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Abbie Cone brings knowledge and assistance to her role as Account Manager. She has a passion for helping plan sponsors, participants and fellow team members navigate the landscape of retirement…
Adara Enrique is a Director – Retirement Plan Services at HUB Retirement and Private Wealth, where she specializes in retirement plan fee benchmarking across a wide range of providers and…
Addie is VP for Plan Sponsor Consultants. Addie has been in that role since 2008, at the founding of Plan Sponsor Consultants. Among her other client-facing duties, Addie is responsible…
Alex Assaley is the Managing Director of HUB International’s Retirement and Wealth division based in Bethesda, Maryland, where he leads a team dedicated to helping employers design smarter retirement programs…
Alex Garcia is a Senior Wealth Advisor at HUB Investment Partners, where he supports individual clients by addressing their holistic wealth management needs. On a day to day basis, Alex…
Alisha is a local from Pasadena who did not have to travel far to figure out that her heart was in financial literacy and planning. She graduated from University of…
After receiving her bachelor’s degree from Indiana University’s Kelley School of Business in 2020 and three summer internships at BLS Wealth Management (now HUB Retirement and Wealth Management), Allie made…
Allison Rosenberg is a Senior Consultant at HUB International in Bethesda, Maryland, where she specializes in retirement plan consulting and financial wellness education. With more than two decades of experience,…
For nearly 40 years, Alp has guided families through the financial decisions that shape their lives — and often, the lives of the next generation. Many of his client relationships…
As a former Olympian, Amanda Banta knows that success starts with a clear vision and the discipline to achieve it. Today, she applies that same drive and focus to her…
Amy Burk is the daughter of Jim Charbonneau & Beverly Ferguson and has lived in South Carolina for over 35 years. She is married to Daniel Burk and they live…
Amy Gomez is an Assistant Vice President at HUB Retirement and Wealth Management. Amy has been a member of the Blue Bell, PA team since 2015. She provides support for…
Andrew DeGroat is a Senior Vice President at HUB Retirement and Wealth Management. Andrew founded WhartonHill Advisors in 1994 and joined HUB International through the acquisition of WhartonHill by HUB…
Andy provides comprehensive consulting and advisory services to corporate and non-profit retirement plan clients and prospects. Andy’s core expertise includes fiduciary investment management and operational best practices, plan design consulting…
Angela Talbot holds over 25 years of comprehensive experience in the financial services industry. A proud third-generation Arizona native, she holds a business degree from Arizona State University. Angela embarked…
Angie Mirrione has over 20 years of experience in the retirement and financial services industry. Angie’s passion is helping people make smart decisions today to pursue their dream of retirement…
Joining HUB Investment Partners in 2011, Antonio Kitt, CFP®, graduated from Virginia Tech with a Bachelor of Science in Applied Economic Management and a concentration in Financial Planning. As the…
Since the age of 16, Mr. Gwilliam knew he wanted to work in the retirement plan industry and has been advising organizations of all sizes since 2001. He is currently…
Ben Murphy joined HUB Retirement and Wealth Management in 2021. He brings over 10 years of experience in the financial services industry and a passion for helping clients build and…
Beth is Managing Partner of HUB Retirement and Wealth Management office in University Place, WA, where she serves as an advisor while overseeing the office’s day-to-day operations. Her work centers…
Beth Rehbehn is the Vice President of Financial Wellness at HUB International, where she leads the firm’s efforts to make personal finance more approachable, and a lot less intimidating. With…
Bill Snoke is a Senior Retirement Plan Consultant at HUB International, bringing more than 25 years of experience helping organizations and individuals navigate the complexities of retirement planning. With a…
Blake Hiett brings excitement, passion and knowledge to the world of retirement plans, blending strong analytical skills with excellent communication. He helps provide a broad range of comprehensive retirement options that…
With over two decades of experience in the financial services industry, Blake Schreck has developed a profound expertise in crafting personalized financial plans and optimizing investment strategies to help clients…
With nearly four decades in the financial services industry, Bob Gottschling brings a wealth of experience to HUB Retirement and Wealth Management. Based in Virginia, Bob assists his clients with…
Brad Hoegler is a Senior Wealth Advisor at HUB Investment Partners, where he assists private wealth clients with personalized financial goal planning and investment management. Additionally, Brad supports CyFair, the…
Brahm is the financial consultant directly responsible for providing 401k investment guidance. He brings over 20 years of experience and is an Accredited Investment Fiduciary (AIF®). In March 2020, Brahm…
In her role, Brandy wants each client to feel confident around what matters most in their life – their family, dreams and goals – and that where their financial affairs…
As the Director of Retirement Plan Services, Brendan specializes in helping businesses, non-profits and governmental entities manage all aspects of their employer sponsored retirement plans. Brendan also manages the plan…
Brett is an advisor who works with individuals and families to plan for long term goals including investment management, retirement income planning, charitable giving, and protection of their family and…
Bri Peterson is a Retirement Plan Education Consultant Manager at HUB Retirement and Wealth Management. Bri holds a B.S. in Economics from the University of Evansville and an M.A. in…
Brian Libby brings more than a decade of experience advising high-net-worth and ultra high-net-worth families across investment management, financial planning, and estate and trust planning. He holds a Juris Doctor…
