Trisha Brambley is President of Retirement Playbook, Inc, providing broad based financial education for employees and pertinent workshops for plan investment committees. The firm also provides plan sponsors with a robust plan advisor due diligence as part of their fiduciary responsibility.

Ms. Brambley is frequently quoted in the press including the The Wall Street Journal, USA Today and The Philadelphia Inquirer. In addition, she is a speaker on many national forums that focus on retirement plan issues, including the Profit Sharing Council of America and the Center for Due Diligence. She served on the DOL’s ERISA Advisory Council for a three-year term, and prepared DOL recommendations on target date fund analysis, stable value issues and participant financial education. She served as Vice Chair of the Council in 2008 and as Chair for the study of stable value funds in 2009. She has been included in 401k Wires?Annual “Most Influential in the Retirement Plan Industry?for the past several years.

In addition to launching Retirement Playbook, Inc., Ms Brambley's background also includes launching one of the country's first plan advisory firms in 1995, which was among the largest in the country and included in Plan Sponsor’s Top Advisory Firms and Best Consultants. As part of the team that developed the country’s first 401(k) plans, Ms. Brambley was involved in all aspects of bringing these plans to life. Her role included the successful creation of the first 401(k) education programs, putting together plans that fit with the clients?culture that adopted them, and working through the early 401k trials, tribulations and excitement in uncharted waters.

As Vice President of Retirement Plan Services for an international benefits consulting firm, Ms. Brambley’s role included senior management, national leadership, and serving as lead consultant for the firm’s largest and most prestigious clients.

Ms. Robertson is experienced at addressing a broad range of financial planning issues and provides unbiased education with a focus on retirement, employee benefits, and tax planning.  During her six years as a financial educator with Financial Finesse, she has been instrumental in designing and launching financial education programs for many of the nation’s largest companies, including Aetna, General Mills, and Nestl?

 Her background includes over twenty years in the financial services industry.  She achieved the Certified Financial Planner?designation in 1999, the Chartered Financial Consultant (ChFC) designation in 2001, and completed her CEBS designation in 2010.  Linda holds a B.S. in Finance from West Chester University and a Master’s of Science in Financial Planning through the American College. 

She has conducted hundreds of financial education workshops and seminars, including her most recent appearances at the 2010 IFEBP Forum where she hosted a round table discussion on Financial Wellness and as a speaker at the 2011 SHRM Conference in Las Vegas, NV.

Todd Lombardi
Director of Compensation and Benefits
Wawa, Inc.

Todd Lombardi is the Director of Compensation and Benefits for Wawa, Inc. Todd’s areas of responsibility include Compensation, Benefits, Retirement Plans, Wellness and HR Technology for all of Wawa’s 17,000+ associates.

Prior to joining Wawa 10 years ago, Todd worked in compensation for Mercer Human Resources Consulting and Kulicke & Soffa Industries.

Todd earned a M.A. in Industrial/Organization Psychology from West Chester University and a B.A. in Psychology from the Pennsylvania State University.

Ralph Lardieri is the Wellness Manager for Wawa, Inc. Prior to joining Wawa 2 years ago, Ralph worked in wellness for American Standard Companies and Herman’s Sporting Goods.

Ralph earned his B.S. in Health Education from William Paterson University and now lives in Wallingford, PA with his wife and three kids.

Richard Shaw
President
Cardio-Kinetics

Richard Shaw is president and chief operating officer of Cardio-Kinetics, Inc. He has led Cardio-Kinetics to become a premier preventive medicine company that has been recognized nationally and he has expanded his business to twenty states serving corporate, educational and public safety organizations. He also helped establish cardiac rehabilitation in the state of Delaware. He serves as adjunct faculty for the College of Health and Exercise Sciences at the University of Delaware, is a member of the American College of Sports Medicine and past regional president of the American Heart Association. 

Donna M. McQuillen
Senior Benefits Consultant
Trion , A Marsh & McLennan Agency, LLC Company

Donna McQuillen is a Senior Benefits Consultant at Trion, a Marsh & McLennan Agency, LLC Company, in the firms Conshohocken, Pa location.

With 29 years of Health and Welfare Benefits experience, Donna is responsible for providing strategic consulting and relationship management services to large employer groups.  She has consulted with many Fortune 500 companies representing such industries as health care, pharmaceutical, retail, entertainment and consumer products.  Her expertise is in assisting employers with reducing costs and maximizing the value of their health, life, disability and voluntary programs with emphasis in developing and implementing creative solutions and strategic initiatives specific to, outcomes-based health and wellness programs, consumer driven health plans, and overarching managed care strategies.

Prior to joining Trion, Donna served in both technical and consulting roles at The Johnson Companies, Prudential and Brokerage Concepts, Inc. 

Donna resides in Bucks County, Pennsylvania with her husband and two children.  Donna serves as the President of the Board of the Bucks County Housing Group which provides a wide range of housing and related social services to homeless and low-income families in Bucks County.