Executive Committee Members

John Kennedy – Chair

Executive Vice President, Lincoln Financial Group President, Lincoln Financial Distributors
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Terri N. Fiedler – Vice Chair

President and Chief Executive Officer
AIG Financial Distributors
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Paula Nelson – Treasurer & Secretary

Managing Director & Head of Strategic Growth
Global Atlantic Financial Group
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Kevin Kennedy – Immediate Past Chair

Senior Vice President, Sales and Chief Marketing Officer of Retirement Solutions Division
Pacific Life Insurance Company
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Wayne Chopus

President & Chief Executive Officer
Insured Retirement Institute
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John Davis**

Principal
Retirement Products Edward Jones

Robert L. Jameison**

Senior Vice President Head of Insurance/Recordkeeper Segment & Investments Fidelity Institutional Asset Management

Melissa Kivett**

Managing Director, Head of Enterprise Strategic Relationship Management
Prudential Financial
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Laura Pantaleo**

Managing Director, Wealth Management – Insurance and Retirement Solutions
J.P. Morgan
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Philip J. Pellegrino**

Executive Director, Head of Insured Solutions
UBS Financial Services, Inc.
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**At-large member of the IRI Executive Committee, which includes IRI officers.

Board Members

Chris Adam

Managing Director, Head of Personal Retirement Solutions Product Management
Merrill a Bank of America Corporation

Jacob Armstrong

Head of Insurance Strategic Distribution
Franklin Templeton
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Doug Brigman

President
Raymond James Insurance Group
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Melissa Buccilli

Head of Retirement Insurance
BlackRock
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Michael Eustic

Senior Vice President & 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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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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Bill Lowe

President
Sammons Institutional Group
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Paul Lucas

Senior Vice President and Account Manager
PIMCO
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A. Roger Marinzoli

Senior Managing Director, Head of Product Development & Implementation
TIAA – Product & Business Development
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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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Robert Pettman

Executive Vice President, Wealth Management Solutions, Investor and Investment Solutions
LPL Financial
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Sri Reddy

Senior Vice President
Principal Financial Group
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Steve Scanlon

Managing Director, Head of Individual Retirement
Equitable

John Schobel

CEO
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

Todd Taylor

Senior Vice President and Head of Retail Annuities
New York Life
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Joseph Toledano

Managing Director, Head of Insured Solutions Group
Morgan Stanley Wealth Management
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Corey J. Walther

President
Allianz Life Financial Services, LLC
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