We congratulate the following individuals for completing The 401k Service Training Program™ and feel confident they can help you meet the needs of your company.

If you would like additional contact information on any PPC™ listed below, please contact us.

If you have any concerns or complaints regarding a PPC designee, please click here to view our complaint procedures.

JennisonDryden Sales Force
(A division of Prudential Investment Management Services, LLC, a division of Prudential Financial Company)
Phone: 1.800.257.3893 (Advisor inquiries only)

ALABAMA

Paul L. Powell, AIF, PRP, PPC
Horizon Resources
Dothan, AL
www.horizon401k.com

ARKANSAS

Teressa Rambo, CRPS, PPC
BKD Wealth Advisors
Little Rock, AR
www.bkd.com

ARIZONA

Brian L. Hein, CIMA, CRPS, PPC
401(k) Director
Spectrum at Graystone Consulting
Scottsdale, AZ
http://institutionalconsulting.citi.com/spectrumgroup1

Peter Hirsch, PPC
AIG Advisor Group
Phoenix, AZ

Bradley S. Lemon, AIFA, PPC
Senior Investment Counselor
Miller/Russell
Phoenix, AZ

Peter Rowe, CLU, PRP, PPC
Sunwest Benefits Consulting, Inc.
Phoenix, AZ

CALIFORNIA

Melinda Thomas, CFP, PPC
Morgan Stanley
San Luis Obispo, CA

Jamie ThomasWong, QPFC, PPC
Morgan Stanley
San Luis Obispo, CA

John Upham, AIF, PPC
Managing Director, Advisory Services
SageView Advisory Group, LLC
Irvine, CA
www.sageviewadvisory.com

COLORADO

Francis Gillis, AIF, APR, PPC
Financial Advisor
Gillis Financial Solutions, LLC
Fort Collins, CO
www.gillisfinancial.com

Patterson McKinlay, AIFA, MBA, PPC
Smallwood Financial
Denver, CO
www.esmallwood.com

CONNECTICUT

Giancarlo DiRoma, PPC
Newlight Financial Services
Meriden, CT
www.newlightfinancial.com

John DiRoma, PPC
Newlight Financial Services
Meriden, CT
www.newlightfinancial.com

Debbie Goodwin, PPC
Raymond James Financial Services
Ridgefield, CT

FLORIDA

Daniel M. Carter
BenefitCheck LLC
University Park, Florida

Dan Edwards, RIA, AIF, PPC
Prism Fund Solutions, Inc.
St. Petersburg, FL

GEORGIA

Thomas C. Pritchett, CPA, PFS, CFP, APM, PPC
Managing Partner
APB WealthCare Advisors, LLP
Tifton, GA
www.apbwc.com

Jeffrey John Weronick , PPC
White Horse Advisors, LLC
Atlanta, GA
www.whitehorseadvisors.com

IDAHO

Edward G. Rainford, PPC
Investment Counsel
ClearWealth
Boise, ID
www.clearwealth.com

ILLINOIS

Beverly D. Alleman, ARPS, ARPC, PPC
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

Patrick Bearss, PPC
Independent Bankers Bank
Springfield, IL
www.ibb.cc

John Blossom Jr., MSPA, CLU, PPC
President
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

Linda B. Blossom, AIFA, PPC
Vice-President - Investment Services
Senior Consultant
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

Steve Boone, PPC
VP Trust
Busey Bank
Peoria, IL

Harold W. Brewer, ARPS, PPC
Alliance Benefit Group of Illinois
Peoria, IL

Kimberly S. Cady, PPC
Savant Capital Management, Inc.
Rockford, IL
www.savantcapital.com

Bradley S. Johannes, PPC
VP, Business Development Officer
Independent Bankers' Bank
Illinois

Peter D. Recchia, CPA, AIF, PPC
Recchia Pension Advisory
Elmwood Park, Illinois
www.recchiapension.com

Robert Veigel, CLU, ChFC, ARPS, ARPC, PPC
Wholesale Distribution Manager
Alliance Benefit Group of Illinois
Peoria, IL
www.abgil.com

Daphne M. Weitzel, CPC, QPA, PPC
Sr. Vice-President/COO
Alliance Benefit Group, Inc.
Peoria, IL
www.abgil.com

