Mr.Olson has more than 25 years in the financial services industry, and possesses a range of experience specializing in marketing and product development arenas. Currently Mr.Olson is the Managing Director of Financial Processing Solutions Group (FPS Group)which provides technology platforms to the benefit and financial services marketplace.
As the lead executive in charge, Mr. Olson is responsible for the overall strategic direction and business lines. Prior to FPS Group, Mr. Olson was a Principal and Founder of Aspire Financial Services and contributed to the growth of the company into a nationally recognized leader in the retirement plan industry with more than $10 billion of recordkeeping assets and approximately 250,000 participants.
Prior to founding FPS Group and Aspire, Mr. Olson worked with Decimal, Inc., as Senior Vice President of Strategic Development and mPower as VP of Product Development. He began his career with Charles Schwab as a Senior Marketing Manager, focusing on developing retirement products for the small business market with over $30 billion in assets through these products.
Steve has more than 30 years of executive and sales-management experience in a variety of industries, including financial services and health care. His particular expertise is in leading organizations through periods of rapid growth, managing large sales and marketing organizations, and capital formation to deploy both organic and inorganic growth strategies.
Prior to joining LDI-MAP (iJoin), Steve was CEO of 3D Asset Management, an independent RIA providing ETF model portfolios, technology and practice-management solutions to fee-based financial advisers. During his tenure as CEO, he led efforts to strengthen and reposition the business, develop an innovative financial technology platform and prepare the firm for a sale.
Previously, Steve was Owner and EVP of Accounting Resources, a regional provider of accounting, payroll and insurance services. Having developed and sold the payroll and insurance segments of the business to ADP, Steve currently serves as Board Director capacity for the firm.
As Executive Vice President for Sales and Marketing at Byram Healthcare, Steve’s team created the largest direct sales organization in the industry and completed more than 30 acquisitions to drive revenue growth from $20MM to $160MM over a nine-year period. Before working at Byram, Steve served as sales executive for a number of firms in the financial services industry,consulting with large institutions in areas of corporate finance, asset/liability management, specific securities transactions and investment banking. Steve also served as Principal for a Western branch office of Wall Street-based R.C. Government Securities and was Vice President for five years for Prudential Securities, where his team administered an institutional advisory practice for its Pacific South region.
With more than 20 years in the financial services industry, Gray has broad experience in guaranteed solutions that can help consumers protect and improve their retirement outcomes. Since 2019, Gray has led the company’s expansion into employer markets to serve a broader range of consumers.
Philip Chao founded Experiential Wealth, Inc. in 1992 as a financial consulting and investment management firm. As the Chief Investment Officer, Philip designs and manages investment portfolios in the best interest of his private and institutional clients. By emphasizing risk as well as return, each portfolio is calibrated in an attempt to align the long term expected outcome with each client’s criteria and expectations.
Philip serves as an ERISA investment consultant or discretionary manager in a fiduciary capacity so that plan sponsors can rely on his advice with full confidence. For retirement plan sponsors, he implements a prudent process to advocate with loyalty and due care.
Philip is a founding member of The Institute for the Fiduciary Standard. His opinions and thoughts appear in InvestmentNews, CNBC, IRIS.xyz, and other industry news outlets. His public comments to the DOL and SEC can be found on the DOL and SEC websites. He also serves as a consultant to insurance carriers and asset managers.
Philip is a member of a number of investment advisory committees and has been a featured speaker and moderator on numerous panels on topics as varied as CITs, revenue sharing, retirement income, managed accounts and target date investments at national conferences.
