Greg is a Consultant at Fiduciary Investment Advisors, LLC (FIA). His focus is on defined contribution retirement plans, both corporate and tax-exempt. He is proficient in 401(k), 457(b), 401(a), 403(b) and non-qualified plan consulting. Greg has significant experience building, designing, and managing plans in the defined contribution markets. Before joining FIA, Greg worked in both institutional and individual wealth management helping to create positive retirement outcomes for plan sponsors and plan participants. Greg also has experience in insurance, tax, and estate planning. Greg has earned the Chartered Financial Consultant designation from the American College

Since joining Fidelity in 2005 as Vice President, Emerging Products, Will Applegate has served as Product Manager for both Health & Welfare Administration and the Fidelity HSA® (Health Savings Account). He also served as the team leader for the Fidelity HSA® product launch and led HSA business development efforts for the Fidelity HSA®. In his current role, Will has responsibility for Fidelity’s relationships with intermediaries with a focus on the distribution of our health offerings, as well as industry events.
Prior to joining Fidelity, Will developed Mellon Financial Corporation’s HSA product offering following Mellon’s acquisition of Kwasha Lipton. Will’s prior roles at Kwasha Lipton included managing large benefit outsourcing relationships, developing one of the first H&W administration platforms, and consulting with employers on health care plan design, pricing, and vendor selection.

Will graduated from Colgate University with a Bachelor of Arts in Computer Science and holds FINRA Series 7 and 63 licenses. He is an influential figure on the topic of emerging health care consumerism and is a frequent speaker at industry conferences.

Nate Black is AVP for Voya’s Health Savings and Spending Accounts product line. In his role, Nate is responsible for the profitable growth of the Spending Accounts business. Prior to joining Voya, Nate was a leader in McKinsey & Company’s Health Systems and Services practice where he focused on strategy and operations topics. Nate previously led Corporate Development for Bloom Health, a benefits technology company. Nate holds a bachelor’s degree in Mathematics and Economics from St. Olaf College.

Paul has been a manager on the Health Benefit Solutions sales team since early 2019 based in Charlotte, NC.  Paul joined Bank of America in 2006 and has held positions in Six Sigma, Consumer Marketing, Associate Financial Solutions, and Corporate Partner Financial Wellness.  He holds Series 7, 66, and 24 licenses. Prior to Bank of America, he spent time with JP Morgan Chase, WebMD, GE and GE Capital, NASA, and the U.S. Department of Defense.  He received a Bachelor of Aerospace Engineering degree from Auburn University, as well as a Master of Business Administration degree from Vanderbilt University.

A recognized expert in the retirement plan industry, Jamie has been with Cafaro Greenleaf since 1993 and a principal since 1997. She has been a recognized vice president and retirement plan advisor with UBS Financial and with Prudential Securities, consistently ranking among the top retirement advisors nationally at both firms. Jamie is regularly invited to speak at industry conferences and is a sought­ after presenter for many other advisor and plan sponsor continuing education sources such as Pensions and Investments, HR.com, and SHRM University Conference Services. Jamie serves on the Advisory Boards of Prudential and American Century and John Hancock, as well as participated in the Leadership Council for the National Association of Plan Advisors (NAPA), where she regularly provides her retirement plan expertise and experience to our nation’s regulators and policymakers in Washington DC. Jamie has spent her entire professional career helping retirement programs and public funds. She has provided consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies. She is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. Greenleaf holds a BA in Business Administration from Delaware Valley College, is a Registered Financial Advisor and is Life and Health insurance licensed. Jamie is also is a Registered Investment Advisor representative and holds series 7, 26, and 63 licenses. Jamie is known for her extensive and unparalleled knowledge, expertise and passion for the industry. She has a keen ability to guide, support and educate plan trustees, plan sponsors and plan participants alike. Leading from our headquarter office in Red Bank, New Jersey, Jamie advises throughout the New York Metropolitan and Tri State areas, traveling to other regions of the country when the opportunity to serve arises. Jamie currently resides in Rumson, NJ with her husband and two sons.

