PLANADVISER - Spring 2023 - 11

OneDigital Hires New Director
Matthew J. Hedley, director
of retirement services, OneDigital
OneDigital Investment Advisors, a
subsidiary of OneDigital, hired Matthew
J. Hedley as director of retirement
services. Hedley joins OneDigital's
retirement and wealth team
after serving as director, lead consultant retirement plan
advisory with Brockenbrough, where he led the for-profit
and not-for-profit retirement plan strategies and solutions
for the firm's institutional clients. His expertise there
included participant outcome optimization consulting, fee
benchmarking, legislative and regulatory updates, and
investment analysis.
The appointment accompanies the transitioning of
Brockenbrough's 401(k) and 403(b) retirement plan advisory
businesses to OneDigital, according to the latter's
announcement. Hedley brings with him over 30 401(k) and
403(b) plan sponsors, representing $320 million in assets
under manage ment. Following the transition of accounts,
OneDigital Investment Advisors' total assets under management
will be $108.4 billion, representing over 1 million
participants and 41,000 individual accounts.
Lockton's Chief Diversity Officer
Stephanie Robinson, chief diversity
officer, Lockton Companies
Lockton Companies, which provide
risk management, insurance,
employee benefits consulting and
retirement services, promoted Stephanie
Robinson to chief diversity
officer. Robinson takes the helm from Brian Roberts, who
has headed the development and execution of Lockton's
diversity, equity and inclusion strategy as chief diversity
officer while also leading the company's Midwest Series as
chief operations officer.
Robinson joined Lockton in February 2022 as director
of DEI after building and leading that effort at Blue Cross
and Blue Shield of Kansas City. She describes her work in
the field as " defining strategy and creating DEI programs
that align with and support corporate objectives, engage
employees, capitalize on organizational strengths and
optimize performance. "
In the community, Robinson currently works within
Jackson County [Missouri] CASA [Court Appointed Special
Advocates]. She also worked in human resources at UMB
Financial, H&R Block, Cerner Corp. and Quest Diagnostics.
Voris joined Morningstar's
workplace and retirement
services team as head
of channel
strategy. Voris
will drive the
firm's go-tomarket
strategy and
execution, including new
product and service strategies
for various channels.
➜ Epic Retirement Plan
Services promoted Joe
Corona to director of
sales and strategic partnerships.
Corona will
manage the Epic RPS
sales team, composed
of six regional sales
consultants from
around the country.
He will also oversee the
firm's marketing team
and represent sales
on the Epic executive
committee. Epic RPS
provides retirement
consultation services for
third-party organizations.
➜ Investment banking
and consulting firm
MarshBerry Capital LLC
added Rob Madore as a
vice president in its financial
advisory division. The
division, using proprietary
market data and analysis,
provides guidance for
future planning, including
internal succession and
mergers and acquisitions
in the insurance distribution
and wealth and
retirement plan advisory
markets. Madore came
from Wise Rhino Group,
which advises on mergers
and acquisitions in the
retirement industry.
➜ CAPTRUST Financial
Advisors acquired
Monroe Vos Consulting
Inc. The firm brings its full
team of 17 to CAPTRUST
and over $5.8 billion
in assets. Monroe Vos
advises retirement plan
sponsors, endowments
and foundations, additionally
offering wealth
management services
to high-net-worth individuals
and family
offices. Founded by Jim
Monroe and Tim Vos
in 1994, Monroe Vos is
based in Houston, with
an additional location in
Birmingham, Alabama.
➜ The Employee Benefit
Research Institute
appointed Barb Marder
(photo) as
president and
CEO, effective
immediately.
Marder succeeds Lori
Lucas, who joined EBRI in
that role in 2018. Marder
most recently served as
a senior partner and
wealth business global
product solutions leader
at Mercer.
Participants | Spring 2023 | planadviser.com 11
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PLANADVISER - Spring 2023

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