People

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

Shelly Lanning

Co-Founder and President, Visana Health

Minneapolis, MN

Andrea Schmelcher CFA

Senior Consultant, TELUS Health

Vancouver, BC

Mara Baer

Founder and President, AGO Health LLC

Denver, CO

Douglas Gardner CEBS

Director Corporate Human Resources, Senca Foods Corporation

Fairpoint, NY

Sherrian Greenwood

Manager, Organizational Wellness, Great Lakes Water Authority

Detroit, MI

Jason Sheffield J.D.

National Director of Compliance, The Baldwin Group

Decatur, GA

Natashia Wright

Associate Director of Compliance, The Baldwin Group

Decatur, GA

Barbara Didrikson CEBS

Consultant

Eden Prairie, MN

Stephanie Carter CEBS

Director Total Rewards, The Minnesota Star Tribune

Minneapolis, MN

Sean Bayne

Vice President, Retirement Plan Consulting, OneDigital

Rochester, NY

Greg Baker

Chief Executive Officer, AffirmedRx

Canonsburg, PA

Michael Mousseau

Mental Health Programs and Business Development Manager, GreenShield Health

Calgary, AB

Rebecca Brown CEBS

Executive Director Retirement, Providence

Renton, WA

Lisa Caedmon

Director, Communications Consultant, Fidelity Investments

Seattle, WA

Eric Bjurlin

Vice President, Communications, Fidelity Investments

Westlake, TX