Steve Cronin is a VP and National Sales Director for Ascensus, a 1,000+ employee administration and recordkeeping firm with over 27,000 401(k) plans, making it one of the industries’ largest independent providers. As National Sales Director, Mr. Cronin is responsible for a team of twelve (12) regional wholesalers who distribute commission and fee-based, open fund architecture products through RIAs, B/Ds, Wire-Houses, Independents, RIAs, IO Mutual Fund Firms and Third-Party Administrators (TPAs). Steve has nearly 30 years of retirement plan industry sales and servicing experience. Prior to joining Ascensus, Steve was practice leader for a retirement consulting firm and was head of retirement sales and administration for some of the industry’s leading financial services providers.

David M. Blitzer is managing director and chairman of Standard & Poor’s Index Committee with overall responsibility for index security selection, as well as index analysis and management. Prior to becoming Chairman of the Index Committee, Dr. Blitzer was Standard & Poor’s Chief Economist. Before joining Standard & Poor’s, he was Corporate Economist at The McGraw-Hill Companies, S&P’s parent corporation. Prior to that, he was a Senior Economic Analyst with National Economic Research Associates, Inc. and did consulting work for various government and private sector agencies including the New Jersey Department of Environmental Protection, the National Commission on Materials Policy, and Natural Resources Defense Council. Dr. Blitzer is the author of Outpacing the Pros: Using Indices to Beat Wall Street’s Savviest Money Managers, (McGraw-Hill, 2001) and What’s the Economy Trying to Tell You? Everyone’s Guide to Understanding and Profiting from the Economy, (McGraw-Hill, 1997). In the year 2000, Dr. Blitzer was named to SmartMoney magazine’s distinguished list of the 30 most influential people in the world of investing, which ranked him seventh, and in the year 1998, Dr. Blitzer was named the nation’s top economist, receiving the Blue Chip Economic Forecasting Award for most accurately predicting the country’s leading economic indicators for four years in a row. A well known speaker at investing and indexing conferences, Dr. Blitzer is often quoted in the national business press, including the New York Times, Wall Street Journal, USA Today, Financial Times, and various other financial and industry publications. He is frequently heard on local and national television and radio. A graduate of Cornell University with a B.S. in engineering, Dr. Blitzer received his M.A. in economics from the George Washington University and his Ph.D. in economics from Columbia University.

Jonathon Dues is Vice President of Business Development for the Investment Strategies department at Mesirow Financial. Mr. Dues is responsible for developing and nurturing long-term client relationships and assisting in the ongoing service of client accounts in the Eastern U.S. Jonathon joined Mesirow Financial in 2006 from Ibbotson Associates, where he worked as a Senior Account Manager for the company’s Central and Southeast sales territories. He has a bachelor of arts degree from Hillsdale College in Michigan.

Larry Marshall is the President of Center for Fiduciary Management (CFFM), a software and service company providing fiduciary monitoring services for the retirement plans industry through its Fiduciary investment Reporting Manager (FiRM). FiRM has supported advisors, record-keepers and other retirement plan specialists with marketing or monitoring on over 13,000 retirement plans since its launch in 2004. Larry serves his customers with a blend of custom and packaged web services providing simple-to-use online features combined with easy to present reports for plan sponsor investment committees. Leading the launch of an all new modular version of FiRM in 2010, customers now benefit from greater flexibility in product configuration, customer branding, document collation, and customer proprietary features. Prior to taking over the day-to-day operations of CFFM, Larry spent 13 years in management consulting with firms like Accenture, a $15 billion management and technology consulting firm. As an executive level manager and director, he evaluated business capabilities and created strategies to grow value. Larry managed execution of multi-million dollar operation and technology programs to achieve positive business results for client organizations of Fortune 500 companies.

