Dillon joined AEIS in 2016 as a benefits consultant, where he collaborates with employers to develop tailored strategies that effectively address their business needs. With a consultative and educational approach, Dillon offers insights into creative funding and employee engagement strategies to enhance the impact of his clients’ benefits investment. He emphasizes educating employees to become informed consumers of health care and highlighting the significant value of their employer-provided benefits.  Dillon was honored as a “Rising Star in Advising” by Employee Benefit Adviser in 2020, acknowledging his role as a forward-thinking leader in wellness, health care and benefits nationally.

Jason Chepenik currently serves as senior vice president of the Retirement + Wealth division. He is focused on providing fiduciary guidance to corporate retirement plans. Whether he’s advocating for stronger fiduciary responsibility, lending his financial knowledge to a local non-profit, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work.
Jason is also the founder of the 4.01k Race for Financial Fitness helping to raise more than $1 million to support community based financial literacy programs. Jason has earned a degree in Management with a concentration in Finance from Tulane University.

Danovan Clacken is a Health and Benefit Account Distribution manager covering the east coast for Retirement and Personal Wealth Solutions (RPWS) at Bank of America.  In this role, Danovan is responsible for distribution of the Health and Benefit Product suite of solutions to institutions of all sizes.  The Health and Benefit Solution suite is inclusive of Health Savings Accounts (HSA), Flexible Spending Accounts (FSA) and Lifestyle Spending Accounts (LSA).

Danovan joined Bank of America in 2010 and has held various roles in Investment Banking, Private Wealth Management and Global Banking & Markets under the firm’s Chief Financial Officer Group. He has been with RPWS since 2016 where he started as a Product Manager for Health and Benefit Solutions’ Retail and Small Business HSA channels, managed data analytics operations and, most recently, strategy and partnerships before taking on his current role.  He is Co-Chair of the RPWS Diversity and Inclusion Council and a member of the RPWS Campus Advisory Council where he leads recruiting.

Prior to joining Bank of America, Danovan worked at the United States Department of Justice.  He earned his BBA in Finance and Investments from Baruch College in New York where he resides with his wife and two daughters today.

Kelly Conlin, FSA, EA, MAAA, FCA, is Managing Director and Chief Actuary, U.S. Health Financial & Actuarial Consulting, at Gallagher. She leads a team of health and benefit consultants and actuaries who support hundreds of clients working to improve health outcomes for millions of employees, plan members and retirees. With more than 20 years of experience, she marries specialized health benefits subject expertise with rigorous actuarial processes and standards to help international, public sector and corporate clients design, measure and fund their medical and life insurance programs and is a frequent speaker on the topic of plan optimization.

Brea Dantin is a retirement plan adviser and chief operations officer in the MJ Retirement department, where she advises retirement plan committees and oversees the department’s operations. Drawing on over two decades of specialized experience in retirement savings and employee benefits, Brea possesses an unparalleled ability to stay abreast of trends in the retirement plan industry. Leveraging this expertise, she assists clients in optimizing their plans for both plan sponsors and participants alike.

Barbara Delaney currently serves as Principal of StoneStreet (SS/RBA), a Division of HUB International. As part of the dedicated Retirement and Private Wealth division, Barbara is a seasoned fiduciary adviser, specializing in financial wellness and retirement plan consulting services to defined benefit, defined contribution and non-qualified plans. Based out of Pearl River, NY, Barbara holds nearly 40 years of experience. Prior to founding StoneStreet in 1998, Barbara was the Managing Director, Retirement Services at Tribus Companies for nearly 12 years. She joined HUB International through HUB’s acquisition of StoneStreet in September of 2019. Barbara was the recipient of the 2022 PLANADVISER Retirement Plan Adviser of the Year Award in the Closing the Coverage Gap category. Barbara earned a Bachelor of Arts degree in Business Administration and Economics from St. Thomas Aquinas College and attended the New York University’s Stern School of Business. She is a licensed life and health insurance broker and holds Series 7, 24 and 63 securities registration through LPL.

Mr. Eldredge has 25+ years experience with national financial services companies serving institutional customers with insurance and benefit solutions such as defined contribution retirement products, private placement life insurance, and currently health savings account products.

Mr. Eldredge is a CFA charter-holder and  has been a member of the Hartford Society of Financial Analysts since 2000.

John is financial professional with over 25 years of industry experience.  John has worked on both the retail and institutional sides of the business.  In his current role as a Wellness Specialist, John works with Bank of America and Merrill corporate clients and their employees, delivering Financial Education seminars and 1 on 1 consultations.   The Education seminars cover an array of financial topics, incorporating all life stages and affluence levels.

Upon joining Bank of America Merrill in 2010, John was a Financial Solutions Advisor providing advice and guidance to individuals and their families.  Prior to that he was a Broker/Dealer Sales Trader, facilitating multimillion dollar trades on a daily basis. 

 John is a fully licensed Financial Advisor and holds the Chartered Retirement Planning Counselor® designation.  John is based in the Metro New York market and is licensed to conduct business in all 50 states and territories.

