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Leadership Advisory
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Chris Radzom
LGE Investment & Retirement Services

Stefne Lynch
Symetra Financial*

AIG Financial Distributors
– Keith Burger
Allianz Life Insurance Company
– Randy Gabrielson
Athene USA
– Keith Pinkley*
AXA Distributors, Inc.
– Jon Zales
AXIO Financial
– Marc Paley
BNY Mellon | Pershing –
 Randy Reynolds

Brighthouse Financial – John Schoone*
Cetera Financial Institutions
– LeAnn Rummel
 – Maree Moscati
CUNA Mutual Group
– Martin Powell
CUSO Financial Services, LP –
Kevin Mummau
Eagle Life Insurance Company –
Stuart Bergoine*
Fidelity Clearing & Custody Solutions –
Dan O'Brien
First Trust Portfolios, L.P. –
Mary Beth Dvorak
Global Atlantic Financial Group –
Brenda Gempler*
Great American Insurance Group
– Dave Mebius 
Incapital –
Laurie Bricker*
Infinex Financial Group –
Stephen Amarante
Jackson National Life Insurance Co. –
Greg Masucci*
Kehrer Bielan Research & Consulting LLC
– Ken Kehrer
Lincoln Financial Group –
Anna Dunlap
LPL Financial Institution Services
Arthur Osman
Luma Financial Technologies– Tim Bonacci

MassMutual Financial Group – Matt DiGangi*

Midwood Financial Services – Alan Blank
National Life Group – Tom Olson
Nationwide –
Hernan Fonseca*
New York Life Mainstay Investments – Andrew Capaccio
OneAmerica Company - Care Solutions
– Michelle Prather
Pacific Life Insurance Company – 
Mike Miranne
Principal Financial Group –
Bill Gilroy
Protective Life Insurance Co. –
Rona Guymon
Prudential Annuities –
Cindy Felicionio*
Raymond James Financial Services – 
Tim Killgoar
Sammons Retirement Solutions Inc. –
Melissa Scheuerman
Securities America –
Jim Norwood
Security Benefit Group –
Samuel Howells
Stathis Partners –
Scott Stathis
TransAmerica –
Joe Cox

*Platinum Leadership members



Interested in Serving?

The Leadership Advisory Board consists of product manufacturers, distributors, TPMs, consultants and other vendors that join BISA at the Platinum Leadership, Leadership, or Platinum Consultant Membership levels. They meet three times annually with the Board of Directors and are led by the LAB Steering Committee.

If you are interested in learning more about BISA leadership opportunities, please contact us at 202-367-1111 or

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2020 BISA Annual Convention

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