HUB International VP Business Consultant 5973 Avenida Encinas   Carlsbad CA 92008 Financial Advisor Attendee
Jenny Sheahan Millennium Trust Company, LLC Director, Relationship Management 2001 Spring Rd Suite 700 Oak Brook IL 60523 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Ellen Shiery Merrill Lynch Wealth Management Advisor 1 Park Pl Suite 350 Annapolis MD 21401 Financial Advisor Attendee
Gary Shipper Allspring VP, DCIO Strategic Accounts 525 Market St   San Francisco CA 94105 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Steve Silverman American Century Investments Regional Retirement Consultant 4500 Main St   Kansas City MO 64111 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Christine Sivak Cedar Brook Group Director, Integrated Benefits 5885 Landerbrook Dr, Suite 200   Cleveland OH 44124 Financial Advisor Attendee
Lisa Smith Fidelity Investments Senior Vice President, Fidelity Workplace Investing, Head of National Accounts 500 Salem Street   Smithfield RI 02917 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sam Smith Finch Business Development 595 Market St fl 10   San Francisco CA 94105 Financial Advisor Attendee
Maryanne Spatola C3 Talent Strategies Founder & CEO           Non-Sponsor Subject Matter Expert Speaker
Chris Speer FIS Reliance Trust Head of CIT Distribution 347 Riverside Ave   Jacksonville FL 32202 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dustin Stadel 401GO Regional Director of Advisor Partnerships           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Rob Stanley Smart Head of Client Solutions 209 10th Ave S Ste 525 Nashville TN 37203 Sponsor Additional Attendee
Ryan Staton StatonWalsh Managing Partner 108 W Timonium Rd STE 305 Timonium MD 21093 Financial Advisor Attendee
Dan Steele Columbia Threadneedle Investments Head of DCIO 121 Main Street Unit 3 Boston MA 02129 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Phil Stewart MFS Managing Director, DC National Sales Manager 111 Huntington Ave   Boston MA 02199 Sponsor Complimentary Attendee (includes Sponsor Speakers)
John Stilley Charles Schwab Business Development Officer           Sponsor Additional Attendee
Jania Stout Fiduciary Plan Advisors-A OneDigital Company Co-Foundeer           Financial Advisor Attendee
Mikki Strelow Principal Financial Group Sr Marketing Strategist 28728 325th St   New Hartford IA 50660 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Monayi Stukes Greenspring Advisors Institutional Client Service Specialist     Baltimore MD   Financial Advisor Attendee
Steve Stulb Ironview Capital Management Principal 200 Barr Harbor Dr Suite 400 Conshohocken PA 19428

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Tatiana Swanson The Retirement Advisor University Sales-Advisor Development 4514 Main St Apt. 1036 Jupiter FL 33458 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Meg Swoboda Advisor2X Event Specialist 210 Avondale Ave   Wilmington NC 28403 A2X Team
Leah Sylvester Shepherd Financial Partner, Director - Retirement Plan Services           Financial Advisor Attendee
Jeff Talbott T. Rowe Price National Accounts Manager 4515 Painters Mill Rd   Owings Mills MD 21117 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Jesse Taylor RPAG Vice President           Financial Advisor Attendee
Brad Teach Total Benefit Communications / Ascensus Relationship Manager 95 Connecticut Dr   Burlington Township NJ 08016 Sponsor Additional Attendee
Jimesh Thaker OneAmerica Sr. Director, IT           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Scott Thomsen Mutual of Omaha Sr. Sales Development Analyst 3300 Mutual of Omaha Plaza   Omaha NE 68175 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Marcus Thorstad Charles Schwab Business Development Officer 1133 6th Ave Manhattan New York NY 10036 Sponsor Additional Attendee
Amy Todd OneDigital Retirement Plan Consultant 899 Cassatt Rd Ste 200 Berwyn PA 19312

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Laura Tully Vestwell Regional Director- TN, VA, NC, SC 1410 Broadway Manhattan New York NY 10018 Sponsor Additional Attendee
Christina Tunison LPL Advisor 843 Quince Orchard Blvd Suite E Gaithersburg MD 20878

