Bonnie Treichel, JD

Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Ms. Treichel is also a Partner at Endeavor Law, a law firm dedicated to supporting the ecosystem of financial services with their retirement plan-related decisions, documentation, compliance, and regulation. Her experience helps her bring governance solutions for day-to-day issues that are an inevitable part of running a successful retirement plan.

As a thought leader in this space, Ms. Treichel has been quoted in The Wall Street Journal, InvestmentNews, 401(k) Specialist, Ignites, PlanAdviser, NAPA Net Daily, and Journal of Pension Benefits. Ms. Treichel is an active member of the American Retirement Association and has served in various leadership roles as well as the Lifetime Income Committee of the Tax Division of the American Bar Association. She was awarded InvestmentNews 40 Under 40 in 2023 and the ABA’s On the Rise – Top 40 Young Lawyers Award in 2022. She is admitted to practice in Kansas and California. Bonnie is on the advisory board for RISA and on the board of the non-profit FinServ. In her spare time, she enjoys spending time with her two golden retrievers, running, biking, and volunteering.

Charlotte Hickey

Charlotte Hickey is a member of BlackRock’s Retirement National Accounts team within US Wealth Advisory. Charlotte is responsible for developing and maintaining the home office relationships with DC national distributors, serving as a thought leader on industry trends and being a consultative partner to clients. Her team formulates and executes the home office strategy with BlackRock’s DC clients and develops and maintains relationships with all recordkeepers, broker dealers and aggregators, including investment placement, product development and distribution within the client’s retirement business.

Prior to joining BlackRock in 2017, Charlotte spent four years within PIMCO’s Account Management Team in Munich, Germany. Ms. Hickey is a Fulbright Scholar and earned her Bachelor’s Degree in History and German from Hamilton College in Clinton, New York. She lives in Boston with her husband Jérôme and daughter Eloise

Christian Mango, AIFA^®, CPFA^®

As the National Practice Leader for Alera Group’s Retirement Plan Services division, Christian is responsible for growing the practice line and fostering innovative, collaborative solutions for plan sponsors and participants. Christian’s areas of expertise include supporting plan sponsors through plan design, employee education, investment analysis, benchmarking, fiduciary plan governance and aligning retirement plans with broader corporate goals and objectives.

Prior to joining Alera Group, Christian served as President of Financial Fitness for Life, an award-winning financial wellness solution. He has also held senior sales roles at BlackRock, Amundi Pioneer Investments, Touchstone Investments, Natixis Global Associates and Citigroup Global Asset Management. Christian holds a BA in Economics from Lehigh University and an MBA from Boston College.

He has authored and been featured in numerous articles about financial wellness and retirement and was named one of the defined contribution industry’s top wholesalers by the National Association of Plan Advisors (NAPA) in 2014, 2015, 2016 and 2017. He holds both the AIFA and CPFA designations and is also a member of the Forbes Business Council.

James Olson

James Olson has 25 years’ experience in the retirement plan industry. During that time, he has become an acknowledged leader in his field as the designer of forward-thinking product and service models that have had a significant impact on the retirement plan marketplace.

James got his start in the retirement industry in 1990 as a Client Services Manager for Bank of America Retirement Services while also earning Series 7 and 65 licenses. James’ career also includes working for Charles Schwab & Company as Senior Product Manager, as well Decimal Inc. (now Ubiquity) as Senior Vice President of Strategic Initiatives.

In 2002 Olson became one of the founding partners of ASPire Financial Services. During his tenure Olson helped grow the company from a start-up with 1 employee to 165 employees with $30 million in revenue, making ASPire #18 among the Tampa Bay Business Journal’s 2010 Fast 50 (honoring the 50 fastest-growing privately held companies in Tampa Bay) and making ASPire a 2010 Florida Finalist for Ernst & Young’s prestigious Entrepreneur of the Year award. As a co-founder and Chief Marketing Officer at ASPire, Olson developed and executed product strategies that have made ASPire a recognized institutional brand in the financial services market, with more than $6 billion of recordkeeping assets under administration, approximately 175,000 participants and 5,700 retirement plans.

With a strategic vision to influence the retirement markets again, Olson joined the Bluff Point Associates team in October 2013 to develop the Investment Provider Xchange (IPX) platform – —an open-investment trading platform that allows access to brand-name mutual funds, annuities, ETFs and professionally managed portfolios.

