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View More Press Releases by Retirement Advisor Council

Press release:

Retirement Advisor Council Announces Class of 2020 Member Advisors

Issued by: Retirement Advisor Council

Date: Mar. 30, 2020

East Granby, CT, 26 March 2020 – The Retirement Advisor Council is pleased to announce that the following retirement plan advisors have joiedn the Retirement Advisor Council effective January 1, 2020.

Regarding the slate of new members, President of the Council Troy Redstone, stated: “It’s exciting to continue the expansion of the membership for the Retirement Advisor Council to represent greater diversity and a larger geographic footprint. These advisers have distinguished themselves as thought leaders in our industry and their expertise adds much to our efforts to raise the bar among plan fiduciary advisors. I hope that they will benefit as much from their association with the Council as all of us will benefit from the association with these top advisors. As they say, a rising tide floats all boats.”.

  • James M. Aid, of AID Wealth Solutions Group
  • Jerome D. Bosch of Retirement Plan Advisors of RBC Wealth Management
  • Nathan Sorensen Cassel of PlanPilot
  • Kevin Len Clift of The Clift Group
  • Jeanne J Fisher CFP®, CPFA of Strategic Retirement Partners
  • George Patterson Fraser AIF®, CBFA, CRPS®, PPC of Retirement Benefits Group
  • Steven B (Brad) Grist AIF® of Legacy 401(k) Partners
  • Emily Gaul Minnich of Gaertner Investment Consulting Group
  • James Modelski of DiMeo Schneider & Associates
  • Michael R. Paris AIF® of Paris International
  • Jeffrey M. Petrone of SageView Advisory Group
  • Mark Ratay of The Ratay Group at Morgan Stanley
  • Christopher M. Schneider of TriBridge Partners
  • Mark Tonelli of HUB International / Sheridan Road
  • Jim Waggoner of Vision Point Advisory Group
  • A.J. Walker of Guidance Point Retirement Services, LLC

About The Retirement Advisor Council

Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers.  To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions and practice management.  

The Council accomplishes this mission by:

  • Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
  • Sharing professional standards with plan sponsors who are responsible for the success of their plans.
  • Providing collective thought capital to decision makers, product providers, legislators and the public.
  • Giving voice to the retirement plan advisor community
  • Offering tools to evaluate advisors to ensure the quality of services provided.

Retirement Advisor Council is a brand of EACH Enterprise, LLC.  Learn more at www.retirementadvisor.us

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