Dr. Lisa Gonzales was President of the Association of California School Administrators (ACSA), an 18,000 member organization. She is a graduate of the University of Southern California’s Urban Superintendent’s Academy and the Stanford University Executive Program for Education Leaders. Lisa was one of 100 Superintendents selected as #FutureReady by President Obama and Secretary Arne Duncan. Dr. Gonzales is currently the Chief Business Officer for the Mt Diablo Unified School District in the Silicon Valley. Her advocacy work has resulted in numerous awards, including ACSA Leadership Matters Legislative Award, White House ConnectED Superintendent Award, National “Women in Leadership” Award from the School Superintendent’s Association, and Commendation for Public School Leadership from the City of San Jose. Committed to female leadership, she helped resurrect ACSA’s Women’s Leadership Network and speaks statewide and nationally on a number of topics around women’s issues in leadership.
Michael J. Ramirez is currently the Deputy Superintendent of Schools for Denver Public Schools. As Deputy Superintendent, he is responsible for the supervision of all district-managed schools providing the visionary leadership to ensure that school leaders are supported in strategies to ensure every child thrives, not by accident, but rather by design. Having completed his first year in Denver, he led the reorganization of the schools division from a network structure to a PK-12 regional structure. During this transition, his work has been focused on ensuring that those students who need the most in our schools, have the best supports to be successful. He is committed to leading the drive to continually improve the quality of our schools, eliminate the opportunity gaps and ensure that every students receives a great education. He believes that public education is the great equalizer.
Nora Gutierrez has been involved in education for more than thirty years. Mrs. Gutierrez began her career as a teacher and immediately knew that the most important job duty was to serve students and provide them the absolute best education so they could be successful in their future endeavors. During her career, Mrs. Gutierrez has held the position of teacher, coach, Collaborative Peer Teacher, Assistant Principal, Human Resources Director, Assistant Superintendent for Human Resources, Assistant Superintendent for Operations, Information Technology, Safety, and Security, Athletics Director, Executive Director of the Arizona Latino Association of Administrators and Superintendents and most recently as Superintendent for the Tolleson Union High School District. Mrs. Gutierrez graduated with a Bachelor of Science in Secondary Education degree from New Mexico State University and obtained her Masters of Education in Administration and Supervision from Arizona State University.
As Superintendent, she is focused on academic achievement for all students and shares that passion with every staff member and student across the district. In one short year, she has made drastic positive changes to ensure teachers are provided with the tools, resources, aligned curriculum, and professional development they need to teach students effectively every day bell-to-bell. She is passionate about student academic achievement.
Dr. Frank Miranda became the superintendent of Colton Joint Unified School District on January 1, 2020. A long-time administrator with Colton, he served most recently as the assistant superintendent, Business Services, following service as the director of Human Resources, an elementary school principal and assistant principal. As the assistant superintendent of business, Dr. Miranda revitalized the division to be focused on students, adopting the motto, “Business Services, Making it Happen,” encouraging classified staff to support student academic achievement. Dr. Miranda earned his bachelor’s degree in finance from California State Polytechnic University, Pomona, followed by a master’s in education from National University before completing his doctorate in education from the University of La Verne.
Thomas Aurelio Davis is a former middle and high school bilingual science teacher, coach, administrator, grant writer, businessman and life-long learner. His passions center around mentoring and coaching, equal opportunity for all underrepresented communities, STEM, English Learners; technology for teaching and learning; students with special needs; and students at-risk of not completing their education. Tom currently serves as Director of Business Development at the Center for Educational Innovation in New York and has served in the same capacity for both the California Association of Latino Superintendents and Administrators (CALSA) and the Association of Latino Administrators and Superintendents (ALAS). His primary goals are to keep the nonprofit organization financially stable and to bring innovative products and services to K-12 education. He is also the Founder of Net4EdAccess, an education consulting firm based in San Diego. Tom is also a board member of Computers 2 Kids San Diego (C2KSD), a San Diego charitable non-profit, working to bridge the digital divide with low income families by providing computers to the home and access to the internet. He is also an advisory board member for Project Tomorrow, a national nonprofit with a vision to ensure that today’s students are well prepared to be tomorrow’s innovators, leaders and engaged citizens of the world.
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