Greg Fiore currently serves as Senior Vice President of Retirement + Wealth division where he is a specialist in the qualified plan marketplace. His focus is ensuring high vendor performance, driving cost effectiveness, and providing rapid deployment of new qualified plan products and services. He leads a team of people who support clients in every aspect of the retirement planning process.
Greg graduated from Florida State University with a bachelor’s degree in finance.
Outside of the office, Greg spends time with his family, and gives back to the community through church and philanthropic organizations.

Chris is a problem-solver and employee benefits “generalist” who advises clients on a range of pension, executive compensation and welfare benefit plan issues, but maintains a focus on assisting clients with health care reform compliance, negotiation of administrative services agreements and the operation of consumer-driven health care arrangements such as HSAs, FSAs and HRAs.
As a member of the firm’s ERISA litigation practice, Chris defends fiduciary breach claims and claims for benefits under both pension and welfare benefit plans. Chris lives at the cutting edge of new regulatory requirements concerning fiduciary governance for health and welfare benefit plans.
Prior to joining Verrill, Chris served as a law clerk in the United States Bankruptcy Court for the Western District of Pennsylvania. He has a J.D. from Duquesne University Law School and a B.A. from Allegheny College.

John is a registered representative with LPL Financial where he is recognized as a leader in retirement plan consulting through his position in the firm’s Retirement Partners Group. John entered the retirement planning business in 1984 as a consultant with a major insurance company. As a member of the Retirement Partners Group, his expertise includes retirement plan design, plan operations, investment monitoring and employee education. John is committed to helping employers and employees develop and manage the process of directing their retirement plans.
John is a graduate of Iowa State University where he earned his bachelor’s degree in agriculture business finance. He is a Chartered Financial Consultant (ChFC®), is an Accredited Investment Fiduciary (AIF^®), and holds the Certified Retirement Plan Specialists designation (CRPS^®). John is also a member of the Global Leadership Council.

Rebecca Moore is managing editor, custom content, for ISS Media’s U.S. brands—PLANSPONSOR, PLANADVISER, and Chief Investment Officer. Previously, she was managing editor, PLANSPONSOR digital. Rebecca has more than 30 years of experience in the retirement industry, starting as a recordkeeper in Wachovia Bank’s (now Wells Fargo) employee benefits division in 1991. She also led the nonqualified plan recordkeeping team at Wachovia Bank. Prior to joining PLANSPONSOR in 2005, she was a relationship manager at third-party administrator (TPA) Amvescap (which is now a part of MassMutual). Moore has a bachelor of science (BS) degree in mathematics from Elon University and a master of arts (MA) degree in mathematics from Wake Forest University. Following completion of her MA degree, she worked for three semesters as a math instructor at Old Dominion University in Norfolk, Virginia.

With a passion for assisting clients in all things benefits and Health & Welfare, Greg is a key player on Sentinel’s leadership team. Having called Sentinel home for more than 13 years, he is driven by a desire to help people day in and day out.
Greg brings a unique view of benefits to the table, having curated a diverse background in health and welfare, insurance consulting and retirement. By helping firms create strong education game plans, his expertise enhances the value of their offerings and empowers employees to feel confident in what is offered to them. Greg has a Bachelor of Science – Business Administration, Finance from the University of Connecticut; has Life, Accident and Health Insurance licenses in The Commonwealth of Massachusetts; and is PPACA Certified.

Len is a Vice President and Senior Health Consultant in Segal’s New York office with over 20 years of experience in benefits consulting. He advises corporate and public-sector clients in health and welfare benefit design for active employees and retirees, performs competitive bidding, advises clients on matters related to legislative changes, develops contribution strategies and conducts claims analyses.

Len is also responsible for administration and maintenance of Segal’s College and University Benefits Study (CUBS) and database and spearheads the firm’s efforts around CUBS-related publications and benefits benchmarking projects.

Prior to joining Segal, Len worked as an Assistant Actuary with a major actuarial consulting firm. Len received a BS cum laude in Statistics and Actuarial Science and an MS in Management (with a specialization in Finance), from the New Jersey Institute of Technology.

Jake Spiegel is a Research Associate at the Employee Benefit Research Institute. He completed his undergraduate work in economics at Carnegie Mellon University and earned a master’s degree in applied economics from Johns Hopkins University.
Previously, Jake worked for Morningstar on their public policy research team, where he wrote a first-of-its-kind evaluation of health savings accounts. He also conducted economic analyses to define and inform Morningstar’s institutional positions on proposed regulations, and drafted recommendations based on these analyses that advanced the interests of individual investors. Before joining Morningstar, he was a research analyst at HelloWallet, where he conducted research on personal finance and financial wellness issues, such as the relationship between student loan debt and retirement savings, and the extent to which households built up more debt than retirement savings during the Great Recession.

Rebeccah Wertenberger leads the participant engagement programs for health benefit plans serviced under Retirement & Personal Wealth Solutions at Bank of America. Working with a deep knowledge of the participant, and by leveraging proprietary research and analytics, she and her team define and deliver holistic outcome-focused engagement programs. 

Rebeccah has 30 year experience with customer-focused communications for serviced-based products including roles at JP Morgan Chase, AT&T, Liberty Mutual and Sprint.

Noah Zuss is a reporter at PLANSPONSOR. Zuss joined PLANSPONSOR in December 2021. Zuss earned a bachelor’s degree in social and global studies from Antioch College.