Regional Ambassadors

The DCIIA Ambassador Program advances the association’s mission by bringing together engaged retirement professionals in their local communities to help improve retirement outcomes. Ambassadors expand member involvement by hosting events each year that create an approachable environment for prospects, strengthen networking, and offer a balanced mix of social and content‑driven programming.

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Featured Committee Projects

Content is provided in brief, focused topic papers designed to provide a helpful overview of each area. Each asset class paper offers an overview of strategies/structures available and highlights key considerations for implementation and otherwise.

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Committee Members

Michael Wilson
Co-Chair

Fidelity Investments

Jennifer Flodin
Co-Chair

Mercer

Fred Stewart
Co-Chair

LCG Associates

Ashwini Apte

Apollo Global Management/Athene

Dan Beaton

Fiera Capital

Lynn Benfante

Vanguard

Deb Boyden

Schroders

Will Chau

Allspring Global Investments

Holly Donovan

Invesco

Peter Dugery

Morningstar

Sean Fullerton

Allspring Global Investments

Victoria Fung

T. Rowe Price

Kevin Gaston

Vestwell

Katie George

Harding Loevner LP

Stephen (Steve) Huber

The Federal Retirement Thrift Investment Board

Brad Huss

Trucker Huss

Greg Jenkins

Invesco

Lisa Joe

PwC

William Kiley

Goldman Sachs

Michael Kreps

Groom Law Group

Liisa MacNicholas

Mercer Investments

Liana Magner

Natixis

Ellen Martel

CAPTRUST

Bill Marx

Morgan, Lewis & Bockius LLP

Lavina Mehta

Franklin Templeton

Carrie Meyer

Micruity

John Payne

Brookfield Asset Management

Stephen Popper

SageView Advisory Group

Joseph (Joe) Szalay

PIMCO

Yana Turner

Beutel Goodman

Scarlett Ungurean

ABA Retirement Funds

Kevin Vandolder

Johanna Vogel

Harbor Capital Advisors, Inc.