Executive Committee Members Corey J. Walther – Chair President Allianz Life Financial Services, LLC Read Bio Robert L. Jameison – Vice Chair Senior Vice President, Head of Insurance, DCIO & BD Investments Fidelity Institutional Read Bio Paula Nelson – Treasurer & Secretary Managing Director & Head of Strategic Growth Global Atlantic Financial Group Read Bio Philip J. Pellegrino – Immediate Past Chair Managing Director, Head of Wealth Planning & Insured Solutions UBS Financial Services, Inc. Read Bio Wayne Chopus President & Chief Executive Officer Insured Retirement Institute Read Bio Terri N. Fiedler** President, Retirement Services Corebridge Financial Read Bio John Kennedy** Executive Vice President, Chief Distribution and Brand Officer, Lincoln Financial Group Read Bio Kevin Kennedy** Senior Vice President, Sales and Chief Marketing Officer of Retirement Solutions Division Pacific Life Insurance Company Read Bio Bill Lowe** President Sammons Institutional Group Read Bio Laura Pantaleo** Managing Director, Wealth Management – Insurance and Retirement Solutions J.P. Morgan Read Bio Joseph Toledano Managing Director, Head of Insured Solutions Group Morgan Stanley Wealth Management Read Bio **At-large member of the IRI Executive Committee, which includes IRI officers. Board Members Sean Baker Managing Director, Head of Retirement Insurance BlackRock Read Bio Michael Downing Chief Operating Officer Athene Read Bio Michael Eustic Head of Insurance and Subadvisory Invesco Read Bio Ethan Floyd Chief Product Officer RegEd Read Bio Tim Froehlich Managing Director, Head of Insurance and Annuities, Wealth & Investment Management Wells Fargo Read Bio Dev Ganguly Executive Vice President, Chief Innovation & Technology Officer Jackson Financial Inc. Read Bio Marci Green Managing Director, Head of Retail Insurance Goldman Sachs Asset Management Read Bio Craig Hawley President, Nationwide Annuity Nationwide Financial Read Bio Jordan Jackson Senior Vice President, Head of Insurance Solutions Raymond James Insurance Group Read Bio Jay Jackson Senior Vice President, Investment Management Solutions – Annuities and Insurance LPL Financial Read Bio Myles Lambert Executive Vice President, Chief Distribution & Marketing Officer Brighthouse Financial Read Bio Jonathan Lepore Vice President, Head of Retirement National Accounts & VA Distribution T. Rowe Price Read Bio Jeff Lorenzen Chief Executive Officer American Equity Investment Life Insurance Company Read Bio Paul Lucas Senior Vice President and Account Manager PIMCO Read Bio Colbert Narcisse Chief Product and Business Development Officer TIAA Read Bio Jamie Ohl President, Individual Solutions Transamerica Read Bio Jerry Patterson Head of Advanced Wealth Solutions Cetera Financial Group Read Bio Sri Reddy Senior Vice President Principal Financial Group Read Bio Katherine Roy Principal, Retirement Products, Edward Jones Read Bio Steve Scanlon Managing Director, Head of Individual Retirement Equitable Read Bio Joe Schultz Senior Vice President, Chief Client Officer American Century Investments Read Bio Wes Severin Executive Vice President, Retirement Division Symetra Financial Read Bio Michael Sturm Managing Director, Retirement Product Executive Bank of America Read Bio Colleen Tycz Senior Vice President, Head of Strategic Partnerships & Insurance Distribution Franklin Templeton Read Bio Dylan Tyson President, Retirement Strategies Prudential Financial Read Bio Matthew Wion Senior Vice President & Head of Retail Annuities New York Life Insurance Company Read Bio Vacant State Street Global Advisors
