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YOUR WEALTHPLAN ADVISORS INSTITUTIONAL TEAM

Specialized corporate retirement plan experts, independent fee only consultants,

investment fiduciary and participant education specialists.

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SCOTT SCHLAPPI,
CEBS, CPFA, AIFA® 
Senior Vice President, Retirement Plan Services
Scott.Schlappi@HUBInternational.com

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TODD SCHLAPPI,
CRPS, AIFA® 
Senior Vice President, Retirement Plan Services, Retirement and
Investment Consultant
Todd.Schlappi@HUBInternational.com

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SHELLEY TOTAH, APA, ACS, CPFA 
Director of Client Relations
Shelley.Totah@HUBInternational.com

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HEATH FAGEN, AIF
Director of Operations, New
Business Coordinator
Heath.Fagen@HUBInternational.com

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Angela Talbot, CPFA
Retirement and Investment
Consultant
Angela.Talbot@HUBInternational.com

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NATHAN ANDERSON, JD, CPFA
Vice President, Retirement Plan Services, Retirement and Investment Consultant
Nate.Anderson@HUBInternational.com

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LORRAINE DOWNING
Retirement and Investment Operations
Lorraine.Downing@HUBInternational.com

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JERRY OSTI, CPFA
Client Relationship Consultant
Jerry.Osti@HUBInternational.com

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CHELSEA NEWTON, CPFA
Client Relationship Consultant
Chelsea.Newton@HUBInternational.com

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CIARA SHARP HANRATTY,
 CFP®, CIMA®
Investment Consultant
Ciara.Hanratty@HUBInternational.com

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NATHAN SCHLAPPI, CPFA
Retirement Plan and Investment Consultant
Nate.Schlappi@HUBInternational.com

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ISA TOTAH, CPFA
Strategic Operation Specialist, Client Relationship Consultant
Isa.Totah@HUBInternational.com

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