Glen is the Product Manager for Optum Market, driving the overall product development and consumer experience. Glen has been with United Health Group for 10 years, providing leadership and delivery of multiple consumer products. In addition to his product development background, Glen has extensive experience in technology and application development. Glen’s earlier professional experience includes Enterprise Application Development for Cigna and Travelers insurance.  In addition, he has 10 years of military service in the United State Air Force Reserves, as Medical Technician and Mobility Officer.  Glen has a Bachelor’s Degree in Management Information Systems from Central Connecticut State University.

Brian joined Franklin Templeton in 2017 and is the strategic account manager responsible for relationships with key platform partners and broker/dealers.  In this role, he helps home offices develop strategies to build better plans and help more participants develop a secure retirement. Prior to joining Franklin Templeton, Brian spent 7 years at J.P. Morgan working with plan advisors and was responsible for the distribution of investment solutions in the mid-Atlantic and Pacific Northwest territories.  He was also a featured speaker at industry events and participant meetings on topics related to successful retirement planning.  Prior to J.P. Morgan, Brian spent 5 years at AB Investments and was responsible for distributing their investment solutions in the upper mid-west.  He started his career at AXA Advisors and attained his Retirement Benefit Specialist, Tax Sheltered plans designation. Brian has a degree in economics from the University of Maryland and resides with his wife and 3 boys in New Jersey.

J. Kevin A. McKechnie is Executive Director of the ABA’s HSA Council and a Senior Vice President at the American Bankers Association, representing the Council before Congress and the federal government. Mr. McKechnie is a nationally recognized expert in insurance generally and health insurance in particular, and is the winner of the 2011 Public Policy Leadership Award from the Institute for Healthcare Consumerism. Mr. McKechnie is also a principle in HSA Holdings, an organization of global healthcare financing experts, providing health care financing expertise to several governments around the world. Mr. McKechnie joined ABA in 2001 after serving for four years a Government Relations Representative for the Affinity Services Division of Marsh & McLennan. Previously, Mr. McKechnie served as Director of Government Relations for International Financial Services, a wealth management and insurance consulting firm located in Bethesda, Maryland. Prior to this assignment, Mr. McKechnie served as Legislative Assistant on the Congressional staff of former Representative William Dannemeyer of California. Prior to his appointment on Capitol Hill, Mr. McKechnie served as Director of Legislative Affairs for the Segermark Company, an association management firm. Mr. McKechnie pursued graduate studies in American history at the American University in Washington, D.C. after receiving his BA in History and Political Science from York University in Toronto, Canada. Born in Madison Wisconsin, Mr. McKechnie grew up in Toronto and has lived in the Washington D.C. area for thirty years.

Matthew (Matt) joined UMB in 2012 and serves as senior vice president, sales manager for Healthcare Services. In this role, he leads the sales team in developing new partnerships with health plans, third party administrators, retirement services and technology companies to provide time tested healthcare payment and custodial solutions. Additionally he acts as an advocate for the use and expansion of benefit accounts for the healthcare industry. He currently serves on the membership committee for the Employers Council on Flexible Compensation (ECFC). Prior to joining UMB, Matt was vice president of HSA sales and client experience at Fifth Third Bank. Matt earned a Bachelor of Business Administration degree from the University of Cincinnati. He serves on the membership committee for the Employers Council on Flexible Compensation (ECFC).

In his role, Ken is responsible for leading a group dedicated to delivering a life navigation-based Financial Wellness program that evolves the way participants think, behave and feel about their financial life, in mutual partnership with employers and their Financial Intermediaries.  Ken has over 20 years of institutional Workplace experience. Most recently, he was a Vice President within Prudential Retirement’s Intellectual Capital Group.  Ken was accountable for serving as a subject matter expert to Prudential’s National Sales & Key Account Teams.  He provided comprehensive investment consulting services to prominent DB/DC clients, and was a recurring speaker at industry forums discussing central matters that impacted the retirement landscape. Prior, Ken was 2^nd Vice President within New York Life Investment Management’s Investment Services Group.  He was responsible for the oversight of a group of investment professionals, conducting investment due-diligence and analysis. Ken received his bachelor’s degree in finance from Bryant University, and his MBA in Finance & International Management from Northeastern University.  He holds several FINRA and Insurance licenses.  Ken lives outside Hartford, Connecticut with his wife Michelle, and three children Owen, Brady, and Maeve.