The Next Chapter, a collaborative leadership initiative launched by the Money Management Institute, Financial Advisor magazine and The Execution Project LLC, has appointed the first members to its Advisory Council, the company announced today in a news release.

The Next Chapter Advisory Council will be key to implementing changes designed to improve the financial outcome for clients planning for or already in retirement, the release said. The appointees are senior executives from across the wealth and asset management industry, recruited for their expertise, leadership and coaching ability. 

Upon installation, they will work with editorial contributors from Financial Advisor to identify the most important issues facing industry execution efforts, work to capture opportunities that address them, and overcome obstacles and operating friction impeding implementation.

In alphabetical order, the Next Chapter Advisory Council appointees are:

·      Gary Carrai, CFA – senior vice president, strategic partners and platform technology, LPL Financial.

·      Jim Devaney – head of U.S. distribution, PGIM Investments LLC.

·      Kate Healy – managing director, institutional marketing, TD Ameritrade Institutional.

·      Ben Huneke – managing director, Morgan Stanley.

·      Heather Kelly – senior vice president, advisory sales and strategic Accounts, Allianz Life.

·      Scott Killgallen – managing director, head of North America Intermediary, Neuberger Berman

·      Jud Mackrill – chief marketing officer, Carson Group.

·      Frank McAleer, CFP, CIMA – senior vice president, wealth planning, Global Wealth Solutions, Raymond James.

·      John Moninger – managing director, retail sales, Eaton Vance.

·      Nalika Nanayakkara – partner, Wealth and Asset Management Practice Lead, EY.

·      Cheryl Nash – CEO, Tegra 118.

·      Roger Paradiso – head of alternative distribution strategies, Legg Mason.

·      Phil Pellegrino – executive director, UBS Wealth Management.

·      Kevin Ruth – interim CEO, Whealthcare Planning LLC.

·      Evamarie Schoenborn – president and CEO, Northwestern Mutual Wealth Management Company.

·      Ray Sclafani – founder and CEO, ClientWise LLC

·      Kabir Sethi – managing director, head of digital wealth management, Bank of America Merrill Lynch

·      Jack Sharry – executive vice president, chief marketing officer, LifeYield LLC.

·      Mark Spina – president and chief operating officer, FLX Distribution.

·      Gavin Spitzner – president, Wealth Consulting Partners, and principal, The Execution Project.

·      Katie Wade – principal, Dunraven Consulting, and principal, The Execution Project.

In addition to the Advisory Council, Next Chapter’s direction and programming will be guided by an Executive Leadership Council, which includes Craig Pfeiffer, CEO and president of MMI; Gary Holland, CEO of Charter Financial Publishing Network, the parent company of Financial Advisor; and Steve Gresham, managing principal of The Execution Project, who will serve as managing partner of the Next Chapter initiative. 

The Next Chapter leadership team also includes Evan Simonoff, editor-in-chief of Financial Advisor; David Smith, co-founder and group publisher of Charter Financial Publishing Network; and Joan Lensing, chief programming officer of MMI.

The Executive Leadership Council will be announced shortly.