Hillis Haygood is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and C.A. Short Company. Haygood serves as a Relationship Manager at MissionSquare Retirement, a nonprofit organization that supports public sector employers and employees with retirement plan administration. MissionSquare Retirement provides deferred compensation and qualified retirement plans to state and local government employers, employees, and certain nonprofits. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized client information.

Raymond Ortiz is a financial advisor with MissionSquare Retirement in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at ICMA Retirement Corporation since 2012. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through a multi-team advisory structure supporting more than 40,000 participants.

Richard Kennedy Jr. is a financial advisor at MissionSquare Retirement with eight years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement and deferred compensation plans, offering plan administration, recordkeeping, education, and advisory services through its Guided Pathways program. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

Roy Combs is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with ICMA Retirement Corporation since 2004 and has been associated with Meremac Community College since 2000. 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 employs investment advice and model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Kenneth Hartos is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and Thrivent Financial, among other firms. Outside of his advisory role, he operates a small eBay business specializing in retro video games and collectibles. 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 developed by Morningstar Investment Management and delivered through multiple channels.

Natascha Barone is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Icma Rc since 2017 and previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2016. 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.

Roland Quintanilla is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with ICMA Retirement Corporation since 2015. 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 Guided Pathways, which features investment advice developed by Morningstar Investment Management and serves more than 40,000 participants.

Amy Dinges is a financial advisor at MissionSquare Retirement with seven years of industry experience. She holds a Series 66 designation and has worked at Icma Rc since 2018, previously spending four years at PayCheck. Outside of her advisory role, Amy works as a shopper for Shipt, a personal shopping service. 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 advisory services through its Guided Pathways program. The firm utilizes investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Christopher Minnigh is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MissionSquare since 2017. Prior to that, he was self-employed for one year. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice and model portfolios developed by Morningstar Investment Management.

Bree Cota is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at ICMA-RC Services since 2015 and previously at Guidance Point Retirement Services and Guidance Point Advisors from 2012 to 2015. Outside of her advisory role, she is a member of Mahogany Ridge, LLC, a non-investment business. 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 investment advice and model portfolios are developed by Morningstar Investment Management and delivered through various channels to over 40,000 participants supported by a multi-team advisory structure.

James Cantela is a CFP® professional at MissionSquare Retirement with 14 years of industry experience. His career includes roles at Merrill, Valley National Bank, and Massachusetts Mutual Life Insurance Co. He holds Series 63, 65, and 66 licenses. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways provides discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, with investment advice and model portfolios developed by Morningstar Investment Management.

Lynwood Hill Jr. is a financial advisor at MissionSquare Retirement with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA and TIAA-CREF for a combined 20 years before joining MissionSquare in 2024. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.

Juan Gomez Garcia is a financial advisor at MissionSquare Retirement with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including GWFS Equities, Inc., Massachusetts Mutual Life Insurance Company, and Bancwest Investment Services, Inc. He is based in La Mesa, CA. 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.

Peter Crowe is a financial advisor with MissionSquare Retirement based in Simsbury, CT. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Icma Rc, Cetera Advisor Networks, Robert S. Hensley and Associates, and Ameritas Life Insurance Corp. 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 developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Michael Reilly is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Financial Group. He is also involved as MVP, Field Sales for MissionSquare Retirement, a nonprofit that supports retirement plans for public sector employees. 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, with investment advice and model portfolios developed by Morningstar Investment Management.

Cengiz Akyol is a financial advisor at MissionSquare Retirement with 22 years of industry experience and holds a Series 66 designation. He has worked at ICMA Retirement Corporation since 2008. 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 includes discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

David Goren is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at ICMA Retirement Corporation since 2000. Outside of his advisory role, he serves as a committee member for the Sahalee Country Club, a nonprofit golf club, where he provides strategic input on membership and golf tournaments. 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.

Gregory Madison is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds a Series 65 designation and has worked previously at DWC The 401k Experts and Slavic Integrated Administration. Madison is based in Palm Springs, FL. 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 advisory services, using investment advice and model portfolios developed by Morningstar Investment Management.

Jacob Mitchell is a Series 66-licensed financial advisor with six years of industry experience. He is currently with MissionSquare Retirement and MissionSquare Wealth Management and previously worked at Ally Invest Advisors, LPL Financial, and Focus Financial Group. Outside of his advisory role, he serves as a Retirement Plans Specialist for MissionSquare, a Delaware non-profit focused on assisting state and local governments with retirement plans. 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 developed by Morningstar Investment Management based on asset-class allocation models and personalized client information.

Emil Hemsey is a CFP® professional with 15 years of experience in the financial services industry. He currently works at MissionSquare Retirement and MissionSquare Investment Services, where he has been since 2022. His prior experience includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and SagePoint Financial. 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 features investment advice and model portfolios developed by Morningstar Investment Management.