People - Grid

Stacy Meyer, CPA

Principal, CliftonLarsonAllen LLP

Minneapolis, MN

Paul Selfinger, CPA

Partner, Novak Francella, LLC

Boston, MA

Anthony Pepe, CPA, MT

Manager, Schultheis & Panettieri, LLP

Hauppauge, NY

Stephanie Jones, CPA

Partner, Audit and Assurance, Anders CPAs + Advisors

Saint Louis, MO

Eileen Brassil, CFE, CPA

Partner, Legacy Professionals LLP

Chicago, IL

Thomas DeRoche

Director, Educational Programs, International Foundation of Employee Benefit Plans

Brookfield, WI

John Heim, MBA

Chief Financial Officer, The New York Hotel Trades Council & Hotel Association of New York City, Inc. Employee Benefit Funds

New York, NY

Patrick Stines, CPA

Partner, Novak Francella, LLC

New York, NY

Katherine Hesse, Esq., CEBS

Partner, Murphy, Hesse, Toomey & Lehane, LLP

Quincy, MA

Jacquelyn Coyle, CFE, CPA

Partner, Novak Francella, LLC

Philadelphia, PA

Kristi Wagner, CEBS

Trust Administrator, AirConditioning & Refrigeration Industry Joint Trust Funds

Orange, CA

Michael Joliat

Shareholder, Reinhart Boerner Van Deuren s.c.

Minneapolis, MN

Shalom Wilburn, CEBS, CEBS Compliant

Director, Benefits - Financial Wellness, USAA

San Antonio, TX

Jesse Sargent

Principal, Calibre CPA Group, PLLC

Bethesda, MD

Pierce Martin

Consulting Actuary, United Actuarial Services, Inc.

Carmel, IN

Michelle Zettergren

President, Chief Sales and Marketing Officer, MagnaCare

New York, NY

Neal Schelberg, Esq.

President, Counsel Advisors, Inc.

North Hills, NY

Christine Fletcher

President, Ullico Casualty Group, LLC

Silver Spring, MD

Joshua Davis, FSA, EA, MAAA

Principal Consulting Actuary, Cheiron, Inc.

San Luis Obispo, California

Gregory Heise, FCA, FCIA, FSA

Partner, Convyta Partners LP

Vancouver, BC