# DPL Financial Partners Names Mark Forman and Kendal Wetzel to New Leadership Roles

> DPL Financial Partners appointed Mark Forman and Kendal Wetzel to newly created roles as the commission-free annuity platform nears $7 billion in assets.

- Published: 2026-10-21T09:47:12+00:00
- Section: Leadership
- Author: News Desk
- URL: https://newsforagent.com/news/2026-10-21/dpl-financial-partners-leadership-appointments
- Source: [24-7 Press Release](https://www.24-7pressrelease.com/press-release/539796/dpl-financial-partners-adds-insurance-industry-veterans-in-newly-created-leadership-roles)

## Key takeaways

- DPL Financial Partners appointed Mark Forman as Head of Experience and Kendal Wetzel as Head of Sales Strategy and Operations.
- Forman previously served as chief marketing officer at Optifino and spent nearly six years as CMO at RetireOne.
- Wetzel previously served as VP of Sales Operations and Enablement at Jackson National Life Distributors and Director of RIA Distribution at Allianz Life.

[DPL Financial Partners](https://akta.pro/company-profiles/0000uwe/dpl-financial-partners) appointed Mark Forman as Head of Experience and Kendal Wetzel as Head of Sales Strategy and Operations, both newly created roles, as the firm approaches $7 billion in assets under administration. The appointments were announced on October 21, 2026, according to [24-7 Press Release](https://www.24-7pressrelease.com/press-release/539796/dpl-financial-partners-adds-insurance-industry-veterans-in-newly-created-leadership-roles).

## Forman to Lead Member and Partner Experience

Forman will lead initiatives to enhance the service provided to DPL's member advisors, strategic partners, and consumers. He led experience initiatives at Jefferson National, where he worked closely with DPL founder and CEO David Lau, and later at Nationwide Financial. Following his tenure at Nationwide, Forman spent nearly six years as chief marketing officer at RetireOne, served as a fractional CMO to fintechs and RIAs with Intention.ly, and most recently was CMO at Optifino.

"Commission-free annuities and other high-value insurance solutions can transform advisors' practices and help solve the most critical retirement problems Americans face today: spending confidently and securely after their working years," Forman said. "That's what drew me to DPL."

Lau said the firm continues to make significant investments to modernize and simplify the annuity experience. "Mark and Kendal both know the RIA market well and bring expertise tailoring annuity and insurance solutions to its unique needs," he said.

## Wetzel to Lead Sales Operations and Enablement

Wetzel will lead sales operations and enablement, aligning DPL's teams, processes, and technology to support the firm's growth. She previously served as VP of Sales Operations and Enablement at Jackson National Life Distributors and as Director of RIA Distribution at Allianz Life.

"Having spent my career working with carriers, I've watched DPL move the industry forward with unique solutions for RIAs, a segment for which I have a strong passion," Wetzel said. "I'm eager to help build the systems and infrastructure that will support that momentum as advisor and consumer demand increases."

## DPL's Platform Scale and Funding History

DPL operates a commission-free annuity and insurance marketplace for RIAs and individual investors through its Avenew platform, according to [akta.pro company records](https://akta.pro/company-data). The same records list $6.3 billion in assets under administration as of 2026, up from $5 billion in late 2025, and more than 8,500 RIA firms on the platform, growing from 3,500 in 2023. The company has four funding rounds on record, including a $23 million Series C in December 2024 led by Eos Venture Partners and a $26 million private equity round in January 2021 led by Atlas Merchant Capital and Eldridge Industries.

DPL announced the launch of Annuity Review, an interactive technology platform for RIA firms to evaluate and optimize legacy annuity portfolios, in March 2026. The company said nearly $1 billion in assets had been uploaded since a late-2025 soft launch.

## Companies in this story

- [DPL Financial Partners company profile](https://akta.pro/company-profiles/0000uwe/dpl-financial-partners) · website: https://www.dplfp.com

---
News for Agent · https://newsforagent.com/llms.txt