Brian brings extensive consulting experience across finance, risk management, investments, tax strategy, and wealth transfer. He began his career as a full-service wealth advisor in 2002, building a foundation that…
Cal Ausburn is an Executive Financial Planner at HUB Retirement and Wealth Management, servicing the northwest region of the United States. He works with company executives and business owners, assisting…
Cameron heads up Colorado’s investment practice and works with clients on investment analysis, selection, line-up design, asset allocation, and liability driven investing. Cameron has been in the financial industry for…
Cam Heger is a seasoned Retirement Plan Advisor known for his experience in 401(k), 403(b), and Non-Qualified Retirement Plans. With a passion for educating plan sponsors on fiduciary best practices,…
Camryn Holt is a seasoned retirement plan consultant and educator with deep expertise in plan design, fiduciary governance, compliance, and participant education. With over a decade of experience advising organizations…
With a Nursing degree from Maria College in Albany, New York, Carol worked for 9 years as an RN before relocating to South Florida and getting a degree in Finance…
Carolina Figueroa is a Retirement Plan Specialist for HUB Investment Partners where she acts as the liaison for school district employees and HUB for retirement plan offerings and enrollment. Additionally,…
Carrie Yates is a is a Vice President, Wealth Manager at HUB International, where she partners with high-net-worth individuals and families to build comprehensive financial strategies that span investment management,…
Chad has been very successful at surrounding himself with an incredible team of professionals that are as passionate about improving clients’ plans as he is. He thinks big when it…
Chandler Booth is a Wealth Manager who specializes in serving clients in the entertainment industry, with a particular passion for supporting musicians. He focuses on educating artists and creatives about…
Chuck is Vice President of HUB Retirement and Wealth Management. He was a partner at Franklin Financial Group for 22 years prior to the merger with HUB in 2023. He…
As a fiduciary consultant, Charley Kennedy brings more than three decades of experience and well-rounded perspective to HUB International. Following the 2021 acquisition by HUB International of Fiducia Group, which…
Charlie Epstein’s philosophy is “Do what you love and the money will follow.” As both an “entrepre-trainer and entertain-eur,” Charlie has simultaneously straddled both worlds and successfully achieved his dreams.…
Charlotte Macfarlane is a dedicated professional with a strong background and expertise in ERISA qualified plan compliance. Her passion lies in meticulously analyzing plan documents to help clients strive to…
Christopher Jamail, CFP®, leverages over two decades of financial experience as the Executive Vice President at TCG, a HUB International company. Responsible for strategic business development and fostering company-wide client…
Chris has been specializing in retirement plans and personal wealth management since 2014. He is known for his commitment to empowering clients through education and personalized financial strategies, with an…
Christian brings over a decade of financial services experience, having helped families navigate insurance, debt management, credit repair, and investments. He earned a B.S. in Business Administration with a concentration…
Christopher brings 11 years of Financial Advisor experience and 15 years of financial industry experience. His background includes both banking as well as Private Wealth Management, and he currently holds…
Chris has been working with corporate and nonprofit retirement plans since 2007, joining IBG Financial Partners (now HUB) in 2015 as a Retirement Plan Consultant. He has worked with clients…
I’m an independent 401(k) Investment Consultant, Accredited Investment Fiduciary and work with plan sponsors to establish a governance process that seeks to satisfy statutory and fiduciary standards. This in turn,…
Chuck Burke joined HUB Retirement and Wealth Management in 2022 with more than 25 years of experience with retirement plans and employee benefits. As an advocate for plan sponsors, Chuck…
Ciara has been with WealthPlan Advisors, a HUB International company since 2011. She works with individuals and families, helping them identify and prioritize their financial goals, then providing them with…
Joining HUB Investment Partners in 2022, Coleman Fox, CFP®, brings a dynamic blend of skills honed as a former football player at Virginia Tech, where he earned a Bachelor of Science…
Colin focuses on corporate and non-profit retirement plans. He has extensive experience managing assets for individuals, corporations, and pension plans including establishing and consulting on 401(k) plans, 403(b) plans, profit…
Corbin Larsen possesses a remarkable ability to approach life with an unwavering smile, adapting to its challenges and opportunities. Proficient in teaching and sparking meaningful discussions on vital subjects, Corbin’s…
What I do really well: What I tell committees and their employees is: if you’re aiming for nothing, you’ll hit it 100% of the time. I feel the asset I…
After earning a bachelor’s degree in Finance from the University of Florida and an MBA from Huizenga College of Business and Entrepreneurship at Nova Southeastern University, Craig knew he was…
Craig is Vice President of HUB Retirement and Wealth Management. His practice is focused on risk management, investment management & advisory services and fee-based financial planning. For small and mid-sized…
Curt is a member of the Financial Planning team and works with the advisors to assist in any way possible. He currently works on developing financial plans for the younger…
Daintry Price brings over four decades of expertise in the wealth management and investment advisory landscape to her role at HUB Retirement and Wealth Management. Her seasoned career as a…
Dakota Staton is a Wealth Advisor at HUB Investment Partners, specializing in comprehensive financial planning and investment management services to individuals and families, offering tailored strategies for wealth preservation, tax…
Dan brings nearly 30 years of experience in the retirement plan industry, specializing in helping plan sponsors navigate their fiduciary responsibilities. Since joining HUB Retirement and Wealth Management in 2024,…
