The Latest

  • David Tyrie is Managing Director and head of Personal Retirement Services at Bank of America Merrill Lynch. Tyrie is responsible for the delivery of personal retirement solutions in partnership with Merrill Lynch Wealth Management, Institutional Retirement, Merrill Edge and the Bank of America Consumer Bank, including retirement income solutions, IRAs and rollover processes, employee advice solutions, 529 plan products, and overall retirement education, planning and product innovation.Prior to joining Bank of America, Tyrie served as Managing Director, Global Products and Marketing for Putnam Investments. In this role, he was responsible for product management and marketing within Putnam’s Retirement Services business, including 401(k), Taft Hartley, IRA rollover, brokerage and investment only business lines. Prior to this role, Tyrie served as a Managing Director of Putnam’s Corporate Internet Strategy, responsible for the development and implementation of advanced product and service delivery and digital strategies.Before joining Putnam in 1999, Tyrie served in various leadership roles at Fidelity Investments and MFS Investment Management. Throughout his career he has worked closely with financial advisors to identify and address their clients’ individual retirement planning challenges.Tyrie is a trustee of Nashoba Brooks School and received a Bachelor of Science degree in Psychology from St. Lawrence University.

    May 2
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  • Smith is vice president of Ebenconcepts, one of the Southeast's largest benefits consulting firms. He has nearly 20 years of experience in employee benefits with regulatory, business and industry perspectives. David has spoken extensively about wellness and its nuances and is always highly rated as a speaker before diverse audiences.

    May 2
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  • David Anderson, PhD, is Senior Vice President & Chief Health Officer and a co-founder of StayWell Health Management, a leading provider of health management programs and services. Since 1985 he has been the primary architect of StayWell’s population health strategies, programs and tools. David also shares corporate strategic leadership and has consulted on client programs that have won nearly 50 major industry awards. David has conducted groundbreaking research of the effectiveness and cost impact of StayWell programs and coauthored several landmark studies.\nDavid is past Chairman of the Board of the Health Enhancement Research Organization (HERO) and chairs its Research Committee, serves on the Board of the Health Project, which administers the C. Everett Koop Award, and is Editor of the Population Health section of the American Journal of Health Promotion. \nHe has also served on expert panels for CMS, CDC\/P, NIOSH, NCQA, and AHRQ. A licensed psychologist, David has published numerous professional papers and speaks regularly on health management issues.

    May 2
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  • David Albertson is a former editorial director of SourceMedia's Employee Benefits Group.

    May 2
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  • Hall is wellness program director at Optum.

    May 2
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  • Here’s how On Wall Street’s Top 10 Branch Managers land the best talent and help shape the industry’s future.

    Chad Allen - oppenheimer
  • Dr. Darlys S. Harmon-Vaught, CDFA, CDFP, CFFA, CFE, CTS, a divorce financial analyst, is President of Financial Solutions for Divorce, a company based in Louisville, Kentucky that specializes in high net worth divorce cases. Darlys has provided fee-only divorce financial analysis in Kentucky and Indiana since 2007. She focuses her practice on guiding divorcing individuals and couples through the complex financial issues of the divorce process, in mediated, litigated or collaborative divorce. \nComplementing her dual certifications as a Certified Divorce Financial Analyst™ (CDFA) and Certified Financial Divorce Practitioner® (CFDP), Darlys possesses over 25 years of experience in the financial industry, having before served as Senior Vice President of Morgan-Stanley Smith-Barney and Hilliard Lyons Brokerage Firms. \nIn addition to her background in finance, Darlys holds a doctorate in education, a degree that now serves her as she provides Continuing Legal Education credits to attorneys through the Louisville Bar Association. She also holds titles as a Certified Fraud Examiner™ (CFE), Certified Forensic Fraud Analyst (CFFA), and as a Certified Tax Specialist (CTS). She is one of the only practicing professionals in the country to hold her specific set of credentials. Her CFE and CFFA designations make Darlys uniquely qualified to investigate unreported income and other forms of financial fraud that occurs in divorces involving very high net worth. As a tax specialist, Darlys is an expert in the taxable consequences of divorce settlement options, allowing her to better inform her clients as to the tax issues of their divorces. \nAs a expert on divorce finance, Darlys has written numerous articles for publications such as the Louisville Courier-Journal, Bar Briefs (a publication of the Louisville Bar Association), and The Bulletin (a publication of the Woman’s Club of Louisville). She has also been published on several national websites, such as HorsesMouth.com, a site for financial professionals, and the international ADFP webpage. She writes on a broad range of topics in divorce, including uncovering financial fraud during divorce and understanding the tax implications of divorce, intended for other divorce professionals, and the challenges of divorcing after 50 and budgeting during a divorce, aimed for individuals contemplating or beginning the divorce process. \nIn April, Darlys served on a panel discussion entitled “Remember the Alimony” at a national conference of the Woman’s Advisor Forum in New York. She also regularly conducts lectures and seminars through the Louisville Bar Association and Woman’s Club of Louisville. Darlys is dedicated to providing thorough and comprehensive financial analysis for her clients in order to reduce their stress during the divorce process and empower them with information. \n

    May 2
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  • Darla Sipolt has a total of 23 years of experience in the financial services business.  She has rich and varied background in sales, management and human resources in both retail and institutional brokerage. \nDarla’s current role is Western Region Director of Sales for TD Ameritrade Institutional responsible for overseeing the sales efforts of six sales vice presidents covering eleven western states. \nDarla has been with TD Ameritrade for 10 years and started as the Regional Sales Vice President for TD Ameritrade Retail in 2003, responsible for 25 retail branches in the Southwest and progressed to Managing Director for Retail Sales Strategy and Support.  In 2006, Darla accepted a position as an Institutional Regional Sales Vice President, where she worked directly with advisors in seven states in the Western Region. 

    May 2
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