2013 NIPA Annual Forum & Expo Attendee List by Company€¦ · 2013 NIPA Annual Forum & Expo...

* Indicates Board of Directors Member ** Indicates 2013NAFE Committee Member *** Indicates 2013NAFE Speaker

2013 NIPA Annual Forum & Expo Attendee List by Company

# David Wade, AIF, APM, ChFC, CIMC, CLU, RMC 401kDIRECT Inc. 2105 South Bascom Ave, Suite 110 Campbell, CA 95008 2013 NAFE On Site Registration

Neil Anderson 401KWire 99 Well St., 17th Floor New York, NY 10005 2013 NAFE On Site Registration

A Son Bui, APA Abacus Benefit Consultants Inc. 55 Stamp Farm Road Cranston, RI 02921 2013 NAFE On Site Registration

Robert Chin* Abacus Benefit Consultants Inc & Gorrelick, Tievy & Associates 55 Stamp Farm Road Cranston, RI 02921 2013 NAFE On Site Registration Sharon Dong Abacus Benefit Consultants Inc / Gorrelick, Tievy & Associates 55 Stamp Farm Road, P.O. Box 8039 Cranston, RI 02920 2013 NAFE On Site Registration

Kimberly Reid Abacus Benefit Consultants Inc. 55 Stamp Farm Road Cranston, RI 02921 2013 NAFE On Site Registration Kristina Barron, QPA, ERPA Actuarial Consultants, Inc. 2377 Crenshaw Blvd., Suite 350 Torrance, CA 90501 2013 NAFE On Site Registration Alison Murray, QPA, QKA, ERPA Actuarial Consultants, Inc. 2377 Crenshaw Blvd., Suite 350 Torrance, CA 90501 2013 NAFE On Site Registration Lucian Acuff, ASA, MAAA Acuff & Associates, Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration Mary Beth Allen, APA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration Ashley Burrow, APA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration


Jennifer Duff, APA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration Trina Gross, QKA, APA Acuff & Associates, Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration Laeh Hardin, QPA, QKA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 Virtual Conference Rebecca Hodges, APA Acuff & Associates, Inc. 7953 Stage Hills Boulevard, Suite 102 Memphis, TN 38133 2013 NAFE On Site Registration Jonathan Jones, QKA, APA** Acuff & Associates, Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration Steve Jones, APA, ERPA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration Ginger Lehman, APA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 2013 NAFE On Site Registration

Pamela Leitschuh, APA Acuff & Associates,Inc. 210 Westwood Place, Suite 100 Brentwood, TN 37027 Virtual Conference David Frahm Admiral Beverage Corp. P.O. Box 726 Worland, WY 82401 2013 NAFE On Site Registration Neil Deans, APA All Valley Administrators, LLC 7525 N. Cedar Ave., Suite 109 Fresno, CA 93720-2847 2013 NAFE On Site Registration Tom Tsaris, APA All Valley Administrators, LLC 7525 N. Cedar Ave., Suite 109 Fresno, CA 93720-2847 2013 NAFE On Site Registration Steven Pulley, APA, CPC, QPA, QKA Alliance Benefit Group 201 E. Clark Street Albert Lea, MN 56007 2013 NAFE On Site Registration David Eudoxie, QPA, QKA, ERPA Alliance Benefit of Houston 7425 Hollister Street Houston, TX 77040 Virtual Conference Noemi Gil, QKA Alliance Benefit of Houston 7425 Hollister Street Houston, TX 77040 2013 NAFE On Site Registration


Shannon Greenstreet, QPA, QKA Alliance Benefit of Houston 7425 Hollister Street Houston, TX 77040 2013 NAFE On Site Registration Luisa Omran, APA, ERPA Alliance Pension Consultants, LLC 1751 Lake Cook Road, Suite 400 Deerfield, IL 60015 2013 NAFE On Site Registration Richard Mayer, APA, ERPA, QPA,QKA Altigro Pension Services, Inc. 3 US Highway 46 West Fairfield, NJ 07004 2013 NAFE On Site Registration Marsha Evans, MBA, ERPA, QPA, QKA American Pensions 2430 Mall Drive, Suite 360 Charleston, SC 29406 2013 NAFE On Site Registration Mark Owens, CPC, QPA, QKA, ERPA American Pensions 2430 Mall Drive, Suite 360 Charleston, SC 29406 Virtual Conference Ashley Ritter, QKA American Pensions 2430 Mall Drive, Suite 360 Charleston, SC 29406 2013 NAFE On Site Registration Mark R. Larson, QPA, QKA, CEBS America's 401k, Inc. 9696 Skillman Street, Suite 380 Dallas, TX 75243 2013 NAFE On Site Registration

Linda Thraen, QPA, QKA, QPFC, FLMI Ameritas Life Ins. Co. 5900 O Street Lincoln, NE 68510 2013 NAFE On Site Registration David Schlageter, APR Ameritas Retirement Plans 6707 Winters Hill Court Atlanta, GA 30360 2013 NAFE On Site Registration Michael Atchison, MBA,CFP,CLU APEX Benefits Administration 1950 Keene Road Bldg. F-100 Richland, WA 99352 2013 NAFE On Site Registration Stephanie Cottrell APEX Benefits Administration 1950 Keene Road Bldg. F-100 Richland, WA 99352 2013 NAFE On Site Registration Karen Jones, CRSP APEX Benefits Administration 1950 Keene Road Bldg. F-100 Richland, WA 99352 2013 NAFE On Site Registration Ingrid Karn, APA Arctic Pension Services 1225 E. International Airport Rd., Ste 105 Anchorage, AK 99518 2013 NAFE On Site Registration Erin Webb, APA Arctic Pension Services 1225 E. International Airport Rd., Ste 105 Anchorage, AK 99518 2013 NAFE On Site Registration


Carol Lloyd, APA Arizona Qualified Plan Services 4000 N. Central Ave, Suite 1200 Phoenix, AZ 85012 2013 NAFE On Site Registration John Connors, QKA ASC 15840 Monte st, Suite 108 Sylmar, CA 91342 2013 NAFE On Site Registration Robert (Bob) Thorn, QPA Aspen Pension Administrators, Inc. 2651 Pan Amercian FWY NE, Suite B Albuquerque, NM 87104 2013 NAFE On Site Registration Ryan Bryson, APA Associated Pension Consultants 1000 Fortress Street, Suite 800 Chico, CA 95973 2013 NAFE On Site Registration Robert DeMontigny, APA Associated Pension Consultants 1000 Fortress Street, Suite 800 Chico, CA 95973 2013 NAFE On Site Registration Rick Forbes, Enrolled Actuary Associated Pension Consultants 1000 Fortress Street Chico, CA 95973 Virtual Conference Marc Roberts, ERPA, APR* Associated Pension Consultants 2035 Hurley Way, Suite 275 Sacramento, CA 95825-3224 2013 NAFE On Site Registration

