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

Senior Vice President 
Nationwide Financial Distribution and Sales, Inc.

William Benjamin**
Chief Executive Officer
Covr Financial

Wayne Chopus
SVP, Strategic Relationship
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

Scott Couto**
President
Fidelity Institutional Asset Management

Erin Donnelly
Executive Vice President
TIAA Nuveen

Michael Ferraro

Director—Financial Institutions Group
Blackrock

Terri Fiedler
Executive Vice President, Strategic Accounts
AIG Financial Distributors

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

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

Carolyn Johnson
CEO of Annuities & Individual Life
Voya Financial 

John Kennedy
Head of Retirement 
Solutions Distribution
Lincoln Financial Distributors

Jim Kwok
Managing Director
Head of Subadvisory
J.P. Morgan Asset Management 

William Lowe
President
Sammons Retirement Solutions

Michael McCarthy
SVP, National Sales
Great-West Financial

Jeff Miller
Managing Director
Head of Wealth Management 
Advice and Platforms 
UBS Financial Services, Inc.

Kieran Mullins
Head of Client Services
& Operations
US Retail Division of Metlife

Paula Nelson**
Managing Director – Head of Retirement 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
President
Transamerica Distributors

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

Scott Stolz
Senior Vice President PCG Investment Products
Raymond James

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