The Advisory Career

 LIMRA Announces 25 Rising Stars of Retirement Under 40

Making a difference in the retirement planning industry

WINDSOR, Conn., June 15, 2017 – LIMRA today announced the winners of its contest to recognize the 25 Rising Stars of Retirement under 40 in the financial services industry. The contest searched for creative and dedicated individuals who are making a difference in the retirement sector.

“These young professionals are helping to transform retirement products and services to address the dynamic changes in regulatory environment, leverage advances in technology, and engage today’s consumers,” said Paul Henry, corporate vice president and managing director at LIMRA LOMA Secure Retirement Institute. “We are excited to recognize these up-and-coming leaders and celebrate their successes.”

The winners will be honored at a reception during LIMRA’s Annual Conference, which will be held Oct. 22-24, 2017, in National Harbor, Maryland. To learn more about the conference, please visit:

To view the winners and read excerpts from their nominations, please visit: 25 Rising Stars in Retirement

Congratulations To All Of You


Charles Boline

Senior Product Line Director

Allianz Life

David Bone

Senior Competitive Intelligence Analyst

Guardian Life

Dawn Borent

Director, Information Technology Product Consulting and Strategy

Prudential Retirement

Chris Butler

Senior Vice President, Private Client Group Investment Products

Raymond James

Brian Cosmano

Vice President Strategic Product Initiatives

Great-West Investments

Graham M. Day

Chief Sales Officer, Individual Annuity Business

Senior Vice President and Managing Director


Joseph Duronio

Vice President, Strategic Planning and Research

AIG Group Retirement

Emily Holbrook

Director, Personal Markets

Northwestern Mutual

Justin Fitzpatrick

Head of Trust and Private Wealth

Jackson National Life Distributors, LLC

Ryan Gladysz

Director, Digital Strategy


Sarah Goedken Kool

Associate Director, National Participant Education


David Hanzlik

Vice President, Wealth Management

CUNA Mutual Group

Marc Howell

Vice President, Custom Retirement Solutions

Prudential Retirement

Sean Kelley

Assistant Vice President and Director, Retirement Pricing

Voya Financial

Steven Kofkoff

Assistant Vice President, Retirement Services, Defined Contribution Finance


Tom Layton

Vice President, Product Management

Raymond James

Jeff Lindeman

Regional Director

Protective Life Insurance Co.

Bret Martin

Manager, LTC Sales Desk

Pacific Life

Joseph T. Mieras

Assistant Vice President, Participant Information Center


Nick Pagano

Vice President, Senior Retirement Sales Consultant

T. Rowe Price

Nick Porcaro

Vice President, Senior Relationship Manager, Retirement Plan Services

T. Rowe Price

Mary Romano

Assistant Vice President, Client Management,

Head of New Business Implementations


Matthew Settergren

Director of Innovation and Implementation

Allianz Life

Stacy Sponseller

Regional Director

Protective Life Insurance Co.

Bill Sutton

Public Relations Manager

Voya Financial