Mike Bourne, CPA, AIFA, MBA Atessa Benefits, Inc. 10815 Rancho Bernardo Road, Suite 110 San Diego, CA 92127 2013 NAFE On Site Registration

B Sarah Ross, CPA Baker, Peterson & Franklin, CPA, LLP 970 West Alluvial, Suite 101 Fresno, CA 93711 Virtual Conference Monica Barnard, ERPA, APA, CEBS Barnard & Associates PO Box 37403 Pensacola, FL 32526 Virtual Conference James Reid, ERPA Benefit Associates 326 W. Katella, Suite F Orange, CA 92867 Virtual Conference Jennifer Rello Benefit Associates 326 W. Katella, Suite F Orange, CA 92867 2013 NAFE On Site Registration Michael Gorelick, APR Benefit Equity, Inc. 1971 E 4th Street, Suite 100 Santa Ana, CA 92705 2013 NAFE On Site Registration Patrick Shelton, GBA* Benefit Plans Plus, LLC 10151 Corporate Square Drive, Ste. 100 Saint Louis, MO 63132 2013 NAFE On Site Registration


Brad Markins, ERPA, QKA, QPA Benefit Plans Services, Inc. PO Box 2141 Huntington, WV 25721 2013 NAFE On Site Registration Teresa McClung, ERPA, QKA, QPA Benefit Plans Services, Inc. PO Box 2141 Huntington, WV 25721 2013 NAFE On Site Registration Andrea L. Meadows, ERPA, QKA, QPA Benefit Plans Services, Inc. PO Box 2141 Huntington, WV 25721 2013 NAFE On Site Registration Jackie Villars, ERPA, QKA, QPA Benefit Plans Services, Inc. PO Box 2141 Huntington, WV 25721 2013 NAFE On Site Registration Michael Nylund, QKA, ERPA Benefit Resources, Inc. 1545 River Park Drive suite 325 Sacrameneto, CA 95815 2013 NAFE On Site Registration Lu Saeturn, QKA Benefit Resources, Inc. 1545 River Park Drive suite 325 Sacrameneto, CA 95815 2013 NAFE On Site Registration Dena Honig, QPA, ERPA, APR Benefit Strategies, Inc. 16921 Parthenia Street, #303 North Hills, CA 91343 2013 NAFE On Site Registration

Karin Marino, QPA, ERPA, APR Benefit Strategies, Inc. 16921 Parthenia Street, #303 North Hills, CA 91343 2013 NAFE On Site Registration Elysse Michelson, QPA, QKA Benefit Strategies, Inc. 8414 E. Shea Blvd., Suite 101 Scottsdale, AZ 85260 2013 NAFE On Site Registration Richard Bennett, QPA Bennett Pension Services, Inc. 2406 Armstrong Street Livermore, CA 94551 2013 NAFE On Site Registration Barbara Clough, QPA, QKA*** Blue Ridge ESOP Associates 154 Hansen Rd., Suite 102 Charlottesville, VA 22911 2013 NAFE On Site Registration Duffy Engels, QPA, QKA, ERPA BlueStar Retirement Services 822 A1A N., Suite 211 Ponte Vedra Beach, FL 32082 2013 NAFE On Site Registration

C John Pruett, APA, CPC, JD Cache Pension, LLC 800 East Dimond Blvd, Suite 3-670 Anchorage, AK 99515 2013 NAFE On Site Registration Jean E. Stuart, APA, CPC, JD Cache Pension, LLC 800 East Dimond Blvd, Suite 3-670 Anchorage, AK 99515 2013 NAFE On Site Registration


Cathy Teagarden, CPC, APA, QPA Cache Pension, LLC 800 East Dimond Blvd Suite 3-670 Anchorage, AK 99515 2013 NAFE On Site Registration Joseph Cattivera Capital Group Companies 6455 Irvine Center Dr., Irvine, CA 92618 2013 NAFE On Site Registration Terri Stafford, APA Capital Pension Services, LLC 261 Sheep Davis Road, Suite B-2 Concord, NH 03301 2013 NAFE On Site Registration Tracey Tierney, APA Capital Pension Services, LLC 261 Sheep Davis Road, Suite B-2 Concord, NH 03301 2013 NAFE On Site Registration Scott Sevigny, APA Carlson & Sevigny TPA Services, Inc. PO Box 48098 Spokane, WA 99228 2013 NAFE On Site Registration Carol Bielenda, CFP, ERPA CB Retirement Plan Services Inc. 1329 Courtland Ave Park Ridge, IL 60068 Virtual Conference Barbara Lewis, MBA*** Centurion Consulting Group 2934 Beverly Glen Circle, Suite 240 Los Angeles, CA 90077 2013 NAFE On Site Registration

Ryan Kitzberger CHAMPS Pension 1226 Huron Rd. East Cleveland, OH 44115 2013 NAFE On Site Registration Adam Kozenko CHAMPS Pension 1226 Huron Rd. East Cleveland, OH 44115 2013 NAFE On Site Registration Samantha Sutter CHAMPS Pension 1226 Huron Rd. East Cleveland, OH 44115 2013 NAFE On Site Registration Tim Haugen, QPA, QKA Charles Schwab 12401 Research Blvd. Austin, TX 78613 2013 NAFE On Site Registration Marty Mobley, APA, APR Compensation Consultants, Inc. 1605 Woodridge Drive SE Port Orchard, WA 98366 2013 NAFE On Site Registration Brian Mohoric, APA Compensation Consultants, Inc. (WA) 1605 Woodridge Drive SE Port Orchard, WA 98366 2013 NAFE On Site Registration Darren Gaylor, APA Con-way 17613 SE 35th St., Vancouver, WA 98683 Virtual Conference


Rick Risso, APA Corporate Pension Consultants 15425 Los Gatos Boulevard, Suite 120 Los Gatos, CA 95032-2541 Kimberly Matos, APA, ERPA Creative Benefits Services, Inc. 7104 Ambassador Road, Suite 225 Baltimore, MD 21244 Virtual Conference Ellen Miller, ERPA, QPA Creative Benefits Services, Inc. 7104 Ambassador Road, Suite 225 Baltimore, MD 21244 2013 NAFE On Site Registration Phyllis Murray, ERPA Creative Benefits Services, Inc. 7104 Ambassador Road, Suite 225 Baltimore, MD 21244 2013 NAFE On Site Registration Tuan Nguyen Creative Retirement Solutions 17501 E. 17th St #200 Tustin, CA 92780 2013 NAFE On Site Registration Karen Spivey Creative Retirement Solutions 17501 E. 17th St #200 Tustin, CA 92780 2013 NAFE On Site Registration

D Kristina Kananen, APA, QPA, QKA*** DATAIR Employee Benefit Systems, Inc. 735 N. Cass Ave. Westmont, IL 60559 2013 NAFE On Site Registration

