Mark is a 35-year financial industry veteran and has operated an RIA firm for 20 years. He is an expert in the analysis and evaluation of fund managers and target date funds.Mark is a frequent speaker on investment topics and conducts education programs for DOL Investigators. Mark is also active on two industry Boards: WEB & SBEN.
Al Otto, AIFA®
Al is a 35-year veteran of the financial services industry. He has spent the majority of his career as an independent RIA. As a serial entrepreneur, he has built four financial service companies. He is a nationally recognized author and speaker in the financial industry and is a federally recognized expert on 401(k) fiduciary matters.
Vicki Wright Hamilton
An accomplished technology executive with over 20 years of experience in highly-matrixed organizations.
CMO & Vice President of Partner and Reseller Relations
Jim Lefkowitz is the CMO & VP Partner and Reseller Relations at Veriphy® and has been with Veriphy since 2017. He leads a robust Web Development and Business Development team.
Asaph Brown, ITIL v3
Vice President of Technology
Asaph “Ace” is the VP of Technology at Veriphy® and has spent the past decade leading and coordinating IT projects and managing IT infrastructures.