Brian has been with Dawn Food Products for 18 years. Dawn Food Products, Inc. Under Brian’s leadership, Dawn has been recognized by: Pension and Investment Magazine (Eddy Awards & Innovation finalist), Retirement Advisor Council Financial Wellness Program Award,  PLANSPONSOR Magazine (Plan Sponsor of the Year Award finalist and winner), Employee Benefit News (Benny Award Winner-Judges Choice), PSCA Signature Award, Prudential Vision Award, The Corp! magazine (Best and Brightest in Wellness) & Marsh & McLennan Agency LLC (TrendBender for 8 consecutive years). Brian has 30+ years of experience in Human Resources Prior to joining Dawn, he has held positions at Trinity Health, Accenture (Anderson Consulting) American Axle and Manufacturing, Inc. Brian is a strong believer in giving back to the community and is a past member of the Management Department External Advisory Board and guest speaker at his alma mater. He is a past Scoutmaster, Assistant Scoutmaster and Crew Advisor with the Boy Scouts. Brian has a B.A. degree from Eastern Michigan University, where he majored in Human Resources.

Kevin Crain is an accomplished and highly respected Retirement Services and Financial Wellness Expert with more than 40 years of experience in roles of progressively more significant influence and impact in the Retirement Services industry, driving strategic growth, enhancing client engagement, and delivering top-tier retirement research solutions. With broad leadership experience across all business areas, he is an influential adviser, board member, thought leader, industry events speaker, and public policy advocate in employee financial wellness, retirement savings, retirement public policy, employee benefits utilization trends, and longevity.

Kevin is currently the Executive Director of the Institutional Retirement Income Council, a Senior Advisor with McKinsey, a Senior Advisor with the Milken Institute, a Council Member with the Global Coalition on Aging Advisory Council, and a Visiting Executive for the Gerontological Society of America. He is also an Honorary Member of the Defined Contribution Institutional Investment Association (DCIIA) and a Member of its Public Policy Committee.

Until August 2023, Kevin was with Bank of America Merrill Lynch for nearly 20 years in senior leadership positions in the Retirement Services sector, culminating in the role of Head of Retirement Research.

Jeff Cullen specializes in helping corporations and non-profits design, implement and monitor successful retirement plans.

Over the past 16 years, Jeff has built a national practice by helping organizations align HR strategy & total rewards with participant goals through innovative plan design and fiduciary best practices. As a member of the national SRP Investment Committee, he is a specialist in investment due diligence processes and innovative QDIA strategies. Beginning with his very first client, designing customized employee education services that seek to improve participant outcomes has been a hallmark offering.

Jeff received his MBA from DePaul University. He is an investment advisor representative and has passed the Series 7, Series 66 and Series 65 exams.

Barbara Delaney currently serves as Principal of StoneStreet Benefit Advisors. Barbara is a seasoned ERISA fiduciary advisor, specializing in defined benefit, defined contribution and most recently health and welfare plans. Based out of Tarrytown, NY, Barbara has over 40 years of experience. Many Plan Sponsors have not held the same standards with respect to their Health and Welfare Plans as they do with their retirement plans. With the spiraling costs of healthcare and the need for increased transparency Stonestreet has broadened their scope of services to provide the same standard of care with respect to healthcare. Highly recognized and nationally acclaimed, Barbara was the recipient of the National Association of Plan Advisors’ (NAPA) 401(k) Summit Leadership Award and two-time recipient of Plan Sponsor Retirement Plan Adviser of the Year Award. Barbara has received numerous industry recognitions from both peers and Plan Sponsors. In further recognition of Barbara’s leadership within the retirement plan consulting community, she has been selected to serve on the Defined Contribution Institutional Investors Association (DCIAA) RIA Advisory Council, Empower Advisory Board, Nuveen Retirement Leadership Council, Franklin Tempelton Retirement Income Council, JP Morgan DC Advisor Council, and the Retirement Advisory Council. She is also a Government Affairs Committee Member of the American Society of Pension Professionals & Actuaries (NAPA) and the Government Advisory Council of NAPA. Barbara earned a Bachelor of Arts degree in Business Administration and Economics from St. Thomas Aquinas College and attended the New York University’s Stern School of Business. She is a licensed life & health insurance broker and holds Series 7, 24 and 63 securities registration through LPL.

For two decades of her career, Amelia has been focused on solving the unique challenges of the financial services and insurance industry. Starting her career in consulting for a boutique firm, Weber Associates, Amelia led sales and marketing transformation programs with her clients across many titans of the industry including Nationwide, J.P. Morgan, Prudential, MetLife and the Hartford. From there, she moved to Prudential Financial where she was a leader with the Customer Experience organization for the Life Insurance and Annuities businesses. During her time at Prudential she was responsible for the development of testing platforms and pioneering digital capabilities to reach, engage and acquire new customers Amelia joined Nationwide in 2020, where she leads the Retirement Solutions Marketing organization which is responsible for using data to communicate across all audiences (Intermediaries, Plans and Plan Participants) to help participants both plan for and live-in retirement. Her marketing focus and expertise have built personalized and data driven communication programs that help to get the right information to the right person at the right time, which results in a meaningful impact on business outcomes. Amelia graduated summa cum laude from Denison University. She lives in Columbus, OH with her husband and two children. In her second year on the Board of Directors for Communities in Schools of Ohio, she currently leads the Development Committee.