Richard Cromwick, QKA, QPA, ERPA Davey Administration Group, Cromwick & Davey 3552 West Cheyenne Ave., Suite 140 North Las Vegas, NV 89032 2013 NAFE On Site Registration

David Farber, ASA, EA, MSPA*** 1319 La Cima Road Santa Barbara, CA 93101-4932 2013 NAFE On Site Registration Richard Collins, APA Dedicated Defined Benefit Services 18 Baja Court Chico, CA 95928 2013 NAFE On Site Registration Ken Mabie, APA Dissinger Associates 6500 Wilshire Blvd., Suite 1260 Los Angeles, CA 90048 2013 NAFE On Site Registration Emily Farr Douglas M. Farr & Company, Inc. 2236 Maurice Avenue La Crescenta, CA 91214 2013 NAFE On Site Registration Bruce Ashton, Esq.*** Drinker Biddle & Reath LLP 1800 Century Park East, Suite 1400 Los Angeles, CA 90067 2013 NAFE On Site Registration Lisan Adams, ERPA, QPA Dubuque Bank & Trust 1398 Central Avenue Dubuque, IA 52001 2013 NAFE On Site Registration


Neal Hoppe, APA Dubuque Bank & Trust 1398 Central Avenue Dubuque, IA 52001 2013 NAFE On Site Registration Lenora Kemp Dubuque Bank & Trust 1398 Central Avenue Dubuque, IA 52001 Virtual Conference Frank Harrison, CEO Dyatech 805 S. Wheatley Suite 600 Ridgeland, MS 39157 2013 NAFE On Site Registration

E Eric Edberg, APA E.A. Edberg Associates, Inc. 1131 East Highland Avenue Phoenix, AZ 85014 2013 NAFE On Site Registration Edwin Strazzulla, ERPA EKS Financial Services, Inc. 16742 Gothard Street, Suite 213 Huntington Beach, CA 92647 2013 NAFE On Site Registration Jim Graham, APA, QPA Employee Benefits Consultants, Inc. 7015 Broken Oak Drive ST LOUIS, MO 63129 2013 NAFE On Site Registration Brennan Graham Employee Benefits Consultants, Inc. 7015 Broken Oak Drive ST LOUIS, MO 63129 2013 NAFE On Site Registration

Heather Schmidt, APA Employee Benefits Consultants, Inc. 7015 Broken Oak Drive ST LOUIS, MO 63129 2013 NAFE On Site Registration David Kahn*** ERISA Compliance Services 2490 Whitney Drive, Suite A Mountain View, CA 94043 2013 NAFE On Site Registration Wade "Chip" Ward, APA** Executive Pension Services, Ltd. 1925 Gadsden Street Columbia, SC 29201 2013 NAFE On Site Registration

F Kristie Hustmyre, QKA Faulk & Winkler, LLC 6811 Jefferson Hwy Baton Rouge, LA 70806 2013 NAFE On Site Registration Kerstin Driscoll, APR Feehan Group, LLC 99 Hawley Street, Suite 200 Binghamton, NY 13901 2013 NAFE On Site Registration Ilene Ferenczy, Esq., APA, CPC*** Ferenczy + Paul LLP 2200 Century Parkway, Suite 560 Atlanta, GA 30345-3130 2013 NAFE On Site Registration Sally Alexander, APA Ferrara Kampstra 247 Baltimore Street Gettysburg, PA 17325 2013 NAFE On Site Registration


Jim Kampstra, APA, APR, CFP Ferrara Kampstra 247 Baltimore Street Gettysburg, PA 17325 2013 NAFE On Site Registration Kelly Layton, APR Ferrara Kampstra 247 Baltimore Street Gettysburg, PA 17325 2013 NAFE On Site Registration Carol Lawton, CEBS, AIF Financial Professional P.O. BOX 187, 98 Coleman Rd. Glastonbury, CT 6033 2013 NAFE On Site Registration Dana Markee, APA, CPA Frontier Kemper Constructors, Inc. PO Box 6690 Evansville, IN 47719 Virtual Conference Timothy McCutcheon*** ftwilliam.com/Wolters Kluwer 2013 NAFE On Site Registration

G Elisa Stodghill, CPA GALLINA LLP 2870 Gold Tailings Court Rancho Cordova, CA 95670 2013 NAFE On Site Registration Dawn Genz, CISP Goldleaf Partners 14221 Golf Course Dr Suite 200, PO Box 806 Brainerd, MN 56401 2013 NAFE On Site Registration

Kimberly Quinnell, APA Great West Retirement Services 1616 18th Ave NW Faribault, MN 55021 2013 NAFE On Site Registration Stephanie Bendrick, APA Great-West Financial 8525 E. Orchard Road, 3T3 Greenwood Village, CO 80111 2013 NAFE On Site Registration Janet MaysCarpenter, APA Great West Financial 8515 E. Orchard Rd. Greenwood Village, CO 80111 Virtual Conference Shawna McMann, QKA Great West Financial 8515 E. Orchard Rd. Greenwood Village, CO 80111 Virtual Conference Jim Millson, QPA, QKA Great-West Financial 8525 E. Orchard Road, 3T3 Greenwood Village, CO 80111 2013 NAFE On Site Registration Rob Ptacek, APA, QKA, QPA Great West Financial 8515 E. Orchard Rd. Greenwood Village, CO 80111 Virtual Conference John Werth, QKA Great West Financial 8515 E. Orchard Rd. Greenwood Village, CO 80111 Virtual Conference


Mark Castleman Greenwood Group LTD P.O. Box 4278 Fayetteville, AR 72701 2013 NAFE On Site Registration Katholeen McCall Parry, APA, ERPA Guaanteed Pension Service P.O. Box 5468 Diamond Bar, CA 91765 2013 NAFE On Site Registration

H David Hembree, QPA, ERPA Hembree TPA, Inc. 13660 N. 94th Drive, Suite F-3 Peoria, AZ 85381-4817 2013 NAFE On Site Registration Kathleen Jones, CPA Holthouse Carlin & Van Trigt LLP 400 W. Ventura Blvd., Suite 250 Camarillo, CA 93010 2013 NAFE On Site Registration William Warburton, CPA Holthouse Carlin & Van Trigt LLP 400 W. Ventura Blvd., Suite 250 Camarillo, CA 93010 2013 NAFE On Site Registration

I Karina Bonilla, ERPA, QPA Independent Pension Services, Inc. 114 Old Country Road, Suite 520 Mineola, NY 11501 2013 NAFE On Site Registration Robert Giordano, MSFS, CPC Independent Pension Services, Inc. 114 Old Country Road, Suite 520 Mineola, NY 11501 2013 NAFE On Site Registration

