Meet Your Adjunct Lecturers

Campus

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.

03 Todd J. Barden

Todd J. Barden
C(k)P®, CFP®

Corporate Retirement Director, Financial Advisor

Morgan Stanley

Ryan Christensen

Ryan Christensen

Retirement Plan Lead Advisor

Cable Hill Partners

Kim Cochrane

Kim Cochrane
QPA, TGPC

Director, Raffa Retirement Services

HUB Retirement and Wealth Management

Colin Clark

Colin Clark
MBA C(k)P® AIF® CPFA CBFA

Senior Vice President Retirement

Washington Financial Group

05 Jordan Curry

Jordan Curry
CFP®

Vice President, Corporate Retirement Director

Morgan Stanley, Wealth Management

Joe DeNoyior

Joe DeNoyior
CRPS®, AIF®, CPFA, C(k)P®

President of Retirement and Private Wealth

HUB International

Timothy Doughtery

Timothy J. Dougherty
MSFS, CFP®, C(k)P®, AIF®, CLU®, ChFC®, CLTC®, CEPA

Certified Family Business Specialist

Keola Elobt

Keola Elobt
MBA, AIF®

Partner

West Point Business Group

Robert Fernandez

Robert G. Fernandez
CRPS

Senior Vice President, Corporate Retirement Director

Morgan Stanley, Wealth Management

Michael Flahaven

Michael S. Flahaven
CFP®, AIF®, CPFA, CRC®

Managing Director

Sheridan Road, a division of HUB International

Jeff Fountain

Jeffrey Fountain
AIF, CFS, C(k)P, CPFA

Retirement Plan Specialist

RBJ Wealth Management, LLC

Alfred Gilbert

Al Gilbert
C(k)P®

Co-Founder and Partner

Financial Strategies Retirement Partners

06 Eduardo Gimenez

Eduardo Gimenez
CFP®, AIF®, RPA

Vice President - Retirement

HUB International Mid Atlantic

04 Chris Giovinazzo

Chris Giovinazzo
C(k)P®, AIF®, CPFA™, ARPC

Corporate Retirement Benefits Advisor

Accelerate Retirement

10 Zachary Golen

Zachary Golen
AIF®, C(k)P®

Partner & Retirement Plan Specialist

Broad Street Financial LLC

01 Walter Grant

Walter Grant
C(k)P®, ChFC®, CRPS®, CPFA®, CBFA®, AIF®

President

Aegis Retirement Group / HUB International

09 Richard Hepp

Richard Hepp
C(k)P®, AIF®

WhartonHill Advisors

02 Stace Hilbrant

Stace Hilbrant
AIF®, CPSPTM

Managing Director

Sheridan Road, a division of HUB International

William Horn

William Horn
AIF®, C(k)P®, CPFA™, CRPS®, PPC®

Managing Principal

Retirement & Benefit Partners

07 Kameron Jones

Kameron Jones
CPFA, C(k)P®

Vice President,
Advisory Services Retirement

NFP Retirement

Michael Kane

Michael M. Kane
ChFC, AIFA, CPFA

Managing Director of Plan Sponsor Consultants

Hub International

Shir Keidan

Shir Keidan
FSCP®, AIF®, CPFA®, C(K)P®

Financial Advisor / 401k Specialist

BLS Wealth Management (Bienenfeld, Lasek, and Starr)

Mark Laughton

Mark Laughton
C(k)P®, CPFA, AIF®

Vice President

Quintes

George Lollis

George W. Lollis
CEFEX Analyst®, AIFA®, CWS®

Managing Partner / Founder

Fiduciary 401(k)

Schuyler Mann

Schuyler Mann
C(k)P®, AIF®

Managing Director, Plan Advisor

Retirement Wellness Group

Shawn Monty

Shawn Monty
C(k)P®

Co-Founder and Managing Partner

Financial Strategies Retirement Partners

08 Michael P. Pallozzi

Michael P. Pallozzi
AIF®, CPFA®

President

HFM Investment Advisors

Clayton Perry

C. Clayton Perry
MBA, AIF®

Partner

West Point Business Group

Michael Roberts

Michael Roberts
C(k)P®, CFP®

Corporate Retirement Director

The TRC Group at Morgan Stanley

Rick Sauerman

Rick Sauerman
CPFA

Senior Plan Advisor

NFP Retirement

Lindsay Sawicki

Lindsay P. Sawicki
JD, CFA, AIF®

Chief Investment Officer

West Point Business Group

Chris Thixton

Chris Thixton
QPA, QKC, C(k)P®

Principal

Pension Consultants, Inc.

Mark Tonelli

Mark Tonelli
AIF ®

Managing Director

Sheridan Road, a division of HUB International

Shawn West

Shawn West
AIF®, CPFA®, C(k)P®

Founder

ERISA Director at CuraFin Advisors

Allison Winge

Allison Winge
AIF®, CPFA

Executive Vice President & Practice Leader

Plexus Financial Services

Want to check if we have an upcoming program scheduled in your area? Click below to check our schedule.

Nothing on the schedule, email us at registrar@TPSUniversity.com and we can let you know what opportunities may be available in the future, or about alternative training and resources that can help you to be a better fiduciary.

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