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Robert Merkley graduated with honors from Arizona State University with a degree in Finance. He has experience in computer programming, accounting and investment analysis, as well as, general business consulting. He has specialized in the area of qualified plans since 1984.

Sharon K. Newman has a degree in Accounting, but has specialized in the area of qualified plans since 1986. She is a member of the American Society of Pension Actuaries and Western Pension & Benefits Conference. Her specialty is working with defined contribution plans.

Michael J. Jensen has a degree in Personnel Management. He has worked in the area of qualified plans since 1988. His specialty is in working with plans which have individual-participant investment accounts or participant direction on investment within pooled investment accounts.

Karen McLaws has specialized in the area of qualified plans since the late 1980s. She has extensive experience in plan design and the creation of legal documents. Prior to entering the area of qualified plans, she served a national company as a human resource, Regional Manager.

J. Michael Rogan has bachelor’s degrees in mathematics and music from Northern Arizona University. He has worked in the area of qualified plans since 2004. His specialty is defined benefit plans, and he is currently working toward obtaining his certification as an Enrolled Actuary.

John W. Lawrence, Jr. provides actuarial support. His background includes many years of experience in the private pension sector dealing primarily with pension plans for small closely held businesses. His private pension experience began in 1970 and he has provided actuarial services in the Phoenix area since 1982. His professional credentials include that of a Fellow in the Society of Actuaries and an Enrolled Actuary.