Welcome & Introductory Remarks

James Marshall

President & Founder, Spectrum Investment Advisors, Inc.

James is the principal and founder of Spectrum Investment Advisors, which has been selected as one of five 2016 PlanSponsor Retirement Plan Adviser Large Team of the Year Finalists.  James has been selected as one of the 300 Most Influential Advisors in Defined Contribution by The 401(k) Wire and was a finalist for the NAPA 401(k) Advisor Leadership Award in 2015 and 2012.   He is a graduate of the University of Wisconsin-Oshkosh with a degree in Economics and has been in the retirement plan industry since 1975.  James holds the Investment Adviser Representative license (Series 65).  He is a member of ASPPA, NAPA and Wisconsin Retirement Plan Professionals Ltd. 

 

 

 

 

Jonathan Marshall, MBA

Cheif Investment Officer|Partner, Spectrum Investment Advisors, Inc.

Jon is a principal and senior investment analyst of Spectrum Investment Advisors, as well as the lead designer of our 401(k) educational material.  He is responsible for the analytical research of investments, which includes underlying research for our model portfolios.  Jon also participates in employee educational meetings and provides one-on-one investment consultations.  Jon earned a BS in Economics from UW La Crosse and a MBA in Finance from DePaul University.  Jon has been in the retirement plan industry since 2003 and holds the Investment Adviser Representative license (Series 65).  He is also a member of Wisconsin Retirement Plan Professionals Ltd.

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