Board of Directors

Barbie Pearson
President
Chief Benefit Officer at the Teacher Retirement System of Texas
Director Class : 2028

Kerri Franz
President Elect
Partner, Employee Benefit Plan Audit Services at Weaver
Director Class: 2029

Jeff McGuire
Treasurer
Principal Benefits Counsel at Tyson Foods, Inc
Director Class: 2028

Lisa Turner
Secretary
Total Rewards at Apache Corporation
Director Class: 2027

Jason Motter
Past President
SouthWest Benefits Association
Director Class : 2027

Chris Berry
Director
Vice President - Advisor at Marsh McLennan Agency
Director Class: 2027

Laura Ferguson
Director
Partner at Troutman Pepper Locke LLP
Director Class: 2027

Lynette Fleck
Director
Sr. Manager, Benefits at Helmerich & Payne
Director Class: 2027

Jerry Kowalchik
Director
Global Benefits Manager at Stolt-Nielsen
Director Class: 2027

Kirk Buchanan
Director
Vice President at Lincoln Financial
Director Class: 2028

Matthew Burghardt
Director
VP, People Solutions, Risk Management at Lockton
Director Class: 2028

Denise Guerra
Director
Sr. Manager, Compensation & Retirement Benefits at The Friedkin Group
Director Class: 2028

Suzanne Levan
Director
Vice President Benefits and Wellness at Security Service Federal Credit Union
Director Class: 2028

John Livingston, CFP®
Director
Vice President Advisory Services, Retirement for Wealthspire Retirement Advisory
Director Class: 2028

John B. Abeyta
Director
Financial Advisor at Morgan Stanley
Director Class: 2029

Thomas Altimont
Director
Managing Director for Creative Retirement Planning Services
Director Class: 2029

Meaghan Bludau
Director
Chief of Staff at the Teacher Retirement System of Texas
Director Class: 2029

Sarah B. Fletcher, PHR, SHRM-CP
Director
Benefits Manager at ChampionX
Director Class: 2029

Lake Moore
Director
Shareholder and Employee Benefits/Executive Compensation Practice Group Leader at McAfee & Taft
Director Class: 2029

Jana Oskoui
Director
Vice President, Business Development at Aon
Director Class: 2029

Jennifer Perkins
Director
Senior Human Resources Manager at H.J. Baker & Bros., LLC.
Director Class: 2029