LIMRA.com and LOMA.org will be off-line for scheduled maintenance February 21, 2026 from 6 - 10 a.m. ET.
The individual advisory boards offer insights on the business challenges facing companies to help organizations better understand and leverage different aspects of the association’s member benefits program. The executives chosen to join the four advisory boards are leaders in their respective fields who have agreed to share their expertise and experience to help shape the future focus for LIMRA and LOMA.
Retirement Plans Advisory Board
Donald MacQuattie
(Chair)
Senior Vice President, Leader of Institutional & Retirement, Raymond James
Ralph Ferraro
(Vice-Chair)
Senior Vice President, President of Retirement Plan Services, Lincoln Financial Group
Beau Adams
Executive Vice President, Life and Retirement,
Benefit Consultants Group
Catherine Campos
Head of Workplace Consultant Relations and Sales Strategy,
Fidelity Investments
Jeffrey Cimini
Vice President of Planning, Performance and Transformation for Retirement and Income Solutions, Principal Financial Group
Tom Conlon
Executive Director, Head of Retirement Sales, Morgan Stanley
Orlando Cruz
Senior Vice President, Chief Growth Officer, MissionSquare Retirement
Mark Dence
National Accounts and TPA Sales Director,
Capital Group
Erin Donnelly
Managing Director, Defined Contribution Platforms, Institutional Retirement Investments and Consultant and Industry Relations, Bank of America
Michael Doshier
Senior Vice President, Head of Retirement,
LPL Financial
Terri Fiedler
President, Retirement Services, Corebridge Financial
Kourtney Gibson
Senior Vice President and Chief Institutional Client Officer
TIAA
AJ Ijaz
Vice President, Asset Management Group, The Standard
Kameron Jones
Senior Vice President, National Sales Manager, Retirement, NFP
Jim Kais
Head of Group Retirement, Equitable
Sean F. O'Donnell
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions, LIMRA and LOMA
Kenneth Pardue
Managing Director of Retirement Products, Wells Fargo Wealth & Investment Management
Wayne Park
Head of U.S. Retirement, Manulife Investment Management | Global Wealth & Asset Management,
John Hancock
Richard Porter
Senior Vice President, Retirement Solutions Sales,
Nationwide
Katherine Roy
Principal, Retirement Products, Edward Jones
Ted Rudich
Head of Retirement Operations, Ascensus
Adam Sokolic
Chief Operating Officer HUB Retirement and Private Wealth, HUB International Investment Services, Inc.
Traci Stahl
Managing Director | Relationship Management​,
Charles Schwab & Co., Inc.
Jon Upham
President, Head of Institutional Retirement, SageView
Amy Vaillancourt
President, Wealth Solutions
Voya Financial
Tina Wilson
Senior Vice President & Chief Product Officer, Empower
Kimberly Zook
Head of Retirement, U.S. Intermediaries, T. Rowe Price Group, Inc.