Tom Bruns is a Divisional Vice President for John Hancock Retirement Plan Services. He joined Manulife, now John Hancock, in September of 2003. Prior to Manulife, Mr. Bruns was the President of Kemper Retirement Plans, and later President of Scudder Distributors Inc. Prior to Kemper, Tom worked for Metropolitan Life and Aetna. He attended the University of Illinois and received his Bachelor’s of Science in Biochemistry. Tom also attended Northwestern Kellogg Graduate School of Management where he earned his Masters of Management in Finance and Marketing. To help build homes and provide aid, he has led humanitarian groups to Honduras over the last eight years. Tom lives in the greater Chicago area and is the father of six children and one lovely wife.

Kelly Michel is the Sr. VP of Institutional Sales & Business Development and a member of Transamerica Retirement Services senior management team. Ms. Michel is responsible for developing and executing the strategic direction of Transamerica’s product distribution. In this role, Kelly has direct oversight of the MEP Markets, Business Development Groups and the sales & marketing of the Single Premium Group Annuity solutions for terminating Defined Benefit plans. Providing cross border DB and DC plan solutions for multinationals, she is an active member in the AEGON Global Pensions group. Kelly is an active member of the National Association of Professional Employer Organizations. She is also the author of numerous articles on Multiple Employer retirement plans and their use in the Professional Employer Outsourcing marketplace. Kelly holds the AIF designation from the Center for Fiduciary Studies, affiliated with the Katz Graduate School of Business, University of Pittsburgh. She received her Bachelor of Science in Business Management from Pepperdine University in Malibu, California. Kelly is a registered representative and principal with FINRA as well as a licensed insurance agent.

Gary B. Sutherland has almost 20 years of insurance experience and founded North American Professional Liability Insurance Agency, LLP (NAPLIA) in 1998. NAPLIA has grown to be one of the leading writers of professional liability insurance specializing in financial professionals. Mr. Sutherland holds the prestigious designation of Certified Insurance Counselor (CIC), an honor attained by only 2% of all insurance brokers. He previously held the position of National Sales Manager for a leading provider of professional liability insurance. Mr. Sutherland’s expertise is well acknowledged and he regularly speaks at national conferences, most recently Fiduciary 360’s conference in San Diego, and for large accounting firms.

Joseph Masterson, Senior Vice President and Chief Sales and Marketing Officer, is a member of Diversified’s Executive Management Committee and Investment Committee. Having joined Diversified in 1985, he is currently responsible for leading Sales, Distribution Channel Management and Marketing teams. Prior to his current assignment, Mr. Masterson also led Diversified’s Regional Client Management Organization. Mr. Masterson held similar responsibilities with Diversified’s predecessor, Mutual of New York, where he was also responsible for their Investment Advisory Division. Mr. Masterson began his pension career in 1976 with Aetna. He received a B.S. in Marketing and an M.B.A. in Investment Management Finance from Fordham University. His industry affiliations include past Chairperson of the Retirement & Investment Marketing Committee – LIMRA International; a longstanding member of AIMSE; a member of the Investment Management Consultants Association; and a member of the editorial advisory board of the Journal of Pension Benefits. He is a frequent speaker and author on retirement plans and asset allocation strategie

Diane Kolvek is the Sr. TPA Channel Manager for Mutual of Omaha. Ms. Kolvek has nearly two decades of experience in the 401k industry. She began her career as a service rep with Mutual Benefit Life. Diane subsequently departed with a group from the pension division to build a 401k product at Northwestern National Life. She moved into wholesaling and was instrumental in successful cross-selling efforts at ReliaStar (formerly NWNL) and Guardian. Ms. Kolvek’s long experience includes servicing, educating and wholesaling. She has also provided onsite services to employers and employees in 49 different states. Her current role as Senior TPA Channel Manager enables her to create and shape the direction of the TPA platforms as well as services offered by Mutual of Omaha.

