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Financial Wellness Steering Committee

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.

Steering Committee

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

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