Bei Sheng, ERPA, QPA Independent Pension Services, Inc. 114 Old Country Road, Suite 520 Mineola, NY 11501 2013 NAFE On Site Registration Ralph DelSesto, APR* ING One Orange Way Windsor, CT 06095 2013 NAFE On Site Registration Robert Kaplan, APA, CFP, QPA, CPC*** ING 55 Bainbridge Ave. Thornwood, NY 10594 2013 NAFE On Site Registration Theresa Lacic, APR, CFS, QPFC ING One Orange Way Windsor, CT 06095 2013 NAFE On Site Registration Avaneesh Bhagat*** Internal Revenue Service 9350 Flair Dr, Second Floor El Monte, CA 91731 2013 NAFE On Site Registration Don Kieffer, Esq*** Internal Revenue Service 200 Sheffield Street, Room 2-141 Mountainside, NJ 07092-2314 2013 NAFE On Site Registration

J Sharon Suppa, CPA Jackson Kelly PLLC 1600 Laidley Tower, P.O. Box 553 Charleston, WV 25322 2013 NAFE On Site Registration


Laura Thomas, QKA Jackson Kelly PLLC 1600 Laidley Tower, 500 Lee Street East Charleston, WV 25301 Virtual Conference James Farley, CPC, QPA James Farley, LLC 45 Carlton Road Metuchen, NJ 08840 2013 NAFE On Site Registration Janice M Wegesin*** JMW Consulting Inc. 1 Landmark Square Stamford, CT 06901 2013 NAFE On Site Registration Cassandra Churchill John Hancock 601 Congress Street Boston, MA 02210 2013 NAFE On Site Registration Amy Lawlor John Hancock 250 Bloor Street East, 6th Floor Toronto, Ontario M4Y 1R2 Canada 2013 NAFE On Site Registration Betsy Brown John Hancock Financial Services 250 Bloor Street East Toronto, Ontario M4Y 1R2 Canada 2013 NAFE On Site Registration Tabitha Chinniah, APA, APR John Hancock Financial Services 250 Bloor Street East Toronto, Ontario M4Y 1R2 Canada 2013 NAFE On Site Registration

Ann Slotwinski, APR* John Hancock Financial Services 601 Congress Street, 2-082 Boston, MA 02210 2013 NAFE On Site Registration Alex Cruz John Hancock Retirement Plan Services 200 Bloor Street East, ET4 - B12 Toronto, Ontario M4W 1E5 Canada 2013 NAFE On Site Registration Ann Radford, APR John Hancock Retirement Plan Services 200 Bloor Street East, ET4 - B12 Toronto, Ontario M4W 1E5 Canada 2013 NAFE On Site Registration Candy Brower, C.P.A. Johnson O’Connor Feron & Caruccit, LLP 107 Audubon Road Wakefield, MA 01880 Virtual Conference Kelly Thompson, ERPA, CPC, QPA, QKA, Jordan & Associates Retirement Services 100 Stony Point Road, Suite 216 Santa Rosa, CA 95401 2013 NAFE On Site Registration John Bedford Judy Diamond Associates 1301 CT Ave NW, Suite 300 Washington, DC 20036 2013 NAFE On Site Registration

K John Cotterman, CPC, QPFC, ERPA, APR KB Pension Services, Inc. 1990 Main Street, Suite 801 Sarasota, FL 34236 2013 NAFE On Site Registration


Kathy Rice, QKA, QPA, ERPA KB Pension Services, Inc. 1990 Main Street, Suite 801 Sarasota, FL 34236 2013 NAFE On Site Registration Jennifer Goldberg Kravitz Inc 15760 Ventura Blvd, Ste 910 Encino, CA 91436 2013 NAFE On Site Registration Amy Paniccia Kravitz Inc 15760 Ventura Blvd, Ste 910 Encino, CA 91436 2013 NAFE On Site Registration Sabrina Holme, CPA KSPH, LLC PO Box 32135 Richmond, VA 23294 2013 NAFE On Site Registration

L Laura Moskwa, CPC, QPA*** Laura S. Moskwa Consulting 3000 Eagles Nest Auburn, CA 95603 2013 NAFE On Site Registration John Martin, Attorney*** Law Offices of John C. Martin 1145 Merrill St., Menlo Park, CA 94025 2013 NAFE On Site Registration Holly Scott, ERPA, APR, CPC, CFP** Liden 31255 Cedarvalley Drive, #218 Westlake Village, CA 91362 2013 NAFE On Site Registration

Raymond Liden, APA, AIF Liden, Nestle, Soled & Associates, Inc. 31255 Cedarvalley Dr., #218 Westlake Village, CA 91362 2013 NAFE On Site Registration Linda Fairbanks, QKA Lincoln Financial Group 1300 S Clinton, Suite 500 Fort Wayne, IN 46802 2013 NAFE On Site Registration Jan Forbing, QKA Lincoln Financial Group 1300 S Clinton St Fort Wayne, IN 46802 2013 NAFE On Site Registration Susan Hamrick, QKA Lincoln Financial Group 1300 S Clinton, Suite 500 Fort Wayne, IN 46802 2013 NAFE On Site Registration Chris Hulbert, QKA Lincoln Financial Group 1300 S Clinton St Fort Wayne, IN 46802 2013 NAFE On Site Registration Rodney Stortenbecker, CPC, QPA*** Lincoln Financial Group 11132 Kestrel Rd Klamath Falls, OR 97601 2013 NAFE On Site Registration Kelly White, QKA Lincoln Financial Group 1300 S Clinton, Suite 500 Fort Wayne, IN 46802 2013 NAFE On Site Registration


Darin Williamson Lincoln Financial Group 1300 South Clinton Street, Mail Stop 6H-03 Fort Wayne, IN 46802 2013 NAFE On Site Registration

M Cynthia Beaulaurier Magnuson, McHugh & Company P.A. 2100 Northwest Boulevard, Suite 400 Coeur d'Alene, ID 83814 2013 NAFE On Site Registration Carla Bailey, QKA, QPA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference Frank Chen, QKA, QPA, APA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference Sharon Friedman, QKA, QPA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference Michele Furano, APA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 2013 NAFE On Site Registration Barbara Jimm Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference

Joe Kapuscinski, QKA, QPA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference Rhoda Paramore, APA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 2013 NAFE On Site Registration Susan Ruterford Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference Jonnie Steinder, QKA, QPA Malcolm Thompson & Associates 19500 State Hwy 249, Suite 5700 Houston, TX 77070 Virtual Conference Travis Matthews, QPFC MassMutual 200 Hopmeadow St Simsbury, CT 06089 2013 NAFE On Site Registration Scott McCallum, CISA MassMutual 1295 State Street, F400 Springfield, MA 01111 2013 NAFE On Site Registration Sean Miller, CPC, QPA, QKA, TGPC MassMutual 60 Barrington Road Longmeadow, MA 01106 2013 NAFE On Site Registration


