PLANADVISER National Conference (PANC) | PlanAdviser | 11 September 2017 | JW Marriot, Grande Lakes, Orlando, Florida, JW Marriott Orlando Grande Lakes 4040 Central Florida Parkway Orlando, Florida 32837 USA Phone: 1-407-206-2300

The PLANADVISER National Conference (PANC) is the retirement plan industry's premier networking and business strategy event for specialist retirement plan advisers! Annually, the top tier of retirement plan advisers from across the U.S., including the PLANADVISER Top 100 and the PLANSPONSOR Retirement Plan Advisers of the Year gather for half a week of discussion and debate about the cutting edge of the retirement plan industry

2017 Guest Speakers

MEET JOE MONTANA
Opening Night Guest Speaker

MARK HALPERIN
Featured Speaker

2017 Speakers

Gil Baker
Regional Vice President Mutual Fund Sales – DCIO, Nationwide

Matt Bartch
Vice President, BlackRock

Jamie Bentley
Senior Vice President, National Retirement Sales Manager, PIMCO

Jeffrey N. Bograd
Director, Managing ERISA Consultant, John Hancock Retirement Plan Services

Michael Brown
Managing Partner, Retirement Plan Consultant, ClearPoint Financial

Kenneth G. Catanella
Managing Director - Wealth Management, The Catanella Institutional Consulting Group, UBS

Jason Chepenik
Managing Partner , Chepenik Financial

Steve Christenson
EVP, Retirement and Health Savings Plan Services, Ascensus, Inc.

Thomas Clark
Partner, The Wagner Law Group

Ron Cohen
DCIO & RIA Sales Manager, Intermediary Sales, Wells Fargo Asset Management

Joe Connell
Partner, Sikich Retirement Plan Services

Brian Cooper
Regional Vice President – West Region Retirement & Income Solutions, Principal Financial Group

Brady Dall
EVP, 401(k) Advisors Intermountain

Corby Dall
President & Managing Partner, 401(k) Advisors Intermountain

Brea Dantin
Principle, Retirement Plan Advisor, ProCourse Fiduciary Advisors, LLC

Joseph DeNoyior
CEO, Washington Financial Group

Drew Disher
Divisional Sales Manager, Intermediary Retirement Sales, Lincoln Financial Group

Michael Domingos
Vice President, National Corporate Strategy & Distribution, Prudential Retirement

Kenneth Forsythe
AVP, Product Strategy, Empower Retirement and Great-West Financial

Jamie Greenleaf
Lead Advisor, Principal, Cafaro Greenleaf

Brian Hanna
Senior Retirement Plan Consultant, Everhart Advisors

Allegra Heyligers
Managing Director, Strategic Insight

David Hinderstein
President, Strategic Retirement Group

Tim Irvin
Consultant, Cammack Retirement Group

Jason A. Johnson
Senior Vice President-Wealth Management , UBS Financial Services, Inc.

Todd Kading
Managing Director, LeafHouse Financial Advisors, LLC

Todd Lacey
Chief Business Development Officer, Stadion Money Management

Joseph P. Lee
Senior Vice President, Head of Retirement Platforms and Strategy, First Eagle Investment Management, LLC

Todd Leszczynski
Managing Director - National Sales, MFS Investment Management, Inc.

David Levine
Principal, Groom Law Group, Chartered

Roger K. Metzger
President, CIO, Hooker & Holcombe Investment Advisors

Lew Minsky
President and Chief Executive Officer, Defined Contribution Institutional Investment Association (DCIIA)

Joan M. Neri
Counsel, Drinker Biddle & Reath LLP

Steve Niehoff
Chief Operating Officer, Pension Resource Institute

Hugh O'Toole
Senior Vice President, Head of Workplace Distribution, MassMutual

Alice Palmer
Managing Counsel, Nationwide

Dan Peluse
Director of Retirement Plan Services, Wintrust Wealth Management

Ruthann R. Pritchard
Institutional Portfolio Manager, Fidelity Investments

Jeff Roberts
Regional Channel Manager, ADP

James F. Sampson
Director, Retirement Advisory Services, Hilb Group Retirement Services

Jeremy Stempien
Vice President, QMA

David K. Stofer
Founder & President, Mariner Retirement Advisors

Tim Rouse
Executive Director, The SPARK Institute, Inc.

Christian Thomas
Investment Consultant, USI Advisors, Inc.

Josh Ulmer
Senior Institutional Consultant, Morgan Stanley Wealth Management

Nathan Voris
Managing Director, Strategy, Charles Schwab

Marcia Wagner
President/Founder, The Wagner Law Group

Tom Waters
Senior Institutional DC Strategist, Franklin Templeton Investments

Andrew Wilshinsky
Senior Vice President, The Wilshinsky Group, Morgan Stanley Wealth Management

2017 Sponsors

ADP
American Funds
ascensus
BlackRock
charles SCHWAB
EMPOWER
Fidelity Investment
Financial Engines
First Eagle Investment Managemet
Franklin Templeton Investment
J.P. Morgan
John Hancook Investment
John Hancook Plan Services
Lincoln
Mass Mutual
MFS
Nationwide
Main Stay Investment
PIMCO
Principal
Prudential
stadion
VOYA
Wells Fargo Asset MAnagement