11 Aug 2017

Meet the 2018 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
Morgan Stanley

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

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