Wealth@Wor(k) 2022 | Advisor2X | 16 October 2022 | Paris Las Vegas, 3655 Las Vegas Boulevard South, Las Vegas, NV 89109, US

• All women attendees welcome, both members and non-members of WIPN! Enjoy a beautiful view overlooking the fountains while you network with your female attendee peers. Network with your fellow WIPN members, or learn more about all the benefits WIPN membership offers!
• All attendees welcome! Beer Park is conveniently located inside our host hotel, Paris. Enjoy an open bar, some yummy bites, saying hello to old friends, and meeting new ones!

2022 Speakers

Jeffrey Acheson
Chief Business Development Officer, Advanced Strategies Group

Brad Arends
Co-Founder & CEO, intellicents

Alex Assaley
Principal, Lead Adviser, AFS 401(k) Retirement Services

Rocke Blair
Managing Director, HUB International

Sam Brandwein
Institutional Consulting Director | Senior Vice, President Morgan Stanley

Pam Brooks
Client Executive, Oswald Financial

Daniel Bryant
Private Equity, Senior Advisor and Operating Partner, The Vistria Group

Andrew Burns
Vice President, HUB International

Nicole Corning
Managing Partner, Buckman & Corning Financial Strategies Group

Melissa Cowan
Executive Leader. Retirement Plan Strategy, Sales, Relationship Management and Product Development, Melissa Cowan, Consulting LLC

Jeffrey Cullen
Chief Executive Officer, SRP Intermountain

Matt Daniels
Director of Retirement Plans, Wilshire Benefits Group

Joe DeNoyior
President, HUB Retirement and Wealth Management

Devyn Duex
Principal, CAPTRUST

Jamie Greenleaf
General Partner / Principal, Cafaro Greenleaf

Nicole Hinman
Senior Director of Retirement Plans, Cambridge Investment Research

Holly Knight
Senior Financial Advisor, NFP

Ross Marino
Founder and CEO, Transitus Wealth Partners & Advisor2X

Emily Minnich
Senior Wealth Strategy Associate, UBS Financial Services Inc.

Sam Mitchell
President and CEO, Sentinel Benefits & Financial Group

Janine Moore
Senior Vice President - Retirement Practice Leader, HUB Retirement & Wealth Management

Vince Morris
President, OneDigital Retirement + Wealth

Hunter Pearl
Financial Advisor, Morgan Stanley-Graystone Consulting

Apryl Pope
Partner, Retirement Plan Partners, LLP

Patrick Rieck
Vice President Product, Retirement and Private Wealth, HUB International

Jake Rushton
Director of Sales & Managing Director, SRP Intermountain

Tina Shackman
Senior Retirement Plan Consultant, Benefit Financial Services Group

Brett Shofner
President, Work Plan Retire

Jania Stout
Co-Founder, Fiduciary Plan Advisors- a OneDigital Company

Jeanne Sutton
Financial Benefits Advisor, Strategic Retirement Partners

Leah Sylvester
Partner | Director - Retirement Plan Services, Shepherd Financial, LLC

Christina Tunison
Financial Advisor/ Retirement Plan Consultant, LPL Financial

Lauren Loehning
Partner | Principal, Retirement Impact, LLC | R.I.S.E Excel Corporate Wellness

Rodney Balbuena
Managing Director, SageView Advisory Group

Shannon Maloney
Managing Director, Michigan l National Practice Leader Defined Benefit Plans and ESOPs, Strategic Retirement Partners

Grant Arends
Co-Founder & President, intellicents

Christopher Roper
Partner & Retirement Plan Consultant, Qualified Plan Advisors

Kim Cochrane
Director, Raffa Retirement Services, a division of HUB Retirement and Wealth Management

Will Hackler
Financial Advisor, Integrated Wealth Concepts

Michael Webb
Senior Financial Advisor, CAPTRUST

Tony Powers
President, KerberRose Wealth Management

Keith Gredys
Chairman/CEO, Kidder Advisers

Doug Prince
CEO, ProCourse Fiduciary Advisors

Fred Barstein
Contributing Editor | CEO | Founder & Editor-in-Chief, WealthManagement.com’s RPA Edge | The Retirement Advisor University (TRAU) | 401kTV

