2020 digital series

Yes! We are

LIVE 

in 2021!

 

No mask. No middle seat. No social distancing.

Nearly 70 sessions created by an all-advisor steering committee.

Register once for access to the entire series. Join us for live sessions daily September 14th - November 20th, 2020 at 3:30 pm ET daily or access the on-demand recordings at your convenience.

And best of all…it’s all complimentary.

sessions

  • Sessions will take place daily (Monday - Friday) at 3:30pm ET. 

  • Registration for the series provides access to all sessions but does not register you for any individual sessions. You will receive a weekly email containing instructions to select which sessions you would like to attend for the following week. 

  • You can also view and register for any live or recorded session here. Scroll down the page for recorded sessions as live, upcoming sessions are listed first.

Kelli Grelles

PHR, SHRM-CP, BFA™, CHSA®

Participant Engagement Consultant

Moneta

Emily White

PPC™, AIF , MBA

Vice President Retirement Partners

LPL Financial LLC

Michael Coelho

C(k)P®, AIF®

Managing Director

SageView Advisory Group

Nicole Hinman

QPA, CPFA, C(k)P

Director, Retirement Plans

Cambridge Investment Research, Inc.

TJ Arcuri

AIF®

Retirement Plan Consultant

Sageview

thank you agenda Committee

Vince Morris

President

Resources Investment Advisors

Erin Hall

MBA, AIF, C(k)P, CPFA

Managing Director, Strategic Retirement Partners

Daniel Bryant

President of National Sales, Retirement & Wealth

Sheridan Road Financial, a division of HUB International

Chief Revenue Officer, Advisor2X

Lisa Allen

A special thank you

We owe many thanks to David Reich, National President, Hub Retirement & Private Wealth. As an industry leader, a committee member, and a speaker, he was an integral part of Excel 401(k) and we will miss him dearly. 

Our thoughts and prayers are with his family, friends, and our entire community who has suffered such a loss. 

David Reich, a friend lost too soon. 

 

Speakers

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Aaron Schumm

Founder, CEO, Vestwell

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Andre Huaman

Managing Partner, Three Bell Capital

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Austin Gwilliam

Partner, Global Retirement Partners

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Bob Woods

401k National Sales Manager, Mutual of Omaha

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Brandon Radach

Managing Director-Central, John Hancock Investment Management

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Chad Larsen

President, MRP, A Division of HUB International

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Craig Rosenthal

SVP, Advisor Sales & Service, Fiduciary Benchmarks

Donald Waite

Investment Advisor Representative, Duncan Financial Group

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Ed Dressel

President & Owner, RetireReady Solutions

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Emily White

VP Retirement Consulting, LPL Financial

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Geoff White

CEO, GRP Financial

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Glenn Dial

Senior Retirement Strategist, American Century Investments

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Holly Knight

Director of Retirement Outcomes, Sapers & Wallack, Inc.

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Jake Rushton

Vice President, TrueNorth

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Jamie Greenleaf

Principal / Lead Consultant, Cafaro Greenleaf

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Jania Stout

Practice Leader, Co-Founder, Fiduciary Plan Advisors

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Jeanne Fisher

Advisor, Strategic Retirement Partners

Jerry Patterson

Senior Vice President, Retirement & Income Solutions, Principal

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Joe Brummel

Managing Director, Strategic Retirement Partners

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Joe DeNoyior

President, Retirement & Private Wealth, Washington Financial Group a Division of HUB International

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John Sullivan

Editor-in-Chief, 401(k) Specialist

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Jonathon Schultheiss

Retirement Plan Advisor & Managing Partner, Gate City Advisors

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Kaci Skidgel

Financial Advisor & Author, Summit Financial Group

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Kate Clark

Managing Partner, Cypress Capital

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Kelli Grelles

Participant Engagement Consultant, Moneta Group

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Kevin Kidwell

Vice President, National Tax-Exempt Sales, OneAmerica

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Kristina Keck

Vice President, Woodruff Sawyer

Lance Schoening

Director of Policy, Principal

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Laura Garfield

Video Content Marketing, Idea Decanter

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Lauren Owens

Owner, Wellness Consultant, Chef Lauren Owens

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Mark Cover

Head of DCIO Sales, MassMutual

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Matthew Jackson

President, President of Institutional Sales & Author, Solid Wealth Advisors & 401(k) Maneuver