In 2024, Olson joined industry leader Leafhouse as the Executive Vice President of Product, where he is responsible for driving product design and technological advancements.

Jeremy Gioia

Jeremy is a seasoned veteran of product development, with over 25 years of experience helping build software solutions for the retirement industry.

Prior to his current role of overseeing all aspects of the LDI product-technology suite, Jeremy served as Product Manager for iJoin Solutions, where his leadership skills helped spearhead the evolution of iJoin’s Advisor Portal and employee-engagement platforms.

His prior experience also includes leading the Business Analysis and Product Management teams for FIS/ SunGard’s Relius business unit, helping shape his suite of products into a leader within the wealth and retirement space.

John Faustino, AIFA^®, PPC^®

John is Head of Fi360 at Broadridge. In this role, John leads a team charged with helping financial intermediaries profitably implement solutions that drive their clients’ financial goal achievement with a fiduciary standard of care. John also leads Broadridge’s Retirement Income Consortium.

Prior to Broadridge, John spent over 14 years at Morningstar where he led global teams responsible for technology-based wealth and retirement plan solutions. Early in his career, John worked for Brinson Partners as portfolio administrator for large wealth and retirement accounts and served as an officer on a closed-end bond fund.

In addition to his industry experience, John has a BS in Finance from the University of Illinois, MS in Decision Sciences from the London School of Economics, MBA from the University of Chicago’s Booth School of Business, and MSIT from Northwestern University.

Kevin Murphy

Kevin Murphy is a senior vice president and Head of Institutional Retirement & Strategic Growth for Franklin Templeton’s US retirement, insurance & college savings division. He is responsible for driving institutional retirement sales and strategic growth initiatives focused on positioning Franklin Templeton for the future through visionary thinking, market-responsive strategies, and go-to-market execution plans and implementation. In addition to leading the team of sales professionals, Mr. Murphy also leads the firm’s Health Savings Account (HSA) initiative.

Mr. Murphy’s primary objective is to help more Americans achieve optimal retirement outcomes. He approaches this by offering thought leadership in retirement plan services and investments and working diligently as a key business partner to retirement plan advisory firms, consultants, and retirement plan sponsors. His expertise spans qualified plans, investments, fintech, current industry trends and Franklin Templeton products and services.

Mr. Murphy began his career in the financial services industry in 1999 and joined Franklin Templeton in 2011. Prior to that, he was a regional vice president on Columbia Management’s Defined Contribution Investment Only team. He also served as vice president and regional sales director of corporate retirement plans at Wachovia Retirement Services.

Mr. Murphy holds a B.Sc. in Agriculture from the University of Delaware. He was selected by National Association of Plan Advisors (NAPA) for its list of the Top 100 Defined Contribution Wholesalers in the industry in 2014, 2015, 2016 and 2017. Among his sales accolades, Mr. Murphy was named Franklin Templeton’s Investment-Only Specialist of the year in 2012 and 2014. Kevin, his wife Shannon and their four children reside in Kinnelon, NJ. He is a FINRA registered representative.

Matt Gray

With over 20 years in the financial services industry, Gray has developed extensive expertise in guaranteed solutions that help consumers protect and enhance their retirement outcomes. Since 2019, Gray has led Allianz Life’s expansion into employer markets, broadening the company’s reach to serve a wider range of consumers.

Gray has over 20 years of experience with Allianz Life, focused on creating customer-centric life and annuity products to serve consumers who are preparing for retirement. He’s currently leading the entry of Allianz Life into the employer market through partnerships with industry leaders and organizations focused on helping in‑plan customers achieve improved retirement outcomes. Previously, he led the Allianz Life Product Innovation team responsible for life and annuity product launches, portfolio management, and strategy for eight years; he worked on the actuarial team designing and pricing fixed index and variable annuity products; and he served on the Life Insurance Marketing and Research Association (LIMRA) Annuity Committee for seven years.

He holds a B.S. in mathematics from the University of Minnesota, is a Fellow of the Society of Actuaries, and a member of the American Academy of Actuaries. Gray also holds a FINRA Series 7 securities registration and has been featured in Barron’s, InvestmentNews, NAPA.com, 401(k) Specialist, PlanSponsor, and InsuranceNewsNet.

