Philip J. Pellegrino – Immediate Past Chair

Managing Director, Head of Wealth Planning & Insured Solutions
UBS Financial Services, Inc.
Read Bio

Laura Pantaleo**

Managing Director, Wealth Management – Insurance and Retirement Solutions
J.P. Morgan
Read Bio

Robert L. Jameison – Vice Chair

Senior Vice President, Head of Insurance, DCIO & BD Investments Fidelity Institutional
Read Bio

Paula Nelson – Treasurer & Secretary

Managing Director & Head of Strategic Growth
Global Atlantic Financial Group
Read Bio

Terri N. Fiedler**

President, Retirement Services
Corebridge Financial
Read Bio

John Kennedy**

Executive Vice President, Chief Distribution and Brand Officer, Lincoln Financial Group
Read Bio

Anna Hildreth

Vice President, Marketing & Events
Read Bio

Wayne Chopus

President & CEO
Read Bio

Laura Dunn

Assistant Director, Marketing & Communications
Read Bio

John Jennings

Director, Government & Political Affairs
Read Bio