Meet the 2018 NAPA 401(k) Summit Steering Committee
Lots and lots of work, thinking, planning – and conference calls, SO many conference calls – go into making the nation’s retirement plan advisor convention – well, the nation’s retirement plan advisor convention.
The volunteers that make up the NAPA 401(k) SUMMIT Steering Committee have a big job; to analyze and enhance submissions, design and develop new educational content for the NAPA 401(k) SUMMIT, and to identify creative and innovative content that meets the leadership development needs of current and future NAPA members. And then there’s the part where they are paired up with session facilitators in preparation for, and participation in, NAPA 401(k) Summit workshops and general sessions.
Here’s the 2018 NAPA 401(k) Summit Steering Committee
Melissa Cowan, Executive Director
Chad J. Larsen, PRP, AIF®, President
Nevin E. Adams, JD, Chief Content Officer
American Retirement Association
Brady Dall, CBFA, AIF, PPC, EVP of Client Relations, 401k Advisors Intermountain
Barbara Delaney, Founder and Principal, StoneStreet Advisor Group, LLC
Christopher Dubie, CRPS, Senior Vice President, Financial Advisor | Corporate Client Group Director, Morgan Stanley Wealth Management
Stephanie Gallegos, Independent Consultant
Jeb Graham, Senior Investment Consultant Partner, CAPTRUST
Michael R. Griffin C(k)P®, CRPC®, Director, National Retirement Plan Sales Executive, Retirement and Personal Wealth Solutions, Bank of America Merrill Lynch
Austin Gwilliam, Principal, GRP Financial
Christina Marschinke, Senior Vice President, Retirement Partners, LPL Financial
Daniella Moiseyev, U.S. Intermediaries | Retirement Segment Marketing Leader, Vice President, T. Rowe Price Investment Services, Inc. & T. Rowe Price Associates, Inc.
Alex Petrenko, QPA, QKA, SVP, Retirement Plan Consulting, Cetera Retirement Plan Specialists
Douglas G. Prince, CPA, AIFA®, PRP, Chief Executive Officer