People

Ian Toner CFA

Chief Investment Officer, Verus Investments

Seattle, WA

Gabriela Santos

Managing Director, Chief Market Strategist for the Americas, J.P. Morgan Asset Management

New York, NY

Jacque Arend

Associate Artistic Director, Arizona Actors Academy

Phoenix, AZ

Amanda Zoeller Newman CEBS, SPHR

Client Service Director, Gallagher

New York, NY

Robert Christopher Madison CPA

Partner, Anders CPAs+Advisors

St. Louis, MO

Tim New

Business Advisor, Onsite Logic

Lenexa, KS

Ivelisse Berio LeBeau Esq.

Vice President/General Counsel, National Employee Benefits Administrators, Inc. (NEBA)

Pembroke Pines, FL

Jerrard Gaertner

Principal, BizCom Group

Toronto, Ontario

Julia Posacki

Chief Strategy Officer, SmartLight Analytics

Plano, TX

Joseph Toniolo

Senior Director, Health & Welfare Plans, US Foods

IL

Donald Broggi

Partner, Scott + Scott Attorneys at Law LLP

New York, NY

Zachary Willenbrink

Associate, Godfrey & Kahn s.c.

Milwaukee, WI

Dishank Rustogi M.B.A.

Senior Manager, Consulting–Technology, Cyber Engineering, BDO Canada LLP

Toronto, ON

John Heim

Chief Financial Officer, The New York Hotel Trades Council & Hotel Association of New York City, Inc. Employee Benefit Funds

New York, NY

Patrick Stines CPA

Partner, Novak Francella LLC

New York, NY

Stephanie Jones CPA

Partner, Audit and Assurance, Anders

Saint Louis, MO

Ann Kellen CPA

Finance Manager, IBEW 292 Fringe Benefit Plans

Maple Grove, MN

Kathleen Jackson CPA

Partner, Novak Francella, LLC

Bala Cynwyd, PA

Michael Tiberi CPA, CFE

Partner, Legacy Professionals LLP

Westchester, IL

Jacquelyn Coyle CFE, CPA

Partner, Novak Francella, LLC

Philadelphia, PA