WISER Advisory Council

WISER’s Advisory Council is comprised of industry leaders who share an interest in women’s retirement issues. Council members and the organizations they represent contribute to WISER’s mission through participation in WISER events, research and other activities. 

Member Companies

WISER is proud to work with the following companies and organizations through our Advisory Council.  We are grateful for their support and commitment to women’s retirement issues. (Please note that company descriptions are provided by member companies and should not be interpreted as endorsements by WISER for any specific financial service or product.)  

AARP 

AARP is a nonprofit, nonpartisan, social welfare organization with a membership of nearly 38 million that helps people turn their goals and dreams into real possibilities, strengthens communities and fights for the issues that matter most to families – such as health care, employment and income security, and protection from financial abuse. 

American Council of Life Insurers (ACLI) 

The American Council of Life Insurers is a trade association based in DC with approximately 300 member companies. It advocates for public policies that support the industry’s marketplace and the 75 million American families that rely on life insurers’ products for financial and retirement security. 

Capital Group

Capital Group serves individual investors, financial intermediaries and institutions around the world through a broad range of products and services that include American Funds, one of the largest mutual fund families in the U.S. by assets under management. Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.

Franklin Templeton Investments 

Since 1947, Franklin Templeton Investments has been dedicated to delivering exceptional asset management for our institutional, retail, and high-net-worth clients. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across a full range of asset classes, supported by the strength and resources of one of the world’s largest asset managers.  

Hueler Companies

Hueler Companies is a group of affliates focused on value consulting and data research. Founded in 1897, Hueler Companies is based in Minneapolis, Minnesota and is the industry’s only independent research organization providing data and systems to all market participants.

J.P. Morgan

For more than 200 years, J.P. Morgan has helped its clients do business and manage their assets. It offers services and solutions in more than 100 countries. It has one of the most comprehensive global product platforms, with services for asset management, corporate and investment banking, private banking, and commercial banking. J.P. Morgan also sponsors a variety of non-profit activities, arts and culture organizations, and sporting events globally.

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

Nationwide

Nationwide is one of the largest insurance and financial services companies in the world, focusing on domestic property and casualty insurance, life insurance and retirement savings, asset management, and strategic investments.

PAi

Plan Administrators, Inc. (PAi) is dedicated to providing 401(k) administration to financial advisors, small business owners, and their employees. PAi works to make retirement plans, which are difficult to obtain for small businesses, easy to access and affordable.

Prudential/PGIM

Founded more than 135 years ago, Prudential Financial has grown to be one of the largest life insurance companies in the U.S. It offers life insurance, mutual funds, annuities, pension and retirement-related services and administration, asset management, and banking and trust services. There are three divisions to best help individuals and institutions grow and protect their wealth – U.S. Retirement Solutions & Investment Management, U.S. Individual Life & Group Insurance, and International Insurance & Investments. PGIM is the global investment management business of Prudential Financial, Inc

Retirement Clearinghouse

Retirement Clearinghouse (RCH) is America’s only independent, fully-integrated provider of retirement savings portability solutions for America’s mobile workforce. RCH offers an innovative suite of services geared to every phase of the participant lifecycle, representing the industry’s best practices. 

SIFMA

SIFMA is the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets. On behalf of our industry’s nearly 1 million employees, we advocate on legislation, regulation and business policy, affecting retail and institutional investors, equity and fixed income markets and related products and services. We serve as an industry coordinating body to promote fair and orderly markets, informed regulatory compliance, and efficient market operations and resiliency. 

Society of Actuaries

The Society of Actuaries (SOA) is an educational, research and professional organization and the largest professional organization dedicated to serving 24,000 actuarial members. SOA promotes high standards of professional competence within the actuarial profession. SOA provides basic education about the fundamental principles for professional development and continuing education studies. They also conduct their own research and studies to help advance the profession.

State Street Global Advisors

At State Street Global Advisors, our mission is to invest responsibly to enable economic prosperity and social progress. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk. We apply a restless spirit to our work in the craft of investing – whether it’s building more precise investment models that can deliver better returns or advocating for policy solutions that make the retirement system better for generations to come.

TIAA

TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of financial services in the academic, research, medical and cultural fields, serving more than 5 million people. We support our customers every step of the way as they plan for and reach financial milestones, just as we have for 100 years.

Transamerica/AEGON

Founded on the belief that everyone deserves financial services, not just the wealthy, Transamerica is one of the world’s leading financial service companies. It provides insurance, investments, retirement plans, and other services to more than 19.5 million customers. Transamerica believes our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994.

Advisory Council (Individual Members)

Toni Brown
Capital Group

Drew Carrington
Franklin Templeton Investments

Jeanne de Cervens

Judy J. Chapa
Chapa Consulting

Josh Cohen
PGIM

Christina Cutlip
TIAA

Alane Dent
Dent Strategies

Lynne Ford
ICMA Retirement Corporation (ICMA-RC)

Cynthia Hoes
Nationwide

Kelli H. Hueler
Hueler Companies

Melissa Kahn
State Street Global Advisors 

Michael P. Kiley
PAi

Jill Kozeny
ACLI

Donna MacFarland
Accelerate Strategies

Jim Mahaney
Prudential

Liz Morse
TIAA

Anna Rappaport, F.S.A.
Society of Actuaries

Andrew Remo
American Retirement Association

Kristi Rodriguez
Nationwide

Katherine Roy
J.P. Morgan 

Jody Strakosch
Strakosch Retirement Strategies 

Aron Szapiro
Morningstar

Debra Whitman
AARP

Patrice Willoughby
Signal Group