THE FIDUCIARY U™ PODCAST

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.

Eugeny Prudchyenko is co-founder and CEO of EvoShare. an innovative cashback rewards platform that aligns consumer spending and retirement saving.

Diane Gallagher is Vice President of Value-Add Programs at American Century Investments where she is the firm’s spokesperson on retirement investing and chairs the company's retirement plan committee.

Jen Benz is a leading voice in the employee benefits industry and SVP and Communications Practice Lead for Segal Benz.