Advisors at this firm
Christina C
Series 66
Prior Lake, MN
Missionsquare Retirement
Christina Clemons is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and 15 years of industry experience. She has been with ICMA-RC since 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.
Denney D
Series 63, Series 66
Pasadena, CA
Missionsquare Retirement
Denney Domantay is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Bank of America, Merrill, Sotheby's International Realty, and Ameriprise Financial Services. Domantay also serves as treasurer and practice consultant for a family-held medical practice. MissionSquare Retirement serves state and local government employers and employees, along with certain non-profit entities, by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management based on a model portfolio and personalized client information.
Laura H
Series 66
Glastonbury, CT
Missionsquare Retirement
Laura Hancock is a Series 66-licensed financial advisor with 20 years of industry experience. She has been with ICMA Retirement Corporation since 2013 and is based in Glastonbury, CT. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
Reginald J
Series 63, Series 65
Charlotte, NC
Missionsquare Retirement
Reginald Johnson is a financial advisor at MissionSquare Retirement with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Merrill, and Bank of America. He has also been involved in nonprofit and staffing sectors earlier in his career. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice developed by Morningstar Investment Management and a multi-team advisory structure supporting over 40,000 participants.
Tiffany T
Series 63, Series 66
Cypress, TX
Missionsquare Retirement
Tiffany Taylor is a financial advisor at MissionSquare Retirement with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Empower Financial Services, Trinity Portfolio Advisors, and Massmutual Life Insurance Company. Outside of her advisory role, she is an ambassador for FASTer Way to Fat Loss, a weight loss program. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.
Jacob H
Series 65
Smithville, MO
Missionsquare Retirement
Jacob Hoffman is a Series 65-licensed advisor with Missionsquare Retirement and Missionsquare Investment Services, where he has worked since 2023. He has two years of industry experience, including a prior role at Northwestern Mutual in 2021. Before entering financial services, he worked in education at the University of Missouri and Kearney High School. Missionsquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.
Sharyn H
Series 63, Series 65
Riverview, FL
Missionsquare Retirement
Sharyn Hyla is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes roles at ADP Inc. from 2002 to 2020 and several positions at Voya and related firms before joining MissionSquare in 2022. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes model portfolios and personalized advice developed by Morningstar Investment Management.
Jessica S
Series 63, Series 65
Glendale, CA
Missionsquare Retirement
Jessica Sequeira is a financial advisor at MissionSquare Retirement with 25 years of industry experience. She has been with ICMA Retirement Corporation since 2008. She holds Series 63 and Series 65 designations. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.
Melissa D
Series 65, Series 66
Scottdale, GA
Missionsquare Retirement
Melissa Doughty is a financial advisor with MissionSquare Retirement, holding Series 65 and Series 66 licenses and 20 years of industry experience. She has worked with ICMA Retirement Corporation and Victoria's Secret since 2006. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.
John M
Series 63, Series 65
Medford, NJ
Missionsquare Retirement
John Murray is a financial advisor at MissionSquare Retirement with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at Voya Financial Advisors, GWN Securities, Persante Healthcare, and Medford Medical Supply. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which incorporates investment advice developed by Morningstar Investment Management.
Victoria H
Series 66
Gainesville, FL
Missionsquare Retirement
Victoria Harrison is a Series 66 licensed financial advisor at MissionSquare Retirement with seven years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation and Bank of America. She was also involved with Inspired Cooking LLC, a business she operated from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.
Edward S
Series 63, Series 65
Nashville, TN
Missionsquare Retirement
Edward Sizemore III is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ICMA Retirement Corporation since 2006. Outside of his advisory role, he is involved in a bookkeeping business on a part-time basis. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, with investment advice and model portfolios developed by Morningstar Investment Management.
Amaya F
Series 65
Antioch, CA
Missionsquare Retirement
Amaya Fine is a Series 65-licensed financial advisor at MissionSquare Retirement with five years of industry experience. Prior to joining Icma Rc in 2020, she worked at Regas Group Environmental Consultants and The Restoration CleanUp Company. MissionSquare Retirement provides retirement plan administration, recordkeeping, and advisory services primarily to state and local government employers, their employees, and certain nonprofit entities. The firm offers Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving over 40,000 participants through a multi-team advisory structure.
Carter M
Series 63, Series 65
Suffolk, VA
Missionsquare Retirement
Carter Moss is a financial advisor at MissionSquare Retirement with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ICMA Retirement Corporation since 2014. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice with investment strategies developed by Morningstar Investment Management.
Jarrod H
Series 66
Champions Gate, FL
Missionsquare Retirement
Jarrod Harrison is a financial advisor at MissionSquare Retirement with four years of industry experience. He holds the Series 66 designation and has worked previously at firms including Prudential Insurance Company of America, Wells Fargo, and Edward Jones. Outside of advising, Harrison is co-owner of a residential short-term rental property which he manages jointly with his wife. MissionSquare Retirement serves state and local government employers, their employees, and non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing investment advice and model portfolios developed by Morningstar Investment Management.