Robert DeChellis — Chairman
President & Chief Strategist 
Allianz Exchange

William Morrissey— Vice Chairman
Managing Director and
Divisional President
Independent Advisor Services
LPL Financial

Benjamin Huneke — Treasurer/Secretary

Head of Investment Solutions
Morgan Stanley Wealth Management  

Robert Moore — Past Chairman
Chief Executive Officer 
Cetera Financial Group

Catherine J. Weatherford President and Chief Executive Officer
Insured Retirement Institute (IRI)

Tina Ambrozy

Nationwide Financial Distributors, Inc.

Bill Benjamin**
Chief Executive Officer
Covr Financial Technologies

Wayne Chopus
Head, Strategic Relationship Management
Management and Sales Operations
Prudential Annuities

Peter Cieszko
Senior Vice President,Chief Client Officer - Americas
American Century Investments

Greg Cicotte
Executive Vice President, Chief Distribution Officer
Jackson National Life Insurance Company

Erin Donnelly
Executive Vice President
TIAA Nuveen

Michael Ferraro
Head of Retail Financial Institutions Group, North America

Terri Fiedler
Executive Vice President, Strategic Accounts
AIG Financial Distributors

Joseph A. Fournier
Executive Vice President
Head of Insurance Sub-Advisory

Kristin Hill
Managing Director
Head of Personal 
Retirement Solutions
Bank of America Merrill Lynch

Dylan W. Huang
Senior Managing Director and Head of Retail Annuities
New York Life

Robert L. Jameison
SVP, Head of Institutional Insurance & DCIO Relationship Management
Fidelity Institutional Asset Management

Carolyn Johnson
CEO of Annuities & Individual Life
Voya Financial 

John Kennedy
Head of Retirement 
Solutions Distribution
Lincoln Financial Distributors

Kevin Kennedy
Managing Director, Head of Individual Annuity Business
AXA Distributors LLC

Myles Lambert
Chief Distribution & Marketing Officer
BrightHouse Financial

William Lowe
Sammons Retirement Solutions

Michael McCarthy
SVP, National Sales
Great-West Financial

Paula Nelson**
Head of Annuity Distribution
Global Atlantic Financial Company

Caroline O'Connell
Chief Marketing Officer
Investment Services
BNY Mellon

Jerry Patterson**
SVP, Retirement & Income Solutions
Principal Financial Group

Dave Paulsen
Transamerica Distributors

Philip J. Pellegrino
Executive Director, Head of Annuities
UBS Financial Services, Inc.

George Riedel
Head of U.S. Intermediaries 
T. Rowe Price

Scott Stolz
Senior Vice President PCG Investment Products
Raymond James Insurance Group

Bob Vorlop
Head of Products & Advice
Wells Fargo Advisors

Marc Vosen
President & CEO
Key Investment Services, LLC

**At-large member of the IRI Executive Committee, which includes IRI officers.
Board of Directors