PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 16

Industry Leader
Awards2024
A Special Thank You to Our Advisory
Board Members and Judges
Jessica Ballin
Investment Advisor
Representative and Principal,
401k Plan Professionals
Gina Buccholz
Investment Advisor Representative,
401k Plan Professionals
Jeff Cullen
CEO, Strategic Retirement Partners
Barbara Delaney
Principal and Founder, SSRBA,
a division of HUB International
Derek Fiorenza
Retirement Plan Specialist and
Financial Planner, Summit
Group Retirement Planners, Inc.
George Fraser
Senior Partner, Fraser Group,
a division of Benefit Commerce
Group, an Alera Group company
Christopher Jamail
Executive Vice President,
Chief Marketing Officer, TCG,
a HUB International company
Kathleen Kelly
Founding and Managing Partner,
Compass Financial Partners,
a Marsh McLennan Agency LLC
Company
Robert Massa
Managing Director of Retirement,
Qualified Plan Advisors
John O'Brien
Director of Retirement Plan
Consulting, Venture Visionary
Partners
Deena Rini
Senior Vice President,
Managing Director, Retirement
Plan Services, Oswald Financial
Steven Scott
Principal, RSG Advisory
Kelli Send
Co-Founder, Senior Vice President -
Financial Wellness Services, Francis
Jenna Witherbee
Investment Advisor Representative,
401k Plan Professionals
16 May 8 2024 planadviser Industry Leader Awards 2024

PLANADVISER Industry Leader Awards 2024 - 5/8 Event

Table of Contents for the Digital Edition of PLANADVISER Industry Leader Awards 2024 - 5/8 Event

PLANADVISER Adviser Choice Awards
2024 Vision Awards: DCIIA
2024 Vision Awards: Jim O'Shaughnessy
Advisers Giving Back
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
'A Special Thank You to Our Advisory Board Members and Judges
'Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 1
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 2
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 3
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 4
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 5
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - PLANADVISER Adviser Choice Awards
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 7
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 2024 Vision Awards: Jim O'Shaughnessy
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 9
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Advisers Giving Back
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 11
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 15
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 'A Special Thank You to Our Advisory Board Members and Judges
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 'Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2024 - 5/8 Event - 18
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