Guests of the Show
138 guests · from solo experts to repeat regulars
Frequent Guests (9)
3+ appearances on the show.
Carl Engstrom
ERISA and Financial Services Litigation Attorney, Engstrom Lee
Founding member and subject matter expert of Nichols Caster's ERISA and financial services litigation practice; respected ERISA litigation attorney from Minnesota.
Fred Reish
Co-founder and Chief Content Creator, Fred and Nevin podcast
Co-founder and chief content creator for the Fred and Nevin podcast, known as 'the most interesting man in 401k.'
Holly Knight
Director of Retirement Plan Services, Alera Group
Financial educator and retirement plan services expert specializing in participant education and retirement plan administration.
John Sullivan
Editor in Chief, 401k Specialist Magazine
Editor in Chief of 401k Specialist Magazine, known for his journalistic expertise and literary rebuttals.
Josh Itzoe
Retirement Plan Professional
Retirement plan advisor and author of two books; expert on ERISA litigation, fee structures, and plan design strategy.
Matthew Wolniewicz
President, Income America
President of Fi360, a firm founded in 1999 to bring fiduciary standard of care to the investment landscape.
Nevin Adams
napa.net
Retirement industry expert and commentator on 401(k) plans and industry issues
Sal Tripodi
Owner, TRI Pension Services
Sheri Fitts
Marketing professional, Shoe Fitz Marketing
Personal branding and marketing expert for retirement plan professionals and financial advisors.
Returning Guests (22)
Came back for a second appearance.
Aaron Pottichen
Bill Harmon
Voya
Chad Parks
Ubiquity Retirement Savings
Don Trone
3ethos; Founder and President of Fiduciary Studies; Original Founding CEO of Fi360
Eric Dyson
90 North Consulting
Grant Ellis
Hayley Porter
BPG Wealth Management
Jake Rushton
SRP Intermountain (formerly); Zeek Digital
Jason Roberts
Jessica Porter
BPG Wealth Management
Kate Clark
Cypress Capital
Laura Rogers
One Digital
Michael Kitces
Buckingham Wealth Partners
Nate Moody
Independent financial advisory firm in Portland, Maine
Paul Hughes
People Help
Preston Rutledge
U.S. Department of Labor
Rick Unser
Ron Surz
PPCA
Samantha Russell
20 over 10
Scott Colangelo
Prime Capital Financial
Stephen Wilkinson
Thomas Clark
All Guests (107)
One-time appearances.
Aaron Schumm
Veswell
Alex Assaley
Anne Lester
JP Morgan
Ari Rosenbaum
Benjamin Brant
Capital City Wealth Management
Bill Chetney
Bill Preston
Pinnacle Plan Design
Bill Schories
Invesco DCIO Market
Bob Foster
Fiduciary Advocates
Brad Arends
Brett Shofner
Work Plan Retire, Hero7
Bryant Lester
Advisor 2X / Wealth at Work
Catherine Tibber
Hunter Benefits Consulting Group
CFO Tom
Charlie Nelson
Chris Carosa
FiduciaryNews.com
Christopher Tibber
Hunter Benefits Consulting Group
Cindy Dash
Broadridge, Matrix Financial Solutions and Fi360
Courtenay Shipley
Retirement Planology
Daniel Bryant
4100 Group Financial Services
Daniella Moiseyev
Dave Fritz
Potosi Foundation
Dave Palacek
Fi360
David Blanchett
Prudential Global Investment Management, Defined Contribution Solutions
David Donaldson
ERISA Smart
Deb Rubin
Deb Rubin Coaching
Dick Darien
Wiserino Group
Ed Lamarck
The Wealth Pool
Eric Phillips
Human Interest
Erin Hall
SRP
Faith Teope
Leverage Retirement
Fred Greenstein
Glenn Dial
Grant Arends
IntelliSense
Hunter Hopcroft
Morningstar
Ilene Ferenczy
Jack Towarnicky
Kohler and Fitzgerald
Jamie Hopkins
Carson Group
Jania Stout
Jason Wenk
Altruist
Jeanne Fisher
SRP
Jeanne Sutton
Jeannie Fisher
Jeff Kayajanian
Payroll Integrations
Jennifer Rayner
Retirement Consulting Group and MoneyWell
Jennifer Sahadi
Master Money
Jerry Bramlett
The 401k Company, Benefit Street, Next Step, Future Plan (Census)
Jerry Schlichter
Jim Sampson
Hill Group Retirement Plan Services
Jim Sharp
401k Safe (316 Fiduciary Services)
John Faustino
Fi360
John Moody
Etchco Holdings
John Ruth
Build Asset Manager
Jordan Cross
Katie Boyer
Pension Pro
Keith Gredys
Kidder Company
Kelly Mann
AuditMiner
Kevin Busque
Guideline
Kevin Spaeth
Panchaks
Kim Trathen
Kristen Eskew
One Digital
Leah Sylvester
Shepherd Financial
Lenny Mendonca
Half Moon Bay Brewing Company
Lisa Allen
Advisor2X
Lisa Gomez
LMG Collaborative Consulting Solutions
Maria Behrens
Advizr
Mark Palmini
401k Spectrum
Matthew Eickman
Qualified Plan Advisors
Matthew Jackson
401k Maneuver
Melissa Dorito
Sentinel Pension
Michael Aweb
CapTrust
Michael Decenso
Decento Consulting
Michael Kushner
Michelle Gibalisco
Mutual of Omaha
Michelle Richter
Fiduciary Insurance Services and Institutional Retirement Income Council
Michelle Richter-Gordon
Nudity Research and Consulting
Paul Carlson
Plan Design Consultants, Inc.
Pete Kirtland
Aspire Financial PEPs
Phil Troyer
Resources Investment Advisors
Rebecca Hourihan
401K Marketing
Renee Scherzer
Resources
Richard Banziger
Strongpoint Partners
Rob Barnett
Rosalyn Brown
Large commercial bank
Ross Marino
Ryan Johansen
San Bruno
Sarah Simoneau
Seminole Consulting Services
Scooter Campbell
Faegre Drinker
Sean Patton
Westminster Consulting / One Digital
Shannon Edwards
Sharon Pivirotto
Shlomo Benartzi
Spiro Preovolos
Your Cashing Participant Distributions
Stephen Daigle
Bid Money
Steve Gresham
The Execution Project
Ted Haase
401GO
Teresa Ghilarducci
Theresa Conti
Serato Group
Todd Lacy
Stadium (now part of US Smart)
Tom Foster
Trevor Asti
Mutual of Omaha
Trey Diowdy
Advisor 2X
Troy Tarr
Advizr
Vance Brase
Your Dedicated Fiduciary
Vince Morris
Resources Investment Advisors (OneDigital Investment Advisor)
Wendy Eldridge
William Hackler
Producing TPA
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