VENUE - HOTEL INFORMATION - MEETING AGENDA - MEETING PLANNING COMMITTEE

VENUE & HOST

Morningstar|
22 West Washington Street
Chicago, IL 60602

AGENDA

Monday, June 16, 2025

10:00 a.m. - 1:00 p.m.	Board Meeting Location: Tivoli Room at The Allegro Royal Sonesta Hotel Chicago Loop
2:00-5:15 p.m.	Annual Planning Meeting Location: Morningstar
6:00 p.m.	Event dinner at TBD

Tuesday, June 17, 2025

8:00 a.m.	Continental Breakfast at Morningstar
8:30 a.m.-5:00 p.m.	Annual Planning Meeting Location: Morningstar
5:15 p.m.	Hors d’oeuvres and Cocktail Hour at Morningstar

HOTEL

Hotel Reservations

The Allegro Royal Sonesta Hotel Chicago Loop
171 W Randolph Street
Chicago, IL  60601

Click here by May 27, 2025 for hotel reservations at the special rate of $239 per night not including taxes and incidentals.

Meeting Planning Committee

Co-Chairs

Craig Rosenthal Chief Marketing Officer | Fiduciary Decisions
Scott L. Schlappi CEBS^®, CPFA™, AIFA^® Senior Vice President, Retirement Plan Services | Wealth Plan Advisors - a division of HUB International

MEMBERS

Julie Braun CRPS^® QPFC^® | Morgan Stanley Graystone Consulting
Patrick Bushlack AIF^®, CPFA^® | The Standard
Esti Buskin | Nuveen
Melissa Cowan | Cowan Consulting
Nicole Corning, CFP®, CRPC®, AIF® | Pathlight Advisors
Nicholas Cummings | OneAmerica
Glenn Dial | American Century Investments
Michael G. Doshier | T. Rowe Price
John Erickson AIF^® | The Standard
Derek Fiorenza C(k)P^®, CPFA™, AIF^®, PPC™, MSBA | Summit Group Retirement Planners
Tommy B. Ford C(k)P^® | The Gibson Group at Morgan Stanley Wealth Management
Erin Hall MBA, AIF^®, C(k)P^®, CPFA | Strategic Retirement Partners
C. Andrew Harbour CFP^®, CIMA® | Morgan Stanley Graystone Consulting Atlanta
Thomas Harty | Charles Schwab & Co., Inc.
Robert Haverstrom AIF^®, C(k)P^® | Corebridge Financial
Paula A. Hendrickson CFP^®, C(K)P^®, CBFA^® | NFP Retirement Division
Ami Hindia | Fidelity Investments
Greg Hobson CFP^®, AIF^® | Greenspring Wealth Management, Inc.
John Kinsley | John Hancock
Jason Kircher | Morningstar Retirement
Matt Luksa CRPS^® | First Eagle Investments
Greg Marsh AIF^® | Bridgehaven Fiduciary Partners
Robert A. Massa, ChFC^®, CEBS^®, CPFA™, AIF^®, CBC | Qualified Plan Advisors
Emily Minnich CFP^® | Gaertner Investment Consulting Group
Daniella Moiseyev Special Consultant
Daniel J. Peluse AIF^®, C(k)P^®, CBFA^®, CRPS^® | Wintrust Wealth Management
Troy L. Redstone CFPA^®, AIF^®, CFEI^®, CBFA^® | PHD. Retirement Consulting
Peggy Santhouse Special Consultant
Matthew Savage | Morningstar Retirement
Timothy M. Schannep CFP^® | Retirement Wealth Partners, LLC
Renee Scherzer | OneDigital
William Schories AIF^®, CIMA^®, CRPS^® | Invesco
Ryan Schutty | Principal Asset Management
Neil Shifman | Ubiquity Retirement
Geoff White | GRP Financial