Rich Koll

Co-Chair

Osaic Institutions

Brett Carmichael

Co-Chair

Nationwide*

Allianz Life Insurance Company – Randy Gabrielson

Ameriprise Financial Services – Chris Melton
Athene USA* – Keith Pinkley

BNY Pershing – Mitch Bell

Brighthouse Financial – John Schoone
Cetera Financial Institutions – LeAnn Rummel

Corebridge – Kim Fiore
CUSO Financial Services/Sorrento Pacific Financial – Kevin Mummau
Eagle Life Insurance Company* – Greg Alberti

Equitable –Page Long

F&G* – Lee Bennett

Fidelity Clearing & Custody Solutions – Rob Hunt
First Trust Portfolios, L.P.* – Tracy Giffen
Global Atlantic Financial Group* – Brenda Gempler

iCapital –John Burhoe

InspereX –  John Marone

InvestCloud – Rebecca Oda
Jackson National Life Insurance Co.* – Greg Masucci

Lincoln Financial Distributors – Justin DiLucchio

LPL Financial Institution Services* –  Ken Hullings
Luma Financial Technologies – Jay Charles

MassMutual Ascend – Dave Mebius 

MassMutual Strategic Distributors* – James Till

Midwood Financial Services – Alan Blank

National Western Life – Teresa Rodriguez

New York Life – Andrew Capaccio
Pacific Life Insurance Company – Jon Zales

Prosperity Life – Dan Farrelly
Protective Life Insurance Co. – Mike Kourthaus
Raymond James Financial Services – Steve Kruchten
Sammons Retirement Solutions Inc. – Tracy Arlett

Securian Financial – Jason Newmark

Security Benefit Group – Michael Dolaher 

Simplicity Group* -- Jarrod Fisher

Symetra Financial* – Dayna Cerrone
Transamerica –  Mark Halloran

TruStage* – Martin Powell

WealthVest* – Tim Layton

*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 and Leadership 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.