Denise Tognarina has more than two decades of experience in sales program and content development, sales training, and marketing. Prior to joining The Bielan Group, Denise worked with Peter Bielan at Kehrer Bielan Research & Consulting where together, they focused on helping banks and credit unions improve their investment, wealth management, and insurance businesses by conducting business reviews and custom consulting projects.

Prior to Kehrer Bielan, she served as vice president, consulting delivery manager on the LPL Financial Institution Services Relationship Management team. In this role, Ms. Tognarina was responsible for enhancing the relationship management team value proposition by developing content, tools, and resources to empower team members to best serve their clients and drive business growth.

Ms. Tognarina also held a number of roles at UVEST Financial Services (which was acquired by LPL in 2006), including National Manager of Sales Campaigns and Sales Training Manager where she developed turn-key sales and marketing campaigns and training programs for the LPL Institution Services Business Consulting team.

Prior to joining UVEST in 2006, Ms. Tognarina spent eight years at Fidelity Investments where she developed and led the sales training program for Retirement Investment Services, their 401(k) asset retention team.

Ms. Tognarina is a graduate of Southern New Hampshire University and holds a Bachelor of Science in International Business as well as a Masters in Organizational Leadership.

Jacinda Norvell brings more than two decades of leadership across wealth management, sales execution, advisor development, and enterprise program strategy. Before joining The Bielan Group, she served as Senior Managing Director and Sales Execution Director for Truist Wealth Brokerage, where she led enterprise sales strategy, strengthened advisor productivity, and guided large‑scale initiatives spanning regulatory oversight, operational alignment, recruiting, and inclusion strategy.

Throughout her career at Truist and SunTrust, Jacinda has built high‑performing teams, led national advisor development programs, delivered major enterprise events, and represented her organizations across industry associations including SIFMA and BISA, where she currently serves on the Board of Directors. Her background includes deep experience in supervisory oversight, business management, strategic partnerships, and advisor engagement, while having held Series 4, 7, 24, 63 and 65 registrations while at Truist.

At The Bielan Group, Jacinda consults with existing clients to strengthen program performance, advisor development, and strategic execution. She also leverages her extensive industry network to expand The Bielan Group’s reach and plays a key role in advancing ongoing initiatives across sales strategy, inclusion, and enterprise program leadership.

Jacinda is known for her ability to connect people, elevate talent, and bring clarity and momentum to complex initiatives. She holds a BBA in Accounting from the University of Georgia and has obtained Chartered Retirement Planning Counselor and Lean Six Sigma Certified professional designations.  

Steve Turtz is an award winning Senior Executive Division Sales Leader with a solid track record of growing sales, profits, and market share including building and managing three Bank Wealth Strategy Groups. He is a consistent Top Performer particularly noted for revitalizing poorly performing markets and a dynamic and passionate leader with the innate ability to inspire others to excel. Recognized for outstanding coaching and mentoring capabilities, Steve has demonstrated the ability to partner effectively across a broad organization and build consensus within the wealth management segments.

Steve leads business development efforts for The Bielan Group, identifying financial institutions that can benefit from the firm’s Fractional Leadership Program. He partners with credit unions and community banks that aren’t yet large enough to justify a full‑time program leader, helping them access the strategic expertise, disciplined program management, and local leadership typically reserved for much larger firms.

Steve’s work supports institutions seeking a high‑caliber alternative to traditional managed or producing manager models—delivering experienced leadership at a fraction of the cost while strengthening long‑term program performance.