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Kyle Twiggs Goldman Sachs Vice President           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Victoria Underhill Morgan Stanley Financial Advisor 12505 Park Potomac Ave Suite 200 Potomac MD 20854 Financial Advisor Attendee
Carolyn Vaeth Charles Schwab Asset Management Director, National Accounts 1133 6th Ave Manhattan New York NY 10036 Sponsor Additional Attendee
Matt Vanaman PIMCO VP           Sponsor Complimentary Attendee (includes Sponsor Speakers)
Julie Varga Morningstar VP, Investment and Product Specialist 22 W Washington St   Chicago IL 60602 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Derek Vito Ascensus Business Development 200 Dryden Rd Suite 3500   Dresher DE 19025 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Steven Wagoner PenChecks VP Institutional Sales and Strategic Partnerships 10B Greensboro Blvd   Clifton Park CA 12065 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Christopher Walker Neuberger Berman Senior Vice President 1290 6th Ave Manhattan New York NY 10104 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Lindsay Warrington John Hancock Investment Management Managing Director 197 Clarendon St   Boston MA 02116 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Dave Wasik Federated Hermes, Inc. Senior Vice President 1001 Liberty Ave   Pittsburgh PA 15222 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Kevin Watt Security Benefit Sr. Vice President, Specialty Market Sales 1 SW Security Benefit Pl   Topeka KS 66606 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Suzanne Weeden Spectrum Investment Advisors Senior Advisor 6329 W Mequon Rd   Mequon WI 53092 Financial Advisor Attendee
Pete Welsh Millennium Trust Company, LLC Managing Director, Retirement Services Sales 2001 Spring Rd Suite 700 Oak Brook IL 60523 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Charlie Wenzel Cohen & Steers Head of Retirement 280 Park Ave Manhattan New York NY 10017 Sponsor Additional Attendee
Nicholas West Paychex Regional Retirement Wholesaler 220 Kenneth Dr   Rochester NY 14623 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Eben Wheeler BlackRock National Firms Director 50 Hudson Yards Manhattan New York NY 10001 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Emily White HUB VP Consulting Relations 5973 Avenida Encinas   Carlsbad CA 92008 Financial Advisor Attendee
Ashley Whitney Morningstar West Coast Retirement Sales Director       CA   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Allison Winge Plexus Financial Services, LLC Executive Vice President 21805 W. Field Parkway #300   Deer Park IL 60090

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Jeffrey Woei CRPS, AIF, C(K)P Wells Fargo Advisors Managing Director, Investments 4030 W Boy Scout Blvd Suite 150 Tampa FL 33607

Financial Advisor Attendee Package: Sheri Fitts Marketing Workshop + Wealth@wor(k) Registration
Matt Wolniewicz Income America President 6201 College Blvd Suite 150 Overland Park KS 66211 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Karen Yasukawa Raymond James Senior Vice President, Investments 2857 Oahu avenue   Honolulu HI 96822 Financial Advisor Attendee
Jo Yi PIMCO Vice President 650 Newport Center Dr   Newport Beach CA 92660 Sponsor Additional Attendee
Brian Young Pacific Financial Partners Director - Retirement Plans 1585 Kapiolani Blvd., #1700   Honolulu HI 96814 Financial Advisor Attendee
Brooke Young Pacific Financial Partners Financial Consultant 1585 Kapiolani Blvd., 1700   Honolulu HI 96814 Financial Advisor Attendee
Jonathan Young Capital Group | American Funds Senior National Accounts Manager       VA   Sponsor Complimentary Attendee (includes Sponsor Speakers)
Todd Zempel Gordon Asset Management, LLC Partner 4721 Emperor Blvd Suite 250 Durham NC 27703 Financial Advisor Attendee
Stacy Zenger Putnam Investments Strategic Accounts 100 Federal Street   Boston MA 02110 Sponsor Complimentary Attendee (includes Sponsor Speakers)
Sean Zent Ascensus Vice President, Business Development 200 Dryden Rd   Dresher PA 19025 Sponsor Complimentary Attendee (includes Sponsor Speakers)