Individual Meetings with ARP/403(b)/457(b) Vendors

The following are the dates each retirement vendors will be on campus.  You must schedule an appointment with the vendor representative.


Date

Time

Vendor

Rep

Meeting Location

Scheduling Contact

WSU Products

7/19/2016

8am – 5pm

General Pension & Morgan Stanley

Randy Bolin, CRPS

Wellness Conference Room, 111 MS

P: (937) 431-7871

E: randy.bolin@morganstanley.com

403(b)

7/19/2016

8am – 2pm

Ohio Deferred Compensation

Shana Sellers, CFP, CRPS, CRC

Team Room A (029A), Student Union

W: WSU.MyRetirementAppt.com

457(b)

7/19/2016

8am – 5pm

Lincoln Financial Group

Lenardo Colvin, CRPC®, CMFC

Team Room B (029B), Student Union

P: (866) 956-1189 
E: Lenardo.Colvin@LFG.com

ARP

7/26/2016

8am – 5pm

General Pension & Morgan Stanley

Randy Bolin, CRPS

Pioneer Room (107), Student Union

P: (937) 431-7871

E: randy.bolin@morganstanley.com

403(b)

7/26/2016

8am – 5pm

Voya Financial Advisors

Brian Link, CRPC

Wellness Conference Room, 111 MS

W: https://www.timetrade.com/book/HLK9P

ARP, 403(b) & 457(b)

7/26/2016

8am – 5pm

VALIC Financial Advisors

Carrie W. Cummings

Team Room A (029A), Student Union

P: (937) 542-2936

E: Carrie.cummings@valic.com

ARP, 403(b) & 457(b)

7/26/2016

8am – 5pm

Lincoln Financial Group

Lenardo Colvin, CRPC, CMFC

Team Room B (029B), Student Union

P: (866) 956-1189 
E: Lenardo.Colvin@LFG.com

ARP

7/27/2016

8am – 5pm

Voya Financial Advisors

Brian Link, CRPC

Wellness Conference Room, 111 MS

W: https://www.timetrade.com/book/HLK9P

ARP, 403(b) & 457(b)

7/27/2016

9:30am – 3pm

AXA Advisors

Glynnis Reinhart, RICP

Team Room A (029A), Student Union

P: (513) 382-5865                                                
E: glynnis.reinhart@axa-advisors.com

ARP & 403(b)

7/27/2016

8am – 5pm

Voya Financial Advisors

Donnie Bell

Team Room B (029B), Student Union

P: (937) 414-0755

E: Donnie.Bell@voyafa.com

ARP, 403(b) & 457(b)

7/28/2016 8am – 5pm Demma-Novak Wealth Management Mark Demma Wellness Conference Room, 111 MS

P: (937) 523-0029

E:  info@demmanovak.com

ARP & 403(b)
7/29/2016 8am – 5pm Demma-Novak Wealth Management Mark Demma Wellness Conference Room, 111 MS

P: (937) 523-0029

E:  info@demmanovak.com

ARP & 403(b)

8/2/2016

1pm – 5pm

Oppenheimer Funds & Nationwide Life Insurance Company

Mark Black, CFP

Mariner  (105), Student Union

P: (937) 432-1111

E: markblack@vantagepointadvisor.com

ARP & 403(b)

8/2/2016

8am – 5pm

Fidelity Investments

Don Harvey

Wellness Conference Room, 111 MS

P: (513) 760-8472

E: don.harvey@fmr.com

ARP & 403(b)

8/2/2016

8am – 5pm

VALIC Financial Advisors

Carrie W. Cummings

Team Room A (029A), Student Union

P: (937) 542-2936

E: Carrie.cummings@valic.com

ARP, 403(b) & 457(b)

8/2/2016

8am – 5pm

Voya Financial Advisors

Donnie Bell

Team Room B (029B), Student Union

P: (937) 414-0755

E: Donnie.Bell@voyafa.com

ARP, 403(b) & 457(b)

8/3/2016

1pm – 5pm

Oppenheimer Funds & Nationwide Life Insurance Company

Mark Black, CFP

Mariner  (105), Student Union

P: (937) 432-1111

E: markblack@vantagepointadvisor.com

ARP & 403(b)

8/9/2016

8am – 5pm

Fidelity Investments

Don Harvey

Wellness Conference Room, 111 MS

P: (513) 760-8472

E: don.harvey@fmr.com

ARP & 403(b)

8/9/2016

8am – 5pm

Ohio Deferred Compensation

Shana Sellers, CFP, CRPS, CRC

Team Room A (029A), Student Union

W: WSU.MyRetirementAppt.com

457(b)