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