The Multnomah Group

Principal Biographies

Erik Daley, CFA Managing Principal ph: (503) 772-0159 Erik.Daley@MultnomahGroup.com Erik Daley is the Managing Principal for the Multnomah Group. Erik consults regularly with business owners and benefits managers on a variety of retirement plan related topics to help manage their business, financial, employment, and fiduciary risks. Prior to founding the Multnomah Group in 2003, he served as a Vice President of Retirement Services and led the Portland, Oregon practice of a national retirement services firm. Erik was a founding member of their national investment committee which managed more than $2.5 billion in qualified plan assets. Erik is a member of the Association for Investment Management and Research, American Society of Pension Actuaries, the Portland Society of Financial Analysts, the Seattle Society of Financial Analysts, the Portland Chapter of the Western Pension Benefit Conference, as well as the Society for Human Resource Management . Raised in Seattle, Washington, Erik makes a home in Portland with his wife and daughter.

Scott Cameron, CFA Principal ph: (503) 772-0159 Scott.Cameron@MultnomahGroup.com Scott Cameron directs research for Multnomah Group, Inc. In addition, he consults with plan sponsors and benefits managers in areas such as investment management, vendor cost, participant education programs, and vendor implementation. Prior to founding the Multnomah Group, Scott was an investment consultant with a national retirement services firm. Scott is a member of the CFA Institute, the CFA Society of Portland, and the Portland Chapter of the Western Pension Benefit Conference. Scott makes a home in Portland with his wife.

Gary Caine, FSA Regional Director ph: (310) 297-9605 Gary.Caine@MultnomahGroup.com Gary Caine is the Southern California Regional Director for the Multnomah Group. Gary leads the actuarial services evaluation practice and regularly consults with sponsors on a variety of retirement plan related topics. Before the firm Gary founded in 1996, IFC Retirement Advisors, joined the Multnomah Group in 2007, he served as a Regional Director for A. Foster Higgins, Inc., where his retirement plan administrative search clients included a number of Fortune 100 companies. Prior to that, Gary was the Principal in charge of an actuarial team and the investment consulting group for the Boston office of William M. Mercer, Inc. From 1977 through 1985, he was a Principal, Consulting Actuary, and Actuarial Team Manager for Towers Perrin, specializing in pension plan matters. Gary has been a Fellow of the Society of Actuaries since 1978 and a federally licensed Enrolled Actuary pursuant to ERISA since 1979. Gary holds bachelors and masters degrees in Applied Mathematics. Gary makes his home in Southern California

Eric Verling, CFA Senior Consultant ph: (310) 665-0573 Eric.Verling@MultnomahGroup.com Eric Verling is a Senior Consultant for the Multnomah Group. Eric specializes in investment research and analysis, working with plan sponsors on manager evaluation and selection. Prior to joining the Multnomah Group in 2007, Eric was a Principal of IFC Retirement Advisors and has worked in the retirement plan industry for 15 years. Eric is a member of the CFA Institute and holds a masters degree in business administration. Eric makes his home in Reno.

Brian A. Montanez, QKA, QPFC, AIF Regional Director ph: (510) 654-7240 Brian.Montanez@MultnomahGroup.com Brian Montanez is the Northern California Regional Director for the Multnomah Group. Brian leads business development firm wide. Prior to joining the Multnomah Group in 2007, he served as a Vice President and Regional Sales Director in Northern California for CitiStreet Retirement Plan Services, a Citigroup and State Street company. He regularly consulted with business owners and benefits managers on a variety of plan design, investment offering and participant services issues. Brian has over thirteen years experience in the investment management industry, specializing in pension markets for the past nine years. Brian is an AIF, Accredited Investment Fiduciary certified by the Center for Fiduciary Studies, and a QKA, Qualified 401k Administrator, QPFC, Qualified Plan Financial Consultant by the American Society of Pension Professionals and Actuaries (ASPPA). Brian holds NASD licenses 7, 63, 65 & 24. He has a BS in Economics - Finance from Bentley College, Waltham Massachusetts. Brian is a member of ASPPA, American Society of Pension Professionals and Actuaries as well as the Center for Fiduciary Studies.