Advisory Council
CEFEX recognizes that the investment industry is in a continuous state of change. In order to maintain a clear view on the forces which impact fiduciaries, and to ensure that the CEFEX registration remains the industry’s most credible certification, an advisory council is in place to represent various disciplines.
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star Brian H. Graff, Esq., APM, Executive Director and CEO, ASPPA
star C. Frederick Reish, Esq., Partner Drinker, Biddle & Reath, LLP.
star Edward Siedle, President Benchmark Financial Services
star Jon Lukomnik, Founder and Managing Partner, Sinclair Capital

CEFEX assessment methodologies and certification criteria are the result of extensive practical, academic and professional consultation with industry experts. These experts provide guidance to the independent fiduciary oversight process and how it is positioned to serve the investment industry.

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star Blaine F. Aikin, CFP, CFA, AIFA, Executive Chairman, fi360 Inc.
star Chris L. Stroud, MSPA, MAAA, EA - President Simoneaux & Stroud Consulting Services
star David A. Vriesenga, Senior Partner, VriesPort Consulting Services
star J. Richard Lynch, AIFA, Director, fi360 Inc.
star Richard N. Carpenter, CPC, CEBS - President & Founder, USVI Pensions and Consulting

The following individuals have established agreements with CEFEX to conduct fiduciary assessments. All CEFEX Analysts are Accredited Investment Fiduciary Analysts (AIFA®). Analysts qualified by CEFEX to perform ASPPA Recordkeeper Certification assessments must carry the AIFA® designation and at least one of the following ASPPA designations: Qualified 401(k) Administrator (QKA), Qualified Pension Consultant (QPA), Certified Pension Consultant (CPC) or Fellow, Society of Pension Actuaries (FSPA).

Firms interested in certification should contact the Analysts to establish credentials/background and request a quotation. The CEFEX Analyst is not permitted to have worked for, or been associated with, a CEFEX assessed entity, for the previous 2 years, or for 6 months after an assessment.

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  Name Firm Type ASPPA
Qual. *
star Allan Henriques Smart Investor Analyst/Advisor Roseville, CA
star Arnold T. Beck, Jr. Financial Management Associates, LLC Analyst/Advisor Folsom, CA
star B. Heath Grubbs Financial Management Inc. Analyst/Advisor Little Rock, AR
star Barry M. Corkern Barry M. Corkern and Company Analyst/Advisor Little Rock, AR
star Brad Greenbaum Altigro Pension Services, Inc. Analyst Fairfield, NJ
star Carolyn E. Kling Kling Partners Analyst/Advisor Denver, CO
star Christine L. Denton Roland Criss Fiduciary Services Analyst Arlington, TX
star David John Cairns Beta Point Five Investments Limited Analyst Auckland, NZ
star David R. Boone Atlanta Wealth Management Inc. Analyst/Advisor Atlanta, GA
star Donald K. Denton Roland Criss Fiduciary Services Analyst Yes Arlington, TX
star Dr. Adam N. Walk Drew, Walk & Co. Pty Ltd Analyst Spring Hill, Queensland
star Dr. Michael E. Drew Drew, Walk & Co. Pty Ltd Analyst Spring Hill, Queensland
star Duane R. Thompson Potomac Strategies, LLC Analyst Kensington, MD
star G. Brent Morton Morton Wealth Management Analyst Dallas, TX
star Gerald Wernette Rehmann Financial Group - Analyst Analyst/Advisor Farmington Hills, MI
star Earle Garvin Pension Financial Services, Inc. Analyst/TPA Duluth, GA
star John W. Wierenga, II Pilgrims Capital Advisors, Inc. Advisor/Analyst Byron Center, MI
star Joseph M. Gordon Gordon Asset Management, LLC Analyst/Advisor Durham, NC
star Kathleen M. McBride FiduciaryPath, LLC. Analyst Rumson , NJ
star Keith Loveland Keith Loveland Consulting Analyst Minneapolis, MN
star Ken Mathis Hardy Reed, Inc. Analyst/Advisor Tupelo, MS
star Ken Parkinson Hardy Reed, Inc. Analyst/Advisor Tupelo, MS
star Kevin W. Pinkley Wealth Management Group Analyst/Advisor Houston, TX
star Kimberly St.Pierre Setaway, LLC Analyst Yes Bedford, NH
star Larry E. Crocker Fiduciary Consulting Group, Inc. TN Analyst Murfreesboro, TN
star Lee Applebaum Plan Sponsor Consultants Analyst/Advisor Birmingham, AL
star Leonard W. Kingsley WSFS Wealth Investments Analyst Greenville, DE
star Mario Giganti Cornerstone Capital Advisors, Inc. Analyst/Advisor Uniontown, OH
star Mark D. Mensack CEFEX / Prudent Champion, Inc. Analyst Cherry Hill, NJ
star Mark McCoy Retirement Fund Management Analyst/Advisor Atlanta, GA
star Marty Jensen United Management Group Analyst/Advisor Reno, NV
star Mary Kathryn Campion Champion Capital Research Analyst Houston, TX
star Michael A. Pinkley Wealth Management Group Analyst/Advisor Houston, TX
star Michael M. Kane Plan Sponsor Consultants Analyst/Advisor Alpharetta, GA
star Michael P. Beczkowski Bolton Partners Investment Consulting Group, Inc. Analyst/Adviser Baltimore, MD
star Paul J. Brahim BPU Investment Management, Inc. (analysts) Analyst/Advisor Pittsburgh, PA
star Peter J. Roland Canon Capital Investment Advisory Analyst/Advisor Hatfield, PA
star Renee J. Moro Grandview Asset Management Co., LLC Analyst Harrisburg, PA
star Rick Hill Hardy Reed, Inc. Analyst/Advisor Tupelo, MS
star Richard Carpenter USVI Pensions Inc. Analyst Yes St. Croix, VI
star Robert J. Coopman Robert J. Coopman P.C. Analyst Atlanta, GA
star Robert J. Schumann Cambridge Pension Advisors, LLC. Analyst/Advisor Buena Vista, CO
star Robert R. Patterson Diogenes-FG Analyst Richmond, Virginia
star Roger Levy Cambridge Fiduciary Services LLC. Analyst Scottsdale, AZ
star Ross Fowler Fiduciary Pacific Ltd Analyst Katikati 3177, NZ
star Scott Reed Hardy Reed, Inc. Analyst/Advisor Tupelo, MS
star Scott S. Ciullo Plan Sponsor Consultants Advisor/Analyst Marquette, MI
star Steven Musmanno APS Investment Management, Inc. Analyst/Advisor Woodbury, NY
star Therese Anderson Plan Sponsor Consultants Analyst Brookeville, MD
star Timothy E. Mackey Franchise of Ameriprise Financial Analyst/Advisor Cincinnati, OH
star Todd Zempel Gordon Asset Management Analyst/Advisor Durham, NC
star Virginia M. Nichols Virginia M. Nichols, Individual Analyst/Advisor Richmond Hill, GA
star Wayne Titus AMDG Financial Analyst/Advisor Plymouth, MI
star William J. Parker Grandview Asset Management Co., LLC Analyst Harrisburg, PA

*  This Analyst is qualified to perform ASPPA Service Provider Certification assessments.