Scott Revare is Co-founder and CEO of two companies dedicated to the Employer Sponsored Retirement Plans Industry. The Center for Fiduciary Management (CFFM) provides retirement plan monitoring tools for Advisors and Smart401k provides participant advice services to Plan Sponsors. CFFM’s flagship service, Fiduciary Investment Reporting Manager (FiRM), is designed to provide assistance from policy creation to the monitoring process, including investment policy development, criteria definition, plan monitoring and the replacement of funds. Smart401k, provides cost effective advice for company retirement plan participants through managed portfolio or advice services via the web, phone or email. It also provides access to an advisor center, staffed by registered advisors. Prior to founding Smart401k and CFFM, Scott was a Partner with Accenture, a Management Consulting Firm, where he helped lead the US Finance and Human Performance Practices in the Telecom Industry. Scott is a Registered Investment Advisor located in Overland Park, Kansas.

Dr. Gregory W. Kasten serves as Founder, President and CEO of Unified Trust Company. Upon graduating from Southern Illinois University School of Medicine in 1980, he completed an internal medicine internship and anesthesiology residency at the University of Kentucky Medical Center. Greg is also a board certified anesthesiologist. Dr. Kasten received a master of business administration degree with an emphasis on finance and investment management from the University of Kentucky College of Business Graduate School. He was awarded the Accredited Investment Fiduciary AnalystTM designation by the Center for Fiduciary Studies and the Certified Financial PlannerTM designation from the Denver College of Financial Planning. He also holds ASPA’s Certified Pension Consultant designation. Greg has published more than sixty papers on financial planning and investment-related topics in various financial and business journals. He authored two editions of the book Retirement Success, and has developed the Unified Fiduciary Monitoring Index, a method of measuring mutual fund and predictive performance from a fiduciary standpoint. Focusing on fiduciary best practices for pension professionals and Federal banking regulators, he has been active on the lecture circuit. Dr. Kasten co-authored the first place winning paper entitled: “Post Modern Portfolio Theory” in 2005 and presented the paper at the Financial Planning Association national meeting. He has more than twenty-five years of investment experience and has been with the Unified Trust since 1985. In January, 2007 Medical Economics listed Dr. Kasten among “The 150 Best Financial Advisors for Doctors.” Among the first Investment Advisors to complete the process, CEFEX certified Unified Trust to the Fiduciary Practices for Investment Advisors in 2006.

Mike DiCenso is the National Practice Leader for Gallagher Retirement Services and President of GBS Investment Consulting, LLC. His responsibilities include: Vision/Strategy, Implementation, Compliance Process Development, Sales/Marketing Management, Product Development, Technology Development, Service Delivery and Acquisitions. With a primary focus in the retirement plans area, Mr. DiCenseo has supplied executive management services for product providers, banks and consulting firms for more than sixteen years. His experience includes retirement plans, life & disability insurance, NQDC programs, mutual funds, worksite marketing RIA services, wealth management and BD operations. Mike earned a BS in Business Administration from Missouri Southern University. He holds an LLIF Fellowship from Babson College along with the PRP and AIF designations. In 2008, Mr. DiCenso was recognized as one of the “Most Influential” people in the 401(k) industry by 401kWire Magazine.

Mike Jackson is a Vice President and head of the Investment Only Division at American Century Investments. The IO division is comprised of two groups. The “Defined Contribution” group focuses on the sale of American Century Investments’ strategies and funds in retirement plans. The DC team works with retirement advisors, platforms, wholesalers and TPAs. The products and tools are designed to help clients increase business and market share. The “Insurance and Specialty Products” group seeks out opportunities within variable annuity products. They are also responsible for promoting 529 sales. Mr. Jackson joined American Century Investments in 2000 and has been in the financial services business for nearly 25 years. Mike’s experience and expertise spans all facets of employee benefit products including health & welfare, disability and retirement plans. Mike is a frequent industry speaker and panelist. He is AIFA (Accredited Investment Fiduciary Analyst) certified and holds FINRA’s Series 6, 26, 51, and 63 securities licenses. He is a graduate of the University of Missouri.

