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The Retirement Advisor University Founding Lecturers (Advisors)


Daryl Brockman
Signature Financial Partners, LLC

Joe Brummel
Strategic Retirement Partners

Dorann Cafaro
Bdellium Inc.

Jason Chepenik
Chepenik Financial

Richard Clouse
Strategic Retirement Partners

Michael Coelho
SageView Advisory Group

Joe DeNoyior
Washington Financial Group

Craig Dewey
401(k) Advisors

Don Faller
FiduciaryFirst, LLC

Anthony Franchimone
Retirement Benefits Group

Anthony Girellini
Principle Advisors, Inc.

Jamie Greenleaf
Cafaro Greenleaf

Paula Hendrickson
First Western Trust

Kurt Jackson
Central Coast Wealth Management, LLC

Allison Kaylor Flink
NFP Retirement

Michael Kozemchak
Institutional Investment Consulting

Paul Massey
The Noble Group

Clark May

Danford Meischen
The Atherton-Meischen Team

Mike Montgomery
Montgomery Retirement Plan Advisors, Inc

Bud Pernoll
Bay Mutual Financial

Timothy Rice
Lakeside Wealth Management

Tom Ruggie
Ruggie Wealth Management

Jim Sampson
Hilb Group Retirement Services

Mark Shepherd
Shepherd Financial Partners/LPL Financial

Kenneth Ulrich
NRP/Complete Pension Services, Inc.

Jon Upham
SageView Advisory Group

Brannan Vaughan
Morgan Stanley

Peter Wang
Royal Alliance Associates, Inc.

Gerald Wernette
Rehmann Financial

Brian Whitney
UBS Financial Services

Henry Yoshida
Honest Dollar