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 TRAU in collaboration with UCLA Anderson School of Management Executive Education.
Below is a listing of current TPSU Adjunct Lecturers.
Todd J. Barden
C(k)P®, CFP®
Corporate Retirement Director, Financial Advisor
Great Lakes Retirement Plan Consultants
Lisa Buffington
AIF® CPFA®
Senior Vice President - Retirement & Wealth Services
Marsh 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
J. Cory Hoffer
MS, CIMA®, CFP®
President
Hermitage Wealth Management
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
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
Timothy McGee
AIF® CMFC® ChHC® CPFA®
Senior Vice President - Employee Benefits, Retirement Plans & Wealth
Shir McGettigan
FSCP®, AIF®, CPFA®, C(K)P®, CHSA®, NQPA
Director of Employer-Sponsored Retirement Plans
BLS Wealth Management, a HUB International Company
Mark Manderson
AIF®, ARPC®
Senior Vice President, Retirement Services
Marsh Agency
Jim Morris
Director, Institutional Retirement Plan Consulting
Marsh Agency
Bill Peartree
AIF
President | Retirement & Wealth
Marsh 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
Marsh Agency
Brendan Sullivan
President
Northwest SCS
Patrick Tschetter
Retirement Plan Consultant
MarshMcLennan
Scott Tuxbury
Vice President - Retirement & Wealth Management
Cambridge Trust