Lynn Banziruk, APA, RPA* *** MassMutual Financial Group 200 Hopmeadow Street Simsbury, CT 06089 2013 NAFE On Site Registration Eric Brust, EA, MAAA Matthews Benefit Group, Inc. 701 94th Ave. N, Suite 200 St. Petersburg, FL 33702 2013 NAFE On Site Registration Deborah Nagorka, ERPA, APA, APR Matthews Benefit Group, Inc. 701 94th Ave. N, Suite 200 St. Petersburg, FL 33702 2013 NAFE On Site Registration Joanne Ellis, APA, QPA, ERPA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference Alan Gold, CPA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference Beverly Hatfield, APA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference Ruth Ivory, APA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference

Sharon Kennedy, APA, QPA, APA, ERPA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference Johanna Smith, APA, QPA, ERPA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference Susan Snow, APA, QPA, ERPA Matthews Gold Kennedy & Snow, Inc. 6530 N. 16th Street Phoenix, AZ 85016 Virtual Conference Brenda Fernandez McGee, Hearne & Paiz, LLP 314 West 18th St., Cheyenne, WY 82001 2013 NAFE On Site Registration Joe Paiz, CPA McGee, Hearne & Paiz, LLP 314 West 18th St., Cheyenne, WY 82001 2013 NAFE On Site Registration Jeffrey Stacey, CEBS McGee, Hearne & Paiz, LLP 314 West 18th St., Cheyenne, WY 82001 2013 NAFE On Site Registration William Grossman, ERPA, APR, QPA*** McKay Hochman Co., Inc. Ten Park Place-P.O. Box 196, Butler, NJ 07405-0196 2013 NAFE On Site Registration


Richard Hochman*** McKay Hochman Co..Inc. 10 Park Place, P. O. Box 196 Butler, NJ 07405-0196 2013 NAFE On Site Registration Angela Beaver, CEBS, ERPA Mercer 400 West Market Street, Suite 700 Louisville, KY 40202 Virtual Conference Kelly Elsbernd, APA Midwest Group Benefits, Inc. P.O. Box 408, 2316 Sweet Parkway Road Decorah, IA 52101 2013 NAFE On Site Registration Sara Hotvedt, APA Midwest Group Benefits, Inc. P.O. Box 408, 2316 Sweet Parkway Road Decorah, IA 52101 2013 NAFE On Site Registration Sandy Ohlhausen Midwest Pension Administrators, Inc. 15641 South Mahaffie St. Olathe, KS 66062 2013 NAFE On Site Registration Susan Mehlman, CFP Moss Adams, LLP 999 Thurd Ave., Ste. 2800 Seattle, WA 98104 Virtual Conference Dale Goo, APA M. Steven Moore Company, LLC 5375 SW 205th Ct. Aloha, OR 97007 Virtual Conference

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Andy Lovell, QKA National Benefit Services, LLC 8523 South Redwood Rd West Jordan, UT 84088-9311 2013 NAFE On Site Registration Xina Kingshill, CEBS National Pension Services Corporation 620 W Foothill Blvd Monrovia, CA 91016-2024 Virtual Conference Sharon MM Strasshofer Nestlé USA, Inc. 30003 Bainbridge Road Solon, OH 44139 2013 NAFE On Site Registration Brandon Nicklas NFC 3407 Knipp Drive Jefferson City, MO 65109 2013 NAFE On Site Registration Lucienne Fichtner, APR, ERPA Northwest Retirement Plans, Inc. 3235 Hillcrest Park Drive, Suite 100 Medford, OR 97504 2013 NAFE On Site Registration Tammy Tetzlaff, QPA, QKA Northwestern Mutual 10330 Belinder Road Leawood, KS 66206 2013 NAFE On Site Registration Matthew Stifler Northwestern Wisconsin Associates, Inc. PO Box 907 Wausau, WI 54402-0907 2013 NAFE On Site Registration


Jeff Haugen, APA Norton Retirement Services, Inc. 7142 N. 57TH Dr., Glendale, AZ 85301 2013 NAFE On Site Registration Kristie James, QKA Norton Retirement Services, Inc. 7142 N. 57TH Dr., Glendale, AZ 85301 2013 NAFE On Site Registration Arasely Colchado, APA, QKA, QPA Nova 401(k) Associates 10777 NW Freeway, Suite 440 Houston, TX 77092-7319 2013 NAFE On Site Registration Lisa Horn, ERPA, QPA, QKA NOVA 401(K) Associates 10777 Northwest Freeway, Suite 440 Houston, TX 77092 2013 NAFE On Site Registration Andrew Nguyen, ERPA NOVA 401(K) Associates 10777 Northwest Freeway, Suite 440 Houston, TX 77092 2013 NAFE On Site Registration Steven Vest, APA, QPA, ERPA NOVA 401(K) Associates 10777 Northwest Freeway, Suite 440 Houston, TX 77092 2013 NAFE On Site Registration Gina Vincent, CPA, ERPA, QPA, QKA NOVA 401(K) Associates 10777 Northwest Freeway, Suite 440 Houston, TX 77092 2013 NAFE On Site Registration

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Terry Luttrull Occidental Petroleum Corp. 4500 S. 129th East Ave., #143 Tulsa, OK 74134 Virtual Conference Ryan O'Connell, QKA, QPA, ERPA O'Connell Pension Consulting, Inc. PO Box 689 Eugene, OR 97440-0689 2013 NAFE On Site Registration Sandra Wehner, QPA OMEGA, INC. 5790 Widewaters Pkwy Dewitt, NY 13214 2013 NAFE On Site Registration Nichol Cunningham, APA Osborne & Associates, Inc. 4216 Kiernan Ave, Suite 201 Modesto, CA 95356 2013 NAFE On Site Registration Shayna Osborne, APA Osborne & Associates, Inc. 4216 Kiernan Ave, Suite 201 Modesto, CA 95356 2013 NAFE On Site Registration Marcein Tucker, QKA Osborne & Associates, Inc. 4216 Kiernan Ave, Suite 201 Modesto, CA 95356 2013 NAFE On Site Registration

P Chad Wilkinson P&A Retirement Plan Services 17 Court Street, Ste 500 Buffalo, NY 14202 2013 NAFE On Site Registration


Jennifer Boyne P&A Retirement Plan Services, Inc. 17 Court Street, Suite 500 Buffalo, NY 14202 2013 NAFE On Site Registration Nicole Schneider P&A Retirement Plan Services, Inc. 17 Court Street, Suite 500 Buffalo, NY 14202 2013 NAFE On Site Registration Lila Faounuku Pacific Coastal Pension Services 16165 Monterey Rd., Ste. 201 Morgan Hill, CA 95037 2013 NAFE On Site Registration Sharon Shaghoian Pacific Coastal Pension Services 16165 Monterey Rd., Ste. 201 Morgan Hill, CA 95037 Virtual Conference Nathan Danielson, QKA PAi 1300 Enterprise Dr., De Pere, WI 54115 2013 NAFE On Site Registration Nicole Brugler Panagiotu Pension Advisors, Inc. 7350 Cirque Drive West, Suite 201 University Place, WA 98467 2013 NAFE On Site Registration Debbie Privatt Panagiotu Pension Advisors, Inc. 7350 Cirque Dr W., Suite 201 University Place, WA 98467 2013 NAFE On Site Registration

