Board of Directors

Lynne Ford—Chair
Advisor to the CEO
LPL Financial

R. Lawrence Roth—Vice Chairman
President and CEO
Advisor Group

James A. Shepherdson—Past Chairman
Chairman Emeritus, AXA Distributors, LLC and
Managing Partner, Crossroads Capital

Mark Costantini—Treasurer
EVP, Strategic Initiatives
John Hancock Financial Services, Inc.

Tom F. Streiff—Secretary
EVP, Retirement Product Manager
PIMCO

Catherine J. Weatherford
President and CEO
Insured Retirement Institute (IRI)

Robert M. Arena
EVP, Individual Annuity
Hartford Life, Inc.

Gary C. Bhojwani
Chairman, Allianz of America, Inc.
Member of the Board of Management - Allianz SE
Allianz Life Insurance Company of North America

Christopher O. Blunt
EVP, Retirement Income Security
New York Life

Valerie G. Brown
Chief Executive Officer
Cetera Financial Group

John L. Carter - Member, Executive Committee
President, NFS Distributors, Inc.
Nationwide Financial

Greg Cicotte
President
Jackson National Life Distributors

Joseph N. D'Agostino
Managing Director, Investment Products
Morgan Stanley Smith Barney

Will H. Fuller
President & CEO
Lincoln Financial Distributors

George Gatch
CEO, Investment Management Americas
J.P. Morgan Investment Management

Nick Lane
Senior EVP, President, Retirement Savings
AXA Equitable

William F. Loehning
EVP, Insurance Relationship Management
Fidelity Investments Institutional Services

John Mulhall
Managing Director, Head of Insurance and Annuities
Merrill Lynch Global Wealth Management

John Papadopulos
President, Wells Fargo Retirement
Wells Fargo & Company

Steve Pelletier
President, Prudential Annuities
Prudential Financial

Brian Shea
Chief Executive Officer
Pershing, a BNY Mellon company

Cindy A. Vogl
Executive Director, Defined Contribution & Retirement Solutions
UBS Global Asset Management (Americas) Inc.