THE FIDUCIARY U™ PODCAST

Jerry Schlichter is founding and managing partner of Schlichter Bogard & Denton.

Nevin E. Adams is Chief Content Officer for the American Retirement Association, where he is responsible for all marketing and communications for the organization as well as its sister organizations such as ASPPA and NAPA.

Ross Marino is Founder of Transitus Wealth Partners, CEO of Advisor2X and the author of Shaping Change: How To Respond When Life Disrupts Your Retirement Plan.

Ray Conley is CEO of Benetic and a 23-year veteran of investing in early stage technology companies.

Brad Bartells is a Partner at MUN CPAs with 20 plus years of experience auditing employee benefit plans.

Matthew Wolniewicz is a 25-year industry veteran who is currently President of Income America.

David Levine is a Principal at Groom Law Group and a well-known voice in the industry on fiduciary and retirement issues.

JD Carlson is the owner of Plan Design Consultants, a third-party administrator, and the host of the popular web show, Retireholi(k)s.

Katherine Roy is Chief Retirement Strategist for J.P. Morgan where she leads a team that focuses on providing unique insights that can be used to provide better retirement planning advice to investors.

Michael Doshier is a Senior Defined Contribution Advisor Strategist for T. Rowe Price where he helps further the firm’s position as a thought leader in the retirement arena.