Miguel Hidalgo is a financial advisor with MissionSquare Retirement in Miami, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Dawn Van Dyck is a financial advisor with MissionSquare Retirement in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at ICMA-RC Services, LLC, Edward Jones, SWBC Retirement Plan Services, and Farmer & Betts. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice is developed by Morningstar Investment Management and delivered through multiple channels, supporting over 40,000 participants within a multi-team advisory structure.

Jamie Wice is a financial advisor with MissionSquare Retirement and MissionSquare Wealth Management, holding a Series 66 designation and having 16 years of industry experience. Prior to joining MissionSquare in 2026, Wice worked at LPL Financial for 16 years and operated Jamie L. Williams, PLLC for 17 years. Wice is also a licensed attorney in Michigan and provides legal services to family and friends. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to develop personalized investment advice.

Michael Mcintosh is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of the West and TD Ameritrade. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Arthur Flattich III is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked with ICMA-RC Services, LLC since 1996. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Manuel Beltran Zuniga is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MissionSquare in 2025, he worked at Bank of America, Merrill, and Wells Fargo in various capacities from 2015 to 2025. Outside of his advisory role, he is an equal owner of Las Altenitas, LLC, an ice cream shop in Rialto, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Manuel Naputi is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at ICMA-RC Services, LLC and DST. Outside of his advisory career, he assists with a small family business that sells furniture, antiques, and vintage items. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed in partnership with Morningstar Investment Management.

Laramy Ayers is a financial advisor with MissionSquare Retirement, holding a Series 65 designation and four years of industry experience. He has worked at several firms including Fisher Investments and Market Leader before joining MissionSquare in 2023. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which is supported by investment advice from Morningstar Investment Management.

Crystal Durazo is a financial advisor with MissionSquare Retirement in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Nancy Agaiby is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She has previously worked at Voya Financial Advisors, Inc. and Strategic Advisers, LLC. In addition to her advisory role, she provides caregiving support to the elderly through In Home Support Services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

Josefina Martinez is a financial advisor at MissionSquare Retirement with 23 years of industry experience. She has held her current position since 2012 at Icma Retirement Corporation. Martinez holds Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include managed accounts and fund advice developed by Morningstar Investment Management.

Daniel Stewart is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at ICMA-RC Services, Scottrade, and various insurance carriers. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Erik Gabrich is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, The Huntington Investment Company, and Huntington National Bank. Outside of finance, he has experience in the hospitality and real estate sectors. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses investment advice and model portfolios developed by Morningstar Investment Management.

Lauren Russo is a CFP® professional with eight years of industry experience. She is currently with MissionSquare Retirement and MissionSquare Investment Services, having previously worked at Farther Finance Advisors and Zynergy Retirement Planning. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Kevin Linsmeier is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and previously worked at Retirement Plan Advisors, LLC and Cambridge Investment Research Inc. Prior to his financial advisory career, he served as a police officer and detective with the City of Madison Police Department for over 30 years. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Mark Garapolo is a financial advisor at MissionSquare Retirement with 37 years of industry experience. He has held a position at ICMA-RC Services, LLC since 1995. His credentials include the Series 63 and Series 65 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Shirley Brost is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with MissionSquare Retirement. She has been with ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice supported by Morningstar Investment Management’s investment models.

Elena Lepeshkova is a financial advisor at MissionSquare Retirement with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Fiducioso Advisors, Morgan Stanley Smith Barney, and E*Trade Capital Management. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Alcira Christina is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 credentials and bringing 23 years of industry experience. Her previous roles include positions at TD Ameritrade and Lincoln Investment, with periods dedicated to caregiving for elderly parents. MissionSquare Retirement serves state and local government employers, their employees, and select non-profits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which is supported by Morningstar Investment Management’s investment advice and model portfolios.