About Us - IncomeConductor

Introducing IncomeConductor

IncomeConductor® is the flagship platform of WealthConductor LLC, founded in 2017 by a team of advisors with decades of experience in the retirement marketplace. Our understanding of the day-to-day challenges financial professionals face, and what they need to succeed, led us to create IncomeConductor – the proprietary, time-segmented, online tool that empowers advisors, firms and individuals internationally to plan for retirement more simply, more accurately, and more reliably.

Win. Win. Win.

IncomeConductor® accomplishes three game-changing objectives:

It helps financial advisors redefine their value proposition as retirement income experts

It provides customized, uniquely flexible distribution strategies to their clients

It is continuously enhanced, thanks to real-world input from our community of advisors

Our core beliefs

A reliable income distribution strategy is key to securing a successful retirement

A trained financial professional armed with the right technology is critical to achieving an individual’s retirement goals

A firm must have the right distribution strategy and technology in place to grow their business

Our leadership team

Sheryl O'Connor

Founder/CEO

Philip Lubinski, CFP

Founder /
Retirement Income Specialist

Tom O'Connor

Founder/ CMO

Our board of advisors

Marc Butler

BNY Mellon | Albridge

Suresh Chakravarthi

BNY Mellon and JP Morgan Chase

Benjamin Lavine, CFA

3D Asset Management

Kevin McGarry, CIMA, CRPC

Nationwide Mutual Funds

Joseph Spatucci

BNY Mellon | Pershing