Sasha Cibrian
Retirement Plan Marketing Manager, 401k Marketing

Theresa Conti
Executive Committee Officer, The Cerrado Group

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

Rebecca Hourihan
Chief Marketing Officer, 401(k) Marketing

Vishal Jain
Head of Financial Wellness Strategy and Development, Prudential Retirement

Lisa Kottler
Chief Growth Officer, Sallus Retirement

Emily Mobley
Private Practice Dietician/Owner, Gray Nutrition

Jason Roberts
CEO/Managing Partner, Pension Resource Institute/Group Plan Systems

Missy Schoedel
VP Business Development, 401k Marketing

John Sullivan
Editor-in-Chief, 401(k) Specialist Magazine

Pete Swisher
Managing Partner/Founding President, Group Plan Systems/Waypoint Fiduciary

Faith Teope
CEO, Leverage Retirement, Inc.

Peggy West
Owner, Benefit Plan Diagnostics

Bill Presson
Senior Manager, Pinnacle Plan Design

Jamie Bentley
Executive Vice President, PIMCO

Ron Bezis
Associate Director, John Hancock Investment Management

Jessica Bush
Portfolio Manager, Principal

Glenn Dial
Senior Retirement Strategist, American Century Investments

John Doyle
Senior Retirement Strategist, Capital Group | American Funds

Randy Fuss
Practice Management Consultant, Cuna Mutual Group

Brian Giles
Regional Vice President – Tax Exempt Markets, OneAmerica

Dana Hartwell
Director, New York Life

Dr. Bill Lloyd
MD, FACS, Transamerica

Craig Rosenthal
Head of Strategy and Chief Marketing Officer, Fiduciary Decisions

Steve Sapra
Executive Vice President, PIMCO

Hutch Schafer
VP, Business Development & Program Management, Nationwide

Christine Stokes
Managing Director, Client and Retirement Education, Nuveen

Forrest Wilson
VP, National Sales, Ameritas Retirement Plans

Bob Woods
National Sales Director, 401(k), Mutual of Omaha Retirement Services

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

Mark Kistler
Retirement Plan Division Manager, Capital Group | American Funds

John Ruth
Co-Founder & CEO, Build Asset Management

Matt Dines
Co-Founder & CIO, Build Asset Management

Kyle Bingham
Managing Director, Financial Fitness for Life

Chris Phillips
Retirement Key Account Executive, Mutual of Omaha

Saumen Chattopadhyay
Chief Investment Officer, OneDigital

2022 Sponsors

• Charles Schwab
• COHEN & STEERS
• COLUMBIA THREADNEEDLE INVESTMENTS
• CUNA MUTUAL GROUP
• Delaware Funds
• EMPOWER RETIREMENT
• ENVESTNET
• Fiduciary Decisions
• Financial Fitness
• Fidelity Investments
• FIRST EAGLE INVESTMENT MANAGEMENT
• FISHER INVESTMENTS
• GOLDMAN SACHS ASSET MANAGEMENT
• GSM MARKETING
• HARTFORDFUNDS
• O HUB
• HUman Interest
• INCENTIVE
• Invesco
• Janus Henderson Investors
• John HAncock
• JP Morgan Asset Management
• LAZARD ASSET MANAGEMENT
• Lincoln Financial Group
• LSV Asset MAnagement
• MassMutual
• MFS
• Milliman
• Morningstar
• Mutual of Omaha
• Nationwide
• NATIXIS Investment Managers
• NEUBERGER BERMAN
• NEW YORK LIFE
• NORTHERN TRUST
• nuveen
• NWPS
• ONE AMERICA
• ONEDIGITAL
• PAYCHEX
• PCS Retirement
• PENCHECKS TRUST
• PGIM
• PIMCO
• Principal
• Putnam Investments
• RetireReady Solutions
• TRANSAMERICA
• Schroders
• securian financial
• Security Benefit
• SLAVIC 401k
• Smart
• T.RowePrice
• The Standard
• TRAU
• UMB BANK
• Vanguard
• venrollment
• Vestwell
• VIRTUS INVESTMENT PARTNERS
• VOYA INVESTMENT MANAGEMENT
• 401GO
• ADP
• ALERUS
• AB
• Allspring
• American Century Investment
• Ameritas
• Amundi Pioneer
• ascensus
• BLACKROCK
• BENETIC
• Broadridge
• BUILD
• CAPITAL GROUP