People - Grid

Jeffrey Baldwin, B.B.A. (Hons.), CEBS, CPA, CA

Senior Vice President and Principal, BPA Financial Group

Mississauga, ON

Dan Doonan

Executive Director, National Institute on Retirement Security (NIRS)

Washington, DC

JoAnn Volk

Senior Research Fellow, Georgetown University Health Policy Institute

Washington, DC

Michael Steele

Former RNC Chairman, Former Lt. Gov. Maryland, Political Analyst for MSNBC, Host of The Michael Steele Podcast

Washington, D.C.

Tim Clement

Vice President of Federal Government Affairs, Mental Health America

Alexandria, VA

Emily Costin

Partner, Alston & Bird LLP

Washington, DC

Timothy Eicher

Principal, Slevin & Hart, P.C.

Washington, DC

Julia Zuckerman

Vice President, Compliance, Segal Consulting

Washington, D.C.

Marc Goldwein

Senior Vice President and Senior Policy Director, Committee for a Responsible Federal Budget

Washington, DC

Diann Howland

Vice President, Legislative Affairs, American Benefits Council

Washington, DC

Jeannine Raymond

Director of Federal Relations, National Association of State Retirement Administrators (NASRA)

Washington, DC

Corey Rosen

Founder, National Center for Employee Ownership

Covina, CA

Roger Feldman, CPFA, CEPA

Financial Advisor, Certified Exit Planning Advisor, UBS Financial Services

Baltimore, MD

Lisa Gomez

Founding Member, LMG Collaborative Consulting Solutions LLC

Washington, DC

Louis Zollo, RPh

Vice President and National Pharmacy Practice Leader, Segal

New York, NY

Jennifer Abrams, Esq.

Partner, SWB, PC

Berwyn, PA

Colleen Baker

Partner and Vice President, National Enterprise Group Solutions, People Corporation

Toronto, ON

Judith Plotkin, M.S.W., ICD.D

National Vice President, Health Solutions, People Corporation

Toronto, ON

Pat Leo, CFP

Vice President – Toronto Retirement, Gallagher

Toronto, ON

Simon Chan, M.B.A., CFP, CPRC

Founder and Chief Executive Officer, Adapt with Intent, Inc.

Kitchener, ON