Glenn is Senior Retirement Strategist at American Century Investments. Glenn has over 30 years of retirement industry experience. Prior to joining American Century Investments, he was Head of Retirement Strategy at Allianz Global Investors, and prior to that, National Sales Manager for the Defined Contribution Investment Only business at JPMorgan. Glenn holds two patents as the co-inventor of the “method and system for evaluating target-date funds.” He has led the creation of several industry leading tools and programs such as the Target Date Compass, the Glide Path Optimizer, the Certified Behavior Finance Analyst audit program and Risk University. Mr. Dial is also a nationally known speaker in the Defined Contribution industry and has written articles or been quoted in most of the industry publications. Glenn is recognized as one of the 100 Most Influential People in the Defined Contribution industry according to the 401kWire.com surveys in 2015, 2014, 2013. He holds a B.S./B.A. in finance from the University of Central Florida and an M.B.A. from Rollins College.

Jennifer Debrosky joined American Century Investments as a Senior Director, Product Manager for Multi-Asset Solutions in 2021. Prior to American Century, she was Vice President, Product Manger for Multi-Asset Strategies & Solutions at Voya Investment Management. Before moving over to Product Management, she spent 20 years leading competitive intelligence and market research teams for Voya, Legg Mason (now part of Franklin Templeton) and Capital Group. Jennifer received her BA from Boston College and her MBA from Loyola Marymount University.

Joseph Gotelli is Vice President and Senior Portfolio Manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Santa Clara, California office. Joe leads the firm’s Municipal Markets team within its Global Fixed Income discipline and is a member of the Global Fixed Income Investment Committee, which sets investment outlook for the Global Fixed Income group. He also serves as a Portfolio Manager on the firm’s municipal fixed income strategies. Prior to joining American Century in 2008, Joe was Assistant Portfolio Manager for Franklin Templeton Investments in San Mateo, California. He has worked in the investment industry since 2001. Joe earned a bachelor's degree in Business Economics from the University of California, Santa Barbara, and a master’s in Business Administration from Santa Clara University.

Kim joined American Century Investments in 2026 and focuses on evaluating state and local government credit quality, analyzing fiscal trends, and identifying risks and opportunities across the municipal bond market. Before joining the firm, Kim served as a senior research analyst and portfolio manager at Allspring Global Investments (formerly Wells Fargo Asset Management). Before that, she was a director in Global Investment Banking at Bank of America Merrill Lynch.

Tyler Sweany is a Co-Director of Municipal Research for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office. Tyler is a Co-Director of the Municipal Research team within the firm’s Global Fixed Income group and specializes in providing credit analysis on municipal securities. Previously, he was a Senior Municipal Credit Analyst. He also held roles as a Fund Analyst and Investment Representative for American Century. Prior to joining the firm in 2007, Tyler was a Mortgage Loan Specialist with the National Bank of Kansas City and an Investor Accounting Analyst with Midland Loan Services. He has worked in the industry since 2006. Tyler earned a bachelor's degree in Finance from Lindenwood University and a master’s degree in Business Administration from Baker University.

Greg Torretti is a Client Portfolio Manager and Senior Director of Product Development for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s New York office. Greg is responsible for representing the Municipal Bond team in communicating its investment strategies and results to the firm’s clients. Greg also oversees product promotion, communication and programs designed to achieve success across our firm’s global fixed income business. Prior to joining American Century in 2015, Greg was a Product Manager at Neuberger Berman. Prior to that, he was a Product Manager with Putnam Investments. Other previous experience includes roles at Boston Advisors, Loomis Sales and Gannett, Welsh and Kotler. He has worked in the financial industry since 2000. Greg holds a bachelor’s degree in Finance from the University of Richmond and a master’s degree in Business Administration from Boston College.

Paul Norris is a Vice President and Senior Portfolio Manager within the Global Fixed Income discipline for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s New York office. Paul leads the Securitized Markets team within Global Fixed Income and serves as a Senior Portfolio Manager on several fixed income strategies. He is also a member of the firm’s Global Fixed Income Investment Committee, which sets investment outlook for the Global Fixed Income group. Prior to joining American Century in 2023, Paul was Managing Director and Head of Structured Products at Conning Asset Management. Previously, he was a Portfolio Manager for Mariner Investment Group, managing an absolute return mortgage strategy. Paul also held prior roles with Dwight Asset Management as Head of Securitized Products and with Fannie Mae as Director of Mortgage Portfolio and Liquid Assets. He has worked in the industry since 1992. Paul earned a bachelor’s degree in Business Administration from Towson University and a master’s degree in Finance from the University of Maryland.

