Seth Lewis is a financial advisor at MissionSquare Retirement with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Nationwide Investment Advisors, LLC and Nationwide Investment Services Corporation, where he worked for 14 years before joining ICMA-RC Services, LLC. 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, with investment advice developed by Morningstar Investment Management and delivered through a multi-team advisory structure supporting over 40,000 participants.

Matthew Barton is a financial advisor at MissionSquare Retirement with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His previous roles include positions at Fisher Investments, WealthFactor, LLC, and Farther Finance Advisors, LLC. 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.

Daniel Kierath Jr. is a financial advisor with MissionSquare Retirement in Atlanta, GA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at MissionSquare Investment Services and MissionSquare Retirement since 2023, with prior roles at Landmark Financial, Primerica Advisors, and other firms. 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 that include discretionary Managed Accounts and nondiscretionary Fund Advice. Investment advice and model portfolios are developed by Morningstar Investment Management using quantitative and qualitative methods, providing personalized guidance within MissionSquare-administered accounts.

Scott Seidel is a financial advisor with MissionSquare Retirement in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions for nine years. Outside of his advisory role, he contributes as a tester providing product and application feedback for UserTesting. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans with a range of advisory and recordkeeping services. The firm’s Guided Pathways Advisory Services utilize Morningstar Investment Management’s models and tools to deliver personalized investment advice through multiple channels exclusively within MissionSquare‑administered accounts.

Tisha Neal is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2014, she has worked at ICMA Retirement Corporation. 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 discretionary and nondiscretionary advisory services through its Guided Pathways program, which relies on investment models developed by Morningstar Investment Management.

Susan Trammel is a financial advisor with MissionSquare Retirement in Plymouth, MN, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. Her prior roles include positions at ICMA-RC Services, LLC, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of her advisory work, she is a joint property owner of a rental property managed by a third party. 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 using asset-class allocation models and a total wealth approach.

Sergio Mejia is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at ICMA-RC Services, Pruco Securities, Nationwide Investment Services, MassMutual, and Unum. 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, education, recordkeeping, and Guided Pathways Advisory Services, using investment advice developed by Morningstar Investment Management and supporting over 40,000 participants through a multi-team advisory structure.

Daryl Pereira Dennis is a financial advisor at MissionSquare Retirement with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Icma Rc since 2017 and FOLIOfn Investments, Inc. from 2014 to 2017. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits 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 to more than 40,000 participants.

Amy Lillis Konopacki is a financial advisor at MissionSquare Retirement with 22 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Nationwide Investment Advisors and Lincoln Financial Advisors. 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 offers personalized investment advice developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of financial services, he has been involved with Lucky Devil Brewery and One Hundred Consulting LLC. 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.

Isaiah Carter is a financial advisor at MissionSquare Retirement with 16 years of industry experience. He holds the ChFC® designation and Series 65 and 66 licenses. His work history includes roles at ICMA-RC Services, LLC and ICMA Retirement Corporation since 2014, as well as MSI Financial Services, Inc. from 2010 to 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 incorporates investment advice and model portfolios developed by Morningstar Investment Management.

Paula Schnoebelen is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her work history includes roles at MissionSquare Retirement, MissionSquare Investment Services, Ameriprise, and ICMA Retirement Corporation. 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 a multi-team advisory structure and integrates asset-class allocation models with qualitative and quantitative fund selection developed by Morningstar Investment Management.

Ben Bates is a financial advisor with MissionSquare Retirement in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at ICMA-RC Services, LLC, Leafhouse Financial Advisors, LLC, Nationwide Investment Services Corporation, and Principal Financial Services. Outside of his advisory work, he is a 25 percent owner of Boshi Boys, LLC, a distributor of nutritional and cleaning products. 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 by Morningstar Investment Management and delivered through multiple channels within MissionSquare-administered accounts.

David Lloyd is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at firms including MissionSquare Wealth Management, MWA Financial Services Inc., and SRQ Wealth Advisory, LLC. He is based in Puyallup, WA. 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 in partnership with Morningstar Investment Management.

Fernando Llop is a financial advisor at MissionSquare Retirement with 25 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Since 2015, he has worked at Icma Rc. 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 leverage investment advice and model portfolios developed by Morningstar Investment Management.

Stephanie Keur is a financial advisor at MissionSquare Retirement with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Axa Advisors, LLC. Additionally, she operated Webster Writing Consulting for over a decade. 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 that include discretionary managed accounts and nondiscretionary fund advice, supported by investment models developed by Morningstar Investment Management.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. 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 by Morningstar Investment Management.

Kevin Zickler is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Voya Financial Advisors and roles at several other firms, including Spokane Teachers Credit Union and C.H. Robinson. Outside of his advisory work, he coaches his son’s soccer team with the Spokane Youth Sports Association. 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 in partnership with Morningstar Investment Management.

Jeffrey Koeppen is a CFP® professional with 25 years of industry experience and holds the Series 63 and Series 65 licenses. He has been with 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 offers plan administration, recordkeeping, education, and discretionary and nondiscretionary advisory services through its Guided Pathways program, which uses investment models developed by Morningstar Investment Management.

Donnell Williams Jr. is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Icma Rc since 2015. 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 Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.