In 2024, Golembiewski became the director of LIMRA’s annuity research program. In this capacity, he leads the team responsible for LIMRA’s annuity benchmark sales studies, as well as all annuity trending and insights research. Prior to 2024, he was senior director of LIMRA’s strategic research program, leading the research efforts on key enterprise-wide initiatives, including the direct-to-consumer market, industry scenario planning, and a targeted program of hot topic insights for members.

Golembiewski has more than 25 years of experience in strategic research and competitive intelligence at leading insurance organizations including Prudential Financial, The Hartford, and the American Council of Life Insurers (ACLI). He holds a Bachelor of Arts in Economics from Connecticut College.

With more than 20 years in the financial services industry, Gray has broad experience in guaranteed solutions that can help consumers protect and improve their retirement outcomes. Since 2019, Gray has led the company’s expansion into employer markets to serve a broader range of consumers.
Over 20 years with Allianz Life, focused on creating customer-centric life and annuity products to serve consumers who are preparing for retirement.
Currently leading the entry of Allianz Life into the employer market through partnerships with industry leaders and organizations focused on helping in-plan customers achieve improved retirement outcomes.
Led the Allianz Life Product Innovation team responsible for life and annuity product launches, portfolio management, and strategy for eight years.
Previously worked on the actuarial team designing and pricing fixed index and variable annuity products.
Serviced on the Life Insurance Marketing and Research Association (LINRA) Annuity Committee for seven years.

Education, certifications, and memberships
B.S. in mathematics from University of Minnesota, Fellow of the Society of Actuaries, FINRA Series 7 securities registrations

Bruce Lanser is a First Vice President–Wealth Management and Financial Advisor at TruSource Advisors at UBS. For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment consulting, and fiduciary guidance.

Bruce has been named to PLANADVISER’s Top Retirement Plan Advisers listing in 2014, 2019 and 2023. Educational degrees include B.S.B.A. Accounting, Marquette University. Credentials include Certified Investment Management Analyst, Certified Portfolio Manager, Chartered Retirement Planning Counselor and Chartered Retirement Plans Specialist.

For nearly 30 years, Marcia Mantell has helped the country’s foremost financial services firms and advisors increase their knowledge of complex retirement concepts and regulations, then turn the technical into the tangible. Her remarkable ability to translate challenging retirement concepts into everyday language educates and motivates real people to take the right steps to achieve the retirement they desire.

Through her small business, Mantell Retirement Consulting, Inc., (est. 2005) Marcia develops innovative retirement income planning workshops and programs, fun and engaging retirement education programs and seminars, and writes extensively as a guest columnist and content creator and curator. She is considered a retirement industry go-to-person for Social Security and Medicare expert-level information.

Marcia Mantell earned the RMA, Retirement Management Advisor, designation with the first class of financial professionals in 2008.  She re-certified in 2015. Marcia also holds the NSSA, National Social Security Advisor, professional designation. She earned this accredited certification in 2017 to formalize her Social Security knowledge. In 2022, Marcia added a Health Insurance License to her professional development certifications.

Srinivas D. (Sri) Reddy is senior vice president, retirement and income solutions at Principal Financial Group®. He is responsible for the Income Solutions businesses, which includes Retail Annuities, Defined Benefits, Pension Risk Transfer, Principal Bank and our Trust and Custody business.

Prior to joining Principal, Reddy was the head of the investments and retirement income businesses for Prudential Retirement. Before that, he led all the product lines for USAA’s investment management and life insurance companies and held several roles at ING where his experience ranged from managing wholesale and direct distribution groups to product development in both the defined contribution business as well as the rollover & retirement income business. Previously, he served as a consultant with Ernst & Young.

Reddy has a bachelor’s degree in Economics from Baylor University and a master’s degree in International Management from Thunderbird, The American Graduate School of International Management and holds the Chartered Financial Analyst (CFA) designation. He has also completed his coaching certification through the Neuro Leadership Institute. Reddy is a frequent contributor to national media outlets and an expert resource on a range of retirement and financial security topics. He has served on various industry and regulatory groups including as the chair, vice-chair and council member of the Employee Retirement Income Security Act (ERISA) Advisory Council at the United States Department of Labor from 2017 to 2019 and currently is on the board of directors of the Insured Retirement Institute.

As a 25-year industry veteran, Chuck has devoted his professional life to enhancing the financial well-being of institutional and individual clients. As the Finspire, LLC Chief Executive Officer and Senior Consultant, Chuck provides oversight of the firm and is a lead consultant for many of the firm’s corporate retirement plans and high-net worth individual clients. Chuck is also an Adjunct Professor at Northwestern’s School of Continuing Studies where he has been teaching the Retirement Planning and Employee Benefits course since 2005.

Prior to co-founding Finspire, LLC, Chuck served as a Managing Director and Senior Lead Consultant with Sheridan Road Advisors, LLC for 10 years, and with Bank Leumi for the 8 years prior. Chuck is continually working to strengthen his industry knowledge and expertise. Chuck is a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), A Certified 401(k) Specialist (C(k)P), an Accredited Asset Management Specialist (AAMS) and an Accredited Investment Fiduciary (AIF). He earned his B.S. in Finance from DePaul University and his Masters in Business Administration from the Kellstadt Graduate School of Business at DePaul University.