Fiduciary Governance

Brad Bartells is a Partner at MUN CPAs with 20 plus years of experience auditing employee benefit plans.

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

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.

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.