Hannah Proctor

Consilio is a global leader in eDiscovery, document review, risk management, and legal consulting services. The company has over 4,000 employees serving clients from more than 70 global regions across 11 countries. Consilio’s global operations supports small, mid-size, and large clients across numerous industries, including financial services.

Quicken is a leading provider of personal financial management software, enabling users to manage spending, create monthly budgets, track investments, and plan for retirement. The company has over 2 million users across its product suite.

SageView Advisory Group is an SEC Registered Investment Advisory (RIA) firm serving retirement plan sponsors and individuals throughout the United States since 1989. The company advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans. SageView is headquartered in Newport Beach, California with 25 offices nationwide.

Smart is a global savings and investments technology platform provider. It offers a single global retirement technology platform that allows employers, financial institutions, and governments to deliver for the needs of their customers and their citizens, and adapt to ongoing changes in legislation.