THE FIDUCIARY U™ PODCAST

David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.

JD Carlson is the owner of Plan Design Consultants, a third-party administrator, and the host of the popular web show, Retireholi(k)s.

Katherine Roy is Chief Retirement Strategist for J.P. Morgan where she leads a team that focuses on providing unique insights that can be used to provide better retirement planning advice to investors.

Michael Doshier is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.

Eugeny Prudchyenko is co-founder and CEO of EvoShare. an innovative cashback rewards platform that aligns consumer spending and retirement saving.

Diane Gallagher is Vice President of Value-Add Programs at American Century Investments where she is the firm’s spokesperson on retirement investing and chairs the company's retirement plan committee.

Jen Benz is a leading voice in the employee benefits industry and SVP and Communications Practice Lead for Segal Benz.

Aaron Klein is co-founder and CEO at Riskalyze, the company that invented the Risk Number® and empowers the world to invest fearlessly.

Fielding Miller is the co-founder and CEO of CAPTRUST, one of the nation's largest independent financial advisory firms with over $400 billion dollars in assets under advisement and more than 700 employees.

Fred Reish is a partner at Faegre Drinker whose practice focuses on fiduciary responsibility, retirement income, and plan operational issues. He has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine.