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Leadership Advisory
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Chris Radzom
Co-Chair
LGE Investment & Retirement Services

Laurie Bricker
Co-Chair
Incapital*

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

Brighthouse Financial* – John Schoone
Cetera Financial Institutions
– LeAnn Rummel
Copytalk
 – Maree Moscati
CUNA Mutual Group* 
– Martin Powell
CUSO Financial Services, LP –
Kevin Mummau
Eagle Life Insurance Company* –
Stuart Bergoine

Equitable – Jon Zales

Fidelity Clearing & Custody Solutions – Dan O'Brien
First Trust Portfolios, L.P.* –
 First Trust
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
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
Raymond James Financial Services – 
Tim Killgoar
Sammons Retirement Solutions Inc. –
Melissa Scheuerman

Securian Financial – Paul Mulheran
Securities America –
Jim Norwood

Security Benefit Group – Samuel Howells

Symetra Financial* – Bert Boudet
TransAmerica 
– Joe Cox

Wealthvest* – Fred Nicholas

*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 bisa@bisanet.org.


 
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