Sandra Testani is head of ETF product and strategy for American Century Investments®. In her role, Sandra drives strategic product initiatives to launch new products and oversees the existing offerings. She works closely with chief investment officers, portfolio managers and analysts to understand each strategy's investment process and is responsible for developing messaging, competitive positioning and sales force education. In addition, she conducts in-depth market, asset class and category research studies that support her coverage areas. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein, focusing on product management and development for the firm's alternatives platform across its private client, institutional and retail distribution channels. She was a member of the Alternative Investment Management Committee, which oversaw the firm’s multimanager hedge fund offerings. She had previously held roles focused on asset allocation recommendations and research within its private client group. She has worked in the investment industry since 2000. Sandra holds a bachelor's degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA charterholder.

Based in the New York office of American Century Investments, Yulia is responsible for representing portfolio management in communicating fixed-income investment strategies and results to firm clients. Before joining American Century, Yulia was a client portfolio manager at Global Evolution, where she supported client engagement, portfolio communications and business development efforts for the firm’s emerging and frontier markets debt platform. She brings more than a decade of experience across fixed-income, multi-asset and alternative strategies, serving institutional investors, financial advisors and consultants. She began her career in the investment industry in 2008. Yulia holds a bachelor’s degree in political science and international relations from Syracuse University.

Matt Lewis is vice president and global head of ETF capital markets for American Century Investments®. Matt is responsible for building and managing relationships with ETF liquidity providers and other external ETF participants, as well as speaking with clients on how to trade and invest in ETFs. In addition, he is responsible for partnering with other internal teams to develop the firm's ETF products and business. Prior to joining American Century Investments in 2017, he headed BlackRock's iShares broker dealer execution services for America. Previously, as BlackRock's director of product development for Latin America, Matt led the firm's product development effort to bring locally-listed iShares ETFs into Mexico, Brazil and Colombia. He has worked in the investment industry since 1996. Matt holds a bachelor's degree in commerce from Santa Clara University. He also earned a TRIUM Global Executive MBA, a degree jointly issued by New York University Stern School of Business, London School of Economics and Political Science, and HEC Paris School of Management.

Jason Greenblath is vice president and senior portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. Jason is based in the company’s New York office. Jason leads the Corporate Markets team within Global Fixed Income and is a member of the Global Fixed Income Investment Committee, which sets investment outlook for the Global Fixed Income group. He also serves as a portfolio manager on several fixed income strategies, including Strategic Income and Short Duration Strategic Income, as well as the Diversified Corporate Bond ETF. Before joining American Century in 2019, Jason was a senior portfolio manager and head of U.S. Investment Grade Credit at Aberdeen Standard Investments. Prior to that, he was head of U.S. Investment Grade Credit Research. He joined Aberdeen in 2008 as a senior corporate analyst. Jason previously was a high yield/distressed credit analyst at RBS Greenwich Capital. He has worked in the investment industry since 2002. Jason earned a bachelor’s degree in finance from Pennsylvania State University.

Monica Parekh is a Vice President, Portfolio Manager and Senior Corporate Analyst for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office. Monica is a member of the firm’s Global Fixed Income Corporate Markets team and serves as a co-portfolio manager, contributing to the management of the corporate credit sleeves within the Global Fixed Income suite of strategies. She also provides analysis on corporate debt securities. Monica has been a member of this team since joining American Century Investments in 2019. Previously, she was a Fixed Income Analyst at BNP Paribas Asset Management. Prior to that, she was a Fixed Income Senior Analyst at HSBC Securities (USA) Inc. Before that, Monica was a Vice President and Fund of Hedge Funds Portfolio Analyst at Lazard Asset Management. She began her financial services career at JPMorgan Securities as an Equity Research Associate and later transitioned to a Fixed Income Associate. She has worked in the industry since 2004. Monica holds a bachelor’s degree in Biochemistry from Rutgers College and a master’s degree in Business Administration from the Booth School of Business at the University of Chicago. She currently serves as Treasurer of the Board of Directors of the Friends of UNFPA, a non -profit organization that supports the work of the United Nations Population Fund.

Joyce Huang, CFA, is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office. Joyce is responsible for representing portfolio management in communicating fixed income investment strategies and results to the firm’s clients. She joined American Century in 2018 from First State Investments, where she was an investment director for fixed income and multi- asset solutions. Previously, she served in roles as a senior investment strategist and senior portfolio specialist for BNY Mellon Investment Management. Prior to that, she was a vice president and account manager in the capital markets fixed income group at Citigroup. She started in the industry with Lehman Brothers/Barclays Capital, where she was a vice president within their fixed income research group. She has worked in the investment industry since 2006. Joyce holds a bachelor’s degree in economics from the Wharton School at the University of Pennsylvania. She is a CFA® charterholder and a member of the CFA Institute.

