Executive Committee Members Philip J. Pellegrino – Chair Head of US Wealth Planning & Insured Solutions UBS Financial Services, Inc. Read Bio Corey J. Walther – Vice Chair President Allianz Life Financial Services, LLC Read Bio Paula Nelson – Treasurer & Secretary Managing Director & Head of Strategic Growth Global Atlantic Financial Group Read Bio Terri N. Fiedler – Immediate Past Chair President, Retirement Services Corebridge Financial Read Bio Wayne Chopus President & Chief Executive Officer Insured Retirement Institute Read Bio Robert L. Jameison** Senior Vice President, Head of Insurance/Recordkeeper Segment & Investments Fidelity Institutional Asset Management John Kennedy** Executive Vice President, Chief Distribution and Brand Officer, Lincoln Financial Group Read Bio Kevin Kennedy** Senior Vice President, Sales and Chief Marketing Officer of Retirement Solutions Division Pacific Life Insurance Company Read Bio Bill Lowe** President Sammons Institutional Group Read Bio Laura Pantaleo** Managing Director, Wealth Management – Insurance and Retirement Solutions J.P. Morgan Read Bio Robert Pettman** Executive Vice President, Wealth Management Solutions, Investor and Investment Solutions LPL Financial Read Bio **At-large member of the IRI Executive Committee, which includes IRI officers. Board Members Jacob Armstrong Head of Insurance Strategic Distribution Franklin Templeton Read Bio Sean Baker Director BlackRock Read Bio Doug Brigman President Raymond James Insurance Group Read Bio Graham Day President Eagle Life Insurance Company Read Bio Michael Eustic Head of Insurance and Subadvisory Invesco Read Bio Dev Ganguly Executive Vice President, Chief Operating Officer Jackson Financial Inc. Read Bio Christopher Grady Executive Vice President and Head of Retail Athene USA Read Bio Marci Green Managing Director, Head of Retail Insurance Goldman Sachs Asset Management Read Bio Eric Henderson President, Nationwide Annuity Nationwide Financial Read Bio Melissa Kivett Executive Vice President, Corporate Retirement Solutions & Business Development TIAA Read Bio Myles Lambert Executive Vice President, Chief Distribution & Marketing Officer Brighthouse Financial Read Bio Peter Landry Senior Vice President, Director, Insurance and Annuities Wells Fargo & Company Read Bio Christina Loftus Head of Retirement National Accounts T. Rowe Price Read Bio Paul Lucas Senior Vice President and Account Manager PIMCO Read Bio Bob McGowan Managing Director & Head of the Americas Institutional Partnership Sales State Street Global Advisors Joe Neary Chief Risk Officer Cetera Financial Group Read Bio Jamie Ohl President, Individual Solutions Transamerica Read Bio Sri Reddy Senior Vice President Principal Financial Group Read Bio Katherine Roy Principal, Retirement Products, Edward Jones Read Bio Steve Scanlon Managing Director, Head of Individual Retirement Equitable John Schobel Founder & RegEd Board Member RegEd Read Bio Joe Schultz Senior Vice President, Chief Client Officer American Century Investments Read Bio Wes Severin Executive Vice President, Retirement Division Symetra Financial Michael Sturm Managing Director, Retirement Product Executive Bank of America Read Bio Todd Taylor Senior Vice President and Head of Retail Annuities New York Life Read Bio Joseph Toledano Managing Director, Head of Insured Solutions Group Morgan Stanley Wealth Management Read Bio Dylan Tyson President, Retirement Strategies Prudential Financial Read Bio