For more information, call (816) 340-3760 or email: Mike_Jackson@americancentury.com

Blaine Aikin is President and CEO of fi360, an international leader in the field of investment fiduciary responsibility. Previously the Chief Knowledge Officer and Director of Training for fi360, Mr. Aikin is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept. Blaine has authored numerous articles on fiduciary responsibility and investment management. He is also the author of InvestmentNews’ monthly Fiduciary Corner. Mr. Aikin subsequently served as Budget Officer for Prince William County, Virginia. He earned the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer for Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning, providing instruction in investment planning and other subjects leading to the Certified Financial Planner; designation. Blaine received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate

Sheri Fitts is the director of Retirement Plans Communications and Large Plan Sales at StanCorp Equities, Inc., a subsidiary of StanCorp Financial Group, Inc. (The Standard). Ms. Fitts joined The Standard in 2006 and is responsible for sales-related communications within the Retirement Plans business unit. In this role, Sheri directs the development, planning & implementation of retirement plan communications for advisors, brokers and other channel partners. As a recognized expert in her area, she is often asked to speak by industry groups, including the Association of Financial Professionals, Western Pension & Benefits Conference, ASPPA, Financial Planning Association and the Profit Sharing/401(k) Council of America (PSCA). Sheri has also written and presented on the topics of social media, behavioral finance and generational differences. During her nearly 20-year career in financial services, she has received awards and recognition from the PSCA, Pension & Investments, National Association of Government Defined Contribution Administrators, the International Association of Business Communicators and more. Ms. Fitts serves on numerous boards and committees, including the rapidly-expanding and increasingly recognized Women in Pensions Network.

Tony DeMaio is Chairman of the Board of Directors and Chief Executive Officer of the Big Media Broadcasting Company, Inc (BMBC). Under his leadership, the company has grown into a premier Internet broadcast information, education, entertainment and media company reaching global consumer markets. Mr. DeMaio was also the Founder and Chief Executive Officer of Ugottagolf, managing hundreds of charity fundraising golf tournaments. Clients ranged from the Kiwanis Clubs to the NFL Alumni, NFL Coaches Association and The Reagan Presidential Library. Tony founded the Healthy America Campaign Inc in 1994, which developed non-hospital based health screening facilities, including a joint venture with Blue Cross of California’s Check-Up Centers of America Division. In 2005, Tony was named the Director of Fund Development for a 100 million dollar building project for the Shepherd of the Hills Church in Porter Ranch, CA. He also Founded Life-Time Management Co., whose clients included hundreds of Fortune 1000 companies and some notables such as Tony Robins, Fred Pryer, and Tom Hopkins. As Founder of Duraflex Sports Products, Mr. DeMaio developed, manufactured and marketed fitness products to major department and sporting goods stores, including JC Penny’s, K-mart, Target, Big 5 and Oshmans. Duraflex Sports was subsequently purchased by Carlson industries, a six billion-dollar publicly traded company based in Minnesota. Tony still owns patents on exercise & football equipment, and has owned and operated The Executive Fitness Clubs. He started his career as a coach, serving as both a high school football coach and as an assistant football coach at the University of California, Los Angeles (UCLA), under Head Coach Dick Vermeil. A veteran with over 25 years of experience in mergers & acquisitions, operations, marketing, sales, product development and manufacturing, Tony has always demonstrated exceptional abilities to run companies, develop products, facilitate marketing plans and train sales forces.

Jim Langenwalter is the founder and Managing Director of Strategy|Expediters, a new media client development company. Strategy|Expediters helps accelerate business strategies that create competitive advantages and increase market share through innovative solutions without adding to staff. Prior to founding Strategy|Expediters – and as a result of the sale of his company to Rollover Systems, Inc. (RSI) – Jim held a transitional role as the Chief Business Development Officer at RSI, an independent provider of rollover services.During his tenure, he was responsible for sales, product management, marketing, participant communications and business development. Mr. Langenwalter developed the repeatable sales model for driving revenue from the large, but fragmented TPA and plan advisor channel. He also led the Emerging Markets group and helped develop private label programs for institutional customers, including distributors, providers and recordkeepers. Prior to RSI, he was the Founder and CEO of Mid-Market America (SaveSimply) which was acquired by RSI to provide asset retention and transfer agency capabilities. SaveSimply’s proprietary technology provided a profitable, private labeled, managed account investment solution for small accounts. This solution was sold through banks, credit unions and non-financial institutions, such as payroll companies and affinity groups. Jim also held marketing director roles at SMS Consulting and the Carnegie Group, financial services firms specializing in leveraging technology and customer information repositories to cross sell products, reduce risk and increase service levels across all points of contact (call center, branch, ATM & web).He also held senior management positions at Federated Investors, Mellon Bank and Fiserv. Jim is a licensed Series 65 advisor and has an MBA from University of Pittsburgh as well as a Bachelors of Science degree from West Virginia University.