Angela Hamilton, QKA Paradigm Benefits, LLC 300 East Bremer Avenue, Suite 220 Waverly, IA 50613 Virtual Conference Anthony Chiviles PayBridge 13500 Falling Water Drive Suite 202 Strongsville, OH 44136 2013 NAFE On Site Registration Mary Beth Herbage, APA Pension Administration Mgmt., Inc. 6444 East Spring Street, # 287 Long Beach, CA 90815 2013 NAFE On Site Registration Tina Dollins, APA Pension Inc. of Iowa 2535 Tech Drive, Suite 201 Bettendorf, IA 52722 Virtual Conference David Osborne, APA Pension Management Consultants, Inc. 1165 Scenic Dr., Suite C-2 Modesto, CA 95350 2013 NAFE On Site Registration Kristine Creighton, APA, QPA, QKA, ERPA* Pension Plan Services 1001 Grand Ave. West Des Moines, IA 50265-3502 2013 NAFE On Site Registration Joseph Burt Pension Plan Specialists 805 Broadway, Suite 600 Vancouver, WA 98660 2013 NAFE On Site Registration


Teresa Mendez-Razo, APA Pension Professionals, Inc. 31 Journey, Suite 130 Aliso Viejo, CA 92656 2013 NAFE On Site Registration Bruce Lee, ERPA Pension Services Corp. 1357 Kapiolani Blvd., Ste. 1111 Honolulu, HI 96814 2013 NAFE On Site Registration Jim Eberhardt, APA* Pension Services Corporation 320 N. Halstead St., Suite 140, P.O. Box 70009 Pasadena, CA 91117-7009 2013 NAFE On Site Registration Keith Iseri, ERPA, APA, QPA, QKA Pension Services Corporation 1357 Kapiolani Blvd. Suite 1111 Honolulu, HI 96814 2013 NAFE On Site Registration Julie Kiwada, ERPA Pension Services Corporation 1357 Kapiolani Blvd. Suite 1111 Honolulu, HI 96814 2013 NAFE On Site Registration Nobu Kiwada Pension Services Corporation 1357 Kapiolani Blvd. Suite 1111 Honolulu, HI 96814 2013 NAFE On Site Registration Steve Smith Pension Services Corporation P.O. Box 70009 Pasadena, CA 91117 Virtual Conference

Joe Nichols, ASA, EA, MAAA, MSPA*** PensionPro Software 406 E. Court Savannah, MO 64485 2013 NAFE On Site Registration Luiz Felippe Leal da Fonseca Jr., Economist Petros - Fundação Petrobras de Seguridade Social Rua do Ouvidor, 98 - 3º andar Rio de Janeiro, Centro 20040030 Brazil 2013 NAFE On Site Registration Kevin Donovan*** Pinnacle Plan Design, LLC PO Box 64130 Tucson, AZ 85728-4130 2013 NAFE On Site Registration Nicholas Miller, CPA Pinnacle Plan Design, LLC 1985 E. River Rd., Ste. 111 Tucson, AZ 85718 2013 NAFE On Site Registration David Nagelhout Planned Retirement Consultants & Administrators, Inc. 555 Goffle Road, Suite 200 Ridgewood, NJ 07450 2013 NAFE On Site Registration Christopher Switaj, APR Planned Retirement Consultants & Administrators, Inc. 555 Goffle Road, Suite 200 Ridgewood, NJ07450 2013 NAFE On Site Registration Jonathan Switaj Planned Retirement Consultants & Administrators, Inc. 555 Goffle Road, Suite 200 Ridgewood, NJ 07450 2013 NAFE On Site Registration


Diana Yim, CRC, CRA PMC-Sierra 1613 Toyon Court San Mateo, CA 94403 2013 NAFE On Site Registration Darren Holsey, APA, ERPA, QPA, QKA* ** *** Premier Retirement Services, Inc. 25195 S.W. Parkway Avenue, Suite 204 Wilsonville, OR 97070 2013 NAFE On Site Registration Ellen Moll, QKA, QPA, CPC Premier Retirement Services, Inc. 25195 S.W. Parkway Avenue, Suite 204 Wilsonville, OR 97070 Virtual Conference Dianna Ray, QKA Premier Retirement Services, Inc. 25195 SW Parkway Avenue, #204 Wilsonville, OR 97070 2013 NAFE On Site Registration Summer Ray, QKA Premier Retirement Services, Inc. 25195 SW Parkway Avenue, #204 Wilsonville, OR 97070 2013 NAFE On Site Registration Michelle Siewell, QKA Premier Retirement Services, Inc. 25195 SW Parkway Avenue, #204 Wilsonville, OR 97070 2013 NAFE On Site Registration Michael B. Stuber, QPA, ERPA* Primark Benefits 875 Mahler Rd., Suite 105 Burlingame, CA 94010 2013 NAFE On Site Registration

Parker Elmore, EA, MAAA, FCA, ASA Primoris Benefit Advisors, Inc. 100 Linwood Ave Ste 201 Colchester, CT 06415-1134 2013 NAFE On Site Registration Steve Soulis, APA Principal Financial Group 711 High Street, C-003-W20 Des Moines, IA 50309 2013 NAFE On Site Registration David Zamberlan Prism Management 9544 Topanga Canyon Blvd Chatsworth, CA 91311 2013 NAFE On Site Registration Marcy Armstrong, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 Virtual Conference Teresa Bothell, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 2013 NAFE On Site Registration Kara Hickie, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 Virtual Conference Trista Kluesner, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 2013 NAFE On Site Registration


La-Li Hing, APA Prudential Retirement 500 Main Street Dubuque, IA 52001 2013 NAFE On Site Registration Sally Pergande, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 Virtual Conference Kristine Rausch Prudential 500 Main Street Dubuque, IA 52001 Virtual Conference Stacy Sieverding, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 Virtual Conference Bruce Wallace Prudential Retirement 280 Trumbul Street Hartford, CT 06103 2013 NAFE On Site Registration Russell Willhelm, QKA Prudential Retirement 500 Main St Dubuque, IA 52001 Virtual Conference

Q

Nathan Gasaway QBI, LLC 21021 Ventura, Blvd., Suite 100 Woodland Hills, CA 2013 NAFE On Site Registration

Leona Tran QBI, LLC - Qualified Benefits Suite 100, 21021 Ventura Blvd. Woodland Hills, CA 91364 2013 NAFE On Site Registration Whitney Griffin, CPA, QKA Qualified Pension Services, Inc. 4650 S. National Avenue, Suite C-1 Springfield, MO 65810 2013 NAFE On Site Registration Faith Irmen, ERPA, QPA, QKA Qualified Pension Services, Inc. 4650 S. National Avenue, Suite C-1 Springfield, MO 65810 2013 NAFE On Site Registration John Stoltz Qualified Pension Services, Inc. 7851 S. Elati Street, Suite 205 Littleton, CO 80120-8081 2013 NAFE On Site Registration Stephanie Jones, APA Quantech Pensions, LLC 8141 E. Kaiser Blvd., Suite 312 Anaheim, CA 92808 2013 NAFE On Site Registration

