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Regional Ambassadors


Regional Ambassadors


LCG Associates



Morningstar Investment
Management LLC


DCIIA's Regional Ambassadors

Our regional ambassadors host local networking events bringing together DCIIA members for webinars and discussions on timely topics of interest.

Member Ambassador Mission

Ambassadors support DCIIA’s overall mission of improving retirement outcomes for individuals by bringing together engaged and passionate retirement professionals in their local communities to share ideas, advocate for change and enjoy the process.

Goals of the Ambassador Program Include

  • Exponentially increase the opportunities for members to become involved in DCIIA
  • Create a more approachable environment for prospects to learn about the organization
  • Strengthen networking opportunities amongst members and strategic alliance partners
  • Producing a balanced mix of social and content-oriented events, largely driven by DCIIA developed content.

For more information on Ambassador events, please contact Erica Dostoler, Director of Membership, via

Click here to find out more about upcoming local networking events in your area.

Atlanta Ambassadors

Holly Donovan, Invesco -

Fred Stewart, LCG Associates -

Boston Ambassadors

Dan Beaton, NEPC -

Kevin Breen -

Rob Capone -

Chicago Ambassadors

Jennifer Flodin, Mercer -

Ellen Martel, Ellwood Associates -

Yana Turner, BMO Global Asset Management -

Scarlett Ungurean, ABA Retirement Funds -

Michael Wilson, Morningstar, Inc. -

New York Ambassadors

Ashwini Apte, BlackRock -

Dick Davies -

Mikaylee O'Connor, RVK, Inc. -

Carol Sung, Edelman Financial Engines -

Philadelphia Ambassadors

Bill Marx, Morgan, Lewis & Bockius LLP -

Johanna Vogel, Harbor Capital Advisors -

San Francisco Ambassadors

Toni Brown, Capital Group -

Scott Cokely, Wellington Management -

Loukas Stephens, Fisher Investments Institutional Group -

Austin / Dallas / Houston Ambassadors

Greg Jenkins, Invesco -

Matt Pawlak, Dimensional Fund Advisors -

Kevin Vandolder, DiMeo Schneider and Associates -

Washington, DC Ambassadors

Katie George, ICMA-RC -

Michael Kreps, Groom Law Group -

Lorie Latham, T. Rowe Price -