David J Witz, AIF is the Managing Director of Fiduciary Risk Assessment LLC (FRA) and PlanTools, LLC. FRA/PlanTools is a service provider to the retirement industry designing and licensing fiduciary compliance, performance reporting and benchmarking software solutions for industry service providers. FRA is in a patent pending status for its Master Diagnostic customizable automated compliance system which automates the process for fiduciary governance, analytics and diagnostics. David’s responsibilities include consulting engagements, expert witness services, business development, product design, and project management of FRA’s software solutions. FRA is the only firm in the industry to secure a legal opinion stating its 404(c) diagnostic system meets all the regulatory requirements and industry best practices. David has over 30 years of investment, plan design, administration, and fiduciary consulting experience with Qualified and Non-qualified Deferred Compensation plans. He began his career with Principal Financial Group in 1981. In June 1986, he acquired Corporate Benefit Planning (“CBP”) a third party administration, consulting, and investment advisory firm which he sold in 1996. Since then, David has held positions with four other national TPAs firms before forming FRA including BGS&G, CBIZ, the Geller Group, and The Newport Group. David has been published or quoted by the ASPPA Journal, BNA, Journal of Benefits and Compensation, the CPA Journal, SPARK Journal and Columbus CEO. He has been retained as an expert witness on ERISA matters and participated on advisory boards for Principal Financial, Mass Mutual, CBIZ, Asset International, Inc. the Center for Due Diligence (CFDD) and the Institute of Business & Finance. He has been a guest speaker for the AICPA, ASPPA, Bar Association, CFDD, fi360, Financial Planning, ISCEBS, North Carolina CPA/Law Forum, PLANSPONSOR, The Ohio State University School of Law, National Association of Bankruptcy Trustees and RADA. Recently he was appointed to the Board of Advisors for the Institute of Business & Finance (IBF). He was previously the host of a financial talk radio show on WWVA. David is a 1981 graduate of Penn State University with a Bachelor of Science degree in Economics, Insurance, and Real Estate. He has been awarded the ACCREDITED INVESTMENT FIDUCIARY designation from the Center for Fiduciary Studies. He has six exams completed towards his Chartered Financial Consultant (ChFC) and Charter Life Underwriter (CLU) designations. His licensing previously included NASD Series 6, 26, 63, 65 and Life, Health and Variable Insurance.

For more information, call (704) 564-0482 or email: dwitz@fraplantools.com

Glenn Dial is a Vice President for J.P. Morgan Asset Management Investment Only Retirement Business. Mr. Dial has almost two decades of retirement plans experience and speaks extensively at national retirement plan venues, including SPARK, ASPPA, Pension & Investments, CFDD and others. Glenn has penned numerous articles and is often quoted in premier industry publications, including DC News, PlanSponsor Magazine, Benefits Compensation, Employee Benefits Plan Review, Paytech, 401(k) Exchange, Human Capital Magazine, Employee Benefit News and others. Prior to joining J.P. Morgan, he held senior management positions with Merrill Lynch, Ceridian and ADP. Glenn holds the AIF designation from the Center for Fiduciary Studies, the PRP and the Series 7, 26 and 63 securities licenses. Mr. Dial earned an M.B.A .from Rollins College and a B.S.B.A. in Finance from the University of Central Florida.