2. Founding Lecturers – Advisors

NameCompany
Joe Brummel Wealth Enhancement Group
Dorann Cafaro Bdellium Inc.
Jason Chepenik Chepenik Financial
Michael Coelho SageView Advisory Group
Craig Dewey 401(k) Advisors
Don Faller FiduciaryFirst, LLC
Anthony Girellini Principle Advisors, Inc.
Jamie Greenleaf Cafaro Greenleaf
Paula Hendrickson First Western Trust
Kurt Jackson Central Coast Wealth Management, LLC
Allison Kaylor Flink NFP Retirement
Michael Kozemchak Institutional Investment Consulting
Paul Massey The Noble Group
Danford Meischen The Atherton-Meischen Team
Bud Pernoll Bay Mutual Financial
Paul Powell NFP Retirement
John Spach NFP Retirement
Brannan Vaughan Morgan Stanley
Peter Wang Royal Alliance Associates/Advisor Group
Gerald Wernette Rehmann Financial
Henry Yoshida Honest Dollar
Mark Shepherd Shepherd Financial Partners/LPL Financial
Kenneth Ulrich NRP/Complete Pension Services, Inc.
Timothy Rice Lakeside Wealth Management
Mike Montgomery Montgomery Retirement Plan Advisors, Inc
Clark May OPOC.us
Anthony Franchimone Retirement Benefits Group
Brian Whitney UBS Financial Services
Daryl Brockman Signature Financial Partners, LLC
Jim Sampson Hilb Group Retirement Services
Jon Upham SageView Advisory Group
Richard Clouse, Jr White Oak Advisors
Tom Ruggie Ruggie Wealth Management
Joe DeNoyior Washington Financial Group


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