Retirement Plan Advisor Summit 2024 - Southeast | Institutional Investor | 7 February 2024 | Lake Nona Wave Hotel, 6100 Wave Hotel Dr, Orlando, FL 32827, USA

Institutional Investor’s summits help retirement plan advisors 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.

2024 Speakers

CHAIRPERSONS:

Kathleen Kelly
Managing Partner, Compass Financial Partners/MMA

Kevin Mahoney
Managing Director, Raymond James

SPEAKERS:

Glenn Able
Managing Director, Creative Planning Retirement Services

Brad Arends
Co-Founder & CEO, intellicents inc.

Veronica Bray
CEO, Retirement Plan Advisor Search

Emmett Dupas
Financial Advisor, Northwestern Mutual

Matthew Eickman
National Retirement Practice Leader, Qualified Plan Advisors

Derek Fiorenza
COO/CCO, Summit Group Retirement Planners, Inc.

Chris Garrison
Senior Consultant, Pinnacle Pension Consultants

Benjamin Grosz
Partner, Ivins, Phillips & Barker

Matson Hutchins
Retirement Plan Advisor, Mariner Retirement Advisors

Kathleen Kelly
Managing Partner, Compass Financial Partners/MMA

Kevin Mahoney
Managing Director, Raymond James

Ed Malone
DC Product Specialist, Nationwide Retirement

Sue Perez
First Vice President - Investments, Wells Fargo Advisors

Jeffrey Petrone
Managing Director, SageView Advisory Group

Jackie Reeves
Director, Bryn Mawr Capital Management

Rick Rodgers
Principal, Consultant, Innovest Portfolio Solutions

Phillip Senderowitz
Managing Director, Strategic Retirement Partners

Daniel Shapiro
President, DCS Pensionmark Retirement Group

Brett Shofner
President, Work Plan Retire

Loukas Stephens
Vice President, Defined Contribution, Fisher Investments

Todd Stewart
Managing Director, Investment Research, SageView Advisory Group

Bonnie Treichel
Chief Solutions Officer, Endeavor Retirement

Joshua Ulmer
Managing Director, Graystone Consulting - Morgan Stanley

Robert Wagner
CIO, SRP

Steve Watson
Director of Accounting, CFSS

Stephen Welch
Vice President, Financial Advisor Corporate Retirement Director Financial Wellness Director, Morgan Stanley