Board of Trustees
About the SERS Board
The SERS Retirement Board consists of nine members: four elected employee members, two elected retiree members, and three appointed investment expert members. One investment expert is appointed by the Governor, one by the Treasurer of State, and one jointly by the Speaker of the House and President of the Senate. Board members serve four-year terms. Terms for employee-member and retiree-member seats begin on July 1 and end on June 30.
Board Meetings
Meeting Schedule
The Retirement Board meets monthly, except in January and August, in Columbus. Meetings are held on the third Thursday and, if necessary, Friday of the month.
The following committees meet in March, June, September, and December:
- Audit Committee
- Compensation Committee
- Technology Committee
Board members may attend up to two meetings remotely per year per the Remote Board Meeting Attendance Policy.
Board Agendas, Minutes, and Highlights
SERS publishes two types of meeting recap documents:
- Board Meeting Minutes — Detailed records of Board discussions, posted after Board approval (one-month delay).
- Board Highlights — A high-level summary published the week following each Board meeting.
Speaking at a Board Meeting
Meetings of the SERS Board and its committees are governed by the Ohio Open Meetings Law. While the law does not grant the public an automatic right to be heard, the SERS Board intends to provide reasonable opportunities for public comment.
Guidelines for Public Comment
- Notify the Executive Director at least 48 hours in advance with your name and a brief description of the topic.
- Topics must be within the Board’s jurisdiction.
- Matters not appropriate for public discussion include certain personnel actions, pending court actions, members’ medical records, and membership appeals.
- If approved, the Chairperson will invite the speaker to present at the appropriate time.
- Speakers are limited to five minutes; no more than two individuals may speak on the same subject per meeting.
- Defamatory, derogatory, or abusive remarks are not permitted.
Daniel L. Wilson
Chair Term Expires: 2028
Aimee Russell
Vice-Chair Term Expires: 2027
Board of Trustees
Jeanine Alexander
Employee-Member Term Expires: 2029
Jeffrey T. DeLeone
Appointed Member Term Expires: 2028
Matthew King
Employee-Member Term Expires: 2028
Catherine P. Moss
Retiree-Member Term Expires: 2028
Rebekah R. Roe
Employee-Member Term Expires: 2029
James Rossler Jr
Appointed Member Term Expires: 2029
Frank Weglarz
Retiree-Member Term Expires: 2029
Daniel L. Wilson
Chair | Term Expires: 2028
Daniel L. Wilson has been reappointed to the Board by the Governor. He is the Director of Business Development for the Education Service Center of the Western Reserve since May 2021, and the former Chief Financial Officer for the Mentor Exempted Village School District. Wilson has nearly 30 years of experience in school finance and has been a member of the Ohio Association of School Business Officials throughout his career. He holds a bachelor degree in accounting from Ohio University and a master degree in business administration from Lake Erie College. He is a member of the Ohio Society of Certified Public Accountants and holds a CPA certificate.
Jeanine Alexander
Employee-Member | Term Expires: 2029
Jeanine Alexander was chosen to fill a vacant employee-member seat in November 2024 and is now serving her first full term on the Board. She is a school bus driver for South-Western City Schools in Grove City. Alexander is an active member of OAPSE/AFSCME Local 4, where she has served as unit president and vice president. She is passionate about retirement security for school employees and advocating for the rights and benefits of public workers.
Jeffrey T. DeLeone
Appointed Member | Term Expires: 2028
Jeffrey T. DeLeone was appointed to the Board by the Ohio Treasurer. This is his third term. He is President of Jeff DeLeonePOINT Financial Group, Ltd., which provides financial planning, investment management and insurance services to individuals and businesses. DeLeone is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). He received his Bachelors degree from Miami University.
Matthew King
Employee-Member | Term Expires: 2028
Matthew King is serving his second full term on the Board. King has been treasurer and chief financial officer at East Cleveland City School District since 2004. He is a former president of the Cuyahoga County Association of School Business Officials. In 2019, King was named Ohio Treasurer of the Year by the Ohio Association of School Business Officials. He received his bachelor degree from Cleveland State University and his master degree in business administration from Baldwin-Wallace University. King is a Registered School Business Official.
Catherine P. Moss
Retiree-Member | Term Expires: 2028
Catherine Moss is serving her sixth term on the Board. Moss retired in 1997 after 30 years with the West Geauga Local School District, where she worked as a secretary/bookkeeper. She is former president of the Ohio Retired Teachers Association, a member of the Ohio Retired Educators Association, and a member of the National Retired Teachers Association. Moss received her bachelor degree from Muskingum College and also attended Hiram College and Case Western Reserve University.
