The Woodlands, TX

William (Will) Orr is the President and founder of Compass Corporate Retirement Solutions a Retirement Plans Consultant with 20 years of experience in the corporate retirement plans industry.

Orr’s retirement plans experience, brings creative solutions to clients’ complex issues. Whether consulting with a large multi-site employer or working with a mid to small size employer, Orr’s experience in relationship management is one catalyst for forming long term relationships between not only the client and Compass, but in selecting partners that may help the client reach their goals.

Orr's fundamental philosophy in working with clients is that of full disclosure. Making sure that a client knows all options available to them as well as what fees are being charged against the plan assets.

Prior to creating CCRS, Orr’s work experience includes mutual fund and retirement plans industry leaders Fidelity Investments and Morgan Stanley and retirement plan wholesaling with Daily Access Concepts.

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. 

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.

Barry serves as Senior Vice President for the World Investment Advisors Compliance program and is focused on helping to build out the firm’s Compliance infrastructure for both broker/dealer and RIA operations. Additionally, he is involved in areas of branch supervision, new accounts, and advertising review. With 22 total years in the industry and 19 years in Compliance-related roles specifically, Barry’s previous positions have touched nearly every department in a broker/dealer and RIA firm. He served in a senior Compliance capacity at both LPL Financial and Independent Financial Partners, a role where he first met many of the WIA advisors. Prior to joining Pensionmark, he worked as the Deputy Chief Compliance Officer at J.W. Cole, a midsize firm headquartered in Tampa, Florida and holds the following registrations: Series 4, 7, 24, 52, 53, 57, 63, and 66. In his free time, Barry enjoys spending time with his family and is currently pursuing a Master’s Degree in Business Administration.

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.

Christina joined the Pensionmark, now WIA, team in 2018 and now serves as Manager of Business Development. She works to connect our team of advisors with Plan Sponsors in need of unbiased retirement plan consulting, financial wellness services, fee benchmarking and other industry resources.

Christina graduated from the University of California, Santa Barbara with a B.A. in Economics and Undergraduate Certificate in Technology Management.

Jack initially joined the Pensionmark, now WIA, team in 2017 as an intern with the Lead Generation department. In 2018, Jack joined the team full time and transitioned to the Advisor Support team. His responsibilities include onboarding new advisors and teams, internal sales desk operations, and providing additional advisor support through various channels.

Jack graduated from the University of California, Santa Barbara with a B.A. in Economics & Accounting with a minor in Technology Management and holds his Series 65 registration and CPFA credential.