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Meghan Jacobson

Head of Retirement Insights, J.P. Morgan Asset Management

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Michael Rosenberg

Head of Retirement Investment Solutions, First Eagle Investment Management

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Nicole Hinman

Senior Director of Retirement Plans, Cambridge Investment Research

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Penny Phillips

Founder, Thrivos Consulting LLC

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Rebecca Hourihan

CMO, Creative Retirement Plan Strategist, 401(k) Marketing

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Robert Vidin

2nd VP, Actuary, The Standard Retirement Plans

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Samuel Henson

SVP - Director of Legislative & Regulatory Affairs and ERISA Counsel, Lockton Companies

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Sean Kenney

Managing Director and Head of Defined Contribution at MFS

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Amy Glynn

Managing Partner, GRP Advisor Alliance

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Anthony Scaramucci

Founder & Co-Managing Partner, SkyBridge Capital

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Barbara Delaney

Principal

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Brad Arends

Co-Founder and CEO, intellicents

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Chad Johansen

Partner, Sales Director, Plan Design Consultants

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Craig Rosenthal

SVP, Advisor Sales, Service & Marketing, Fiduciary Benchmarks

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Daniel Bryant

President of National Sales, Retirement & Wealth Sheridan Road Financial, a division of HUB international

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Douglas Parker

Senior Vice President, Sage Rutty & Co.

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Eduardo Gimenez

Vice President, Raffa Retirement Services

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Erin Hall

Managing Director, Strategic Retirement Partners

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Gerald Wernette

Principal/Director of Consulting Service, Rehmann

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Helen Raleigh

Owner & CIO, Red Meadow Advisors, LLC

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JD Carlson

CEO-President, Plan Design Consultants

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Jake Winegrad

Partner, Moneta Group Investment Advisors

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Jane Hagen

Senior Vice President, Director of Retirement Plans, TriStar Trust

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Jason Luter

Partner, Faegre Drinker Biddle & Reath LLP

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Jeffery Acheson

Chief Business Development Officer, Independent Financial Partners (IFP)

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Jessica Wilson

Senior Retirement Strategist, Franklin Templeton Investments

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Joe Connell

Partner

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John Carl

President and Founder, Retirement Learning Center

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Jonathan Young

Senior National Accounts Manager, Capital Group | American Funds

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Joseph Lee

Head of Retirement Platforms and Strategy, First Eagle Investment Management

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Kalene Widerman

TPA Vice President, Transamerica

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Katrina Bell

Principal & Co-Founder, ZUNA

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Kenneth Haman

Managing Director, The Advisor Institute at Alliance Bernstein Investments

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Kilie Donahue

Retirement Business Director, JP Morgan Asset Management

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Kurt Wedewer

Senior Executive, Fiduciary Solutions, American Trust Retirement

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Larry Deatherage

Principal and Co-Founder, Retirement Benefits Group

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Laurel Taylor

Founder and CEO, FutureFuel

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Leah Hill

Partner, Director – Retirement Plan Services, Shepherd Financial

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Marta Rodriguez

Retirement Business Director, J.P. Morgan Asset Management

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Matthew Stagner

Sr. Special Needs Financial Consultant, Voya Financial Advisors

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Michael Coelho

Managing Director, SageView Advisory Group

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Nate White

Founder, Teros Advisors

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Paul Mendoza

Regional Retirement Consultant, New York Life Investments

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Pete Swisher

Founder and President, Waypoint Fiduciary

Renee Schaaf

President, Retirement & Income Solutions, Principal

Samantha Peterson

Founder and CEO, The Peterson Group

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Scott Holechek

2nd Vice President – Governmental and Non-Profit Retirement Plans, Ameritas Retirement Plans

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Sharon Gottula

Co-Founder, Idea Decanter

 
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GOLD
PLATINUM
EXCLUSIVE MEDIA PARTNER
BRONZE
SILVER

2020 top advisor by participant outcomes

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What is tapo?

Top Advisors By Participant Outcomes is a 401(k) Specialist Magazine industry accolade recognizing successful participant outcomes and the advisors who make them possible.

 

Nominees are selected monthly. An independent panel of industry experts is then convened annually to select the one overall recipient from the monthly finalists to be Top Advisor By Participant Outcomes for the given year.

 

Each year, Excel 401(k) has partnered with 401(k) Specialist Magazine to recognize the finalists and the overall recipient at the conference.

 

This year, the TAPO finalists will participate in the two opening sessions for the digital series on Monday and Wednesday, September 14 and 16, culminating in the virtual award ceremony on Friday, September 18.

 
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