Augusto Gaymer is a Series 66 licensed financial advisor with 19 years of industry experience. He has worked at MissionSquare Retirement since 2018 and has prior experience with RESF and Trade Audio. Based in Miami, FL, his career encompasses both financial services and other business activities. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit 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.

Nicholas Diterlizzi is a financial advisor with MissionSquare Retirement in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at ICMA Retirement Corporation since 2006. 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 developed in partnership with Morningstar Investment Management.

Mary Rorvik is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her previous roles include positions at LPL Financial, U.S. Bancorp Investments, US Bank, and TIAA-CREF. 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 provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Raymond Fortin is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining MissionSquare in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Rhonda Pirvulescu is a CFP®-designated financial advisor at MissionSquare Retirement with 23 years of industry experience. Her career includes roles at Merrill, M&T Bank, LPL Financial, and Bank of America. She is currently based in New York, NY, and holds Series 63 and Series 66 licenses. MissionSquare Retirement serves state and local government employers, their 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 advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management, delivered through various channels to more than 40,000 participants.

Charles Mansfield is a CFA® charterholder with 24 years of industry experience. He is currently a financial advisor at MissionSquare Retirement, where he has worked since 2018, and previously worked at LPL Financial LLC from 2016 to 2018. Outside of his advisory role, Mansfield serves as a Higher Education Academic Specialist at Wake Forest University, instructing courses in Quantitative Methods, Macroeconomics, Managerial Economics, and Finance. He also participates as an actor in interactive dinner theater shows. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management, employing asset-class allocation models and a total wealth approach tailored to client information.

Mark Lasyone is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation, now MissionSquare Retirement, since 2001. 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 advisory services. The firm provides Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, using investment models developed by Morningstar Investment Management.

Janet Kendall is a financial advisor at MissionSquare Retirement with 39 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining MissionSquare in 2025, she worked at TIAA-CREF and TIAA for 12 years. 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’s investment advice and model portfolios are developed by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

Thomas Dawes Jr. is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF and Faith Electric. 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 advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Raul Bonini is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, J.P. Morgan Securities, and Uber. 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, using investment advice and model portfolios developed by Morningstar Investment Management.

Mark Miller is a financial advisor with MissionSquare Retirement holding Series 65 and Series 66 licenses and 26 years of industry experience. He previously worked at ICMA Retirement Corporation, Paulson Investment Company LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns and operates a farming business focused on hay harvesting and equipment maintenance. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans with a focus on plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm offers discretionary Managed Accounts and nondiscretionary Fund Advice, developed in partnership with Morningstar Investment Management and delivered through multiple channels to more than 40,000 participants.

Margaret Jones is a retirement plans specialist at MissionSquare Retirement with 22 years of industry experience. She has been with ICMA Retirement Corporation since 2013. 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 utilizes investment advice developed by Morningstar Investment Management.

Keith Barnofski is a financial advisor at MissionSquare Retirement with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Voya Financial Advisors for 11 years. Outside of his advisory role, he is co-owner of Streamocracy LLC, a mobile application development business focusing on evaluating new app ideas. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits 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 non-discretionary Fund Advice developed by Morningstar Investment Management.

Jason White is a financial advisor at MissionSquare Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial and its affiliates for 11 years. 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 developed by Morningstar Investment Management.

Erica Rodriguez is a financial advisor at MissionSquare Retirement with nine years of industry experience. She has held roles at MissionSquare Investment Services since 2022 and previously worked at JPMorgan Securities LLC and JP Morgan Chase Bank NA. Outside of her advisory work, she also provides notary signing services. 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 and delivered through multiple channels to MissionSquare accounts.

Moncherie Mason is a Retirement Plans Specialist at MissionSquare Retirement with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at ICMA-RC Services, Global Retirement Partners, LPL Financial, and Principal Life Insurance. Mason is president of Cornerstone Tax and Financial Solutions, a tax preparation business, and serves as president of the board for The Second Chance Center, a nonprofit supporting the reintegration of formerly incarcerated individuals, as well as a trustee for the Blackhawks Youth Organization. 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 advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by model portfolios developed by Morningstar Investment Management.

Dayla Cabeza De Vaca is a CFP® with 20 years of industry experience, currently serving as a Regional Sales Representative at MissionSquare Retirement. Prior to this role, she worked at T. Rowe Price and ICMA Retirement Corporation. MissionSquare Retirement assists state and local government employers and certain nonprofits in managing deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, and advisory services that include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Bryan Wilhelm is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has held previous roles at ICMA-RC Services, Morgan Stanley, Merrill, U.S. Bancorp Investments, Ameriprise Advisor Services, and UBS Financial Services. 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 provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and personalized strategies.

Kim Brownlee is a financial advisor with MissionSquare Retirement in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their 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 advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, with a multi-team advisory structure supporting more than 40,000 participants.

James Tavares is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Foreside Financial Services, Symmetry Partners, Apella Capital, and Foresters Financial. He serves as president of Pine Acres Club Inc., a swim and tennis club in Wethersfield, Connecticut. 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 provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which includes discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.