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
William Beale
AIF
President
Beale Financial Group
Darric Boyd
CFP®, C(k)P® AAMS®, CPFA
Sr. VP | Wealth Management Advisor | Sports and Entertainment Advisor
Merrill Lynch
Lisa Buffington
AIF® CPFA®
Senior Vice President - Retirement & Wealth Services
Marsh McLennan Agency
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
Nicole Corning
CFP® CRPC® AIF®
Managing Partner
Fundamental Choice Portfolio Manager
Pathlight 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.
Steven Glasgow
AIF, CFA, CPFA, CIMA, CEPA
Senior Vice President, Retirement & Private Wealth
HUB Retirement and Wealth Management
Ricky Gleason
CEPA
Partner | Financial Advisor | Retirement Plan Consultant
Prime Capital Investment Advisors
Shelly Horwitz
Managing Director, Atlanta & Washington DC
World Investment Advisors
Rich Hultquist
Retirement Plan Consultant
J. Andy Ingram
AIF® QPFC® CPFA™ C(k)P® Ri(k)™
Investment Advisor, Qualified Plan Fiduciary
Eric Kaufman, MBA
Senior Vice President, Employee Benefit & Retirement Plan Specialist
Taylor Knopf
AIF®, CFP®
Managing Director
Alicia Malcolm
Senior Vice President- Wealth Management- Financial Advisor
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
Brett McIlveen
Senior Sales Executive
Marsh McLennan Agency
Mark Menderson
AIF®, ARPC®
Senior Vice President, Retirement Services
Marsh McLennan Agency
Bill Peartree
AIF
President | Retirement & Wealth
MarshMcLennan Agency
Sue Perez
C(k)P®, QPFC
First Vice President
Wells Fargo Advisors
Deena Rini
MBA, C(k)P®
Senior Vice President, Co-Managing Director, Group Benefits
Oswald Financial, Inc.
James P. Sinnott
CFP®, NQPC™
Vice President, Retirement Services at RBMuha
Capstone Retirement Group
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
MarshMcLennan
Brendan Sullivan
President
Northwest SCS
Patrick Tschetter
Retirement Plan Consultant
MarshMcLennan
Scott Tuxbury
Vice President - Retirement & Wealth Management
Cambridge Trust
