Chris has been a President at Safe-T-Cover, the largest manufacturer of backflow preventers, valves, and pumps, since 2017. Prior to that, he acted as a Managing Director for Sheridan Road…

Katherine is a Vice President of Employee Benefits for HUB International, the 4th largest insurance broker in the world, where she has worked for the last decade. She received her…

Clark is the Executive Vice President and Chief Strategy Officer Key Bank. He is an adjunct Professor at Case Western Reserve University.  Clark is graduated from Dartmouth College and received…

Vishal Jain is the head of Financial Wellness strategy and development at Prudential Financial. He leads the evolution of Prudential’s financial wellness offerings. Prior to his current role, Vishal led…

Vinny joined Transamerica in 2020 as a Regional Vice President on the DCIO side. Prior to that, he worked as a Senior Retirement Consultant for Oppenheimer Funds. He graduated from…

Neil is the President of the Central Region and President of the Personal Lines business for Hub International. Prior to his current roles, Neil held increasingly senior roles at Hub…

Rebecca is the founder and CMO of 401(k) Marketing, a San Diego based firm that helps retirement plan advisors market their expertise and build long-lasting brand awareness. With over 15…

Peter is the Managing Partner of EMP Media, a New York based sports and entertainment investment bank. Prior to founding EMP, Peter was Head of the Sports and Entertainment Investment…

Rob Herman leads Gries Financial Partners’ management committee and has responsibility for the firm’s strategic direction and overall growth. He is also Chief Investment Officer of Logix LLC. His experience…