Michael Sturm

Managing Director, Retirement Product Executive
Bank of America
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Katherine Dease

Chief Technology & Innovation Officer
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Katherine Roy

Principal, Retirement Products,
Edward Jones
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Paul Lucas

Senior Vice President and Account Manager
PIMCO
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Rebecca Plowman

Director, Compliance & Implementation
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Jamie Ohl

President, Individual Solutions
Transamerica
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Michael Eustic

Head of Insurance and Subadvisory
Invesco
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Corey J. Walther – Chair

President
Allianz Life Financial Services, LLC
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Joseph Toledano**

Managing Director, Head of Insured Solutions Group
Morgan Stanley Wealth Management
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Wes Severin

Executive Vice President, Retirement Division
Symetra Financial
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