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Chris Perry is president of Global Sales, Marketing and Client Solutions at Broadridge Financial Solutions.

The stark figures show that only about one-sixth or fewer of the sector’s financial advisors are women.

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

Steve Coffman has more than 20 years’ experience in corporate benefits and insurance. During the last 17 years, he has managed disability and leave teams before serving as Director of Client Solutions for a Top 5 carrier. Steve’s current position at Guardian is Senior Life & Disability Practice Leader. In this role, he utilizes his extensive disability experience to assist key clients and producers in better understanding claim best practices and possible solutions that create value for companies and their employees.

David Healy is senior vice president, group benefits, Sun Life U.S.

Liz Lasher is a vice president of fraud product marketing and portfolio strategy at FICO. She has extensive experience in how to leverage technology to mitigate fraud, including identity abuse, synthetics, identity theft and organized fraud.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Bowen serves as MRO's Privacy and Compliance Officer, overseeing the company’s compliance with HIPAA and chairing the organization’s Data Protection Steering Committee. In addition, she ensures new and existing client HIM policies and procedures are to code. She has more than 40 years of experience in Health Information Management (HIM), holding a variety of HIM director and consulting roles. Prior to joining MRO, she was Senior Vice President and Privacy Officer for HealthPort, now known as CIOX Health.

The two advisors will name the team’s practice after their shared experience working for the military.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.