People

Pierce Martin

Consulting Actuary, United Actuarial Services, Inc.

Carmel, IN

Michelle Zettergren

President, Chief Sales and Marketing Officer, MagnaCare

New York, NY

Neal Schelberg, Esq.

President, Counsel Advisors, Inc.

North Hills, NY

Christine Fletcher

President, Ullico Casualty Group, LLC

Silver Spring, MD

Joshua Davis, FSA, EA, MAAA

Principal Consulting Actuary, Cheiron, Inc.

San Luis Obispo, California

Jeff Hensel

Director, Technology Consulting, Eide Bailly

Fargo, ND

Michael Auerbach, CPA

Chief Accountant, Employee Benefits Security Administration (EBSA), Retired, United States Department of Labor

Washington, DC

Katie Vought, CPA

Senior Manager, Plante Moran

Pittsburgh, PA

Susan Weaver, CPA

Principal, WithumSmith+Brown, PC

Bethesda, MD

Jeanne Dee, CPA, CGMA

Partner, Audit & Assurance, Anders CPAs + Advisors

Saint Louis, MO

Laura Rudibaugh

Plan Manager, BeneSys, Inc.

Canfield, OH

Philip Vivirito

Principal, Payroll and Compliance Auditing, Withum

Bethesda, MD

Philip O'Brien, Esq.

Attorney-Shareholder, Employee Benefits, Reinhart Boerner Van Deuren s.c.

Milwaukee, WI

Sarah Milton, RPA

Group Retirement Specialist, HUB International

Edmonton, AB

Carin-Isabel Knoop

Executive Director and Author, Harvard Business School

Cambridge, MA

Ken Zarske

Managing Director, Creative Planning

Minneapolis, MN

Cameron Wrennall

Managing Director, Creative Planning

Tampa, FL

Joe Connolly

Co-Founder and CEO, Visana Health

Minneapolis, MN

Andrea Schmelcher, CFA

Senior Consultant, TELUS Health

Vancouver, BC

Mara Baer

Founder and President, AGO Health LLC

Denver, CO