Welcome to the Cramer Community
This year, over 130 individuals attended their first Cramer Roundtable, bringing new perspectives, experiences, and ideas to our discussions.
Every Roundtable is shaped by the people in the room and built on the willingness of participants to share openly, learn from one another, and help move our industry forward. We are proud to recognize our newest participants and look forward to continuing the conversation together. Click on the photo to access each person's LinkedIn page.
Structured Products Roundtable — October 15, 2026

zilvinas.avellino@
aamlive.com

rjkelly@rwbaird.com

dave.thomas@bmo.com

sofiane.chevallier@
us.bnpparibas.com

pschule@caisgroup.com

azayed@caisgroup.com

izzy.gharib@cir2.com

tyler.miller@cir2.com

kevin.abel@cetera.com

john.cardinali@
schwab.com

brandon.keeny@
ca-cib.com

sebastien.lafosse@
ca-cib.com

matthew.strohschein@
edwardjones.com

brian.estes2@fmr.com

tom.baughman@
icapital.com

maryclaire.gochuico@
icapital.com

mhayes@ifgsd.com

jackie.banister@
lincolninvestment.net

kevan.breidinger@
lincolninvestment.net

swee.hubers@
lplfinancial.com

sarah.laconte@
marexfp.com

lexie.perez@
morganstanley.com

victor.sanders@osaic.com

pcriscione@rockco.com

will.becker@
scotiabank.com

jon.legan@
annuityratewatch.com

brendon.kelly@
ashbrokerage.com

trevor.millberg@athene.com

mkordash@rwbaird.com

gregory.davis@fmr.com

cteague@firstcommand.com

alexander.x.leybengrub@us.hsbc.com

rpowell@ipipeline.com

jeff.demsky@jpmorgan.com

jeremy.ross@lfd.com

will.quam@lplfinancial.com

jay.jackson@lplfinancial.com

laura.huscroft@mutualofomaha.com

jbuchsbaum@nfg.com

parksd7@nationwide.com

mike.morrow@osaic.com

cher.ross@prosperitylife.com

art.hornak@ceterais.com

jimmy.henderson@regions.com

amanda.m.miller@wellsfargo.com

benjamin.gross@wesbanco.com
Annuities Roundtable — September 30, 2026

marion.smith@citizenssecurities.com

jshultz@franklin-madison.com

fitzpak3@nationwide.com


christopher.phillips@prosperitylife.com

jason.goode@raymondjames.com

tpowell@rbfcu.org

michael.glas@regions.com

michael.simon@regions.com

matt.preble@santanderinvestments.com

walter.young@standard.com

dhoshide@wescom.org

tshobert@wsecu.org
Sales Management Roundtable — September 3, 2026

katie@cfsfinancial.com

lwertz@elements.org

gina.jimenez@
fglife.com

lynn.mclachlan@fmr.com

sullivanj@fnb-corp.com

sheri.turek@
huntington.com

cate.c.clancy@
jpmorgan.com

yocasta.carozza@
lighthousecu.org

nancy.heffner@
lincolninvestment.net

kimberly.slack@
regions.com

kmurray@
sfgmembers.com

brooke.carroll@
wesbanco.com

jbeach@wescom.org

jmarlowe@
wintrustwealth.com
Empowering Women Roundtable — May 14, 2026

marji.abernathy@
aimcorgroup.com

cspates@
benefitbankdist.com

jamie.silvestri@
citizensbank.com

bill.fryer@firstcitizens.com

magid.alawad@
santanderinvestments.com

brandon.fisk@
transamerica.com

dmayo@ufcu.org
Insurance Roundtable — May 6, 2026
Annuities Roundtable — April 8, 2026

alexandra.henry@
allianzlife.com

shannon.wiatrek@
allstate.com

shannah.mauney@
ampf.com

mark.legan@
annuityratewatch.com

lynda_lee@
augustarfinancial.com

mattg@back9ins.com

bdonahue@
commonwealth.com

evan.lewis@
firstcitizens.com

blucchini@hexure.com

acacia.ramos@
hilltopsecurities.com

rforish@ipipeline.com

melissa.sommer@
ipipeline.com

bri.dinsmore@
jackson.com

richard_polimeni@bofa.com

brent.bartholomew@
osaic.com

frank.colantuono@
prudential.com

thomas.hurley@
prudential.com

jhamilton@
sfgmembers.com

andrew.oxley@
securian.com
Managed Money Roundtable — March 26, 2026

michael.ursitti@
advyzonim.com

chris.p.kearney@
ampf.com

jbaccarini@
beaconinvesting.com

jason.gardner@
lplfinancial.com

ibielawska@
mmascend.com

timothy.pritts@regions.com

alexandra.comaniciu@
td.com

christine.utter@truist.com

tom.parker@usbank.com
Tech + Compliance Roundtable — March 25, 2026

dave.goes@advyzon.com

cmeyer1@arvest.com

jwoods@rwbaird.com

jeri.yamamoto@boh.com

graham.wittrock@cir2.com

chris@feathery.io

mark@feathery.io

terry.yon@
hilltopsecurities.com

fbarbuti45@
massmutual.com

andrew.dewey@
modern-woodmen.org

pacewa1@nationwide.com

shawn.baxter@
prosperafinancial.com

elizabeth.metcalf@
prosperitylife.com

kevin.lacey@regions.com

posterberg@
securitybasecamp.com

nathaniel.tjoa@
transamerica.com

jason.mcfarland@
wesbanco.com

tanya.hoffman@ampf.com
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