R Nicholas Stout, APA Raymond, Reeves & Stout 1423 S. Higley Rd., #116 Mesa, AZ 85206 Virtual Conference Stanford Stout, CPA, APA Raymond, Reeves & Stout 1423 S. Higley Rd., #116 Mesa, AZ 85206 Virtual Conference


Lori Duncan, APA REA Corporation 2455 North Neglee Road, #401 Tracy, CA 95304 2013 NAFE On Site Registration Victor Yaneza, APA REA Corporation 2455 North Neglee Road, #401 Tracy, CA 95304 2013 NAFE On Site Registration Karen Affonso, APA Retirement Administration, Inc. 4966 El Camino Real, Suite 213 Los Altos, CA 94022 2013 NAFE On Site Registration Cherice Pak, APA Retirement Administration, Inc. 4966 El Camino Real, Suite 213 Los Altos, CA 94022 2013 NAFE On Site Registration Stephanie Copner, APA Retirement Plan Consultants 1080 W. Shaw Avenue, Suite 101 Fresno, CA 93711 2013 NAFE On Site Registration Richard Banziger, APA, APR Retirement Planners 7639 Leesburg Pike Falls Church, VA 22043 2013 NAFE On Site Registration Mark Witkowski, APA, QPA, ERPA Retirement Planners 7639 Leesburg Pike Falls Church, VA 22043 2013 NAFE On Site Registration

Doreen Fechtel, QPA, QKA, ERPA Retirement Planners & Administrators, Inc. 167 Topsail Dr., Ponte Vedra, Fl 32081 Virtual Conference Kim Heidemann, QPA, QKA, CEBS Retirement Planners & Administrators, Inc. 167 Topsail Dr., Ponte Vedra, Fl 32081 Virtual Conference Janice Ki, QPA, QKA Retirement Planners & Administrators, Inc. 167 Topsail Dr., Ponte Vedra, Fl 32081 Virtual Conference Jeanne E. Krauss, QKA Retirement Planners & Administrators, Inc. 167 Topsail Dr., Ponte Vedra, Fl 32081 Virtual Conference Jennifer Westerman, ASSPA, QKA Retirement Planners & Administrators, Inc. 167 Topsail Dr., Ponte Vedra, Fl 32081 Virtual Conference Robert Krypel Retirement, LLC 3400 Dundee Road, Suite 200 Northbrook, IL 60062 2013 NAFE On Site Registration Cory Bender, APA, APR, ERPA Retirement Strategies Group, LLC 800 West Commerce Road, Suite 105 New Orleans, LA 70123 Virtual Conference


Jeremy Callegan, APR, APA, ERPA Retirement Strategies Group 800 West Commerce Rd., Suite 105 New Orleans, LA 70123 Virtual Conference Dondrack Smith, APA Retirement Strategies Group 800 West Commerce Road, Suite 105 New Orleans, LA 70123 Virtual Conference Christine Scott Riffkind, APA, ERPA Riffkind, Scott & Associates, Inc. 78678 Sunrise Canyon Ave. Palm Desert, CA 92211 Virtual Conference Leslie Kearns R.K. Schaaf Associates, Inc. 21650 Oxnard St., #1450 Woodland Hills, CA 91367 2013 NAFE On Site Registration Michelle Marsh* ** RPCSI 6509 Mutual Drive Fort Wayne, IN 46825 2013 NAFE On Site Registration

S Randall Cook, JD*** Saalfeld Griggs, PC PO Box 470 Salem, OR 97308 2013 NAFE On Site Registration Christine Moehl, Esq.*** Saalfeld Griggs, PC PO Box 470 Salem, OR 97308 2013 NAFE On Site Registration

Chris Stroud, MSPA, MAAA, EA*** Simoneaux & Stroud Consulting Services 165 Geranium Ct., Marco Island, FL 34145 2013 NAFE On Site Registration Jeffrey Hutchison, APR Spectrum Financial Services Corp. 3790 Fernandina Road, Suite 300 Columbia, SC 29210 2013 NAFE On Site Registration Bradley Kinoshita, MSFS, CLU, ChFC, REBC, RHU, AEP, APR Stan A. Kinoshita & Associates, Inc. 410 Kilauea Avenue Hilo, HI 96720 2013 NAFE On Site Registration Sheri Kinoshita-Nishida, QPA Stan A. Kinoshita & Associates, Inc. 410 Kilauea Avenue Hilo, HI 96720 2013 NAFE On Site Registration Betty Kelly-Gonsalves, ERPA Stanley Pension Services P. O. Box 247 La Habra, CA 90633-0247 2013 NAFE On Site Registration Norman Levinrad, EA, FSPA, MAAA*** Summit Benefit & Actuarial Services 374 W. 12th Avenue Eugene, OR 97401 2013 NAFE On Site Registration Jill Bazile, CPC, QPA, QKA, ERPA Summit Benefit & Actuarial Services, Inc. 11803 W. North Ave Wauwatosa, WI 53226 Virtual Conference


Jeremy Clark Summit Benefit & Actuarial Services, Inc. 11803 W. North Ave Wauwatosa, WI 53226 Virtual Conference Jesse Coates, ERPA, QPA, APA Summit Benefit & Actuarial Services, Inc. 11803 W. North Ave Wauwatosa, WI 53226 Virtual Conference Kathryn A. Goracke, CPC, QPA, QKA Summit Benefit & Actuarial Services, Inc. 11803 W. North Ave Wauwatosa, WI 53226 Virtual Conference Morgan Paige, QKA Summit Benefit & Actuarial Services, Inc. 11803 W. North Ave Wauwatosa, WI 53226 Virtual Conference Beverly T. Teraoka, CPC, ERPA, CEBS, QPA, QKA, GBA, RPA Summit Benefit & Actuarial Services, Inc. 11803 W. North Ave Wauwatosa, WI 53226 Virtual Conference Robert Richter, J.D., LL.M.*** SunGard Relius 1660 Prudential Drive Jacksonville, FL 32207 2013 NAFE On Site Registration S. Derrin Watson, JD, APM*** SunGard Relius 5631 Kent Pl. Goleta, CA 93117-2131 2013 NAFE On Site Registration

Theresa Conti, APR, QKA, ERPA* Sunwest Pensions P.O. Box 7850 Tempe, AZ 85281 2013 NAFE On Site Registration Lynn DeRoia, APa, ERPA Sunwest Pensions P.O. Box 7850 Tempe, AZ 85281 Virtual Conference Marcy Kirkpatrick, QKA Sunwest Pensions P.O. Box 7850 Tempe, AZ 85281 2013 NAFE On Site Registration Lindsey Kotz, APA Sunwest Pensions P.O. Box 7850 Tempe, AZ 85281 2013 NAFE On Site Registration

