Barbara J. Delaney, AIF®
Principal and Founder
An innovative entrepreneur and respected business leader, Barbara Delaney has been navigating the financial world since 1981. After spending 20 years leading retirement planning divisions within successful companies, Barbara took that expertise and founded Fundamental Foundations of America (FFOA). Having identified challenges within the retirement planning industry, Barbara saw a great opportunity to reshape the market place and did so with her former firm focusing on small to midsize company retirement plan needs. At the forefront of this industry, Barbara emerged as a leading advisor and her firm was named as the 2008 Plan Sponsor Magazine's Plan Adviser Team of the year*. In 2008, Barbara formed StoneStreet Advisor Group (SSAG) to shift focus to a holistic business model. This model provided the traditional plan advisor services, and added value to the plan sponsor by implementing financial wellness tools to create active participant engagement at every step of the retirement plan participant’s careers. This positioned Barbara and her firm launch into the mid to large size retirement plan market. Having gained the distinction as a top plan advisor, Barbara and her team continue to receive top accolades and honors within the industry. In addition, Barbara is an active member of the Government Affairs Committee for NAPA which provides a collaborative forum for the retirement planning industry in Washington, D.C. Barbara is a sought-after speaker who appears at numerous industry conferences and seminars. She also regularly authors articles for publications within the financial sector.
Professional Designations: Accredited Investment Fiduciary (AIF™)
*See Accolades page for award criteria
Ellen Lander, AIF®, CPFA®
Ellen is a Principal and Founder of Renaissance Benefit Advisors Group, LLC (RBA)*, an independently owned retirement plan consulting and institutional investment advisory firm. Devoted to the specialized needs of retirement plan sponsors, RBA has grown on a referral-only basis. Ellen’s entire career has been devoted to the retirement plan industry. Over the past 25+ years, she has gained the specialized experience and expertise in working with all types of retirement plans and in numerous areas including ERISA compliance, fiduciary management, plan design, investment analysis, contract negotiations, fees and expenses and analytic benchmarking. Ellen’s experience and advocacy for the retirement plan industry has led to her involvement with several investment and retirement provider advisory boards. She is also a sought-out speaker on retirement plan fiduciary and advisor issues. Her credentials and designations demonstrate her attainment of a high level of experience, expertise and commitment to the retirement plan business and investment fiduciary responsibility standards.
Professional Designations: Accredited Investment Fiduciary (AIF™), CPFA - Certified Plan Fiduciary Advisor, C(k)P® Certified 401(k) Professional
*LPL is not affiliated with Renaissance Benefits Advisors Group, LLC
Jonathan Russo, CRPC®
Director of Financial Wellness and Wealth Planner
Jon Russo brings 15 years of financial services experience to his role as the Director of Financial Wellness at SS|RBA. Prior to joining he ran a successful retirement practice. At SS|RBA, Jon works with both individual and corporate clients to develop integrated strategies that range from insurance and wealth management to estate planning and employee benefits strategies. He currently holds Series 7,24 and 63 registrations and life/health insurance licenses. Jon also earned the Chartered Retirement Planning CounselorSM(CRPC®) designation. Jon graduated with a degree in economics from Iona College in New Rochelle.
Dianne Clark provides retirement plan consulting services to a block of large 401(k) plans located throughout the United States. Dianne has over 30 years of experience in the retirement plan industry, initially in the recordkeeping, compliance and administration side of the business, expanding to include securities in 2001 when she obtained her Series 7 license. Dianne is responsible for working directly with the benefits staff, the recordkeepers and other service providers to identify, review and resolve any servicing issues or opportunities for improvement in a 401(k) Plan’s operations. Her role is very hands on. This broad-based background and retirement plan technical expertise allows Dianne to handle all aspects of servicing her clients’ plans. Dianne was recently named to the list of top women advisors in the country by the National Association of Plan Advisors (NAPA) and holds FINRA 7, 65, 63 and California Life & Disability licenses.
Dennis M. Leahy, AIF®
Principal, Retirement Plan Consultant
Dennis has more than 20 years of experience in the Retirement Plan market space. He began his career in 1994 at Smith Barney Shearson working on the IRA helpdesk and then onto the group 401(k) division where he guided Financial Advisors in establishing retirement programs for their clients. He then moved to Wall Street Access in the retirement plans division where he worked directly with 401k plan sponsors and plan participants as an advisor. In 2001, Dennis started a new role as the retirement plan specialist at the Lee, Nolan, & Koroghlian MassMutual agency. He spent the next 16 years building a practice and partnering with agents to implement and service company 401(k) programs. He was named to the Top 401 401(k) advisors by the Financial Times for 2015, 2016, and 2017. In 2017 Dennis moved his practice to Stone Street Advisors to add his experience to an already established retirement plan consulting firm. Dennis holds his series 7, 63, 65, Life & Health license as well as the Accredited Investment Fiduciary (AIF) designation.
Patrick J. Morrell, CIMA®, AIF®
Patrick is an Investment Officer with SSRBA and responsible for specialized investment research, commentary, reporting, and for conducting ongoing investment due diligence for the Firm’s institutional clients. With over 15 years of experience, Patrick has worked with qualified retirement plans, defined-benefit pension plans, endowments, and foundations designing and implementing prudent investment strategies to meet client objectives. Patrick’s resume includes working with institutional asset managers and registered investment advisors in various roles within investment analysis and business development.
A graduate of Northeastern University (2006), he holds a bachelor’s degree in Business Administration with a concentration in Finance & Insurance. In addition, Patrick earned the Certified Investment Management Analyst (CIMA®) designation (2008), Accredited Investment Fiduciary (AIF®) designation (2012) and holds his series 65 Investment Advisory Representative license (2006). Mr. Morrell is also a candidate for Level II of the Chartered Financial Analyst exam and was named a NAPA Top Plan Advisor Under 40 in 2017.
Daren Alcantar, CIMA®
After spending seven years in the property and casualty insurance industry, Daren joined a registered investment advisor in 2008. At this firm he managed a team responsible for developing investment policies and the corresponding analysis for over three hundred qualified retirement plans. Using a variety of tools and third party software such as Morningstar Direct and Zephyr Style Advisor, Daren ran in depth analysis and research on the investment vehicles that are offered in qualified retirement accounts. He has conducted extensive research in Asset Allocation, Portfolio Optimization and Modern Portfolio Theory. Daren has also developed relationships with most of the leading asset managers in the retirement industry. Currently at GRP Financial, Daren is developing a quarterly reporting system through a cloud-based client relationship manager to track the performance of investment options based on the GRP Financial scoring matrix. This is to help advisors improve their research process and integrate our investment analytics into their workflow. Mr. Alcantar also has a role in the development of Collective Investment Trusts and construction of provider lineups. Daren has earned his Series 7 and Series 66 registrations and has attained his Certified Fund Specialist® (CFS®) designation through the Institute of Business and Finance, as well the Certified Investment Management Analyst® (CIMA®) designation offered through the Investment Management Consultants Association®.
Carol began her career as a customer service rep for Time-Life Multimedia, a division of Time Inc. While attending Ramapo College of New Jersey, she continued her career with Time-Life where she held positions in the accounting and data processing divisions eventually becoming Personnel Manager and Assistant Manager of the daily operation. When the division was sold, Carol and a business partner began their own fulfillment and distribution company specializing in the fulfillment and distribution of educational video programming, books, and training materials. After 28 years of running a successful business, Carol joined SSIRBA in 2013.