INDIANA

Mark Dahlenburg
President
Financial Planning Consultants, Inc.
Lafayette, IN
www.fpcadvisor.com

Brad W. Michels, CFP, PPC
Professional Planning Group
New Albany, IN
www.ppgin.com

Don Penn
Financial Planning Consultants, Inc.
Lafayette, IN
www.fpcadvisor.com

IOWA

Michele Boyer, PPC
Investment Advisor Representative
Regional Vice President
United Equity Securities Group Inc
Cedar Rapids, IA
www.uesonline.net

KANSAS

Jessica A. Searcy-Maldonado, AIFA, PPC
Vice President
Searcy Financial Services, Inc.
Overland Park, KS
www.SearcyFinancial.com

MARYLAND

Melvin Brenner, CPA, CFP, PPC
Silver Spring, MD

Charles Breschi, PPC
Franklin Financial Group
Hunt Valley, MD
www.franklin-group.com

Michael Steinhardt, CLU, ChFC, CFS, AIF, PPC
Steinhardt Financial Group
Timonium, MD
www.steinhardtfinancial.com

MASSACHUSETTES

Fred Colman, AIF, CFS, RHU, PPC
President
BBS Employee Benefits
Newton, MA
www.BBSBenefits.com

Timothy Gannon, AIF, ARPC, PPC
Columbia Management
Boston, MA
www.columbiafunds.com

Peter Riggins, CEBS, QKA, PPC
Director
Benefits Consulting Group, LLC
Holyoke, MA

Thomas Roach, CFS, AIF, PPC
BBS Employee Benefits
Newton, MA
www.BBSBenefits.com

MICHIGAN

William Mierkiewicz, PPC
Sigma Financial
Troy, MI

MINNESOTA

John Foster
Senior Investment Strategist
JNBA Financial Advisors
Bloomington, MN
www.JNBA.com

Laurence R. Menzel, ChFC, CRC, PPC
Regional Marketing Director
Retirement Marketing Specialists
Northfield, MN

Donald Schellhammer, AIF, PPC
IAR
North Compass Financial Advisors, LLC
Woodbury, MN 
www.northcompassfinancial.com

MISSISSIPPI

Kenneth Parkinson, PPC
VALIC
Oxford, MS

MISSOURI

Paul Carroll, PPC
Raymond James Financial
Springfield, MO
www.advicek.com

NEBRASKA

John J. Mulligan, CIMA, CFP, AIFA, PPC
President
Mulligan Capital, Inc.
Omaha, NE
www.mulligancapital.com

NEW HAMPSHIRE

Eric J. Putney, MBA, AIF, PPC
Eldridge Investment Advisors
Manchester, NH
www.eldridgeco.com

Sean Riley, PPC
Retirement Plan Advisor
Eldridge Investment Advisors
Manchester, NH
www.eldridgeco.com

NEW JERSEY

Andy Harper, PPC
Director of Retirement Services
CFS Investment Advisory Services, LLC
Totowa, NJ
www.cfsias.com

Jonas Alan Merk, PPC
Benefits Consultants Group
Delran, NJ

Philip C. Pascarella, CRPS, PPC
Financial Advisor
The Pascarella Grop
Wachovia Securities, LLC
Morristown, NJ
www.home.wachoviasecurities.com/p504

Howard R. Verfaillie, Jr., CFP, PPC, AIF
President & CEO
Victory Asset Management Co., Inc.
Wenonah, NJ
www.victoryasset.com

Annmarie Woods, PPC
New York Life Investment Management
Parsippany, NJ

NEW YORK

William W. Ochocinski, AIF, PPC
President
Apollo Wealth Management
Lancaster, NY
www.apollowm.com

Jason Orsini, AIF, PPC
401k Wholesaler / Consultant
Pacific Life
Brooklyn, NY

NORTH CAROLINA

Lisa A. Allen, QKA, PPC
Presidium Retirement Advisers, Inc. (Fee Only)
Charlotte, NC
www.presidiumadvisers.com

Anne N. Comer, CPA, MBA, AIF, PPC
Presidium Retirement Advisers, Inc. (Fee Only)
Charlotte, NC
www.presidiumadvisers.com

OHIO

Robert J. D'Anniballe, Jr., PPC
Attorney at Law
Pietragallo Gordon Alfano Bosick & Raspanti, LLP
Steubenville, OH
www.pietragallo.com

