Jerry Patterson
Head of Advanced Wealth Solutions
Cetera Financial Group
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Michael Downing
Co-President of Athene USA, & Chief Operating Officer, Athene Holding
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Dan Herrick
Vice President, Membership & Business Development
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Colleen Tycz
Senior Vice President, Head of Strategic Partnerships & Insurance Distribution
Franklin Templeton
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Jeff Lorenzen
Chief Executive Officer
American Equity Investment Life Insurance Company
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Matthew Wion
Senior Vice President & Head of Retail Annuities
New York Life Insurance Company
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Colbert Narcisse
Chief Product & Business Development Officer
TIAA
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Jay Jackson
Senior Vice President, Investment Management Solutions, Annuities & Insurance
LPL Financial
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Hannah Pikus
Director, Digital First Standards
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Sean Baker
Senior Managing Director, Head of Retirement Insurance
BlackRock
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