Daniel Blickhan, CFA is a Senior Municipal Credit Analyst for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office. Daniel is a member of the Municipal Markets team within the firm’s Global Fixed Income group. As a member of this team, Daniel provides credit analysis for municipal securities. Prior to joining American Century in 2021, he was a Municipal Bond Analyst with Ivy Investment Management Co. Prior to that, Daniel was a Staff Accountant for Waddell & Reed Financial, Inc. He has worked in the industry since 2014. Daniel holds a bachelor’s degree in Business Administration from Rockhurst University and a master’s degree in Finance from the University of Missouri–Kansas City. He is a CFA® charterholder and a member of the CFA Institute.

Nalin Yogasundram is a Vice President and Senior Portfolio Manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Santa Clara, California office. Nalin co-manages and provides fundamental research and equity analysis for the U.S. Opportunistic Mid Cap Growth and U.S. Mid Cap Growth Impact strategies. Previously, he was an Investment Analyst for the U.S. Small-Mid Cap Growth and U.S. Small Cap Growth strategies. Prior to joining American Century Investments in 2013, Nalin was an Equity Analyst with T. Rowe Price. Before attaining his master’s degree in Business Administration, Nalin was an engineer for several telecommunication firms, including Fujitsu Network Communications. He began his career with Texas Instruments. Nalin holds a bachelor’s degree in Electrical Engineering from the University of Arkansas, a master’s degree in Electrical Engineering from Southern Methodist University, and a master’s degree in Business Administration from The Wharton School at the University of Pennsylvania.

D.J. Cross, CFA, is a Portfolio Manager and Senior Investment Analyst for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office. D.J. co-manages the U.S. Sustainable Large Cap Growth strategy and provides fundamental research and analysis for all strategies managed by the U.S. Large Cap Growth team. He has been a member of the team since joining American Century in 2016 as a Senior Investment Analyst. Previously, D.J. was a Vice President and Equity Analyst at Neuberger Berman. Prior to that, he was a Vice President and Equity Analyst at Bank of America Merrill Lynch. D.J. began his career as a Financial Analyst with EMC. He has worked in the investment industry since 2003. D.J. earned a bachelor’s degree in Finance from Boston College. He is a CFA® charterholder and a member of the CFA Institute.

Jonathan is a Vice President and Senior Client Portfolio Manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office. Jonathan is a member of the Global Growth Equity discipline and is responsible for communicating investment strategies and results to the firm’s clients and consultants, primarily for the group’s U.S. large and midcap strategies. Jonathan has also been a Client Advisor, providing guidance to clients about the financial markets and the firm's investment strategies. Prior to that, Jonathan was a Senior Financial Analyst, responsible for providing fundamental research for several of the firm’s U.S. growth equity strategies. Jonathan has worked in the investment industry since joining American Century in 1998. Jonathan holds a bachelor’s degree in Business Administration from Illinois Wesleyan University. He is a CFA® charterholder, a member of the CFA Institute, and a Fundamentals of Sustainable Accounting (FSA) credential holder. Jonathan is a former member of the Board of Directors and a past president for the Kansas City CFA Society.

Stephen Quance is chief investment officer - disciplined equity, senior vice president, and head of global analytics for American Century Investments®. Stephen co-manages the U.S. Disciplined Core Value, U.S. Disciplined Large Cap Core, U.S. Disciplined Large Cap Growth, U.S. Disciplined Small Cap Core, U.S. Utilities, Non-U.S. Disciplined Large Cap Value, Global Gold, and U.S. Low Volatility Equity strategies. He is also responsible for overseeing research, platform development and execution capabilities for all strategies managed by the Disciplined Equity group. Prior to joining American Century Investments in 2023, Stephen was the global director of factor investing at Invesco Ltd., responsible for maintaining and coordinating the factor investing research agenda across investment centers globally. He joined Invesco as their director of factor investing, Asia Pacific. Prior to Invesco, Stephen was a vice president and portfolio manager with Dimensional Fund Advisors. He started in the industry as a financial advisor with UBS AG and has worked in the industry since 2003. Stephen holds a bachelor's degree in civil and environmental engineering from Rice University and a master's degree in business administration from the University of Texas, McCombs School of Business.

Jackie Wagner is a vice president and senior portfolio manager for American Century Investments®. Ms. Wagner, who joined American Century Investments in 2005 as a financial analyst on the firm's financial research team, was promoted to investment analyst in 2009, then promoted to portfolio manager in 2015. She holds a bachelor's degree in business administration and an MBA from the University of Missouri-Kansas City.

