Fort Wayne, IN

Since graduating from Indiana University in 1991 with a Bachelor of Arts degree in Business Economics, Mr. Winkeljohn has spent his entire career focusing on partnering with companies in the design, implementation, and overall management of defined contribution plans.

Mr. Winkeljohn was one of the first Investment Advisors to receive the Accredited Investment Fiduciary (AIF®) designation from the University of Pittsburgh Katz Graduate School's Center for Fiduciary Studies and has been recognized 30 times for outstanding sales, service, and commitment to clients.

Mr. Winkeljohn currently maintains Life and Health Insurance licenses.

Taylor joined the Pensionmark, now WIA, team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for WIA’s independent advisor network. The breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high-quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of WIA’s services within its national market.

Taylor has a master’s in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management, and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member of the Junior League of San Diego, an organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.

Jennifer serves as World Investment Advisors' Chief Compliance Officer and Chief Operations Officer. She manages the firm's compliance program, operations, and partners with advisors to deliver infrastructure and support services. Prior to joining the team in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.

Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations.

Nate Garrison serves as Senior Vice President and Chief Investment Officer of WIA. Nate leads the World investment team from Washington, Iowa (located between Cedar Rapids and St. Louis). Nate most recently held leadership positions at Cambridge Investment Research on their Advisory Solutions team, and previously led their Due Diligence team for over 5 years. Prior to Cambridge, Nate worked at Credit Suisse in Washington, D.C. and Steben & Company in Rockville, MD.

He holds a number of technical designations and licenses including the CFA, CIPM, CAIA, and FRM, as well as his Series 3, 7, 24, 63 and 66 registrations. He also holds undergraduate degrees in Economics and History from the University of Virginia, a Master’s degree in Applied Economics from Johns Hopkins University and is completing a Master of Science in Analytics at Georgia Tech next year. 

Emilio joined Pensionmark, now WIA, in 2014 and serves as the Director of Participant Engagement. His team provides financial wellness education, and advice/planning services to 401(k) participants with a mission of creating inclusivity where people can make better money choices, change the systemic issues that serve as barriers, and have better financial health.

Emilio graduated from the University of California, Santa Barbara, with a double major in Communications and Spanish and is an MBA candidate at the University of Southern California. He holds is Series 6 and 63 registrations.