401k Generation

Kelli Rojas is a Series 65 licensed financial advisor with 15 years of industry experience, currently working at 401k Generation since 2009. She is based in Altamonte Springs, FL, and is part of a six-advisor team. 401k Generation provides retirement plan consulting to plan sponsors and fiduciaries, along with individual managed accounts and investment advisory services. The firm offers fiduciary support under ERISA Sections 3(16), 3(21), and 3(38) and manages assets using model portfolios overseen by an internal Investment Policy Committee.

Gyasi Marshall is a financial advisor with 10 years of industry experience, currently serving at 401k Generation. He holds a Series 65 designation and has prior experience with EquityPro, LLC, Pfs Investments Inc., Primerica Financial Services, and the University of Central Florida. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and individual clients. The firm offers fiduciary support under ERISA and manages assets using model portfolios overseen by an internal Investment Policy Committee.

Marlene Nitsch is a financial advisor at 401k Generation with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Skyview Wealth Management and Asset Staffing. 401k Generation provides retirement plan consulting and fiduciary support to plan sponsors and fiduciaries, while also offering individual managed accounts. The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Edward Rojas is a Series 65-licensed advisor with 12 years of industry experience. He has been with 401k Generation since 2012. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm uses an in-house Investment Policy Committee to oversee model portfolios and manages assets on both discretionary and non-discretionary bases.

Dyllan Mastrodicasa is a Series 65-credentialed financial advisor with 3 years of industry experience. He has been with 401k Generation since 2021. His prior work includes roles at the University of Central Florida, Florida Gulf Coast University, and Grey Oaks Country Club. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and individual clients. The firm offers fiduciary support under ERISA Sections 3(16), 3(21), and 3(38), manages model portfolios through an in-house Investment Policy Committee, and handles plan administration tasks such as participant communications and transaction processing.

Eric Stauffer is a financial advisor at 401k Generation with nine years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Paychex. 401k Generation provides retirement plan consulting and investment advisory services to plan sponsors and fiduciaries, offering fiduciary support under ERISA Sections 3(16), 3(21), and 3(38). The firm manages assets through an in-house Investment Policy Committee that oversees model portfolios and evaluates funds and ETFs using various performance metrics.