Mat-Powers
Mat Powers, CFA®, AIF®, AIFA®

Vice President, Strategic Retirement Solutions

Thomas-Crutchfield
Thomas Crutchfield, CFP®, AIF®, PPC®, CPFA®

Manager, Strategic Retirement Solutions

Kara-Tierney
Kara Tierney

Manager, Marketing and Communications, Strategic Retirement Solutions

Jon-Good
Jon Good

Manager, Retirement Consulting

Mike-Triana
Mike Triana, CRPS®, CPFA®

Senior Retirement Solutions Consultant

Allen-Cohen
Allen Cohen, CPFA®

Senior Retirement Solutions Consultant

Jeff-Gillette
Jeff Gillette, CPFA®

Retirement Solutions Consultant

Mike-Clifford
Mike Clifford, CPFA®

Retirement Solutions Consultant

Beau-Asbury
Beau Asbury, CRC,® AIF,® QKA®

Retirement Solutions Consultant

Michael-Geraci
Michael Geraci, CRPC®, CRPS®, CPFA®, AIF®, CIMA®

Supervisor, Retirement Investment Solutions

Adam Khalek
Adam Khalek, AIF®

Retirement Solutions Investment Analyst

Bob-Burke
Bob Burke

PlanAssist Program Manager

Dan-Toomey
Dan Toomey, QKA®, CPFA®, NQPA®

Manager, Retirement Product

Amber-Cao
Amber Cao, CPFA®

Strategic Retirement Solutions Associate

Patricia-Garvey
Nathan Lucchino, CPFA®

Strategic Retirement Solutions Associate

Patricia-Garvey
Patricia Garvey

Strategic Retirement Solutions Contractor

Steve-Kochis
Steve Kochis

Strategic Retirement Solutions Contractor

Alex-Lauretti
Alex Lauretti, CPFA®

Strategic Retirement Solutions Contractor