Executive Committee Members

Philip J. Pellegrino – Chair

Managing Director, Head of Wealth Planning & Insured Solutions
UBS Financial Services, Inc.
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Corey J. Walther – Vice Chair

President
Allianz Life Financial Services, LLC
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Paula Nelson – Treasurer & Secretary

Managing Director & Head of Strategic Growth
Global Atlantic Financial Group
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Terri N. Fiedler – Immediate Past Chair

President, Retirement Services
Corebridge Financial
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Wayne Chopus

President & Chief Executive Officer
Insured Retirement Institute
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Robert L. Jameison**

Senior Vice President, Head of Insurance/Recordkeeper Segment & Investments Fidelity Institutional Asset Management
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John Kennedy**

Executive Vice President, Chief Distribution and Brand Officer, Lincoln Financial Group
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Kevin Kennedy**

Senior Vice President, Sales and Chief Marketing Officer of Retirement Solutions Division
Pacific Life Insurance Company
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Bill Lowe**

President
Sammons Institutional Group
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Laura Pantaleo**

Managing Director, Wealth Management – Insurance and Retirement Solutions
J.P. Morgan
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Joseph Toledano

Managing Director, Head of Insured Solutions Group
Morgan Stanley Wealth Management
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**At-large member of the IRI Executive Committee, which includes IRI officers.

Board Members

Jacob Armstrong

Senior Vice President, Head of Insurance Strategic Development
Franklin Templeton
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Sean Baker

Director
BlackRock
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Doug Brigman

President
Raymond James Insurance Group
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Michael Eustic

Head of Insurance and Subadvisory
Invesco
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Dev Ganguly

Executive Vice President, Chief Operating Officer
Jackson Financial Inc.
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Christopher Grady

Executive Vice President and Head of Retail
Athene USA
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Marci Green

Managing Director, Head of Retail Insurance
Goldman Sachs Asset Management
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Eric Henderson

President, Nationwide Annuity
Nationwide Financial
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Jay Jackson

Senior Vice President, Individual Solutions, Strategic Partners
LPL Financial
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Myles Lambert

Executive Vice President, Chief Distribution & Marketing Officer
Brighthouse Financial
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Peter Landry

Senior Vice President, Director, Insurance and Annuities
Wells Fargo & Company
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Christina Loftus

Head of Retirement National Accounts
T. Rowe Price
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Paul Lucas

Senior Vice President and Account Manager
PIMCO
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Bob McGowan

Managing Director & Head of the Americas Institutional Partnership Sales
State Street Global Advisors
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Colbert Narcisse

Chief Product and Business Development Officer
TIAA
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Joe Neary

Chief Risk Officer
Cetera Financial Group
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Jamie Ohl

President, Individual Solutions
Transamerica
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Sri Reddy

Senior Vice President
Principal Financial Group
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Katherine Roy

Principal, Retirement Products,
Edward Jones
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Steve Scanlon

Managing Director, Head of Individual Retirement
Equitable
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John Schobel

Founder & RegEd Board Member
RegEd
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Joe Schultz

Senior Vice President, Chief Client Officer
American Century Investments
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Wes Severin

Executive Vice President, Retirement Division
Symetra Financial
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Michael Sturm

Managing Director, Retirement Product Executive
Bank of America
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Dylan Tyson

President, Retirement Strategies
Prudential Financial
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Matthew Wion

Senior Vice President & Head of Retail Annuities
New York Life Insurance Company
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Vacant

American Equity Investment Life Insurance Company