Danielle Garofolo O’Brien is an Investment Adviser & Manager of Client Services with HUB International, where she is part of a highly experienced wealth management & retirement plan team, overseeing…
For over 25 years, Darrell Ellisor has been helping plan sponsors and participants pursue their retirement goals. His extensive experience has made him an industry leader in providing comprehensive plan…
With sixteen years of comprehensive experience in retirement planning and investment sales, Dave partners with plan sponsors to strengthen investment governance, improve participant outcomes, and navigate an evolving regulatory landscape.…
David joined HUB Retirement and Wealth Management in 2013 and works with clients on an individual basis to help them pursue their investment goals. Whether it be through one-on-one consultations…
David is a Managing Director with HUB International and lead’s HUB’s Executive Benefits practice. David is engaged in helping companies cost-effectively attract, retain and reward key talent with executive compensation…
David is the first to hold the position of Director of Government Services at HUB Investment Partners, where he manages the implementation of institutional consulting services for cities and counties.…
Dawn Edwards is a Senior Wealth Advisor at HUB Investment Partners, where she specializes in wealth management and financial planning. With a Bachelor of Business Administration in Finance, Dawn brings…
Dennis Bielik is an Executive Vice President at HUB Retirement and Private Wealth, where he excels in fostering strong relationships with clients, partners, and financial representatives. With an extensive background…
Derek’s clients most often retain him as their Personal CFO. In this role, Derek leads his team to help coordinate all aspects of his clients’ financial lives. Drawing on more…
Dominick Zucconi is a Senior Retirement Plan Specialist at HUB investment Partners, where he specializes in Retirement Planning. Dominick prides himself in helping everyday people gain the knowledge and confidence…
Doug Eidd brings almost two decades of dedicated wealth management experience to his role at HUB Investment Partners. At HUB, Doug’s focus is on retirement planning, investments, and wealth management — with a core belief that…
Doug Johnson serves as a Vice President and Plan Consultant at HUB Retirement and Wealth Management. Doug has concentrated his efforts on business development and aiding plan sponsors in the…
Doug Macdonald is a dedicated wealth manager with a remarkable ability to listen to individuals and effectively communicate understandable financial strategies tailored to their unique needs. With a profound passion…
Eli Gary joined HUB Investment Partners in 2025 as a Wealth Advisor after spending the early portion of his career in research and banking. He graduated from the Pamplin College…
Erin Alkire, CFP®, has been with HUB Investment Partners since 2018 after earning a Bachelor of Science in Applied Economic Management with a concentration in Financial Planning from Virginia Tech. …
After working for a large brokerage firm for nearly 17 years, Erin joined HUB Retirement and Wealth Management, formerly Direct Advisors, in 2022. She serves as the point of contact…
Erinn Metzger is the Director of Operations & Relationship Management at CSi Advisory Services, a division of HUB International. Erinn has over 20 years of experience working in the financial…
Ethan Looney is an Associate Advisor at HUB Investment Partners, where he partners with high-net-worth individuals and families to build comprehensive financial strategies spanning investment management, tax and estate, and…
As a Certified Retirement Counselor based in the greater Philadelphia area, Ethan is known for his personalized approach to financial guidance and education. He understands that everyone’s financial journey is…
Francisco is a bilingual educational specialist with a demonstrated track record working in the financial services industry. He passionately assists clients of all backgrounds to help them seek to understand…
Fred Arroyave, originally from Columbia, made his way to Southern California before obtaining his Bachelor’s degree in History from the prestigious University of California, Los Angeles. He embarked on his…
Garrett Pittman is a Senior Vice President of Public Markets at HUB Investment Partners. In his role, Garrett is responsible for the growth and management of HUB’s public sector retirement…
Garrett Vanneman, CFP® is a CERTIFIED FINANCIAL PLANNER™ – CFP® certification. He graduated with a Bachelor of Science in Economics and Business Administration degree from St. Mary’s College of California…
Rock is Vice President of HUB Retirement and Wealth Management. He worked with Franklin Financial Group since 2002 and joined HUB through the acquisition of Franklin Financial Group in 2023.…
Grant Buntin is a Retirement Plan Education Consultant and Wealth Advisor at HUB Retirement and Wealth Management. He holds a B.S. in Finance from Butler University. Grant started his career…
Grant Russell, CFP® HUB Investment Partners since 2017 after earning a Bachelor of Science in Business from Virginia Tech. Grant excels in guiding participants through the intricacies of retirement planning and…
Gregg Andonian has over 25 years of experience assisting C-Suite and HR departments in the implementation, documentation and monitoring of globally accepted fiduciary standards under ERISA. He specializes in serving…
Hafiz graduated from Florida Atlantic University with a bachelor’s degree in business administration and economics. Drawn to the finance industry from an early age, he began his career as a…
Why I go to work everyday I go to work every day to help our clients feel supported and educated about their company’s retirement plan. A well-tailored, personalized plan can…
Harrison is a registered investment advisor representative and an Associate Wealth Advisor at HUB Investment Partners. Harrison works with individuals and organizations, providing retirement plan advice and analysis, investment management,…
Has is Senior Vice President of HUB Retirement and Wealth Management and a former founding partner of Franklin Financial Group, LLC. He works with businesses and individuals helping with their…
