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Dennis R. Ackley
President
Ackley Associates
Lee’s Summit, Missouri
Douglas Carson
Social Security Consultant
Waukesha, WI
Mark J. Dunlop, CEBS, FLMI, CLU, ChFC, CFP, RHU, REBC, AEP, AFC, RFC
Principal
Designed Benefit Incentives
St. Louis, Missouri
R. Scott Gregory, FSA, EA
President
R. Scott Gregory, Inc.
Annapolis, Maryland
Mindy Harris
Senior Consultant
SST Benefits Consulting, LLC
Vancouver, Washington
Peter W. Kennedy
Principal
PRM Consulting Group
Bethesda, Maryland
Jackson A. Loos
Chief Consulting Officer
Rael & Letson
Edmonds, Washington
John T. McCarthy, CFP
President
McCarthy Grittinger Weil Financial Group, LLC
Milwaukee, Wisconsin
Larry D. Montan
Director and Practice Leader
Deloitte
Minneapolis, MN
Karen Roberts
Senior Vice President (recently retired)
Aon Hewitt
Tampa, Florida
Bruce D. Schobel, FSA, FCA, MAAA, CLU, CEBS
Vice President and Actuary (Recently Retired 2012)
New York Life Insurance Co.
New York, New York
Patricia L. Wegner, CEBS
Consultant
Wegner Benefits Consulting
Devine, Texas
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Rae Anne Beaudry
Executive Vice President
HCSC Benefit Division
The Horton Group
Waukesha, Wisconsin
Lewis E. Devendorf
Partner (recently retired)
Mercer
Atlanta, GA
Jay K. Egelberg, ASA, FCA, MAAA, EA
Director and Consulting Actuary
Buck Consultants
Secaucus, New Jersey
Paul Hackleman
Principal, SST Benefits
Trustee, San Mateo County
Employees’ Retirement Association
Burlingame, California
Robert B. Jones, J.D., CEBS, CPA, CSCP
Chief Executive Officer
Innovative Compensation and Benefits Concepts Consulting, LLC
Bryn Mawr, Pennsylvania
Margaret C. Lemkin, Ph.D.
President
Med-Care Management, Inc.
West Palm Beach, Florida
Thomas R. Margenau
Social Security Consultant
Fort Collins, Colorado
Dawn M. Milligan, CEBS
Relationship Executive
The Vanguard Group
Valley Forge, Pennsylvania
Robert W. Ridley, Esq.
Partner
Farmer & Ridley, LLP
Attorneys at Law
Los Angeles, California
Brian E. Schaefer
Founder and Principal
401(K) Ventures
Palo Alto, California
Bill Tugaw
President and CEO
SST Benefits Consulting
El Dorado Hills, California
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