NAPA 401(k) Summit 2023 | National Association Of Plan Advisors - NAPA | 2 April 2023 | San Diego Convention Center, 111 W Harbor Dr, San Diego, CA 92101, USA

This event is the nation’s largest and most prestigious conference for retirement plan advisors, and the only industry convention that delivers actionable, unbiased content designed by advisors, for advisors. Whether you need high-level insight into what’s happening on Capitol Hill or practical knowledge that helps you manage and grow your business, the event has something for you.

2023 Speakers

Brian Graff
NAPA Executive Director & CEO, American Retirement Association

Lisa Buffington
Vice President of Retirement Services, Marsh & McLennan Agency

Don MacQuattie
Senior Vice President, Head of Institutional Fiduciary Solutions, Raymond James

Justin Bonestroo, MSEA, EA, CPC, CPFA®
Senior Vice President, CBIZ

Shannon Edwards, ERPA, CPC, QPA, QKA®, QKC, CPFA®
President, TriStar Pension Consulting

Amanda Iverson, CPA, PHR, SHRM-CP, APM
CEO of Pinnacle Plan Design, LLC, Pinnacle Plan Design, LLC

Mary Patch, QKA®, CPFA®
Retirement Plan Advisor, Independent Financial Partners (IFP)

Jamie Hayes, CPFA®, AIF, C(k)P
Senior Vice President, NFP

Greg Ward
CFP, Director, Financial Wellness, Think Tank, Financial Finesse

Tina Wilson, CFA
Senior Vice President & Chief Product Development Officer, Empower

Grant Arends, AIF
President – Retirement Services, intellicents

Jennifer Doss, CRPS, QKA®, TGPC
Defined Contribution Practice Leader, CAPTRUST

Lindsay B. Jackson
Partner, Morgan, Lewis & Bockius LLP

Frank Zugaro, AIF, CRPS
National Practice Leader – Retirement Plan Advisory, Huntington Bank

Erin Hall, AIF®, C(k)P®, CPFA®
Managing Director, SRP

Laura Maffucci
Head of Global Total Rewards, HRIS & People Operations, Globalization Partners

Courtenay Shipley, AIF, CRPS, CPFA®, CEPA
Chief Planologist, Retirement Planology, Inc.

Waldo Waldman
Hall of Fame Speaker, Executive Coach, and National Bestselling Author

Kevin Eknaian
Vice President, Divisional Manager, DCIO Sales, American Century Investments

Glenn Dial
Vice President, Senior Retirement Strategist, American Century Investments

Matt Wolnienicz
President, Income America

Mitchell Firestein
Senior Portfolio Manager, Avantis Investors®

Claus Te Wildt
SVP, Capital Market Strategy, Fidelity Investments

Meghan Dorr
Head of Service, J.P. Morgan Retirement Link, J.P. Morgan Asset Management

Michael Conrath
Chief Retirement Strategist, J.P. Morgan Asset Management

Karen Ireland
Business Development Strategist, MFS

Teresa Hassara
Sr. Vice President, Workplace Savings and Retirement Solutions, Principal

Amy Keiser
Head of Stock Plan Services, Principal Financial Group®

James Smith
Head of Business StrategyMorningstar Investment Management LLC

Steve Muller
Managing Director, Consultant Relations, Nationwide

George Shein
Technical Director, Advanced Consulting Group, Nationwide

Bill Slimbaugh, AIF®
Managing Director, Retirement Strategies, Natixis Investment Managers

Surya Kolluri
Head of TIAA Institute, TIAA

Brendan McCarthy
Head of Retirement Investing, Nuveen

Jeremy Weith
Managing Director, Retirement Plan Consultant, HUB International

Christian Lauter
Area Vice President, Retirement Plan Consulting, Gallagher

Kelly Famiglietta
Partner, CFP®, AIF™, NSSA®

Brian Nickolenko
Vice President, Business Development, Transamerica

Cam Marston
Intergenerational Expert, Author and Consultant

Shlomo Benartzi
Professor Emeritus, UCLA/Pension Plus

Jason Chepenik, CFP
Senior Vice President – Retirement & Wealth, OneDigital

Kathleen Kelly
CRPS, AIFA, Managing Partner, Compass Financial Partners, A Marsh & McClennan LLC Agency

Jonathan Young
Senior National Accounts Manager, Capital Group | American Funds

Daniel Aronowitz
RPLU+, Managing Principal, Euclid Fiduciary

Thomas Clark
JD, LLM, Partner and COO, The Wagner Law Group

Jamie Fleckner
Partner, Goodwin Procter LLP

Jeffrey Cullen
CEO, Strategic Retirement Partners

Marina Edwards
Founder, Marina Retirement, LLC

Renee Scherzer, CPFA®, AIF
Principal, 401K Resources

Tina Wisialowski, QPFC, CRPS
Corporate Retirement Director, Financial Wellness Director, Morgan Stanley

Devyn Duex, CPFA®, AIF, CRPS, C(k)P
Principal, Financial Advisor, CAPTRUST

Raymone Jackson, CLU
Global Head of Diversity, Equity and Inclusion, T. Rowe Price

Kristi Rodriguez
Senior Vice President, Nationwide Retirement Institute, Nationwide