Howard originally considered engineering as a career. But a series of fortunate events led him to the insurance industry and to Florida, where he met his partner for life and…
Hudson Ruen is an Associate Advisor at HUB Investment Partners, specializing in investment management, financial planning, and financial wellness education. He aims to help clients identify their financial goals and…
Ian is an advisor and Managing Partner of HUB Retirement and Wealth Management office in University Place, WA. For employer-sponsored retirement plans, he provides investment recommendations, independent guidance on fiduciary…
Though she majored in Marketing at Bryant College in Rhode Island, Jacalyn always knew her career would be in finance. “I knew my creative and communication skills could help build…
Jacob Melvin is a Retirement Plan Education Consultant and Wealth Advisor at HUB Retirement and Wealth Management. He holds a B.S. in Finance from Michigan State University with a minor…
Hi! My name is Jaime and I’ve been in the financial industry for over 15 years. During this time, I have developed a strong understanding and knowledge in financial planning,…
Jake focuses on retirement plan enrollment support and participant education. He provides guidance and education on 401k plan details/features, contribution education, economic/financial market updates, and assist participants with investment selection.…
Jim Bartoszewicz brings more than 35 years of experience to HUB International’s regional headquarters in Pittsburgh. He serves as a retirement resource internally and with clients to maintain their fiduciary…
James has worked in the financial services industry for more than 17 years, joining HUB International in 2011. James is passionate about helping clients achieve a level of comfort and…
Jim is Senior Vice President of HUB Retirement and Wealth Management. He is a former founding partner of Franklin Financial Group, LLC. His practice is focused on investment and financial…
Jan Graybill serves as a strategic advisor with Legacy Planning’s Business Owner Advisory Team (BOAT), which specializes in guiding entrepreneurs and private business owners through the critical phases of pre-…
Janine Moore helps to position retirement plan participants of all backgrounds and income levels to retire with dignity by teaching them to save systematically for retirement. With over 25 years…
Jason believes the best financial plans are the ones where every small detail adds up to a clear big picture. Whether he’s helping clients map out retirement, fund their kids’…
Jason Jeskey is an Executive Vice President at HUB Retirement and Private Wealth. Prior to this role, he was a founding member and Principal of GRP Financial California. Jason is…
Jay Horn is a Senior Wealth Advisor at HUB Investment Partners, where his primary focus is on financial planning and investments. His goal is to motivate clients to remain actively…
Jay is HUB Retirement and Wealth Management’s Director of Investment Strategy, responsible for guiding the firm’s investment strategies and client strategies. Jay leads a team of professionals dedicated to monitoring…
Jeff began his career on Wall Street where he built his skills with the best. From there, he went to work for a third-party benefit plan administrator with a niche…
Jeff is a Senior Wealth Advisor at HUB Investment Partners with over 30 years of experience in the financial services industry. He specializes in providing comprehensive financial planning and investment…
Jeff focuses on providing strategic planning advice to individuals, families and businesses. Whether it’s helping a business owner prepare for their exit, implementing investment strategies, or providing education for the…
Jeff has built significant relationships for more than 30 years by helping clients pursue what is most important in their lives. In fact, Jeff’s colleagues often joke with Jeff that…
Jeff has more than 30 years of experience providing comprehensive wealth management, retirement and wealth transfer solutions for individuals and their families. He helps individuals position their assets in an…
Jenna knew from an early age that she was cut out to follow in her parent’s footsteps and join the family business. “I grew up in a very family-oriented household,…
As a Customer Relationship Manager at HUB International and SS/RBA, Jenna manages relationships with existing clients and acts as liaison between Plan Sponsors and recordkeepers. Jenna began her career as…
As a Certified Financial Planner™ and VP of Wealth Management, Jennifer serves as a personal CFO to busy executives and business owners—especially women facing pivotal life transitions such as retirement,…
As a Wealth Advisor at HUB International, Jensen partners with clients one-on-one to build financial plans designed around the lives they want to live. He enjoys making an impact in…
As Senior Vice President for HUB Retirement and Wealth Management, Jeremy Weith is a retirement plan services professional, experienced in plan design, compliance, and investments for middle market companies. He…
Jerry is a Certified Financial Planner™ and founding principal of Veripax Wealth Management, which was acquired by Hub International in 2025. In addition to holding the CFP® certification, Jerry holds…
Jim Charbonneau was born in Fall River, Massachusetts. His childhood home was in Bristol, Rhode Island. After graduating from high school, he attended New Hampshire College (known as Southern New…
Jim Keenehan, is a Senior Consultant at HUB International in Bethesda, Maryland, where he specializes in retirement plan consulting and financial wellness strategies. With a career spanning over two decades,…
As President of HUB Retirement and Wealth Management – Northbrook, Jim O’Shaughnessy serves as a strategic and operational leader for both the institutional and wealth management teams. Jim has over…
Joseph Bonasera is a Managing Director – Financial Services at HUB Retirement and Wealth Management. Joe is the visionary founder of Summit Financial, established in 1993 with a clear mission…
Joe Conzelman is a Vice President and Retirement Plan Advisor at HUB Retirement and Wealth Management. Based in Texas, Joe has over a decade of experience in the retirement space.…
Joe DeNoyior is the President of HUB Retirement and Wealth Management, where he leads HUB’s mission to offer comprehensive client services at the retirement plan sponsor, participant and individual levels.…
