| Name | Company |
| Founding Lecturers – Advisors |
| Joe Brummel | 401k Consultants Inc. & LC Solutions, Inc. |
| Dorann J. Cafaro | Cafaro Greenleaf |
| Steff C. Chalk | Fiduciary Consulting Group, Inc. |
| Jason Chepenik | Chepenik Financial |
| Richard C. Clouse, Jr. | Goldberg, Clouse & Edgell, LLC |
| Michael A. Coelho | InvestLinc Wealth Services |
| Joseph F. DeNoyior | Washington Financial Group, LLP |
| Craig C. Dewey | 401(k) Advisors |
| Don Faller | SagePoint Financial, Inc. |
| Anthony M. Franchimone | National Retirement Partners |
| Anthony Girellini | Principled Advisors |
| Jamie D. Greenleaf | Principal |
| Paula Hendrickson | First Western Trust Bank |
| Kurt Jackson | Central Coast Wealth Management |
| Allison Kaylor | The 401(k) Concierge |
| Michael W. Kozemchak | Institutional Investment Consulting |
| Paul H. Massey | Paul Massey & Associates |
| Clark May | OPOC.us |
| Danford Meischen | Merrill Lynch |
| W. Michael Montgomery | Montgomery Retirement Plan Advisors, Inc. |
| Martin W. “Bud” Pernoll | Bay Mutual Financial |
| Paul L. Powell | 401(k) Advisors |
| Timothy D. Rice | Lakeside Wealth Management Group, LLC |
| Tom Ruggie | Ruggie Wealth Management |
| James F. Sampson | Cornerstone Retirement Advisors, LLC |
| R. Mark Shepherd | ShepherdFinancial Partners |
| John W. Spach | 401(k) Advisors, Los Angeles |
| Ken Ulrich | NRP/Complete Pension Services, Inc. |
| Jon Upham | SageView Advisory Group |
| Brannan P. Vaughan | Corporate Client Group |
| Peter Wang | Wise Steward Advisory Services, Inc. |
| Gerald J. Wernette | Rehmann Retirement Builders |
| Brian T. Whitney | UBS Financial Services |
| T. Henry Yoshida | The Maresh Yoshida 401k Group |
| Founding Lecturers – Industry Professionals |
| Fred Barstein | The Retirement Advisor University |
| Ginger Brennan | ING |
| John Carl | Retirement Learning Center, LLC |
| Warren Cormier | Boston Research Group |
| William P. Elmslie | ING |
| Edward Lynch, Jr. | Dietz & Lynch Capital/Fiduciary Plan Governance |
| Hugh O’Toole | MassMutual Retirement Services |
| Rosemarie M. Panico-Marino | RSM McGladrey |
| Fred Reish, Esq. | Reish & Reicher |
| Elaine A. Sarsynski | MassMutual’s Retirement Services Division |
| UCLA Anderson Faculty |
| Shlomo Benartzi | Professor and Co-Chair of the Behavioral Decision-Making Group |
| Craig Fox | Professor of Policy, UCLA Anderson and Professor of Psychology, UCLA |
| Sanjay Sood | Associate Professor of Marketing, Faculty Director, MEMES |
| Kelly Bean | Assistant Dean, UCLA Anderson Executive Education |
| Eric Sussman | Lecturer, UCLA Anderson Executive Education |