TPSU Adjunct Lecturers are active practitioners in the retirement industry who are at the top of their field.
Those who are invited to train fiduciaries at TPSU, have been educated through The Retirement Advisor University (TRAU) in collaboration with UCLA Anderson School of Management Executive Education.
Below is a listing of current TPSU Adjunct Lecturers.
Burak Alpaslan
CFP®, AIF®
Co-Founder, Partner
Vital Planning Group LLC
Todd J. Barden
C(k)P®, CFP®
Corporate Retirement Director, Financial Advisor
Great Lakes Retirement Plan Consultants
Zachary Chavira
C(k)P®, AIF®
401(k) Advisor
Donaldson Capital Management
Sean Clancy
CPWA®, AIF®
Partner l Managing Director l Wealth Advisor
Prime Capital Financial
Colin Clark
C(k)P® AIF® CPFA
Senior Vice President Retirement
HUB Retirement and Wealth Management
Evan Cole
AIF®, CPFA®, C(K)P
Investment & Retirement Fiduciary Advisor, Accredited Investment Fiduciary®
Commonwealth Financial Network
Chris DeAndrea
C(k)P®, CPFA®, AIF®
Director of Retirement Plan Consulting
Webber Advisors
Michael Del Re III
AIF®, ChFC®, REBC®
Northeast Managing Partner
Financial Network Limited
Joe F. DeNoyior
C(k)P®
President of Retirement & Private Wealth (RPW)
HUB International
Kimberly Ellis
Product Development Manager
Fisher Investments
Dereck Fiorenza
CFP®, C(k)P®, CPFA®, AIF®, PPC®
Retirement Plan Specialist
Summit Group Retirement Planners, Inc.
Zachary Golen
AIF®, C(k)P®
Partner & Retirement Plan Specialist
Broad Street Financial LLC
J. Cory Hoffer
MS, CIMA®, CFP®
President
Hermitage Wealth Management, Inc.
Shelly Horwitz
Managing Director, Atlanta & Washington DC
World Investment Advisors
J. Andy Ingram
AIF® QPFC® CPFA™ C(k)P® Ri(k)™
Investment Advisor, Qualified Plan Fiduciary
Steven Johnian
CPFA®, AIF®
Alliance Relationship Manager
Robert A. Massa
ChFC, CEBS, AIF, CPFA, CHSA, NQPC
Managing Director, Houston Operations Retirement Practice Leader
Shir McGettigan
FSCP®, AIF®, CPFA®, C(K)P®, CHSA®, NQPA
Director of Employer-Sponsored Retirement Plans
BLS Wealth Management, a HUB International Company
Sheldon Nix
RICP®, WMCP®, C(k)P®, QPFC®
Co-Owner of Retirement Planning Business
Encompass Wealth Advisors
Sue Perez
C(k)P®, QPFC
First Vice President
Wells Fargo Advisors
Michaela F. Scott
MSFS, CFP®, RICP®, AIF®
401(k)/403(b) Advisor
The Strategic Retirement Benefits Group
Brent Sheppard
CRPS® RICP® AIF®
Partner, Financial Advisor
Cadence Financial Management
Brendan Speers
AIF®, CPFA™, C(k)P®
Director of Retirement Plan Services
Legacy Planning Partners
Jania Stout
President, Financial Advisor
Prime Capital Financial
Ryan Stover
CFP®, AIFA
Retirement Plan Consultant
Marsh McLennan
Brian Thompson
C(K)P®, CPFA®
Founder & President
RockWay Wealth Partners
Scott Tuxbury
Vice President - Retirement & Wealth Management
Cambridge Trust
