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The Steering Committee
Financial wellness is one of the biggest challenges for our industry and our nation. The Financial Wellness Steering Committee is comprised of 18 industry leaders who provide guidance, identify key issues, and drive strategy for this initiative.
Theodore Bunzel
Head of the Retirement Solutions Group
BlackRock
John M. Davis
Principal, Retirement Products
Edward D. Jones
Yanela Frias
President, Group Insurance
Prudential Financial, Inc.
Teresa Hassara
Head of Workplace Solutions
Massachusetts Mutual Life Insurance Company
Bryan Hodgens, AIF, CRC, RMA
Senior Vice President, Retirement Partners, Investor Focused Solutions
LPL Financial
Thomas M. Hurley, Series, 6, 7, 24 and CFS
Senior Vice President, Market Research & Strategy
Jackson National Life Distributors
Juneen Belknap Kirk
Principal, Financial Services
PwC
Chris Luongo
Division VP, Strategy & Business Development
ADP Retirement Services
Steve Lunt
Head of Business Planning & Analysis
Fidelity Investments Life Insurance Company
Sandy McCarthy
VICE CHAIR
President of Retirement Services
OneAmerica Financial
Patrick Murphy
Chief Executive Officer
John Hancock Retirement
Kenneth Pardue
Managing Director of Retirement Products and Trust
Wells Fargo Advisors
Gerald W. Patterson, Jr.
Senior Vice President, Retirement & Income Solutions
Principal
John J. Quinn
Head of Institutional Retirement Product Management & Distribution, Bank of America
Alison Salka, Ph.D.
Senior Vice President and Director of Research
LIMRA and LOMA
Aaron Seurkamp
President, Retirement Division
Protective Life Corporation
Tina Wilson
SVP and Chief Product Officer,
Empower
Brant K. Wong
Head of Retirement Global Strategic Relations
JP Morgan