Rebekah R. Roe
Employee-Member | Term Expires: 2029
Becky Roe is serving her first term on the Board. Roe has worked for Columbus City Schools since 2021, where she currently serves as an educational aide. She is an active member of OAPSE/AFSCME Local 4 and has served as a steward and organizer in her district. Roe is committed to protecting the retirement security of Ohio school employees and ensuring their voices are represented in decisions that affect their futures.
James Rossler Jr
Appointed Member | Term Expires: 2029
The Speaker of the Ohio House of Representatives and the President of the Ohio Senate reappointed James Rossler Jr. as an investment expert to the SERS Board. He is treasurer of the Rossford Exempted Village School System, near Toledo, and is a member of the Ohio Association of School Business Officials. Rossler attended the University of Toledo, where he earned a bachelor degree in business administration with a major in accounting and a master degree in accounting. He is a certified public accountant. Before coming to SERS, Rossler served on the State Teachers Retirement System of Ohio Board.
Aimee Russell
Vice-Chair | Term Expires: 2027
Aimee Russell is serving her first term on the Board. Russell is an active member of OAPSE for 11 years. Currently, she is employed at Olentangy School District. She is a former OAPSE Local 4 unit president, secretary, and has experience as a negotiation team member. Russell is a graduate of National Labor College and attended Columbus State Community College.
Frank Weglarz
Retiree-Member | Term Expires: 2029
Frank Weglarz is serving his third term on the Board. Weglarz retired from the Cleveland Heights-University Heights City Schools after 23 years of service as a custodian. He is a longtime member of OAPSE/AFSCME Local 4, where he has served in various leadership capacities including local vice president. Weglarz has been an advocate for retiree benefits and has represented SERS retirees at the state and local level.
FY2027 Board Meeting Schedule
Visit the Board Meeting Archive for past meetings.
| Month | Date & Meeting | Materials | Minutes | Highlights |
|---|---|---|---|---|
| June 2027 | June 17 (Thurs.) Technology Committee | |||
| June 17 (Thurs.) Board Meeting | ||||
| June 17 (Thurs.) Compensation Committee | ||||
| June 16 (Wed.) Audit Committee | ||||
| May 2027 | May 20 (Thurs.) Board Meeting | |||
| April 2027 | April 15 (Thurs.) Board Meeting | |||
| March 2027 | March 18 (Thurs.) Technology Committee | |||
| March 18 (Thurs.) Board Meeting | ||||
| March 18 (Thurs.) Compensation Committee | ||||
| March 17 (Wed.) Audit Committee | ||||
| February 2027 | Feb. 18 (Thurs.) Board Meeting | |||
| January 2027 | No Board Meeting | |||
| December 2026 | Dec. 16 (Thurs.) Technology Committee | |||
| Dec. 16 (Thurs.) Board Meeting | ||||
| Dec. 16 (Thurs.) Compensation Committee | ||||
| Dec. 16 (Wed.) Audit Committee | ||||
| November 2026 | Nov. 19 (Thurs.) Board Meeting | |||
| October 2026 | Oct. 15 (Thurs.) Board Meeting | |||
| September 2026 | Sept. 17 (Technology Committee) | |||
| Sept. 17 (Thurs.) Board Meeting | ||||
| Sept. 17 (Thurs.) Compensation Committee | ||||
| Sept. 16 (Wed.) Audit Committee | ||||
| August 2026 | No Board Meeting | |||
| July 2026 | July 16 (Thurs.) Board Meeting | Public Notice Materials | ||
| July 16 (Thurs.) Special Compensation Committee | Public Notice Materials | |||
| June 2026 | June 18 (Thurs.) Technology Committee | Public Notice Materials | ||
| June 18 (Thurs.) Board Meeting | Public Notice Materials | Highlights | ||
| June 18 (Thurs.) Compensation Committee | Public Notice Materials | |||
| June 17 (Wed.) Audit Committee | Public Notice Materials | |||
| June 1 (Mon.) Special Board Meeting | Public Notice Materials | Minutes | ||
| May 2026 | May 21 (Thurs.) Board Meeting | Public Notice Materials | Minutes | Highlights |
| May 15 (Fri.) Special Board Meeting | Public Notice Materials | Minutes | ||
| April 2026 | April 27-28 (Mon.-Tues.) Special Board Meeting | Public Notice Materials | Minutes |
Stay Informed About Board Activity
Subscribe to receive the monthly Board Meeting Highlights — a high-level summary of Board actions and decisions, health care news, and fund status updates.