John Biondo is a Senior Vice President at HUB Retirement and Wealth Management – Melville, NY. With a career spanning over 30 years in the financial services industry, he specializes…
John T. Cash III is SVP, Retirement & Life Insurance Practice Leader HUB Florida. John graduated from the University of Florida in May of 1990 with a double major in…
John joined the Lehigh Valley office in 2018, after working with the firm as an intern while in college. In his role as Wealth Management Advisor, John works alongside Jan…
John Pesce is TCG’s visionary co-founder and manager in charge. John leads a team of experienced, principled advisors in the sustained effort to provide an unprecedented level of customer service…
John Sturgis is a Senior Wealth Advisor at HUB Investment Partners, where he is responsible for every aspect of his clients’ financial lives. John provides support in areas relating to…
John Wenz is a Vice President at HUB Retirement and Wealth Management, specializing in the retirement plan market. John joined HUB Retirement and Wealth Management through the acquisition of WhartonHill…
Jordan works with individual and institutional clients, including defined contribution plans, defined benefit plans, endowments, and foundations. Jordan began his career in 2005 with Wachovia Securities, where he earned the…
Jordan Smith oversees the team that works with our plan sponsor clients and their participants. He has been with the organization since 2009 and has a passion for helping people…
Josef’s top priority is to provide client-focused customer care. He approaches every task with the client’s needs in mind. As the Director of Investment Services, he collaborates with families and…
As a Wealth Management Advisor, Joe brings five years of financial services experience and a passion for delivering thoughtful, personalized strategies to individuals and business owners alike. Joe focuses on…
Julie Lane is a Retirement Plan Specialist at HUB investment Partners, where she specializes in Retirement Planning. Julie fosters purpose and prosperity at HUB by providing ongoing communications and support…
With more than 20 years of experience in financial services, Jullie Strippoli brings a highly personalized approach to the families and individuals she serves. She specializes in tax-forward investment strategies…
June Pinkney works as a Retirement Plan Specialist for HUB Investment Partners where she acts as an Account Manager for K-12 school districts retirement plans. June works one-on-one with teachers…
Kalen Darling provides financial planning and investment management for clients as a Senior Wealth Advisor, helping them make informed financial and life decisions through comprehensive wealth advice. His goal at…
Karen Sciarra is a Vice President at HUB Retirement and Wealth Management. Karen was a participant of the country’s first 401(k) plan. She has extensive experience in designing and implementing…
Keaton Christian is an Associate Advisor at HUB Investment Partners who supports Senior Wealth Advisors and helps address the evolving needs of their clients. With a strong focus on service…
Kelli Davis is an Executive Vice President at HUB Retirement and Wealth Management. Since 2004, Kelli has been dedicated to helping individuals pursue their retirement goals. She believes that qualified…
As Director, Ken works side-by-side with retirement plan trustees, sponsors, and employees providing support to assist them in managing their qualified plans with the intent of maximizing the benefits from…
Keven Milgram describes financial planning as a combination of art and science, an apt analogy for a visual arts major who took an economics class in college and made the…
Since 1997, Kevin has centered his professional life on helping families and business owners strive to grow, manage, preserve, and transition their wealth through sound, comprehensive financial planning. His team…
Kim Cochrane is the Director of Client Services of HUB Retirement and Wealth Management in Rockville, MD. She has over 25 years of experience, primarily in the consulting area of…
Kip Adams is a seasoned advisor who leads the HUB Retirement and Wealth Management practice in Fort Worth, Texas. With a remarkable career spanning over 26 years, Kip has exclusively…
Kirk Welch is a seasoned professional with a focus on corporate retirement plans, assisting employers in preparing their employees to pursue successful retirement outcomes. He currently serves as an Executive…
As a Senior Financial Advisor, Kris Maleski helps pilot HUB Retirement and Wealth Management – Rockville’s strategic vision and operational excellence. He brings over 15 years of dynamic leadership experience…
Kristi Baker’s daily motivation stems from her unwavering commitment to helping individuals and companies achieve financial success. She understands that the small decisions made today in terms of saving, investing,…
Kristin Baker brings energy, passion and experience to the retirement plan space, combining relationship development with extraordinary attention to detail. She connects on a personal level to develop meaningful relationships…
Kyle Brown brings over 15 years of experience in the retirement industry. As a Retirement Plan Consultant and Fiduciary Advisor at HUB Retirement and Wealth Management – Indianapolis, he works…
Kyle Posvistak is an Executive Vice President at HUB Retirement and Private Wealth. Prior to this role, he was a founding member and Principal of GRP Financial California. With his…
Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, ChHC®, CAP®, AIF®, CPFA, CASL®, C(k)P® is Senior Vice President at HUB Retirement and Wealth Management. He has been in the insurance, employee…
Lisa McMillan is a Retirement Plan Specialist at HUB Investment Partners, where she partners with K-12 public school districts, charter schools, district leadership teams, and employees to deliver financial education…
Louis Perez supports client relationships and financial planning at HUB Retirement & Private Wealth, working alongside senior advisors to deliver thoughtful, comprehensive guidance. His responsibilities span financial plan development, portfolio analysis,…
Macy Hauptmann serves as the Director of Financial Planning, responsible for building and delivering comprehensive financial plans to HUB Investment Partners’ Private Wealth clients. She strives to help clients navigate…
