Team Member TitleShort Bio
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Edward M. Lynch, Jr. AIFA®, RF™, GFS™ 

Founder & Chief Executive Officer

Ed has worked with ERISA-qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the early 1980s. 

In 2003, he became one of the first practitioners in the United States to complete the Accredited Investment Fiduciary Auditor, AIFA®, program of advanced studies at The Center for Fiduciary Studies (Joseph Katz School of Business, University of Pittsburgh). 

In 2008, Dietz & Lynch Capital became “[one of] the first Investment Advisors globally” to successfully complete the Centre for Fiduciary Excellence (CEFEX) independent certification process. The CEFEX certification “provides assurance to investors, both institutional and individual, that Mr. Lynch has demonstrated adherence to the industry’s best fiduciary practices…indicating [it’s] interests are aligned with those of investors.”

In 2009, he was voted by his peers as one of the 40 “Most Influential Retirement Plan Advisors” for his influence on retirement plans, his fellow advisors and retirement plan providers in the United States in a national survey conducted by the 401(k) Wire, the 401(k) Exchange and The Boston Research Group. 

Ed founded FPG with the mission to be a leader in the field of employee benefits and the most trusted source of information and evaluation in the retirement plan industry. 

CGH_(small) Charles Humphrey, Esq. Employee Benefits & ERISA Counsel Chuck has practiced in the area of ERISA and employee benefits for over 35 years. He is currently Vice-Chair of the American Bar Association Subcommittee on Multiple Employers, PEOs, and Controlled and Affiliated Service Groups. He is a member of the IRS Northeast Pension Liaison Committee.

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Raelene LaPlante, J.D., LL.M - ERISA Fiduciary Compliance Analyst 

Raelene has served as both Chief Counsel to the Internal Revenue Service and Senior Investigator for the US Department of Labor’s Employee Benefits Security Administration (EBSA). While there, she investigated qualified employee benefit plans for compliance with the provisions of Title One of ERISA.

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John Hare,  AIF®

Managing Director - Southeast John has long and significant experience in the areas of retirement plan assessment, management and administration. He works extensively with non-profit entities in the healthcare, higher education and governmental markets.
BL_(site)-823707-edited Brian Lakkides, AIF® Managing Director - Midwest Brian is an innovator in the fiduciary governance arena having founded Fiduciary Firewall Consulting in 2004. He publishes and speaks frequently on fiduciary governance topics.
sil3 Mark McCoy,  AIFA® Managing Director - Southeast Mark has over 32 years of experience in the retirement plan and investment management field. In addition to conducting fiduciary and CEFEX assessments, he provides investment advisory services to both retirement plans and investment management firms that specialize in the use of mutual funds.
Mark_Mensack-642645-edited Mark Mensack,  AIFA® Managing Director - Northeast Mark was formerly both a financial services industry professional and an instructor in philosophy at the U.S. Military Academy at West Point. In addition to serving as an independent fiduciary services he writes, teaches and conducts fiduciary assessments and CEFEX audits for FPG.
sil2 Kathryn Lynch Director of Marketing & Outreach

Katie has been a part of the FPG team since 2013. Serving as liaison between the team and its valued clients, she is committed to growing FPG's reach and building client loyalty through outreach, interaction, and continuous improvement of services.