Shannon Main began her career in the financial services industry in 1995 and works exclusively with corporate retirement plan sponsors, designing plans to meet the most critical fiduciary standards in an increasingly stringent regulatory environment. She is a Regional Growth Leader for Pensionmark’s West division, having built on her extensive experience managing her retirement plan practice and working with corporate retirement plan clients at USI and Morgan Stanley. She is currently a member of the National Association of Plan Advisors (NAPA) and serves as President of the Western Pension & Benefits Council Governing Board and as Past President of the Western Benefits & Pension Council, Orange County Chapter. Shannon has spoken at national conferences and local industry events on a variety of retirement plan focused topics. She was selected as a delegate to the NAPA DC Fly-In Forum from 2015 - 2021, where the nation’s leading retirement plan advisors brief congressional leaders on the importance and future of workplace retirement plans. She was named among the Financial Times 401 Top Retirement Plan Advisors in 2016 and 2017 and was designated as a Captain in NAPA’s roster of Top Women Advisors from 2015 - 2022, an award granted to only 50 women nationwide. Shannon earned a B.S. in Biological Sciences from the University of California, Irvine. She holds the CERTIFIED FINANCIAL PLANNER credential and the Accredited Investment Fiduciary designation. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements. The 2017 NAPA Top DC Advisor Firms is a compilation of leading individual advisor firms, or teams, ranked by DC assets under advisement. Nominees are selected via survey submitted to NAPA. The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The NAPA Top Women Advisors list was established in 2015 and nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.