T Marjorie Taylor, APA, QPA, ERPA Taylor Pension Administration, LLC P.O. Box 1320 Coupeville, WA 98239 2013 NAFE On Site Registration Matthew Dalton TaxNotes Today Virtual Conference Jenny Done TD Ameritrade 717 17th Street, Suite 1700 Denver, CO 80202 2013 NAFE On Site Registration


George Herrera, AIF TD Ameritrade 28052 N 90th LN Peoria, AZ 85383 2013 NAFE On Site Registration John Newman, CFP TD Ameritrade Trust Company 717 17th Street, Ste 1700 Denver, CO 80202 2013 NAFE On Site Registration Rob Martin, ERPA, QPA Tegrit Group 1840 MacKenzie Dr, Ste 201 Columbus, OH 43220 Virtual Conference Ann Betar, APA The Hancock Group 1618 E. Pleasant Valley Blvd. Altoona, PA 16602 2013 NAFE On Site Registration Ali Khan The Kagan Company 6400 Canoga Ave. Suite 305 Woodland Hills, CA 91367 Virtual Conference Marilou Lagua The Kagan Company 6400 Canoga Ave. Suite 305 Woodland Hills, CA 91367 2013 NAFE On Site Registration Bill Raymond, APA The Raymond Company Pension Services, LLC 4545 E. Southern Ave., Suite 108 Mesa, AZ 85206 2013 NAFE On Site Registration

Tim Raymond, APA The Raymond Company Pension Services, LLC 4545 E. Southern Ave., Suite 108 Mesa, AZ 85206 2013 NAFE On Site Registration Michelle Walters, ERPA, QKA, QPA The Retirement Advantage, Inc. 47 Park Place, Suite 850 Appleton, WI 54914 Virtual Conference Helen Doebler, APA, QKA The Senex Group 21021 Ventura Blvd., Suite 310 Woodland Hills, CA 91364 2013 NAFE On Site Registration Janine Kolebuck, APA, QKA, ERPA The Senex Group 21021 Ventura Blvd., Suite 310 Woodland Hills, CA 91364 2013 NAFE On Site Registration Martha Philips, APA, QKA The Senex Group 21021 Ventura Blvd., Suite 310 Woodland Hills, CA 91364 2013 NAFE On Site Registration John Sample, ERPA The Vargo Company 4932 Iroquois Avenue Erie, PA 16506 2013 NAFE On Site Registration Christina Auyeung Koo, APA Thomas Wirig Doll 165 Lennon Lane, Suite 200 Walnut Creek, CA 94598 2013 NAFE On Site Registration


Candice Corpus, APA, QPA Thomas Wirig Doll 165 Lennon Lane, Suite 200 Walnut Creek, CA 94598 2013 NAFE On Site Registration Georgia Panosellis, APA, QPA Thomas Wirig Doll 165 Lennon Lane, Suite 200 Walnut Creek, CA 94598 2013 NAFE On Site Registration Kimberly Sexton Total Benefit Communications 1117 Perimeter Center W, Suite E202 Atlanta, GA 30338 2013 NAFE On Site Registration Howard Uliss, CPA,QKA, CEBS TPA Services Inc. 7108 S. Alton Way, Building L, Suite B Centennial, CO 80112 Virtual Conference Emily Lichtenwalner, APA TR Paul, Inc. 14 Commerce Rd. Newtown, CT 06470 Virtual Conference Andrea Gelhar, CPP, APR, ERPA TSC, Inc. 7300 Metro Blvd, Suite 450 Edina, MN 55439 Virtual Conference

U John Davis United Retirement Plan Consultants 545 Metro Place South, Suite 240 Dublin, OH 43017 2013 NAFE On Site Registration

Julie Goodwin, QKA United Retirement Plan Consultants 400 D Street, Ste 300 Anchorage, AK 99501 Virtual Conference Lance Kesterson United Retirement Plan Consultants 545 Metro Place South, Suite 240 Dublin, OH 43017 2013 NAFE On Site Registration Jennifer Smith, J.D United Retirement Plan Consultants 4600 S. Ulster Street, Suite 680 Denver, CO 80237 Virtual Conference Martin Smith, FCA, MSPA, EA United Retirement Plan Consultants 600 Stewart Street, Suite 1600 Seattle, WA 98101 2013 NAFE On Site Registration Lora Armstrong, APA United Retirement Plan Consultants - Orange County 23046 Avenida De La Carlota, Suite 500 Lake Forest, CA 92653 2013 NAFE On Site Registration Laurie Ostrow, APA, ERPA United Retirement Plan Consultants - Orange County 23046 Avenida De La Carlota, Suite 500 Lake Forest, CA 92653 2013 NAFE On Site Registration Peter Stephan United Retirement Plan Consultants - Orange County 23046 Avenida De La Carlota, Suite 500 Lake Forest, CA 92653 2013 NAFE On Site Registration


Charan Singh, APA*** United Retirement Plan Consultants Los Angeles 4640 Admiralty Way, Suite 900 Marina del Rey, CA 90292 2013 NAFE On Site Registration Mark Keck UT-Battelle - Oak Ridge National Laboratory 1060 Commerce Park Drive Oak Ridge, TN 37830 2013 NAFE On Site Registration

V Valerie Stauffer, APA VRS Pension Services, Inc. 2600 Stanwell Drive, Suite 110 Concord, CA 94520 Virtual Conference

W Michael Coyne, Attorney*** Waldheger Coyne 1991 Crocker Road, #550 Cleveland, OH 44145 2013 NAFE On Site Registration Shelley Totah, APA WealthPlan Advisors 7272 E. Indian School Rd., Suite 103 Scottsdale, AZ 85251 Virtual Conference Carol Beverly, CPA WebsterRogersLLP 1411 Second Loop Road Florence, SC 29505 2013 NAFE On Site Registration

Courtney Cribb, CPA WebsterRogersLLP 1411 Second Loop Road Florence, SC 29505 2013 NAFE On Site Registration Richard Naegele, JD, MA Wickens Herzer Panza Cook & Batista 911 Superior Drive Huron, OH 44839 2013 NAFE On Site Registration William L. Rossie, QKA WLR & Associates, Inc. 5107 Monroe Rd, Suite A Charlotte, NC 28205 2013 NAFE On Site Registration Angela Handzic, APA Wolf Financial Management LLC 1901 S. Meyers Road, Suite 630 Oakbrook Terrace, IL 60181 2013 NAFE On Site Registration

2013 NIPA Annual Forum & Expo Attendee List by Company€¦ · 2013 NIPA Annual Forum & Expo...

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Transcript of 2013 NIPA Annual Forum & Expo Attendee List by Company€¦ · 2013 NIPA Annual Forum & Expo...