Jay Washington
CEBS® RICP® AIF® AVP, Diverse Market Segment, Voya Financial

Nevin Adams, JD
Chief Content Officer, American Retirement Association

Fred Reish, Esq.
Partner, Faegre Drinker Biddle & Reath, LLP

Barbara Delaney
Principal, SS/RBA, a division of HUB International

Amelia Dunlap
VP, Marketing, Nationwide Retirement Solutions

Mike Sanders
Principal, CAPTRUST

Bonnie Treichel, JD
Chief Solutions Officer, Endeavor Retirement

Mike Griffin
Head of Workplace Wealth Solutions Sales and Relationship Management, UBS

Fred Makonnen
Head of Group Retirement Sales & Distribution, Equitable

David Musto
President and Chief Executive Officer, Ascensus

Aaron Schum
Founder, CEO, Vestwell

Sheri Fitts
Speaker, Creator, Consultant, Sheri Fitts & Co.

Joe DeNoyier
National President, HUB Retirement and Private Wealth

Mike Devlin
Principal, BCG Pension Risk Consultants

Alicia Malcolm, CRPC®, CRPS®
Senior Vice President; Senior Retirement Plan Consultant, The D’Aiutolo, Malcolm & Associates Investment Consulting Group, UBS Financial Services

Deane Mayerhofer
Chief Operating Officer, Strategic Retirement Partners

Emily Minnich, CPFA®, CFP
Senior Retirement Plan Consultant, UBS Financial Services

Jim O’Shaughnessy, AIF
President of Retirement and Private Wealth, HUB Retirement and Wealth Management

Colin Clark, MBA, CPFA®, AIR, C(k)P
Senior Vice President, HUB International

Melissa Cowan, QPA, QKC
Owner, Melissa Cowan Consulting

Kevin Mahoney, CIMA, AIFA
Managing Director, Raymond James

Nathan Glassey, TGPC, QKA®
Executive Director, NTSA, American Retirement Association

Andy Arnold, CIMA, CFP, CLU
SVP, Director of Retirement and Wealth Management, First Security Bank

Bill Chetney, C(k)P
President, Viking Cove Advisor Alliance

Stephen Daigle
CEO, BidMoni

Pete Swisher, CFP, CPC, QPA, TGPC
Managing Partner, Group Plan Systems, LLC

Mark Thornton, AIF
Director Advisory Services, Cambridge Investment Group, Inc.

Paul Dennis, CPSP
Chief Financial Officer, Weber Metals, Inc

Bernie Knobbe, CEBS, CCP
SVP, Global Benefits & Well-being, AECOM

Pat McKiernan, CPFA®
Executive Vice President, HUB International

Rachel Nelson
Chief Financial Officer, CB Technologies, Inc.

Amanda Peterson
Senior Director, People Operations, Auction.com

Gabrielle Turner, CPSP
Director of Human Resources, North America, TCL Communications

Carolyn Vaeth
Director National Accounts, Institutional Sales, Charles Schwab & Co., Inc.

Jacquelyn Reardon
Head of Client Marketing for Retirement, Insurance, 529 and Wealth Management, Franklin Templeton

Ron Bezis
Associate Director, DCIO, John Hancock Investment Management

Jason Key
Vice President, Consultant Relations, Lincoln Financial Group

Todd Hedges
Sr. Manager, National 401(k) Wholesale, Paychex

Melissa Kahn
Director of Retirement Policy, Defined Contribution, State Street Global Advisors

Andrew Kuhn
Portfolio Specialist, T. Rowe Price

Rob Barnett
President & CEO

Rob Grubka
Chief Executive Officer, Workplace Solutions, Voya Financial

Doug Murray
SVP, Head of Wealth Distribution and Client Engagement, Voya Financial

Brandon Budd, AIF, RICP
Consultant, intellicents

Mandie Scott
AIF, Consultant, intellicents

Jeff Acheson
CPWA®, CFP®, CPFATM, AIF®, CEPA®, NQPA™, CAPP™, Certified Private Wealth Advisor® Advanced Strategies Group

Samantha Russell
Chief Evangelist, FMG Suite

Jania Stout
Senior Vice President, Fiduciary Plan Advisors

Jeanne Sutton
CFP, CPFA®, Managing Director, Strategic Retirement Partners

Russell Smith
CFP, AIF, CEBS, CRPS, CPFA, Partner, Guardian Wealth Partners, LLC

Saumen Chattopadhyay
CFA®, CPA, Chief Investment Officer, OneDigital

Erik Daley
CFA, Managing Principal, Multnomah Group

Michael Doshier
Senior Retirement Strategist, T. Rowe Price

Bindu Patel
Director of Research, USI Consulting Group

2023 Sponsors

DOUBLE DIAMOND SPONSORS:
• Principal
• MFS
• Empower
• J.p. Morgan Asset Management
• Nationwide is on Your Side
• Nuveen

DIAMOND SPONSORS:
• Fidelity
• Franklin Templeton
• Invesco
• John Hancock
• Lincoln Financial Group
• Lpl Financial
• Morning Star
• Natixis
• Paychex
• T.row Price
• Transamerica
• VOYA
• Wilmington Trust
• American Century Investment
• Capital Group
• Charles Schwab