Seasoned retirement plan professional will help advisors identify
opportunities and deliver effective solutions for their clients.
APPLETON, Wis. (September 29, 2026) – The Retirement Advantage, Inc. (TRA)®, a leading provider of retirement services nationwide, proudly announces that Mykal Davis has joined the company as a Regional Plan Consultant (RPC). Davis brings more than 20 years of financial services experience spanning retirement plan sales, investment management and institutional fixed income. He will report to Jeff Schreiber, TRA’s Vice President of National Sales & Distribution.
“Mykal’s retirement plan expertise and deep understanding of advisor distribution channels make him an excellent addition to TRA,” said Schreiber. “He will focus on growing TRA’s presence in Southern California and Hawaii, developing advisor and business partner relationships, and helping financial professionals leverage our retirement plan expertise and technology to better serve their clients.”
Davis most recently served as Vice President, Retirement Plans Mid-Market with USI Consulting/OneAmerica, where he focused on retirement plan sales and asset growth in Southern California. He has also held leadership positions in retirement plan sales and consulting, supporting 401(k), defined benefit, 403(b), deferred compensation and employee stock ownership plans. His broader financial services background includes investment management, institutional sales and intermediary distribution.
“TRA’s continued growth, commitment to innovation and investment in technology create an exciting opportunity to help advisors and their clients succeed,” said Davis. “I look forward to building on that momentum, strengthening advisor partnerships and helping financial professionals identify retirement plan solutions that address their clients’ evolving needs.”
Schreiber added that Davis’ retirement plan knowledge, sales leadership and experience across multiple advisor channels will help TRA create new opportunities and strengthen its support for financial professionals and plan sponsors.
Davis earned a Master of Business Administration from the University of Southern California’s Marshall School of Business, with finance concentrations in mergers and acquisitions and investment portfolio management.
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