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…

Stan Janowiak is a Managing Director – Investments at Wells Fargo Advisors (Westlake Village, CA}. Stan focuses on private wealth management and assisting sell-side engagements for privately held business owners.…

Vishal Jain joined Unum in 2024 as Vice President of Corporate Strategy, where he leads the development of the company’s enterprise and business unit level strategy. Vishal began his career…

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…

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…

Rob has been a Partner at Waller Landsen Dortch and Davis since 1997. He attended Dartmouth for his undergraduate degree and received his JD from Columbia Law School. He lives…

Jim is the CEO and founder of Eagle View Advisors, LLC – an employee benefits and leadership/business management consulting company as well as an advisor to Aniline Inc. Prior to…

Mike currently serves as Executive Vice President of Asset Management and Operations at Bluerock Home Trust, Inc. Over the past decade, Mike has held senior financial and operational roles with…

Jen has been with Alliance Bernstein for 22 years and serves as the Senior Vice President and Head of Defined Contribution distribution.  She studied Business Management and International Business at…