Philip Chao, CFP

Philip Chao is the CEO and CIO at Nexus338. Philip founded Nexus in 2021, and is registered as an investment advisor with the SEC. Its mission is to provide fiduciary investment services and management to employer sponsor retirement plans. More specifically, Philip Chao created the individualized Glide Path Solution (iGPS™) as a managed investment solution for retirement plans as the first of its kind, personalized target date solution. Nexus338 serves as the ERISA 3(38) participant-level fiduciary manager for iGPS. For some time, Philip has recognized the importance helping participants in decumulation by making available guaranteed lifetime income in retirement. With the passage of the SECURE Act, Philip began to incorporate an annuity-based, guaranteed, lifetime income solution into iGPS.

As an ERISA fiduciary, Nexus338 fully embraces the twin duties of loyalty and due care, and Philip serves solely in the interest of plan participants and beneficiaries.

Philip Chao has been in the financial and investment management and consulting industry since 1990, and he is a sought after speaker in industry conferences and events that not only deal with retirement plan matters but also investment, portfolio construction, and management topics.

Steve McCoy

Steve has more than 25 years of executive and sales-management experience in a variety of industries, including financial services and health care. His particular expertise is in leading organizations through periods of rapid growth, managing large sales and marketing organizations, and capital formation to deploy both organic and inorganic growth strategies.

Prior to joining LDIntelligence, Steve was CEO of 3D Asset Management, an independent RIA providing ETF model portfolios, technology and practice-management solutions to fee-based financial advisers. During his tenure as CEO, he led efforts to strengthen and reposition the business, develop an innovative financial technology platform and prepare the firm for a sale.

Previously, Steve was Owner and EVP of Accounting Resources, a regional provider of accounting, payroll and insurance services. Having developed and sold the payroll and insurance segments of the business to ADP, Steve currently serves as Board Director capacity for the firm.

As Executive Vice President for Sales and Marketing at Byram Healthcare, Steve’s team created the largest direct sales organization in the industry and completed more than 30 acquisitions to drive revenue growth from $20MM to $160MM over a nine-year period.

Before working at Byram, Steve served as sales executive for a number of firms in the financial services industry. consulting with large institutions in areas of corporate finance, asset/liability management, specific securities transactions and investment banking. Steve also served as Principal for a Western branch office of Wall Streetbased R.C. Government Securities and was Vice President for five years for Prudential Securities, where his team administered an institutional advisory practice for its Pacific South region.

Thomas E. Clark Jr., JD, LLM

Tom Clark is a partner in the Boston and St. Louis offices of The Wagner Law Group, a certified woman-owned law firm specializing in ERISA and Employee Benefits. He also serves as the firm’s chief operating officer. Tom’s expertise encompasses all aspects of employee benefits including the design, implementation, and compliance of retirement plans, health and welfare plans, and executive and incentive compensation arrangements. He also has a robust practice assisting service providers such as investment advisors and third party administrators in meeting their ERISA compliance needs. Tom’s vast litigation experience includes defending plan sponsors and service providers, and has included work on landmark ERISA cases such as Tibble v. Edison, which was decided by the U.S. Supreme Court. He also regularly defends ERISA fiduciaries against investigations by the Department of Labor and the Internal Revenue Service, and is often retained to assist in resolving prelitigation disputes, thus avoiding the cost and uncertainty of a court battle. Since 2021, Tom has been recognized annually by U.S. News & World Report in its publication of The Best Lawyers in America© in the area of Employee Benefits (ERISA) Law.

Tom has been quoted extensively as an ERISA and employee benefits expert by outlets such as Reuters, The Associated Press, Bloomberg, and Forbes. He regularly travels the country speaking to groups of up to 2,000 people about important ERISA and employee benefits topics. Since 2013, Tom has taught ERISA Fiduciary Law as an adjunct professor at his alma mater, The Washington University in St. Louis School of Law.

Wes Schevers

At PenChecks, Wes serves as the Vice President of Advisor Solutions. He is responsible for presenting PenChecks’ core services as well as an advisor-centric voluntary IRA solution, NextLevel IRA. Wes mainly focuses on working alongside advisors, but will also support recordkeepers, fund managers, and TPAs. This includes developing institutional relationships with advisors who will implement our solutions to create better retirement outcomes for their clients. Wes holds a Bachelor and Master of Business Administration degrees from West Texas A&M University. Wes resides in Austin, Texas with his wife Sophia and they are expecting their first child in December.