Committee Meeting Schedule

Adam Antoniades
CEO
Cetera Financial Group

Alan Assner
Vice President, Head of Product Development
Brighthouse Financial

Cheri Belski
Moderator
Head of Retirement, U.S. Intermediaries
T. Rowe Price

Jason Berkowitz
Moderator
Chief Legal and Regulatory Affairs Officer
IRI

Eric Boucher
Senior Director, Product, Pricing, & Solution Implementation
Transamerica

Angela Bretz
Chief Diversity & Inclusion Officer
Nationwide

Melissa Buccilli
Head of Retirement Insurance
BlackRock

Dean Cameron
Director
Idaho Department of Insurance
Vice President
National Association of Insurance Commissioners (NAIC)

Bradford Campbell
Partner
Faegre Drinker Biddle & Reath LLP
Former Assistant Secretary, Employee Benefits Security Administration
U.S. Department of Labor (DOL)

Wayne Chopus
Moderator
President & CEO
IRI

Darryl Gibbs
Lead Director & Associate General Counsel
Equitable

Eric Henderson
Moderator
President, Annuities
Nationwide

Jesse Itzler
Keynote

Greg Jaeck
Senior Product Leader, Insurance and Annuity Products
Edward Jones

Jenny Johnson
President and CEO
Franklin Templeton Investments

Heidi Kaiser
Chief Compliance Officer
Jackson National Life Insurance Co.

Representative Mike Kelly
(R-PA-16)

John Kennedy
Senior Vice President, Head of Retirement Solutions Distribution
Lincoln Financial Distributors

Representative Ron Kind
(D-WI-03)

Melissa Kivett
Managing Director, Head of Enterprise Strategic Relationship Management
Prudential Financial

Chris Lund
Financial Advisor
Cetera Financial Group

Jon Meacham
Keynote

Margaret Meister
President and CEO
Symetra Financial

Lauren Mitchell
Vice President, Annuity Solutions
LPL Financial

Julie Murphy
Financial Advisor
LPL Financial

Paula Nelson
Moderator
President, Retirement
Global Atlantic Financial Group

Frank O’Connor
Moderator
Vice President, Research & Outreach
IRI

Betsy Palmer
Chief Marketing Officer, Life and Retirement
AIG

Phil Pellegrino
Head of Insured Solutions
UBS Financial Services, Inc.

John Pinkley
Financial Advisor
Raymond James

Alison Reed
Executive Vice President, Product Solutions
Jackson National Life Distributors LLC

Paul Richman
Chief Government & Political Affairs Officer
IRI

Katherine Roy
Chief Retirement Strategist and Head of Individual Retirement
J.P. Morgan Asset Management

Thomas Selman
Founder
Scopus Financial Group
Former Executive Vice President for Regulatory Policy and Legal Compliance Officer
Financial Industry Regulatory Authority (FINRA)

Peter Tian
Head of Pricing & Inforce Management, Individual Retirement
Equitable

Tamiko Toland
Moderator
Head of Annuity Research
CANNEX

Joe Toledano
Managing Director
Morgan Stanley Wealth Management

Christine Tucker
Moderator
Vice President, Marketing
Pacific Life

Tom Vano
Vice President, Service, Trading, and Operations
LPL Financial

Holly Waters
Chief People Officer
Transamerica