Patrick Morrell Patrick Morrell
Patrick Morrell is a Vice President of Business Development with LPL Retirement Partners.  In this role Patrick is responsible for educating independent advisors on LPL's suite of retirement tools and support services. Previous roles have included investment analysis, portfolio construction, and economic research. A graduate of Northeastern University, Patrick earned the CIMA® designation and is a candidate for CFA Level II.

 

 

Tim O'Hara Timothy O'Hara
Timothy O'Hara is Divisional Vice President for AXA Distributors, LLC, covering the Bank and Wirehouse teams in the Central United States. Tim began his career in 1992 as an internal annuity wholesaler, and has witnessed almost 20 years of change and innovation in the annuity world while representing such companies as Hartford, Kemper, MFS, SunLife and AXA Distributors.

 

 

 Dave O'Rourke Dave O'Rourke
Dave O'Rourke's dual career background as a software entrepreneur and financial advisor allows him to bring a special perspective to his role as SVP Marketing with Eqis. Dave's company developed an enterprise solution for commercial banks that dominated its market niche, and he subsequently managed a San Francisco based RIA with over $600mm in AUM.

 

 

Zach Parker Zachary S. Parker, MBA, CFP®
1st Vice President - Income Distribution and Product Strategy
Zach has a major role in developing practical tools for Securities America's NextPhase Income Distribution Solutions, a turn-key process to attract and retain retiring clients. He co-authored "Capturing the Income Distribution O pportunity," an analysis of income distribution strategies that received the first Practitioner Thought Leadership Award from the Retirement Income Industry Association in 2011.
Robert Powell Robert Powell
Robert Powell is the editor of Retirement Weekly, a newsletter from MarketWatch/The Wall Street Journal Digital Network. Powell also writes two columns for MarketWatch.com, including On Retirement and Your Portfolio. Powell also serves as the editor of the Retirement Management Journal and as an adjunct professor for the Boston University Center for Professional Education Online Retirement Management Analyst Program.

 

 

David Reichart David L. Reichart
David L. Reichart, CFA is a Portfolio Advisor with Principal Management Corporation. As a Portfolio Advisor, he is responsible for the day-to-day monitoring and rebalancing of the underlying strategies of the Principal Global Diversified Income Fund, Diversified Real Asset Fund, and Global Multi-Strategy Fund. He also serves as head of Business Development for Principal Funds.

 

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