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ALLIANCE PARTNERS

American Funds

Craig W. Hartigan, AIF

American Funds

Senior Vice President – Retirement Plan Counselor

Cell: (617) 710-0664

Proposals & Sales Desk: (800) 421-9900 x 30927

craig_hartigan@capgroup.com
American Funds

Andy P. Laskowski

American Funds

Cell: (860) 550-0011

Office: (888) 421-0122

anpl@capgroup.com
American Funds

Kathryn Jordan, CIMA®

American Funds

Regional Vice President – Northern New England & Rhode Island

Cell: (617) 874-6565

Proposals: (800) 421-6641

Kathryn.Jordan@capgroup.com
Ascensus

Jeff Simes

Ascensus

Regional Vice President | Sales

Office: (617) 913-9542

Cell: (617) 943-9675

jeffrey.simes@ascensus.com
Ascensus

Mickie Morley

Ascensus

Internal Sales Consultant | Sales

Office: (855) 360-2653

Cell: (857) 488-7670

michelle.morley@ascensus.com
Empower Retirement

Kyle Milotte

Empower Retirement

Regional Sales Director – Core Markets

Empower Retirement

Rob Hamilton

Empower Retirement

Regional Sales Director

Empower Retirement

Lisa L. Baca

Empower Retirement

Regional Sales Director – Core Markets

Direct: 303-737-0911

Fax: 303-801-5247

lisa.baca@empower-retirement.com
John Hancock Retirement

Scott Ward

John Hancock Retirement

Regional Vice President

Cell: 617-777-2411

Fax: 866-728-7062

scott_ward@jhancock.com
John Hancock Retirement Plans

Ryan S. Hines

John Hancock Retirement Plans

Regional Vice President

Phone: 781-799-8521

ryanhines@jhancock.com
John Hancock Retirement

Dan Zibaitis

John Hancock Retirement

Regional Vice President

Phone: 877-346-8378

dan_zibaitis@jhancock.com
Voya

Chip Stier

Voya

Regional Vice President of Sales – MA, NH, ME

Office: 781-562-1718

Cell: 617-721-9466

charles.stier@voya.com
Voya

John P. Briere

Voya

Regional Vice President of Sales – MA, NH, RI, ME

Cell: (617) 448-0097

Fax: (612) 492-0975

johnbriere@VOYA.com
Voya

Carl S. Gustafson

Voya

Internal Wholesaler

Work: (860) 580-3346

carl.gustafson@VOYA.com
Vanguard Retirement Plan Access™

Stu Carslaw, QKA

Vanguard Retirement Plan Access™

Internal Regional Consultant – MA, ME, NH, VT

T Rowe Price

Allen Ehling

T Rowe Price

Vice President | 401(k) Retirement Sales Executive

Cell: 978-604-5842

Allen_Ehling@troweprice.com
Transamerica

Adam Chase, CPFA

Transamerica

Regional Vice President, Retirement Plans

Cell: (603)591-1946

adam.chase@transamerica.com

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