Madalyn Turner serves as an Associate Advisor at HUB Investment Partners, supporting senior advisors with client onboarding, financial planning, and account management. She also contributes through research, relationship management, and…
Manny Mejia, CRPS™, AIF®, is a Financial Advisor with HUB International’s Retirement and Wealth Management practice in Blue Bell, PA. With over a decade of experience in retirement planning, annuities,…
For Marc Bienenfeld, financial advising has always been about one thing: helping people build a future they feel good about. A native Floridian, Marc came back to South Florida to…
Marcus, in addition to Brahm, is a financial consultant who works directly with plan participants. He holds the Series 7 securities registration through LPL Financial, the Series 66 registration through…
Mark Gosselin has more than 40 years of retirement planning experience working with both private and government retirement plans throughout the Northeast. His responsibilities have included marketing, key client relationship management,…
Mark Jensen brings over 20 years of financial services expertise to his role as Senior Vice President. In this capacity, Mark provides sophisticated investment and insurance guidance that seeks to…
As Senior Vice President, Mark leads a team of specialists committed to guiding clients with their financial needs. He is passionate about helping clients successfully plan and prepare for a…
Mark Salamone is a Senior Vice President – Retirement Plan Services at HUB Retirement and Wealth Management. Mark has a passion for working with plan fiduciaries using strategic data analytics to…
Mark Tonelli is focused on delivering retirement solutions and executive benefits that are meaningful and relevant to plan sponsors and their participants. Employers sponsoring a retirement plan seek Mark’s experience…
Marques Cormier is a Senior Wealth Advisor at HUB Investment Partners, where he works with clients at every stage of their financial lives. Marques makes it his mission to understand…
Mason Moses serves as a Partner and Senior Wealth and Executive Compensation Advisor with HUB Investment Partners. He specializes in serving the financial planning and wealth management needs of his…
Matt Escalante is Senior Vice President of Institutional Investment Strategy at HUB Investment Partners. He started his career in financial services with Northwestern Mutual Financial Network in 2005 and soon…
Matt Greene is a Managing Director and Financial Planner at HUB Retirement and Wealth Management. Matt is a valued advisor to his individual and corporate clients, providing a broad range…
Matthew Almquist is an Associate Advisor at HUB Investment Partners, where he plays a crucial role in supporting senior advisors, creating investment proposals, and conducting market research. With a B.B.A.…
For over two decades, Matt has focused on helping business owners prepare for a future business transition. He works primarily with privately held and family-owned companies, aligning their personal and…
Maxine Boyle is a Wealth Advisor at HUB Retirement and Wealth Management, where she works with individuals and families on retirement planning, investment strategy, and building long-term financial security. Since…
As a Wealth Management Advisor since 2008, Melissa provides comprehensive financial planning and financial services to business owners and individuals. Alongside a team of advisors and staff in the Lehigh…
Michael Driscoll is Senior Vice President at HUB Retirement and Wealth Management, where he is focused on providing independent and professional advice and recommendations to retirement plan sponsors, investment and…
Mike Flahaven is Senior Vice President for HUB Retirement and Wealth Management. Mike manages the Retirement Service Team, tapping into his 25 years of industry knowledge to coordinate their day-to-day…
Jumping out of a military aircraft was something Mike never imagined doing again after leaving the Army. A few years ago, Mike flew from England to the French coast and…
Michael G. Finnell is a seasoned financial professional with a career spanning several decades in the industry. He embarked on his financial journey as a registered representative with Prudential &…
For more than 30 years, in both executive and senior planning positions, Mike has provided effective financial strategies for plan sponsors in qualified, non-qualified retirement and employee benefit programs. As…
Mitchell Starr has built a career in financial services on a foundation that most advisors don’t have: a degree in Psychology. Originally a Finance major at Florida International University, Mitch…
As a Senior Wealth Advisor, Molly Coyle takes a true family office approach to wealth management—integrating financial planning, investment management, tax strategy, estate planning, and insurance solutions under one roof.…
As President, Natalie strives to achieve high-level performance measures through efficient internal management. She works alongside the leadership team to refine and oversee the execution of our business goals and…
Nate Schlappi is a Retirement Plan & Investment Consultant at HUB International. Based in Scottsdale, Arizona, he consults with clients on their retirement benefit and investment needs. Nate works with…
Nicholas “Nick” Kralj is a Vice President of Retirement Plan Services at HUB International. Nick has a passion for all things finance. While facts and figures speak to him, he…
Nicole Rhind is a Director, Retirement Plan Services for HUB Retirement and Wealth Management. Nicole specializes in plan design assistance, expense analysis, plan benchmarking and investment fiduciary oversight support to…
Patrick has over 25 years of retirement plan consulting experience. A graduate of the University of Southern California, Patrick entered the Merrill Lynch Investment Advisory Training Program in 1994 and…
Finance has always been a passion of mine. As a child, I was fortunate enough to win the Lake Champlain International Father’s Day Fishing Derby with my friends and family.…
Patrick Jordan brings over 28 years of extensive experience in the retirement business, specializing in serving institutional clients. He serves as a Lead Advisor and Senior Vice President at HUB…