Ryan Cope is a vice president and portfolio manager for American Century Investments®. Mr. Cope joined American Century Investments as a portfolio research analyst in 2009 and was promoted to portfolio manager in 2020. Mr. Cope holds a bachelor's degree in business administration from Truman State University and a master's degree in business administration from Kansas State University. He is a CFA® charterholder and a member of the CFA Institute.

Brett Whelan, CFA, is an Associate Client Portfolio Manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Kansas City, Missouri office. Brett is a member of the Global Value Equity group and is responsible for communicating global value equity strategies and results to the firm’s clients and consultants. Prior to joining the firm in 2021 as an Investment Analyst, he was a Portfolio Analytics Specialist and a Senior Investment Consultant for FactSet. He has worked in the industry since 2017. Brett holds a bachelor’s degree in Business Administration from Kansas State University and a master’s degree in Business Administration from the University of Kansas. He is a CFA® charterholder and a member of the CFA Institute.

Jeremy Deering, CFA, is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements. Previously at the firm, Jeremy was a senior global product analyst, where he spent the majority of his time conducting competitor and market analysis for institutional clients. He joined American Century Investments in 2009 as a senior institutional product manager for the firm’s U.S. growth equity strategies. Prior to that, Jeremy worked in the Institutional Sales & Marketing group at Waddell & Reed Financial. Jeremy earned a bachelor’s degree in biology from the University of Kansas and an MBA with a concentration in finance from Baker University. He holds series 7 and 63 licenses and is a CFA charterholder.

Brent Evans, CFA, is responsible for consulting with intermediary and institutional clients on asset allocation. In this role, he works with clients on evaluating their investment models and offering recommendations for possible enhancements. Brent began his career on an algorithmic trading desk before joining American Century in 2005. After serving in roles supporting brokerage clients and investment operations, he left in 2013 to become Director of Investment Management for a multi-billion dollar wealth management firm. At this firm for seven years, he created, implemented and oversaw all aspects of portfolio construction, security selection and investment strategy. He rejoined American Century in 2021 for his current position on the portfolio construction team. Brent earned a Bachelor of Science degree in Business Administration from the University of Kansas and an MBA from the Johns Hopkins University Carey Business School. He holds series 7 and 63 licenses and is a CFA charterholder.

Richard Weiss is a Senior Vice President, Senior Portfolio Manager and Chief Investment Officer (CIO), Multi-Asset Strategies for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Los Angeles, California office. As CIO, Rich is responsible for the team that manages the firm’s multi-asset strategies, including One Choice Portfolios® (Target Risk and Target Date), and Strategic Allocation, as well as custom solutions created for clients. He also is a member of the firm’s Asset Allocation Committee, which is responsible for establishing investment policy and reviewing investment decisions for all the firm’s multi-asset products, and the firm’s Investment Oversight Committee. Prior to joining the firm in 2010, Rich was Executive Vice President and Chief Investment Officer of City National Bank, where he was responsible for the bank’s investment management group and directed investment policy and strategy. Previously, he was Executive Vice President and Chief Investment Officer at Sanwa Bank California, where he managed all aspects of their investment department. Earlier in his career, Rich held senior investment positions at Vantage Global Advisors, TSA Capital Management, PaineWebber and Mellon Bank. He has worked in the investment industry since 1984. Rich holds a bachelor’s degree in Finance from the Wharton School of the University of Pennsylvania and a master’s degree in Business Administration from the University of Chicago Booth School of Business. He has authored several academic papers and is well known for his advanced work in the field of global investing. Rich is also a frequent guest on CNBC, Bloomberg Television, Fox Business and Bloomberg Radio.

Nancy Pilotte, CAIA, is a Vice President and Senior Client Portfolio Manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s Santa Clara, California office. Nancy is a member of the Multi-Asset Strategies discipline and is responsible for communicating investment strategies and results to the firm’s clients. As a member of the Market Insights Group, Nancy also delivers the firm’s macroeconomic and market insights to clients. Before joining American Century in 2007, Nancy was Finance Director for several retail organizations, including RedEnvelope, Walmart.com and Williams-Sonoma. Prior to that, Nancy managed equity investments in Russia and Ukraine at AIG Capital Partners and AIG-Brunswick Capital Management. Nancy started her professional career with MSCI Barra, Inc., where she was a Senior Consultant, Equity Portfolio Manager Services. Nancy holds a bachelor’s degree in Russian and Soviet Studies/Political Science from Middlebury College in Vermont and a master’s degree in Business Administration from the University of California, Walter A. Haas School of Business. She is a CAIA® charterholder and is a member of the CAIA Association.