Board of Directors

Larry Roth—Chairman
President & CEO
Advisor Group

John L. Carter—Vice Chairman
President & COO, Nationwide Retirement Plans
Nationwide Financial

Lynne Ford—Past Chairman
Executive Vice President, Calvert Distributors, Inc.
Calvert Investments, Inc.

Robert J. Moore—Treasurer
President & COO
LPL Financial

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

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

Maliz Beams
CEO
ING U.S. Retirement

Greg Cicotte
President
Jackson National Life Distributors

Robert DeChellis
President, Allianz Life Financial Services
Allianz Life Insurance Company of North America

Michael Falcon
Managing Director, Head of Retirement
J.P. Morgan Asset Management

Bruce Ferris
EVP Sales and Distribution, Product, Marketing
Prudential Annuities

Elizabeth M. Forget
Senior Vice President, MetLife Retail Annuity Products
MetLife

Will H. Fuller
President & CEO
Lincoln Financial Distributors

Ben Heunke
Managing Partner
Morgan Stanley

Nick Lane
Senior EVP, President, Retirement Savings
AXA Equitable

Drew Lawton
Executive Vice President, Head of Retirement Solutions
New York Life Investments

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

Bill Lowe
President
Sammons Retirement Solutions

Paula Nelson
Executive Vice President
Forethought Life Insurance Company

John Papadopulos
President, Wells Fargo Retirement
Wells Fargo & Company

Brian Shea
President, Investment Services, BNY Mellon
Head of Client Service Delivery and Client Technology Solutions, BNY Mellon
Chairman, Pershing LLC, a BNY Mellon company

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