Mario C. Giganti, CPA, CFP, AIFA
Cornerstone Capital Advisors
Uniontown, OH
www.ccadvisors.com

Dennis R. Horr, PPC, AIF
The Financial Network Group, Ltd
Cinicinnati,OH
www.thefinancialnetworkgroup.com

Scott T. Jones, PPC
Client Manager
Oswald Financial
Cleveland, OH
www.oswaldfinancial.com

Cliff Oberlin, CPA, PFS, CFP, PPC
CEO
NRP Financial, Inc.
Bryan, Ohio
www.nrpfinancial.com

Tracy Thomas, PPC
Oswald Financial, Inc.
Cleveland, OH
www.oswaldfinancial.com

PENNSYLVANIA

Alan M. Brecher, CFP, PPC
RTD Financial Advisors, Inc.
Philadelphia, PA
www.rtdfinancial.com

Gary M. Casciola, CRPS, PPC
Director of Pension Services
The Advisor Group, Inc.
Pittsburgh, PA

Tim Decker, PPC
President
Financial Group, Inc.
President
Lancaster,PA
www.isifinancialgroup.com

Jamie Fox, JD, PPC
Delaware Investments
Philadelphia, PA

David R. Frederick, PPC
Harkins Investment Solutions
Newry, PA

Joseph L. Harkins, Jr., CFP, AIF, PPC
Harkins Investment Solutions
Newry, PA

Jeffrey J. Heasley, AIF, PPC
Financial Consultant
Bill Few Associates, Inc.
Pittsburgh, PA

Sarah R. Lavelle, Esquire
Attorney
Pietragallo Gordon Alfano Bosick & Raspanti, LLP
Philadelphia, PA
www.Pietragallo.com

Jamie Linkowski
PrimeSOLUTIONS Advisors, LLC
Pittsburgh, PA

Jeffrey Linkowski
PrimeSOLUTIONS Advisors, LLC
Pittsburgh, PA

Karen Koches, PPC
First Commonwealth Bank
Indiana, PA

Christopher D. Kulick, Jr., PPC, CIMA
Delaware Investments
Philadelphia, PA

Robert Malcolm, PPC
The Advisor Group
Pittsburgh, PA
www.theadvisorgroup.com

Diane M. Pearson, CFP, PPC
Director of Financial Planning
Legend Financial Advisors, Inc.
Pittsburgh, PA
www.legend-financial.com

David Russo, PPC
Pittsburgh Financial Consultants
McMurray, PA
www.pittsburghfinancial.com

Keith P. Warmbein, PPC
Investment Advisor
Prime Solutions Advisors, LLC
Pittsburgh, PA

SOUTH CAROLINA

Richard H Heckard, CPA, PPC
Heckard Financial Services
Rock Hill, SC
www.heckardfinancial.com

R. Stephen Heckard, CFP, PPC
Heckard Financial Services
Rock Hill, SC
www.heckardfinancial.com

Chip Hunt, AIF, PPC
PrimeTRUST Advisors (Fee Only)
Greenville, SC
www.primetrustadvisors.com

Chip Hardy, AIF, PPC
PrimeTRUST Advisors (Fee Only)
Columbia, SC
www.primetrustadvisors.com

TENNESSEE

Larry E. Crocker, AIFA, CRPS, PRP, PPC
CEO
Fiduciary Consulting Group, Inc.
Murfreesboro, TN
www.fiduciaryconsultinggroup.com

TEXAS

Barbara W. Sullins, AIFA, PPC
Retirement Plan Advisor
Confident Vision
Dallas, TX

Trey Wallace
Guident Retirement Plan Services
Allen, TX
www.guidentplans.com

UTAH

Gerald T. Garrett, PPC
Senior Partner
Keeler Thomas Inc., Retirement & Investment Advisors
Orem, UT
www.keelerthomas.com

VIRGINIA

Sam Eisen, CFP, AIF, PPC
LPL Financial Services
Fairfax, VA
www.lpl.com

WISCONSIN

James E. Maginnis, AIFA, PPC
Rendler Maginnis & Co., Inc.
Prairie du Sac, WI

Todd Rendler, PPC, AIF
Rendler Maginnis & Co., Inc.
Prairie du Sac, WI