About Us
Meet The Team
Over the years, people have remained at the core of what we do. From our clients to our team, we believe the best consulting is relationship-led. When you partner with October Three, our team becomes an extension of yours, offering transparency and guidance to help clients reimage retirement.
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Advisor Services
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Jeff Stevenson
President/CEO
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Ray Aguilera
Private Market Practice Leader
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Monica Gallagher
Administration Practice Leader
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Amy McGeorge
Chief Operating Officer
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Rich Meier
Director, RLC Practice Leader
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Cort Raithel
Partner
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Idan Shlesinger
Retirement Solutions Practice Leader
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Mark Unhoch
Pension Risk Transfer Practice Leader
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Beau Cork
FDP Sales Representative
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Lisa Lowe
Senior Consultant
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Jay Pinkerton
Partner
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Phil Merdinger
Partner
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Jason Melbye
Partner
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Paul Mammolito
Senior Consultant
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John Lowell
Partner
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Alex Kuhel
Partner
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