Patrick has over 20 years of experience in qualified plan investments, providing retirement planning solutions and recommendations. He proactively monitors his clients’ investments and works to help them pursue their…
Patrick Pucher delivers comprehensive financial guidance to his clients, designing bespoke strategies that encompass investment management, tax optimization, estate planning, business planning, and risk mitigation. His mission is to simplify…
Paul heads our strategic initiative of implementing turnkey solutions for nonprofit retirement plan sponsors. His career in financial services began in 1988, and he founded his first independent firm in…
I am an advisor with over two decades of experience in the financial services industry. Since 2003, I have specialized in individual wealth management and retirement income planning. Assisting clients…
Peter joined Norton Financial Services in 1989, became a partner in 1997, and was named President of the firm in 2005. In 2016, Norton Financial sold to HUB International where…
Peter Ladas is a Senior Vice President of HUB Retirement and Wealth Management, where he specializes in the innovative design assistance and marketing of executive benefit and compensation programs, as…
Phil Hecker, CFP®, joined HUB International in 2021 and has been a part of the HUB Investment Partners team since 2025. He is passionate about helping retirement savers visualize their…
Randy Feid holds the Chartered Financial Consultant (ChFC®) designation and is registered as an Investment Advisor Representative. Randy has been working with educators and school districts to develop retirement savings…
Raymond (Ray) A. Emery started his financial services career in 1988 after a successful career in real estate sales and mortgage lending. He held positions at both Key Bank and…
Rebecca Records joined HUB Retirement and Wealth Management in September 2025 as a Director of Retirement Plan Services. In her role, she serves as an Advisor for HUB’s Retirement Plans…
Rey Ratti is a Retirement Plan Advisor specializing exclusively in 401(k) and 403(b) plans for employers in the Washington DC, Bethesda, and Frederick markets. With over a decade of experience…
Rich Cawthorne is the President of Retirement Plan Services at HUB Retirement and Wealth Management. Rich was the founder of Alpha Pension Group, an independent pension consulting firm that was…
Rich Hepp, an Accredited Investment Fiduciary (AIF®), joined HUB Retirement and Wealth Management in November 2013, bringing over two decades of experience from Charles Schwab. During his tenure at Charles…
Rich Incorvati, AIF® brings ten years of experience helping individuals and families plan for retirement and build sound investment strategies. As a member of HUB International’s Retirement and Private Wealth…
Richard Snyder joined HUB Investment Partners in September 2025. He is a Certified Plan Fiduciary Advisor (CPFA®) and a Certified Public Manager (CPM®) with over 25 years of experience in…
Richard Wadatz brings more than two decades of finance and executive leadership experience to his work as a Financial Advisor with the HUB International RPW–Nashville Group. Holding the CFA and…
Rick L. Horton has been dedicated to guiding clients toward their financial goals since 1985. Over the course of his distinguished investment career, he has garnered the trust of clients…
Bob joined HUB International Investment Services after 17 years with Wells Fargo Investment Services. During his tenure with Wells Fargo, Bob held many different positions ranging from the Western Region…
Robert Huddleston is a Senior Wealth Advisor specializing in financial planning and investment strategy. His goal at HUB Investment Partners is to build strong relationships with clients and help them…
Rob combines nearly 30 years of financial services experience with advanced technology to deliver his clients integrated solutions that strive to simplify their complex financial realities. Rob specializes in documenting…
Rod Wood brings an impressive 31 years of experience in employee benefit sales, consulting, and service to the table. His specialization lies in implementation assistance and providing ongoing service for…
Ron was born in Kansas City, Missouri. As a child, his family then moved to Chicago, Illinois; Rochester, New York and Trumbull, Connecticut, following his father‘s career as an electrical…
As a Retirement Plan Advisor, Ruben enjoys educating both employers and employees about their Retirement Plan as well as other financial topics important to their planning. He earned his Bachelor’s…
Russell Warye is an Area President for HUB Retirement and Wealth Management. Prior to joining HUB, he was President and Founding Partner at Benefit Partners Group, LLC (BPG), a full-service…
Ryan Joel Canales is Director of Institutional Retirement Plans at HUB Investment Partners. He is responsible for guiding the Institutional Retirement team toward providing clients an easy way to offer…
Ryan Luczynski, CFS, MBA, AIF is a financial advisor with over 20 years of experience helping individuals and business owners build, protect, and transition wealth. He specializes in comprehensive financial…
Ryan Finnell is a dedicated financial professional who brings his expertise to HUB Retirement and Wealth Management following the 2022 acquisition of Heritage Wealth Management Group, LLC. In his role…
Ryan Mayer, CFP® is a Wealth Advisor at HUB Investment Partners, where he specializes in wealth management and comprehensive financial planning. With a Bachelor’s degree in business management and entrepreneurship,…
When Sam joined the West Chester office over 15 years ago, he brought 25+ years of financial industry experience from The Vanguard Group and JP Morgan’s Private Bank. His experience…
Sandy Stauffer is a Vice President of Business Development at HUB Investment Partners. She focuses on client relations and developing new business with 403(b), 457, and FICA Alternative plans in…
Sarah Boring is a valued member of the HUB Retirement and Wealth Management team, having joined the Blue Bell, PA office in 2016. As a dedicated Financial Advisor, her role…
Scott is a Retirement Plan Specialist with HUB Retirement and Wealth Management, holding a CPFA & NQPA designations(Certified Plan Fiduciary Advisor, Non-Qualified Plan Advisor). Scott joined HUB in 2019 and…
