Joe Connell is a Managing Director with Sheridan Road based out of the Minneapolis office where he focuses on Sheridan Road’s retirement plan consulting business. Joe is a senior consultant responsible for the business development and management of client relationships throughout the Upper Midwest. His areas of expertise include ERISA compliance, plan design and administration, managing fiduciary responsibilities, and participant education. Joe graduated from St. Cloud State University with a Bachelor of Science degree in Finance, and has earned the designations of Accredited Investment Fiduciary™ (AIF®), Chartered Retirement Plans Specialist (CRPS®), and Registered Fiduciary™ (RF™). Joe is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and the Profit Sharing Council of America (PSCA). Most recently, Joe was recognized as a 2011 Morningstar & ASPPA 401(k) Advisor Leadership Award Finalist, and was named one of the Top 300 Most Influential Advisors in Defined Contribution for 2009, 2010 and 2011 by 401kWire.com.

Joe Connell

763-634-5340

jconnell@sheridanroad.com

Jim VanZwol is a Vice President and Relationship Manager with Sheridan Road based out of the Minneapolis office. Jim works within the relationship management team and assists in establishing and maintaining effective relationships with all retirement clients and service providers. He works with current and prospective clients to ensure appropriate plan governance, compliance, fiduciary oversight, quarterly reviews, client projects, employee communication, and education. Jim’s previous experience has included working for several National Retirement Plan providers; giving him a unique perspective on plan provider services and fees. Jim holds FINRA Series 7, 63, and 65 licenses. He received his Bachelor of Arts degree in Business Management from Buena Vista College.

Jim VanZwol

763-634-5340

jvanzwol@sheridanroad.com

Christopher Lakumb is a Vice President with Sheridan Road where he focuses on Sheridan Road’s retirement plan consulting business. Chris assists in the management of 401(k) plans, market research, and helps plan sponsors with fiduciary risk management. He has spent his entire career in the retirement industry, and previously held positions with RiverNorth Capital Management, InterOcean Wealth Management, and Cole Taylor Bank. Chris graduated from Lewis University with a B.A. in Finance and minors in economics and philosophy. Chris earned his designation as a Certified Retirement Services Provider (CRSP) in 2003 and became a Chartered Financial Analyst (CFA) charterholder in 2005. Chris currently resides in Chicago and remains an active member of his community.

Chris Lakumb

847-205-9073 ext. 258

clakumb@sheridanroad.com

Elissa Weissberg is an Administrative Assistant with Sheridan Road and focuses on the wealth management area within the firm.  Elissa works to create and maintain long term relationships with clients of the firm, providing investment due diligence, research, and portfolio analysis.  Working closely with the wealth managers at the firm, Elissa helps our advisors design investment strategies and customized financial plans for clients.  Elissa graduated from Queens College of the City of New York with a Bachelor of Arts degree.

Elissa Weissberg
847-205-9073 ext. 228
eweissberg@sheridanroad.com

David Hinderstein
847-205-9073
dhinderstein@sheridanroad.com

Tina Wisialowski is a Managing Director of Sheridan Road based in its Milwaukee office where she focuses on Sheridan Road’s retirement plan consulting business. Tina is a senior consultant responsible for the business development and management of client relationships throughout Wisconsin. Tina has spent her entire career in the retirement industry, most recently having overseen M&I Trust Company’s middle market retirement plan business. Over her career, she has been responsible for all aspects of retirement plan consulting business, including the plan design, education and investment management of her clients’ plans. Tina is a graduate of the University of Wisconsin- Madison with a B.B.A. in Business Administration, with a double major in Finance and Management. Tina is FINRA Series 6, 7, and 63 registered with LPL Financial and also has the CRPS and AIF designations. Tina continues to serve her community in a variety of ways both professionally and philanthropically.

