Meet Our Leadership Team

Our leaders bring together decades of experience in investments, technology, and retirement services all united by a single purpose: helping people achieve a more secure retirement.

Duane Bernt
Chief Executive Officer
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About Duane
Michael Chlan
Chief Technology Officer
Chief Operating Officer
About Michael
Dan Fay
Chief Distribution Officer
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About Dan
Michael Isaac
Chief Compliance Officer
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About Michael
Kerr McGowan
Chief Product Officer
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About Kerr