He has 35 years of experience in the financial services industry, including several senior-level executive positions in the retirement services market. Prior to joining Lincoln in 2000, he was employed with Aetna, Keyport Life Insurance Company and American General. John holds NASD Series 6, 7, 63 and 65 registrations and also has a CLU designation. He graduated from the University of Oklahoma with a Bachelor of Arts degree and has a Master of Science degree from Rensselaer.

Bruce holds a number of licenses and professional designations which include General Securities Principal, Investment Advisor Representative, General Securities Representative, and Life, Health, and Variable Annuity Insurance Agent. He serves on the ASBO ethics committee and leadership task force. He is a 1992 graduate from the US Naval Academy with a BS in Physics.

Prior to her work in the nonprofit markets, Sandy spent nine years serving Fidelity’s corporate retirement clients, holding numerous leadership positions in sales and marketing, operations, and client services. She began her career in retail services at Fidelity in 1983, transitioning to the retirement services division in 1987. Before joining Fidelity, Sandy was a Special Education teacher in the Massachusetts Public Schools.

Sandy earned her Bachelor of Arts degree in History from Mount Holyoke College and her Master’s of Education degree from Boston University. She holds FINRA Series 7, 24, and 63 licenses.

Paul has extensive experience building and implementing transformational service strategies. His background includes senior leadership positions at Morgan Stanley, Fidelity and AXA. He earned his B.A. degree from Franklin & Marshall College and an M.B.A. from Cornell University.

Evan received his undergraduate and law degree from the State University of New York, and is admitted to practice in New York. He is a member of the New York City Bar Association where he served as a member of the Employee Benefits Committee, the New York State Bar Association and the American Bar Association. Prior to becoming a founding partner of Giller & Calhoun, Evan worked for the financial services company TIAA-CREF in various legal capacities, including General Counsel, Institutional Client Services.

Larry has over 20 years of experience in the retirement plan industry, including six years of private practice specializing in ERISA matters. He is a frequent speaker at retirement plan industry conferences and is often quoted in industry media. Larry is a member of the Washington, D.C. Bar and American Bar Association. He received his law degree from the Vanderbilt University School of Law, and a Bachelor of Business Administration degree from The George Washington University.

Don received a BA degree from McDaniel College and an MBA from the University of Maryland, Smith School of Business. He currently holds FINRA Series 7, 24, 63 and 65, and also holds several professional designations including Certified Employee Benefit Specialist (CEBS), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Mutual Fund Counselor (CMFC).

David has twenty-two years of in-house, employee-benefits counsel experience, twelve with Federal Express Corporation in Memphis, TN and ten with Lincoln Financial Group in Fort Wayne, IN. He holds a bachelor of arts degree, cum laude, from Kent State University and a law degree, cum laude, from the University of Akron School of Law. David is a member of the Indiana and American Bar Associations, American Society of Pension Professionals & Actuaries, Pension Committee of the Investment Company Institute, President of ASPPA Benefits Council of Northern Indiana.

He joined TIAA-CREF in 1986, and spent 12 years working with colleges, universities and other institutional clients on their TIAA-CREF retirement and tax-deferred savings programs. He led the organization’s Tuition Financing business as it entered the college savings field and from 2003 through 2006 he managed TIAA-CREF’s Large Institutions Segment, focusing on the organization’s relations with institutions with $250 million or more in pension assets under management.

Tim is a 1985 graduate of Fairfield University, and attained the designation of Certified Employee Benefits Specialist (CEBS). He is a Registered Principal of TIAA-CREF Individual & Institutional Services, LLC and holds FINRA Series 7, 24, 63 registrations and insurance licenses in all 50 states and the District of Columbia.

Prior to joining Fidelity Investments in 1996, he was a consultant with a major multinational employee benefits consulting firm. His retirement plan experience also includes plan administration with large plan sponsors and enforcement of the ERISA labor provisions at the U.S. Department of Labor.

Tom is the author of “Retirement on a One-Legged Stool” (Journal of Compensation and Benefits, March/April 2000), “Correcting 457(b) Plan ‘Excess Deferrals’ Under Final Regulations” (Journal of Deferred Compensation, Winter 2004), “Nongovernmental 457(b) Plan ‘One Time Elections’” (Journal of Deferred Compensation, Winter 2005), “Catching Up With Catch-Up Contributions” (Journal of Pension Planning & Compliance, Winter 2007), and “When is 403(b) + 401(a) = 415(c)?” (Journal of Pension Planning & Compliance, Winter 2008). He holds a BA from Yale University and a JD from Boston University School of Law.

He is a member of Lincoln Financial Group's 403(b) Strategy Team and works closely with industry groups, intermediaries and clients to define and execute on our strategy. Jim has also held positions at AIG VALIC, leading the Contribution Unit and later serving as Director of Strategic Projects.

He earned a bachelor's degree in Computer Technology from Purdue University and holds a number of industry designations, including CLU, ChFC, FLMI and NASD 6 and 26 licenses.

Prior to joining Fidelity Investments, Lucy was vice president and business development officer with BankBoston, N.A. for eleven years, focusing on the private banking and commercial real estate markets. She has been in the financial services/investments industry for over twenty years.

Lucy holds a Bachelor of Arts degree from Vanderbilt University and a Master of Business Administration from Babson College. She currently holds her series 24, 7, and 63 licenses and is a Certified Financial Planner.

Richard received his Bachelor of Arts in Economics and his Juris Doctor, both with honors, from Capital University in Columbus, Ohio. He has been a member of the Ohio Bar since 1991.