Tina Wisialowski
414-224-9073
twisialowski@sheridanroad.com

Alona W. Anspach is a Managing Director with Sheridan Road. Alona has more than 25 years of experience and has broad experience across all areas of wealth management, including financial planning, risk management and broad private client services. Alona also has developed a particular focus on divorce planning for clients. Prior to joining Sheridan Road, Alona was a Financial Advisor with AXA Advisors. She is a graduate of Washington University and has an MBA from the Kellogg School of Management at Northwestern University. A founding trustee for the Jewish Women’s Foundation of Chicago, Alona also regularly raises funds for the Avon Breast Cancer Walk. She and her family reside in Glenview.

Alona W. Anspach
847-205-9073 ext. 261
aanspach@sheridanroad.com

James Jaramillo is a Vice President with Sheridan Road based in its Milwaukee office where he focuses primarily on Sheridan Road’s retirement plan consulting business. James has spent his entire career in the corporate retirement advisory industry. James is responsible for assisting in business development functions and for managing client relationships throughout Wisconsin. Prior to joining Sheridan Road, James co-founded Rothschild Consulting Group, an independent investment advisory firm where James was the Managing Principal of the firm. He was responsible for the design of a proprietary performance measurement process establishing a methodology for tracking client relationships, as well as being accountable for compliance and regulatory supervision. He also has a deep understanding of developing investment allocation models, screening and researching investment products. James is a graduate of Marquette University with a B.S. in Finance and Economics and was a member of Marquette’s Wrestling team. James is FINRA Series 7, 24, 63 and 65 registered with LPL Financial. James continues to serve the community in his active participation as a Mentor for students at Nativity Jesuit Middle School and is an Assistant Wrestling Coach at Nicolet High School.

James Jaramillo
414-224-9073
jjaramillo@sheridanroad.com

Eric H. Wietsma, FSA, MAAA, is a Senior Vice President of Massachusetts Mutual Life Insurance Company. Eric joined MassMutual Retirement Services in 2005 as Vice President of Investment Services. Eric has over 20 years of Financial Services experience. His responsibilities include leading a growing investment organization responsible for two stand-alone mutual fund trusts with over 85 funds and $25 billion in assets, as well as investment strategy, research, due diligence, investment reporting, product development, IRA participant strategy and treasury operations. He currently serves as the president of both the Premier and Select Funds. Previously, Eric managed the Public Retirement Plan business at The Hartford. Prior to The Hartford, he was at CIGNA where he was responsible for a number of actuarial pricing functions. He is a fellow of the Society of Actuaries, member of the American Academy of Actuaries and holds the Series 7 and 24 FINRA designations. Eric received his B.S. from Calvin College and his Master’s Degree from Purdue University.

The individual listed above is not a registered representative with and is not affiliated with Sheridan Road Financial or with LPL Financial

Charles Wheelan is a senior lecturer in the Harris School. He received a BA from Dartmouth College and a Masters of Public Administration from Princeton University’s Woodrow Wilson School in 1993 and a PhD in public policy from the University of Chicago’s Harris School in 1998. Since then, he has served as the Midwest correspondent for The Economist, an economics and finance correspondent for WBEZ Chicago Public Radio, an adjunct lecturer at Northwestern University’s Medill School of Journalism, and most recently as director of policy and communications for Chicago Metropolis 2020. He is also a visiting assistant professor at Dartmouth College during the summer quarter. In addition, Charles previously served as the speechwriter for Maine Governor John R. McKernan, Jr. He wrote Naked Economics: Undressing the Dismal Science (2002), which, according to the W.W. Norton catalog, “makes up for all of those Econ 101 lectures you slept through (or avoided) in college, demystifying key concepts, laying bare the truths behind the numbers, and answering those questions you have always been too embarrassed to ask.” He is also the author of an introductory public policy textbook to be published by W.W. Norton and Company in 2011. In March of 2009, Charles ran unsuccessfully for Congress as the representative from the Illinois 5th District in the special election to replace Rahm Emanuel.

The individual listed above is not a registered representative with and is not affiliated with Sheridan Road Financial or with LPL Financial