Scott, a Senior Vice President at WealthPlan Advisors, HUB International company boasts an illustrious career spanning over 30 years in the retirement plan and investment business. In 2009, he co-founded…
Sherri Fryatt is a Financial Advisor and LPL Registered Representative with over 20 years of experience in the financial services industry. Her focuses include individual wealth management and financial planning,…
Sherry Echart, CPFA® is a Senior Retirement Plan Specialist at HUB Investment Partners where she works with K-12 Public School Districts and Charter Schools to provide financial education and retirement…
Shir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills, ability to gain client trust, and expertise in…
Spencer Stilwell is a dedicated professional committed to assisting clients with the effective management and transferring of their wealth with the goal to manage risk. With expertise in a range…
Spencer is a member of HUB International’s institutional retirement plan consulting team, specializing in corporate sponsored retirement plan management of 401(k), 403(b), 401(a), non-qualified deferred compensation, ESOP, 457(b)/(f), and defined…
Stace Hilbrant, is a Senior Vice President of HUB Retirement and Wealth Management in Northbrook, Illinois. Prior to this position, Stace served as Managing Director and Founder of Chicago-based 401k…
Stefan Sabbagh joined HUB Retirement and Wealth Management in 2023 and brings over 18 years of experience in the financial industry by working with retirement plan participants, individual private wealth…
Steve Fenner, AIF®, has been with HUB Investment Partners since 2000. With over 20 years of experience as a financial advisor, Steve shares his wealth of experience and knowledge with…
Steve Orta is the Managing Director of Business Development and Partner at HUB Investment Partners. He is responsible for overseeing HUB Investment Partners’ institutional sales division. This includes maintaining, growing,…
Steven is an Investment Research Analyst with HUB International Three Rivers, delivering dedicated investment research and analytics support to the retirement service team. Working alongside the HUB RPW Investment Research…
Steven is the first born in a family with a younger sister and brother that moved every 3 to 5 years, while his father worked as an executive for Westinghouse…
Susan Blassingame joined HUB Retirement and Wealth Management in 2008 as an Account Manager for retirement plans. Prior to joining the HUB team, Susan worked on the compliance side of…
Joining HUB Investment Partners in 2015, Tim Hummel, CFP®, graduated from Virginia Tech with a Bachelor of Science in Applied Economic Management and a concentration in Financial Planning. Tim is…
Tim McGee is a Retirement Plan Advisor at HUB International. Based in Florida, his areas of focus include employee retirement plans, employee financial wellness and education, executive benefits, and life,…
Tim Silver, CFP®, has been with HUB Investment Partners since 2015 after graduating with a Bachelor of Science as a Finance major from Virginia Tech with a concentration in Financial…
With over 23 years of distinguished experience in retirement plan consulting, Todd Schlappi stands as a seasoned professional with expertise in the intricacies of relevant laws and regulations. As a…
As a HUB International 401(k) Solutions EVP, I spend the majority of my time helping clients & colleagues find practical solutions to often very complicated ERISA challenges. From benchmarking benefits…
Tom specializes in the retirement plan market assisting with setting up and managing 401(k) plans. Tom works with companies and individuals to determine their needs and provide appropriate financial strategies.…
Tom Santa Barbara is recognized for his expertise in plan design and fiduciary investment management. For more than 25 years, he’s provided insights and guidance to commercial enterprises and nonprofit…
Tom Siebers, CFP®, joined HUB Investment Partners in 2016 after graduating from the University of Virginia with a degree in Financial Mathematics and a minor in Economics. Tom’s expertise centers…
For over 20+ years, Trevor Brody has been more than just a Wealth Advisor; he has been a valued companion for many on the path towards retirement. His journey began…
Trish Gildea joined HUB Retirement and Wealth Management in 2010 as a Senior Financial Planner in the personal financial management and tax planning division. She brings over twenty years of…
Since 1998, Walter and the team of professionals he has assembled at HUB Retirement and Wealth Management – Memphis, have served their clients in Tennessee and throughout the U.S. guided…
Wende Padek is a Financial Advisor at HUB Investment Partners. Wende excels in guiding participants through the intricacies of retirement planning and navigating the complexities of the financial planning process.…
Wes Kubik is the Vice President – Retirement Plan Services at HUB Retirement and Private Wealth in San Clemente, CA. Wes is a seasoned HR Executive with over 20 years…
Wes was born and raised on a farm in Minnesota and made the daring journey to the West Coast in pursuit of freedom from his small town. He graduated from…
William “Bill” Peragine currently serves as a Senior Vice President with HUB Retirement and Wealth Management. Bill is a seasoned advisor specializing in the areas of fiduciary oversight, retirement plan…
Willie is Senior Vice President of HUB Retirement and Wealth Management. He is a former founding partner of Franklin Financial Group, LLC. His practice is focused on overall insurance, investment,…
William Suntrapak serves as an Associate Advisor, specializing in data-driven portfolio analysis. He applies modern statistical techniques to uncover insights within client portfolios, ensuring that investment strategies are both informed…
Witt Miles is originally from Charlotte, NC and has lived in the Carolinas for nearly 20 years. He is married to Ella Miles and lives in the West Ashley area…
As Vice President of Wealth Management, Zac Huish leads a wealth management practice and a team of professionals who support the firm’s client financial planning and portfolio services. In 2014,…
Zach Wielgoszinski joins HUB as a Retirement Plan Education Specialist. He has nine years of industry experience with firms such as Fidelity Investments, E*Trade, and Morgan Stanley where he obtained…